There are almost as many ways to donate as there are needs to be met. Please explore this section and discover how you can make a gift that is appropriate to your circumstances and needs of your family.

Bequests:

Name NYFS in your will and bequest what percentage of your estate goes to us after your lifetime. Your attorney can help draw up your will or update your existing one..

Beneficiary Designations:

You can name NYFS as a beneficiary of your retirement plan, life insurance, bank account or CDs. You also continue to own these above assets for your lifetime and have them available for your use. Upon your death, the assets pass directly to NYFS without going through probate.

Charitable Gift Annuity:

This gift annuity is a simple contract be­tween you and us, whereby you transfer cash or property to NYFS in exchange for a partial tax deduction and a lifetime stream of annual income. After your lifetime, NYFS will keep the gift. The older you are, the higher your annuity rate. If you use appreci­ated property, instead of cash, to fund the gift annuity, you will escape the capital gains tax on the gift portion of the transac­tion. In addition, you are eligible to spread the remaining capital gains tax over your lifetime.

Charitable Remainder Trust:

This trust pays you a fixed or variable income. The payments are made either for life or a period of time not to exceed 20 years. At the end of the trust’s term, the remaining balance in the trust goes to NYFS. You will also receive a partial income tax deduction.

In the right circumstances, this plan can increase your income, reduce your taxes, unlock appreciated investments, rid you of investment worries and ultimately provides very important support to NYFS.

Charitable Lead Trust:

This type of trust pays income to NYFS, typi­cally for a period of years, after which the re­maining balance of the trust passes to a family member.

Because this kind of decision has such important implications, we encourage you to seek the advice of your attorney and loved ones before making any decision about your financial future.

For more information about planned giving opportunities please contact: