Facebook Twitter YouTube  
Contact Us
Plan Your Gift
Home > Ways to Give > Planned Giving

Gift Annuity Rates Going Down Effective January 1, 2020. Act Now!

Gifts That Pay You Income

Did you know there's a gift to Montefiore Medical Center that returns payments to you? Yes, the IRS allows and encourages these creative plans that can stretch your giving ability. Here’s how they work:

Some of the best ways to support Montefiore Medical Center are available through life-income gifts. These "Gifts That Pay You Income" help you make a substantial gift to Montefiore Medical Center while increasing your income.

The plans described here all have one substantial advantage over investment vehicles you read about elsewhere: they produce generous gifts to Montefiore Medical Center. So, while you will receive income for life or a set period of time, you can provide for yourself and Montefiore Medical Center today.

The Benefits

  • An additional source of lifetime income for you, your spouse, or other significant persons.
  • A potential increase in the income you are currently receiving from your investments.
  • An immediate tax deduction for a portion of your gift.
  • No capital gains tax due at the transfer of appreciated assets to your gift plan.

Which life-income gift best fits your needs?

Charitable Gift Annuity
You want secure, stable income at a high payout rate. Your gift can be in cash or stock. Learn more about a Charitable Gift Annuity.

The material presented on this Planned Giving website is not offered as legal or tax advice.
Read full disclaimer|Sitemap|Planned Giving Content © 2020 PlannedGiving.com