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Planned Giving

By definition, planned gifts are carefully structured, and often deferred, gifts involving a donor's estate or other invested assets. They necessitate careful and thoughtful consideration so that the financial objectives of the donor and the Institute are fulfilled. A planned gift might be as simple as remembering The Institute for Spirituality and Healthcare, Princeton, NJ in your will or establishing an annuity or trust that provides particular financial benefits to the donor as well as The Institute.

Many creative and advantageous plans exist that provide maximum benefits for both the donor and The Institute of Spirituality and Healthcare, Princeton, NJ.  Some planned gifts, such as Charitable Gift Annuities and Charitable Trusts involve life income arrangements that can be advantageous to the donor in many ways.  Others, such as gifts of Appreciated Securities, IRA Charitable Rollover, Gifts of Stock, Charitable Bequests. Real Estate and Personal Property, simply transfer to The Institute of Spirituality and Healthcare, Princeton, NJ as the designated beneficiary.  Perhaps the most common form of planned giving is the Bequest of assets through a will. 
The Institute of Spirituality and Healthcare, Princeton, NJ Development Office would be pleased to, on a confidential basis, facilitate various planned gift examples, initial financial calculations and estimated projections.
Please visit our Giving Glossary page for more information.