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:
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.
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