Charitable Remainder Unitrust
You want maximum flexibility with regard to the investment and benefits of your gift plan. Learn more about a Charitable Remainder Unitrust.
Planned Giving
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
- 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 Remainder Annuity Trust
You want the flexibility to invest and manage your gift plan, and also the security of stable income. Learn more about a Charitable Remainder Annuity Trust.
Goals & Benefits
Glossary
