What Is Planned Giving?
Planned Giving offers our friends and alumni/ae a means of accomplishing their charitable objectives that is consistent with their personal values and that takes into account their overall financial and estate plans. In addition to will provisions, a number of life income plans are available to accommodate individual situations. This life income feature can sometimes result in a larger gift than was first thought possible, while at the same time enhancing the donor’s stream of income. While these plans differ in detail, there are a number of benefits common to all.
These benefits include:
- • the satisfaction of making an investment in life and ministry that will help provide future leadership for the church;
- • income for life (or, in some cases, a term of years) with the option of providing for a beneficiary as well;
- • a charitable deduction for income tax purposes in the year of the gift, with carryover privileges for up to five additional years;
- • reduction or elimination of the capital gains tax when funded with appreciated property held longer than one year;
- • freedom from investment and management responsibilities;
- • estate tax benefits;
- • the avoidance of probate and estate administration expenses;
- • an invitation to become a member of the Seminary’s Legacy Society.
Ways to provide for the Seminary through planned gifts:
- • Bequests
- • Charitable Gift Annuity
- • Deferred Payment Gift Annuity
- • Princeton Seminary Fund (A Pooled Income Fund)
- • Charitable Remainder Trust
- • Charitable Lead Trust
- • Retained Life Estate
- • Life Insurance
How can planned gifts be funded?
- • Cash
- • Appreciated Securities
- • Mutual Funds
- • Retirement Funds
- • Real Estate
- • Closely Held Stock/Business Interests
For additional information:
To receive brochures, individual proposals, or other information about the Seminary’s Planned Giving Program, please contact:
John S. McAnlis
Director of Planned Giving
Princeton Theological Seminary
P.O. Box 821
Princeton, New Jersey 08542-0803
Telephone: 800-622-6767 Ext. 7756 or 609-497-7756
Email: John S. McAnlis
Thank you for considering making a gift to Princeton Seminary.