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Charitable Bargain Sale
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Charitable Gift Annuities
CLICK HERE FOR A DETAILED EXPLANATION
How It Works
You transfer cash or securities to Princeton Academy.
After the transfer, Princeton Academy pays you, or up to two annuitants you name, fixed income for life.
The principal passes to Princeton Academy when the contract ends.
Benefits
- You receive an immediate income tax deduction for a portion of your gift.
- Your annuity payments are guaranteed for life, backed by a reserve and the full assets of Princeton Academy.
- Your annuity payments are treated as part ordinary income, part capital gains income (15%), and part tax-free income.
- You have the satisfaction of making a significant gift that benefits you now and Princeton Academy later.
More
- Is this gift for you? Click here.
- Read more detail. Click here.
To learn more about charitable gift annuities, Email us, complete the Information Request Form, or call us at 609-924-8148 so that we can assist you.
