Getting Oriented

It's Only a Bequest

Jane Danek

THURSDAY, OCTOBER 3, 11:30 A.M. – 12:30 P.M.


Bequest intentions and other deferred giving arrangements can be the catalyst to major endowed funds, or the finishing touch to a truly beautiful lifetime gift. Deferred giving, both revocable or irrevocable, can make your prospective donors’ dreams for your organization come true.  So why aren’t you helping them do that? Princeton is considered “the Gold Standard” when it comes to realized bequests, raising more dollars per donor than any of the Ivies. In this session, you’ll learn why Princeton emphasizes and celebrates bequest intentions across the spectrum of giving groups, and how bequest cultivation can help you increase both current and deferred gifts.

Learning Objectives

  1. Learn about the various types of bequests, and which are most attractive to different donor groups.
  2. Understand best practices for planning bequests, including the which assets to use, estate tax (non-)issues, family considerations, handling restrictions, ancillary gift agreements, stewardship and legacy societies.
  3. Survey the new—and much simpler—landscape for estate planning, and learn to discuss it with your donors with confidence so you can get results, not push-back.


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Jane Danek

Deputy Director of Gift Planning, Princeton University

Jane Danek enjoys working with interesting people, plans and assets during her 14+ years as a front-line fundraiser in gift planning at Princeton University. In addition to her direct donor work, she manages all gifts of unusual assets, works closely with the Office of Finance and Treasurer, PRINCO, and with the Office of General Counsel on issues relating to charitable split-interest gifts and bequests as well as unusual assets gifts. Jane served as lead staff for Princeton’s Family Philanthropy Initiative, and on several policy and procedures committees. Jane spent nearly 20 years in the trust/financial services industry, working with high net worth individuals and families. She served as Vice President and Director of Morgan Stanley Trust's Philanthropic Services Group, Vice President and Manager with Merrill Lynch Trust, and as a fiduciary in personal and charitable trust planning and administration at various major banks in Boston. Jane is a board member and past president of the New Jersey Council of Charitable Gift Planners and served as Program Chair for their annual conference. She is a member of The NACGP Leadership Institute, where she served as co-chair for the 2014 Leadership Institute Roundtable Sessions. She also served on the advisory board of the 2016 Planned Giving Study published by the Indiana University Lilly School of Philanthropy funded by Pentera. Jane is a magna cum laude graduate of Syracuse University and earned her law degree at Boston University School of Law.