Princeton University Class of 1963

PLANNED GIVING

Princeton offers alumni and friends a full range of Planned Giving options. The most common types of planned gifts are bequests (via a codicil in your will) or a trust established to provide lifetime payments of income to you and/or other beneficiaries you designate. Such gifts can provide important benefits to you for retirement and estate planning, as well as current tax savings. For further information, contact either the professionals at the Planned Giving Office at Princeton (609/ 258-6318) or our ’63 co-chairs for planned giving:

Dave Ibbeken - Email link: dhi@virginia.edu
Joel Rosenman - Email link: jr@jrcapital.com

Information is also available at the Planned Giving website - click on the following link: http://giving.princeton.edu/giftplanning.

A bequest or trust can be designated for any of a wide range of purposes – financial aid, the support of a particular department, program or activity, etc. One that we hope every ‘63er will consider is our Annual Giving Endowment. By directing your trust or bequest to the ’63 Annual Giving Endowment, you will help to perpetuate both your own support and our class’s leadership in Annual Giving. Donations to the ’63 Endowment form the principal of a permanent fund in the University’s investment pool, the income from which will be applied each year in perpetuity to ’63 Annual Giving in the name of each donor.

One possibility is to think in terms of endowing the amount of your usual gift. For example, if your usual gift is $500, a gift of 20 to 25 times that amount would endow it permanently (and allow it to increase over time as a result of investment appreciation). Our exemplar is the Class of 1898, which continues to provide more than $500,000 to Annual Giving each and every year in income from its endowment, even though the last member of the class died in 1974.