PRINCETON generations

Ideas and Strategies from the Office of Gift Planning at Princeton University

Making a List, Checking it Twice

Jennifer Jordan McCall '78

Preparing your year-end checklist? Start early!
Some gifts to Princeton need extra time, says 1746 Society member Jennifer Jordan McCall ’78. Start now to complete your gift by December 31.
·      Appreciated securities are highly tax-advantaged and can create a stream of income with a life income gift.
·      If you are 70 ½ or older, gifts to Princeton from your IRA count towards your required minimum distribution, but not your taxable income. Win — win!
·      Your life income gift can help your class reach its Annual Giving goal, starting with your 50th reunion.
Contact the Gift Planning team for more information.
 

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This entry was posted on October 28, 2022 in FALL 2022.

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