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Class of 1961 — Gift Planning Program

Ted Athanassiades '61
4436 Province Line Road
Princeton, NJ 08540-4368
plangive@princeton61.org

November 2008

Dear 1961 Classmate:

I'd like to share some good news.

I've mentioned before that life-income gifts such as trusts, annuities and pooled funds
offer a special blend of benefits. In return for removing some of your assets from your
estate now, there are tax breaks and you even get a regular check from Princeton.

Financial writers highlight these benefits from time to time: You may, for example, have
read the words of Peter Keating in Smart Money (Dec. 2007): 

'When you're ready to distribute your wealth both now and after death, charitable trusts 
are hard to beat."

So, what's the news? As Princeton alumni, this special blend of benefits can count in
so many ways for us.

First, planned gifts count in the Aspire Campaign. That means that charitable trusts
provide an opportunity to help in a propitious and timely way right now. And they
can also count again for ourselves and our families. Depending on the type of trust
you create, these gifts can provide payments to loved ones now or a tax-efficient
distribution later.

Please take a few moments to read about gift planning for Princeton, your family,
and you.   If you have any questions, I invite you to call the Gift Planning Office 
directly at (609) 258-6318.

Sincerely,
Ted Athanassiades

P.S. If you have already included Princeton in your estate plans but are not on the
[below] list of classmates, please get in touch with me or the Office of Gift Planning so
that we can add you to our honor roll for the 1746 Society.

Class of 1961
1746 Society Membership


 Anonymous (1)
James H. Adams III
Ted Athanassiades
Frederick E. Bishop
John E. Bjorkholm
James C. Blair
Mrs. James C. Blair S61
F. Peter Boer
Robert F. Bole, Jr.
George A. Brakeley III
Robert G. Chapman, Jr.
James R. Cole
Robert H. Craft, Jr.
Stephen F. Dana
Parker T. Finch, Jr.
Charles Frisbie
Robert B. Haines
Charles D. Horner
Alan B. Howard
Stewart S. Hudnut
Michael D. Iseman
Terry A. Johnston *
Justin H. Kimball		 Howard J. Krongard
James S. Lane III
Eugene K. Lawson
Donald P. Le Win
Clifford L. Michel *
William M. Michelson
Theodore F. Newlin III
Gilbert S. Omenn
Stephen W. Roberts
Waldo B. Rose
William H. Rough
Sumner Rulon-Miller, III
Robert D. Schweizer
Arthur C. Smith III
Stephen M. Sonnenberg
David B. Steiner
Harry M. Tollerton
Kathryn R. Tollerton S61
Lawrence D. Tornek
Robert G. Walker, Jr.
Jerome P. Webster, Jr.
H. Davis Wharton *

* Deceased members.  Newest members are italicized.

© 2008 The Princeton University Class of 1961, Princeton University, Princeton, New Jersey 08544 USA
  Webmaster: Len Berton '61

DISCLAIMER:  This page was created by and for the Class of 1961. Information on this page is intended for individual communication of a personal nature among Princetonians. Use of this information for any other purpose is strictly prohibited. The Class of '61 is solely responsible for the content on this page. Although we make every effort to keep this information accurate, we cannot guarantee it.