OFFIC

E OF G

IFT PLANN

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PRIN

CETO

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NIVER

SITY330 ALEXAN

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INC

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, NJ 08540-9839

NO

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ECESSARY

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THE

UN

ITED STATES

POSTAG

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BY ADD

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FIRST-C

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. 69PR

INC

ETON

, NJ

BU

SINESS R

EPLY MA

IL Office of Gift PlanningVisit giving.princeton.edu/giftplanning

E-mail 1746soc@princeton.eduCall 609.258.6318

Making a Planned GiftFOREVER PRINCETON

5.15

There are many ways you can make a gift that will cost you nothing today, or help you make a tax-wise investment in both your future and the future of the University. You can support Princeton’s mission by:

n naming Princeton as a beneficiary of an IRA, retirement plan, insurance policy, or bank account

n creating a charitable trust or other life income gift

n including Princeton in your will

A PLANNED GIFT TO PRINCETON

IS ONE THAT L IVES FOREVER.

From left, Jennifer Scott ’07, Kristen Scott ’09, John Scott III ’75, Maureen Kelly Scott ’75, Andrew Scott ’14

When you make a planned gift to Princeton, your generosity has an impact far beyond your lifetime. Your gift supports generations of students whose lives will be forever changed by their Princeton experience.

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n Fast and easy to set upn Payment amount guaranteedn Capital gains taxes reduced or deferredn Charitable deduction on federal income taxn Reduces your taxable estate in most casesn Gift (remainder) can be designated

n Payments may be higher than stock dividendsn Can add to a unitrust at any timen Capital gains taxes reduced or deferredn Charitable deduction on federal income taxn Reduces your taxable estate in most casesn Gift (remainder) can be designated

n Charitable deduction on federal income taxn Federal gift/estate tax deductions on income

payments to Princeton may reduce taxable estaten Gift (payments) can be designated

n Easy to do and costs nothing nown Can be a percentage of your estate or a specific amountn Reduces your taxable estate in most casesn Gift can be designated

$25,000

$50,000

$250,000

Any Amount

n Unitrust payments vary depending on investment performance

n Annuity trust payments fixed when gift established

n Oversight by managers of Princeton’s endowmentn Remainder is a gift to Princeton

n Income payments directed to Princeton n You control the timing and distribution of assets

to your heirsn Oversight by managers of Princeton’s endowment

n Not applicable

n Payments fixed when gift is established n Remainder is a gift to Princeton

YOUR INCOME YOUR BENEFITSMINIMUM

GIFT

I’m in my 70s; I’d like to ensure that I have enough money for my 80s and 90s, and give a gift to Princeton, too.

I have appreciated stock that pays me a dividend; how can I make a gift to Princeton and continue to receive an income during my life?

I want to make a gift to Princeton, but am also concerned about providing for my heirs.

I’d like to make a gift to Princeton that costs me nothing now.

YOUR GOALYOUR

STRATEGY DESCRIPTION

Charitable Gift Annuity

Charitable Remainder

Trust

Charitable Lead Trust

Bequest -or-

Beneficiary

Gift, often of cash or securities; provides guaranteed payments to you and/or your beneficiaries age 70 or older for the payees’ lifetime; the remainder becomes a gift to Princeton

Gift of cash, securities, or real estate; provides payments to you and/or your beneficiaries for a lifetime or a specific term; becomes a gift to Princeton when the trust ends

A trust that benefits your heirs and also provides a gift by directing the trust’s income to Princeton for a fixed term (usually 15 to 25 years)

Include Princeton in your will -or- Name Princeton as a beneficiary of a life insurance policy, IRA, retirement plan, outside trust, or bank account

WAYS TO GIVE

Typical financial benefits are listed. Consult with your financial advisor to

learn which benefits apply to you.

A Princeton philanthropic advisor can review options and minimum amounts

that allow you to designate your gift to support a specific department,

program, or initiative.

Princeton offers many ways to reach your financial and

philanthropic goals, as well as expert advice to help you

find the right balance.

S H A N I M O O R E W E AT H E R B Y ’ 0 2

n 1746 Society member

n Her bequest will help students excel beyond her lifetime.

n She’s an attorney with NBCUniversal; she also serves as director of the Riordan Initiative, which introduces high-achieving minority and economically challenged high school students to Princeton.

A PLANNED GIFT TO PRINCETON... ...FOREVER IMPROVES LIVES

When you include Princeton in your estate plan or create a life income gift, you become a member of the University’s 1746 Society. The society is named in honor of the year the University was founded.

n A permanent legacy at Princeton

n Reports on the investment performance of gifts to Princeton and highlights of the gift planning program

n Professional, personalized gift planning services

n Invitations to members-only events

n Recognition in publications, including the Princeton Alumni Weekly and the University’s Gifts to Princeton

n Option to be an anonymous member if you do not want your membership publicly recognized

Benefits of 1746 Society Membership

“ I want to help exceptional young people and make it easier for them to excel, especially students who have ability but were never told about possibilities.”

— S H A N I M O O R E W E AT H E R B Y ’ 0 2

Shani Moore Weatherby ’02 with Richard Riordan ’52

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...FOREVER SUPPORTS ACHIEVEMENT

A L E X I S A N D P I E R C E S E LW O O D ’6 1

n 1746 Society members

n Their charitable remainder trust provides them with both income and tax benefits now. Princeton and Smith College (Alexis’s alma mater) will share the remainder of the trust when it ends.

n Princeton pride is a family tradition that began with Pierce’s father, Pierce W. Selwood, a postdoctoral fellow and instructor at the University in the 1930s.

“ At some point, you realize you want to give back to the things that matter most to you....It’s a win-win gift.”

— P I E R C E S E LW O O D ’6 1

LU I S G O N ZA L E Z -YA N T E ’ 1 8 A N D B O - R Y E H N C H U N G ’ 1 8

n Luis, from Detroit, Michigan, is an aspiring engineer.

n Bo-Ryehn, from Auckland, New Zealand, is considering a major in chemical and biological engineering or neuroscience.

n Both are the first recipients of scholarships created through charitable remainder trusts. Luis benefits from Frank Sagendorph III ’31’s life income gift, while Bo-Ryehn receives financial aid through the generosity of Robert Chamberlin ’57.

Pierce Selwood ’61, holding a photograph of his father, with (from left), daughter, Allison Selwood Catanzaro ’90; wife, Alexis Fuerbringer Selwood; and granddaughter, Alice Catanzaro ’17

“ If I could, I’d ask my benefactor which aspects of Princeton he’d never forget, and the reasons he chose to give back. If I had the chance, I would say thank you over and over.”

— B O - R E Y H N C H U N G ’ 1 8

... FOREVER SUSTAINS THE UNIVERSITY

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GIVING OPPORTUNITIES

n A bequest is a gift that comes to Princeton after your lifetime. Through a bequest, you can direct a specific dollar amount or assets to the University. Or, you can direct all or a percentage of the remainder of your estate after your other beneficiaries have received their inheritances and estate-related expenses have been paid.

n No will is necessary to designate the University as a beneficiary of your IRA, retirement plan, life insurance, or bank account.

n The following bequest language can be used in your will: I give and bequeath to the Trustees of Princeton University, a New Jersey not-for-profit corporation, the sum of ________ Dollars {or all the rest, residue, and remainder of my estate} to be used for the purposes of the University at the discretion of its Board of Trustees.

n The University’s tax ID number (EIN) is 21-0634501.

n A Charitable Remainder Trust (CRT) or Charitable Gift Annuity (CGA) can diversify your portfolio, increase your income, reduce or defer capital gains tax, and provide a federal income tax charitable deduction. Many donors use the payments to fund their annual gift to the University, or to support a University priority during their lifetime.

CRT or

CGADonor

Gift

Income tax deductionPayments throughout

your lifetime

Remainder to Princetonafter your lifetime

GIFTS THAT COST NOTHING TODAY GIFTS THAT PAY YOU AN INCOME

Trevor Forde ’74, Matthew Kinsey ’98, and Roger Moseley ’55 converse at the annual 1746 Society luncheon.

From left, Kelly Lack ’10, Jonathan Lack ’14, Robert Lack ’77 *78, Colleen Kelly ’77

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OFFIC

E OF G

IFT PLANN

ING

PRIN

CETO

N U

NIVER

SITY330 ALEXAN

DER

ST.PR

INC

ETON

, NJ 08540-9839

NO

POSTAG

E N

ECESSARY

IF MAILED

IN

THE

UN

ITED STATES

POSTAG

E WILL BE PAID

BY ADD

RESSEE

FIRST-C

LASS MAIL

PERM

IT NO

. 69PR

INC

ETON

, NJ

BU

SINESS R

EPLY MA

IL Office of Gift PlanningVisit giving.princeton.edu/giftplanning

E-mail 1746soc@princeton.eduCall 609.258.6318

Making a Planned GiftFOREVER PRINCETON

5.15