Charitable Lead Trusts

Paul and Betsy Sittenfeld

 “Princeton has made a defining difference in my life, and we hope we can lend a hand in its ability to make a difference in the lives of others.”

- Paul Sittenfeld ’69, with wife Betsy

A charitable lead trust enables you to make a significant gift to your children, grandchildren, or other heirs on a date you specify, while also making a gift that benefits Princeton now.

Your lead trust would make annual payments to Princeton for a fixed term—generally between 10 and 20 years—before the trust principal pass would them pass to your heirs.

Benefits: 

  • You control the timing of the distribution of assets to your heirs
  • You enjoy professional asset management by a trustee of your choice; if you choose Princeton to manage your trust, investment managers at TIAA Kaspick and administrators within key offices at the University will oversee the investment of your trust in a diversified portfolio of stocks and bonds. Princeton is able to serve as the trustee of lead trusts established with a gift of at least $250,000
  • Federal gift and estate tax deductions for the value of annual trust payments to Princeton may reduce your taxable gift to zero.
  • With some lead trusts, you receive an immediate federal charitable income tax deduction.

You can establish a charitable lead trust during your lifetime or through your will. You may use payments from a lead trust to fund the University's current priorities as well as all enduring needs of the University.


If you would like to discuss how a charitable lead trust might work for you, contact the Office of Gift Planning at 609.258.6318 or e-mail 1746soc@princeton.edu


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