You can use your profit-sharing, pension, IRA and other deferred benefit plans to make a charitable gift. to the Institute.

Financial planners are increasingly calling attention to problems inherent in leaving your deferred benefit funds solely to your family. The amounts accumulated in these accounts may be subject to confiscatory taxes when the account owner dies. The plan dollars are subject to three different taxes - estate, income and excise - that in some cases take over 90% of the account balance at the participant's death. Designating your spouse as the beneficiary may only defer the taxes until the spouse's death.

If you are the owner of a deferred benefit plan, you may wish to consider designating the Institute as the beneficiary of all or a portion of your IRA or pension account. If you wish to provide for your family as well, you may decide to establish a Charitable Remainder Trust in your will, funded with the proceeds of your retirement accounts so as to provide a lifetime benefit to a family member before the funds go to the Institute.

If you would like to make the Institute a beneficiary of your retirement plans, please contact:

Peggy Jackson
Planned Giving Officer
Institute for Advanced Study
Einstein Drive
Princeton, NJ 08540
Telephone: 609.951.4612
email: