PRINCETON generations

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

Going Back Meets Giving Back: Consider an Annual Giving Legacy Gift for 50th Reunions and Beyond

The class of 1974 carries a banner with their year in the P-rade
Celebrate your 50th Reunion with a gift that keeps on giving.

Somehow, it happens. The years fly by and our place in the P-rade gets ever closer to the start.

When the 50th Reunion appears on the horizon, it brings an opportunity to celebrate with old friends. It’s also a time for Tigers to pause and think about our legacies. One option to consider for those who reach that remarkable 50th Reunion milestone, as well as all the major reunion milestones that follow, is creating a life income gift through Princeton’s Annual Giving Legacy program.

Tigers have several options to choose from in setting up life income gifts, including charitable gift annuities (CGAs), charitable remainder trusts and charitable lead trusts.

The Benefits

Annual Giving Legacy gifts in support of your reunion provide attractive financial benefits for the donor. They allow you to:

• Make a charitable contribution
• Produce a reliable stream of lifetime income (see chart below for CGA rates)
• Reduce taxes
• Address specific issues such as retirement or estate planning
• Use a qualified charitable distribution from your IRA to fund one gift annuity up to $53,000 in combination with other life income gifts

Beyond these financial benefits, your generous gift invites University recognition for making a lasting impact. With your Annual Giving Legacy gift, you will:

• Perpetually support future generations of Princeton students
• Earn Annual Giving major reunion class credit
• Be recognized as a member of 1746 Society
• Be listed, if you so desire, in the annual “Gifts to Princeton” publication

How Your Legacy Gift Keeps Giving

You have the option to choose how your permanent legacy gift to Princeton will be forever recognized.

The remaining principal from your charitable remainder trust or charitable gift annuity, or the distributions from your lead trust, ultimately will generate funds to support Princeton in perpetuity as an Annual Giving endowment fund. Annual Giving Legacy endowments can be named for you, your family, or your class.

As you approach your 50th, 55th, 60th and 65th reunions, find out how Annual Giving Legacy gifts might best fit with your goals for retirement, estate planning and charitable giving. Contact Princeton University Gift Planning at 609.258.6397 or

For more information, visit

—Catherine Mallette ’84

Charitable Gift Annuity Rate Chart for AG Legacy (as of February 28, 2024)

 1 Annuitant2 Annuitants
ReunionAgeAnnuity RateAgesAnnuity Rate
50th726.6%72 & 725.7%
55th777.4%77 & 776.5%
60th828.5%82 & 827.3%
65th879.5%87 & 878.7%

“It is indeed a win-win. I wish more people my age knew about the huge benefits of charitable gift annuities.”

— Richard Waugaman ’70

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This entry was posted on March 25, 2024 in SPRING 2024.


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