Planned Giving

Miss Fine’s School was established in 1899 by May Margaret Fine, who recognized the importance of women’s education. She was insistent that the school’s curriculum include English, French, Latin, History, and Mathematics. Today, Princeton Day School continues Miss Fine’s mission of providing students access to an excellent academic program, a premier arts curriculum, an array of high caliber sports teams, and community service. In order to perpetuate her legacy, The May Margaret Fine Society was formed to provide for the Princeton Day School future through planned giving.

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Legal Name: Princeton Day School
PDS Tax ID: 210727645
Date of incorporation: 1965
Address: 650 Great Road, Princeton, NJ 08540

May Margaret Fine Society

Princeton Day School established the May Margaret Fine Society to recognize the generosity of all who name PDS as beneficiary of a bequest, retirement plan, life insurance policy, or other types of estate planned giving arrangement–gifts that will help maintain quality of all PDS programs for future generations.

Please contact Katherine Schulte, Director of Advancement, at kschulte@pds.org or (609) 924-6700 ext. 1255 for additional information.


Planned Gifts will help PDS:

  • Provide generations of students with an exceptional academic experience
  • Ensure the financial strength of PDS for the future
  • Support the development and pursuits of the outstanding faculty

Many members of The May Margaret Fine Society seek to ensure the school’s future by strengthening our endowment. Gifts may be designated for a specific purpose or left unrestricted to give flexibility to direct funds to the areas of greatest need.


FAQ

Planned Giving Goals

YOUR GOALYOUR GIFTYOUR METHOD
YOUR BENEFIT
Honor someone special with a tribute gift that costs you nothing during your lifetimeBequest: A gift through your will or trust
Include a gift of CASH, PROPERTY, or a SHARE of your estate through your will or trust
Make a significant gift that does note affect your cash flow and can be changed down the road
Make a gift while leaving more of your estate to your heirsGift of Retirement AssetsPDS is named a beneficiary of your retirement planAvoid up to 60% income tax on your retirement assets and pass less taxed assets to your heirs
Make a gift while avoiding Capital Gains liabilityGift of Appreciated SecuritiesTransfer stocks, bonds or mutual fund shares to PDSReceive an immediate income tax deduction and pay no capital gains tax
Leverage a valuable asset to make a significant giftGift of Real EstateDeed property to PDS and continue to use it for as long as you wishAvoid Capital Gains tax and receive an income tax deduction for a that does not affect your lifestyle
Make an extraordinary gift at minimal cost to yourselfGift of Life InsuranceName PDS as a beneficiary on an existing policy or donate a life insurance policy you no longer needTake a tax deduction and possible future deductions through gifts to pay policy premiums
Make a future gift and secure extra cash flow for yourselfCharitable Gift Annuity Charitable Remainder Trust Charitable Lead TrustShare your assets with PDS in a plan that gives you guaranteed payments and supports our missionReceive tax advantaged payments for life, along with a large charitable tax deduction