Planned Gifts and Wills

Creating a legacy with an endowed fund at The Trust

Give a Planned Gift

Like many of our donors, you may choose to set up charitable funds through deferred-giving arrangements. A key feature of many planned gifts is a tax advantage to you now for the commitment of a charitable gift later.

The following can be used:

• Have specific questions? See our Planned Giving FAQs or contact Jane Wilton at (212) 686-2563.

  Charitable remainder trusts allow you to receive income (or provide income for another person); when the trust terminates, the remaining assets will be used to support your charitable interests.
• Charitable lead trusts enable you to make significant charitable gifts in the near term while transferring substantial assets to beneficiaries, who may benefit from significantly lowered gift and estate taxes.
• Retirement plan assets can be used to support your charitable interests while achieving significant tax advantages for your heirs.
• Life insurance can be used as a charitable asset, enabling you to be eligible for a charitable tax deduction based on the current value of the paid-up policy.

More questions? See our Planned Giving FAQs »

Leave a Charitable Bequest in Your Will

After providing for your family, you may include provisions for setting up a charitable fund or add to one you already have. Your heirs will benefit from reduced estate taxes and you are assured that the charitable work you care about is carried on.

Call us to Discuss Your Planned Gift or Bequest

Jane L. Wilton, our general counsel would be happy to talk with you. Contact her at janewilton@nyct-cfi.org or (212) 686-2563.