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.

Leave a Reply

Your email address will not be published. Required fields are marked *


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


See Generations Archive

The information presented is not intended as legal or financial advice. Please consult your own professional advisors to discuss your specific situation.

Princeton Generations is produced by Princeton University Advancement.

Advancement Data Privacy Policy

Photos by Sameer Khan and courtesy of Juanita James and Doug Grover