A Gift to Princeton Day School
A practical way to make a legacy gift to Princeton Day School is to include PDS in your will or revocable trust, or as a beneficiary of your retirement plan or life insurance. If you have already made a provision to include PDS in your financial planning, please notify us by completing and returning this document. By documenting your bequest intention, PDS will have an opportunity to recognize your generous support in your lifetime.
Information provided to signify your bequest intention to PDS will remain completely confidential unless you authorize PDS to publicize your gift. PDS understands that all bequest provisions are revocable, and any intentions stated here are not binding on you or your estate.
I have made revocable gift commitments for Princeton Day School as follows (check all that apply):
Bequest Approximate value: $_______________
Life Insurance Policy Approximate value: $_______________
IRA or other retirement plan Approximate value: $_______________
Other asset Approximate value: $_______________
Recognition (Select one.):
I/we accept membership into the The May Margaret Fine Society (recognition society for donors who have included Princeton Day School in their estate plan). Please publish my/our name(s) among your lists of The May Margaret Fine Society members.
Please clearly print names as they should appear: _____________________________________________
Please do not list my/our name(s) publicly.
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Signature
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Date
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Name (please print)
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Signature
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Date
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Name (please print)
Contact information—representative of my estate:
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Name
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Telephone
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Role
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Email
I have attached documentation from my will, retirement plan, life insurance policy, or trust.
If your gift is for a percentage of your estate, rather than a fixed amount, PDS will be happy to use your good faith estimate of the current value based on this percentage. While not required, you may wish to include a copy of the relevant portion of related documents.