Creative Gift Plans

"A little planning helps our assets do a great deal more!"
               - Rosanna Jaffin
                       Chair, Planned Giving Committee
                                                            Members, Friends of the Institute for Advanced Study

There are many creative and flexible options that will allow you to make a gift to the Institute while retaining financial benefits and tax advantages for you and your loved ones. A Planned Gift may allow you to include the Institute as part of your philanthropic strategy while you:

  • Provide a lifetime income for you, a family member or friend.
  • Reap the benefits of a charitable income tax deduction
  • Eliminate long-term capital gains tax on appreciated securities.
  • Remove assets from your estate.
  • Pass assets to your grandchildren free of estate taxes.
  • Have your funds professionally managed.
  • Use real estate or other tangible assets to create a stream of income for you or your family.

Planned gifts may be established during your lifetime (inter vivos) or through your will (testamentary). Click on these pages to learn about the following planned gifts:

Charitable Gift Annuities - A charitable gift annuity is a simple contract between you and the Institute. In exchange for an irrevocable gift of cash or marketable securities, you and/or you and a loved one will receive a stream of fixed income payments from the Institute for your lifetime(s).

Charitable Remainder Trusts - A charitable remainder trust is a life income gift that can provide fixed or variable income to you or a loved one. At the termination of the trust, the remaining assets will pass to the Institute.

Charitable Lead Trusts - A charitable lead trust provides income to the Institute for a period of years. At the end of the trust term, the trust property typically passes to an heir.

Pooled Income Fund - The Institute's pooled income fund operates like a mutual fund, accepting gifts from many donors. The gifts are managed in a common fund and provides variable annual income.

Gifts of Real Estate - Giving a gift of real estate, such as a personal home, a vacation home, undeveloped property, or a farm, can be a highly effective philanthropic and financial strategy.

If you would like to see how one of these gift plans might work for you, please use our new Planned Giving Gift Calculator.

The Institute's Planned Giving Office is available to work with you and your legal or financial advisors to help ensure that any planned giving arrangements you are considering accurately reflect your intentions and fit into your overall estate plans.

By making a planned gift to the Institute, you will become a member of the Einstein Legacy Society, a society established in 1996 to honor all Institute supporters who have included the Institute in their estate plans.

 

If you are interested in learning more about the Institute's Gift Plans, please contact:
Catie Newcombe
Senior Development Officer
Institute for Advanced Study
Einstein Drive
Princeton, NJ 08540
Telephone: (609) 951-4542
email: plannedgiving@ias.edu