58 RocksPrinceton University The GREAT Class of 1958

Class of 1958 – Gift Planning for Princeton’s Future

Dear 1958 Classmates:                                                                 September 2015

Every now and then we get a gratifying reminder of the difference Princeton has made in our lives.  It is why we support the University and provide for future Princetonians.

One of the most meaningful ways to support what Princeton does so well is to include Princeton in your gift planning.  At least 75 of our classmates and spouses have done so (more in the last year than any other class).  Consider these possibilities:

·      Add Princeton as a beneficiary of your will, trust, IRA, or insurance policy.

·      Give low cost basis property through a charitable remainder trust, receive lifetime payments and tax savings, and support Princeton and other charities. 

·      Give through a charitable gift annuity and receive fixed rate lifetime payments (6.6% at 79 for single life), and tax savings.

·      Give through a charitable lead trust – a tax-wise way to give to Princeton now and to provide an inheritance for your heirs. 

The University’s expert philanthropic advisors are available to develop a plan that matches your interests.  If you have already included Princeton in your planning, but not notified the Office, let them know so the Office can thank you and include you in the benefits of the 1746 Society.  Members are invited to special events and receive publications on family gift planning, tax issues, and financial planning.

To contact the Office of Gift Planning use the enclosed reply card, go through their website at http://giving.princeton.edu/giftplanning, or call (609) 258-6318.  The website has sample bequest language, a calculator, and various gift options.

Or visit Princeton1958.com, click on classmates, gift planning chair, and links to the Office of Gift Planning.  You can enter various scenarios and see results.  No one will know you are inquiring or contact you (unless you ask them).  Or call a 1746 classmate.

Please consider a planned gift to Princeton.  It’s a great way to support the University. 

                                                                                                            Sincerely,

                                                                                                            Edwin Metcalf

                                                                                                            EHMet@Comcast.net

                                                                                                            609-921-2386