Legacy Giving
How Will You
Leave a Legacy?
Learn how leaving a legacy with Princeton Day School can help support our school while continuing to meet your current financial needs.
Reach Your Philanthropic and Financial Goals with Legacy Giving
A legacy gift enables you to support Princeton Day School, secures the financial needs of your loved ones, and provides you with tax benefits. Legacy gifts of all sizes combine to help us meet our current goals and reach further into the future.
By including Princeton Day School in your will or trust, naming PDS as a beneficiary of all or part of a life insurance policy, or taking advantage of other giving opportunities, you can preserve your assets now and support PDS for years to come. Your gift will have a real, lasting impact.
Let Us Help You Make the Gift That's Right for You
Support PDS as we strive to maintain an atmosphere that fosters intellectual vitality, strength of character, stewardship, connection, purpose, and learning that lasts. Request a confidential, no-obligation conversation to get started.
Talk With Us About Your Plans
Join The May Margaret Fine Society
When you make a gift to Princeton Day School from your will or trust, you'll be welcomed into The May Margaret Fine Society and join other supporters and friends of PDS. Is Princeton Day School already in your plans? Please let us know so we can properly thank you and make sure your gift will be used as you've intended.
Explore Your Giving Options
You have choices in what you give and how you give it. Some gifts cost you nothing now, some pay you income, and some let you decide what happens when. We encourage you to review any option with your own legal and financial advisors.
Wills and Trusts
Gifts From Your Will or Trust
A gift in your will or revocable trust costs you nothing now and can be a set amount, a percentage, or what remains after other gifts. You can give cash, securities, real estate, or personal property.
Beneficiary Designations
Name PDS as a Beneficiary
Name PDS as a beneficiary of your retirement account, life insurance policy, or bank or brokerage account. These gifts pass outside your will and take only a simple form from your provider.
Qualified Charitable Distribution
Tax-Free Gifts From Your IRA
If you are 70½ or older, you can make a tax-free gift from your IRA to support our students. This gift can count toward your required minimum distribution.
Donor-Advised Fund
Flexible Giving Account
Recommend grants to support our students from your donor-advised fund, or name PDS as a beneficiary of the account. Your fund sponsor handles the paperwork.
Appreciated Securities
Gifts of Appreciated Securities
Give appreciated stock or mutual fund shares you have held more than a year. You may be able to claim a deduction for the full value and avoid capital gains tax, all while supporting our students.
Charitable Gift Annuity
Fixed Payments for Life
Support our students and receive fixed payments for life with a charitable gift annuity. This simple contract benefits both you and PDS.
Retirement Assets
Gift of Retirement Assets
Designate PDS as a beneficiary of your IRA or other retirement plan to support our students and reduce potential taxes for your heirs.
Life Insurance
Gift of Life Insurance
Name PDS as a beneficiary of your life insurance policy, or give a paid-up policy you no longer need, and make a meaningful impact with a simple designation.
Real Estate
Gift of Real Estate
Give a home, vacation property, or land to support our students. Real estate gifts are subject to PDS review and acceptance and may offer potential tax benefits.
Other Options
Other Legacy Giving Options
There are many other ways to support Princeton Day School through a legacy giving vehicle. Charitable remainder and lead trusts, a retained life estate, and more may be good options for you.