Planned gifts help generous individuals make larger gifts than they could make from their income. While some planned gifts provide a life-long income to the donor, others use estate and tax planning techniques to provide for charity and other heirs in ways that maximize the gift and/or minimize its impact on the donor's estate.
Wills & Bequests
You’ve Heard You Need a Will — Here’s Why.
A no-nonsense primer on how having a will can affect various people in your life. And it’s not just your children.
Will You Leave a Legacy?
As a continuing supporter of Montefiore Medical Center, you demonstrate that you share our vision. But what happens to your support when you pass on? If you remember Montefiore Medical Center in your will, you leave a legacy that proclaims your faith that we’ll continue to do work that you value, far into the future.
Too Late, I Already Have a Will
It’s not too late, and here’s why.
Eight Essential Questions About Your Will
Planning your estate through a will is a process that you should approach with time and consideration. These eight questions could help you avoid some common and serious mistakes.
Want to Pay Even More Taxes? Don’t Write a Will.
If you decide not to write a valid will, you’ll be giving the government the power to make important and personal decisions for you, and make choices that may increase your death taxes.
The Top Ten Reasons Why You Should Not Have a Will
Because talking about wills makes many people uncomfortable, they often make excuses not to write one. If you fall into this category, we’d like to help you get started.
Gifts of Retirement Plans
Will You Avoid the IRA Tax Trap?
Learn to avoid the IRA tax trap! A clear overview of the benefits of using IRAs and other retirement plans to fund estate gifts.
Gifts of Life Insurance
Don’t Throw That Life Insurance Policy Away
Couples with very young children often purchase a life insurance policy as extra protection for their families, just in case something happens to dad or mom, the breadwinner is no longer able to work, or something catastrophic occurs. After the children are grown, what happens to the policy? Often, nothing at all. It is common for the policy to be put in a file drawer along with other important documents and forgotten.
Gifts of Appreciated Securities
Giving Appreciated Assets: The Last, Best Tax Break?
You don’t have to write a check to make a gift to Montefiore Medical Center.
Charitable Remainder Trusts
A Charitable Remainder Trust Can Customize Your Contribution!
There are several gift plans with Montefiore Medical Center that pay you lifetime income in return for your gift. This is the inside story on the two most flexible of those plans in our portfolio: the Charitable Remainder Unitrust and the Charitable Remainder Annuity Trust.
Charitable Lead Trusts
Make a Gift — and Leave More for Your Family
Want to leave more of your estate for your heirs and help us at the same time? One gift plan allows you to do both!