Giving to the PEI Kids Endowment Fund

PEI Kids has recently partnered with the Princeton Area Community Foundation (PACF) to form an endowment fund. PEI Kids created the PEI Kids Endowment Fund with the Princeton Area Community Foundation to ensure long term support of our services to children and families throughout Mercer County. When you give to the Endowment Fund, your gift will benefit the children we serve today, and those we will serve in the future.

Gifts to the fund can be in the form of cash, securities, real estate or other assets. Your gift will qualify for the maximum tax benefit under state and federal law, including (in the case of assets with appreciated value) the advantages associated with donating potential capital gains.

You can support the Endowment in a variety of ways including:

Outright gifts:

1) Checks - Please make checks payable to PACF PEI Kids Endowment Fund.

Send checks for the endowment fund to:
Princeton Area Community Foundation
15 Princess Road
Lawrenceville, NJ 08648
Attn: Ralph Serpe

2) Online: You can donate directly to the endowment fund through PACF's website on Justgive.org. JustGive.org is a nonprofit organization that processes online donations on behalf of PACF.

When you go to the website, where it says "Designate My Donation," you must type in PACF PEI Kids Endowment Fund in order for the donation to be designated to PEI Kids' endowment.

When you make a contribution to PACF through JustGive.org, your official donation receipt is e-mailed to you directly from JustGive.org. Please retain that receipt for your records as your donation is fully tax deductible.

3) Securities - Please download the Stock Transfer Form on the PACF website for specific instructions on security transfer to the PACF PEI Kids Endowment Fund.

4) Real estate - Please contact Ralph Serpe at PACF at 609-219-1800, ext. 2 or via e-mail rserpe@pacf.org directly for detailed instructions on gifting real estate or other real property into the charitable fund.

Charitable Bequests

You can ensure that your commitment to PEI Kids continues with a bequest to the PEI Kids Endowment Fund at the Princeton Area Community Foundation through your will or trust.

Bequests are the most frequent type of planned gift made to charity. Your estate receives a charitable deduction for the full amount given, so your heirs pay no estate tax on the gift.

The following four types of bequests direct a gift to PEI Kids Endowment Fund at the Princeton Area Community Foundation (PACF):

Percentage:
”I give, devise and bequeath to PEI Kids Endowment Fund at the Princeton Area Community Foundation, a nonprofit corporation of the State of New Jersey, located at 15 Princess Road, Lawrenceville, NJ 08648, ____% of my estate.”

Specific:
"I give, devise and bequeath to PEI Kids Endowment Fund at the Princeton Area Community Foundation, a nonprofit corporation of the State of New Jersey, located at 15 Princess Road, Lawrenceville, NJ 08648,
(Choose one)
1) The sum of $___________."
2) __________ shares of stock in ________________Company.", or
3) my real property commonly known as _________________."

Residual:
"I give, devise and bequeath to PEI Kids Endowment Fund at the Princeton Area Community Foundation, a nonprofit corporation of the State of New Jersey, located at 15 Princess Road, Lawrenceville, NJ 08648, all the residue of my estate, including real personal property."

Contingent:
"In the event of the death of any of the beneficiaries, I give, devise and bequeath to PEI Kids Endowment Fund at the Princeton Area Community Foundation, a nonprofit corporation of the State of New Jersey, located at 15 Princess Road, Lawrenceville, NJ 08648, (percentage, specific, or residual language as above)."