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Planned Giving

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
Fax: 609-924-2973
Email: John S. McAnlis

Thank you for considering making a gift to Princeton Seminary.