Skip To Content

Search
You are here:  Alumni/ae > Planned Giving
Welcome
Why Give
How to Give
Annual Gifts
1812 Society
Planned Giving
Capital Gifts
Endowments
Planned Giving Calculator
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.