Use this gift calculator to explore on your own how a life-income gift to Princeton might work for you. Just enter some basic information, and you’ll get an estimate of the charitable deduction and the income you might receive in the first year. Be assured that the information you enter in this web-based calculator is completely confidential and is not shared with Princeton staff. For an illustration of a deferred gift annuity, please contact the Office of Gift Planning.
Beyond this first look at the numbers, you can take your exploration of gift planning a step further by getting in touch with Princeton’s professional gift planning staff. Each individual’s circumstances are different, and can be quite complex. We can help you fully understand and evaluate the gift options that work most effectively for you and for Princeton.
Please note: Gift calculations are provided for illustrative purposes only. In addition to talking to gift planning staff at Princeton, please consult your attorney or tax advisor before entering into any gift arrangement.
Gift planning staffers have more answers. Call 609-258-6318 or e-mail firstname.lastname@example.org.
Charitable Remainder Unitrust
This trust pays a fixed percentage of its value to you or others for life or a term of years. Payments may increase (or decrease) from year to year depending on investment performance. Payment rates range from 5% to 7%.
Charitable Remainder Annuity Trust
This form of trust pays a fixed dollar amount to you or others for life or a term of years. Payment rates range from 5% to 7%.
Charitable Gift Annuity
A gift annuity is a contract providing you or others with secure, fixed payments. Annuity rates are based on the ages of one or two annuitants, who must be at least 65 years of age (or 55 for a deferred gift annuity).
Pooled Income Fund
Your gift is combined in a fund with gifts from other Princeton donors. You or others you name receive your gift's share of the actual interest and dividend income the fund earns each year for life.