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