Legacy and Planned Giving

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Legacy and Planned Giving

Making a planned gift may allow you to give more than you ever thought possible and, at the same time, benefit from tax advantages or income for life. Planned or deferred gift options include bequests, annuities (Charitable Gift Annuity) and trusts (Charitable Remainder Trust, Charitable Lead Trust) as well as gifts of life insurance, and pensions.

Charitable gifts reward donors in many ways: in addition to fulfilling your philanthropic goals, you may reduce taxes, increase spendable income, and address other financial and estate planning goals.

For more information about planned giving, to notify the Hebrew Home of a planned gift that has already been made, or if you wish to designate the Hebrew Home as a beneficiary in your will please contact Patricia Weiss at 718-581-1252  or Patricia.Weiss@hebrewhome.org for more information.

The information provided on this page is for general information purposes only.  State laws vary and may affect the application of these gifts to individuals.  As with all charitable planning it is recommended that you speak with your tax advisor on the appropriateness of gift planning to your situation.