The Growing Awareness of Planned Giving
The financial under girding of Princeton Seminary is essential to its mission, and we
invite your participation in it. While many of our friends and alumni/ae support the
Seminary through outright gifts made in the form of cash or appreciated securities, a
growing number are providing for our institution by means of bequests and are becoming
acquainted with the mutual benefits of life income plans available through the
Seminary’s Planned Giving Program.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:
Deadra Bachorik Ashton
Director of Planned Giving
Princeton Theological Seminary
P.O. Box 821
Princeton, New Jersey 08542-0803
Telephone: 800-622-6767 X 7756 or 609-497-7756
Fax: 609-924-2973
Email: Deadra.Ashton@ptsem.edu
Thank you for considering making a gift to Princeton Seminary. |
Why
Give? How
to Give
Annual Gifts
Capital Projects
Endowments
Planned Giving
Bequest
Charitable Annuity
Deferred Annuity
PTS Fund
Remainder Trust
Lead Trust
Retained Life Estate
Life Insurance
Securities
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