Whatever their philanthropic dreams, the Princeton Area Community Foundation offers an array of tax-wise options to help make a difference in communities for years to come.
Your clients can leave a bequest to the Community Foundation, allowing them to continue to support their favorite charities in perpetuity. Through their wills, your clients can make a planned gift – whether it’s a specific dollar amount, a percentage of their estate or the remainder of their estate after other bequests are made – to an endowed fund at the Community Foundation. They can then request grants be awarded to their favorite charities or causes annually from that fund.
View sample bequest language
We encourage you to contact us to learn more.