Giving options provide exceptional planning strategies and flexibility and may minimize tax implications.
Types of Giving Include:
Gifts by Will
Make a gift that costs nothing now. Read more
Beneficiary Designations
Making a gift by beneficiary designation is one of the simplest and most flexible ways to make a gift because it can be done without having to revise your will or living trust. Read more
Gifts That Pay You Income
Do you want to support 92NY but worry about having enough income for yourself and your loved ones? Life-income gifts, such as gift annuities and charitable remainder trusts, can provide donors with an income stream, significant tax savings, and the satisfaction of supplying 92NY with vital long-term resources. Read more
The Charitable Lead Trust
Transferring property to 92NY and individuals you wish to benefit is not always an either/or proposition. With careful planning you may be able to arrange your transfers to accomplish more than one objective. For example, if you have assets that are appreciating, children who may want to start a business in the future, and a desire to assist 92NY, you may wish to consider creating a charitable lead trust. Read more
Gifts from Retirement Plans
You may consider using retirement-plan benefits to make a significant gift that will support 92NY. Because of the estate- and income-tax treatment of retirement-plan benefits, the cost of your gift to your estate and heirs is often relatively small. Read more
Estate Note
You may make a charitable gift to 92NY after your lifetime without revising your current will or estate plans. An estate note is an irrevocable pledge or debt against the donor's estate. Read more
Gifts of Assets
The simplest way to support 92NY is through cash gifts. But creative gifts of assets can include stocks, bonds, and property (real estate and personal property such as artwork). These can not only provide you with charitable deductions, but can also offer additional tax savings. Read more
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