Types of Planned Gifts

Create Your Legacy Through a Planned Gift

Charitable gifts help you meet your current philanthropic goals and extend your generosity well into the future. But did you know that a planned gift can also protect your assets, provide for your family, and guarantee you income for life? You can even make a significant impact through a gift that costs nothing in your lifetime (through a charitable bequest under your will).

Seven Ways to Make a Planned Gift

To read about one of the seven basic ways to make a planned gift, select the one below that best fits your situation.

Couple signing paperwork. Links to Gifts by Will.
Gifts by Will
Make a gift that costs nothing now.
Medical professional and patient. Link to Beneficiary Designations
Beneficiary Designations
Beneficiary designations are one of the simplest and most flexible ways to make a gift.
Plant with stacks off money. Links to Gifts That Pay You Income
Gifts That Pay You Income
You can support Mount Sinai and retain income for yourself and loved ones.
Parent and child holding hands. Gifts That Protect Your Assets.
Gifts That Protect Your Assets
Lead trusts allow you to benefit Mount Sinai now, then your heirs.
Couple planting flowers. Gifts from Retirement Plans.
Gifts from Retirement Plans
Consider retirement-plan benefits for a significant gift to Mount Sinai.
Couple on a laptop. Gifts by Estate Note.
Gifts by Estate Note
An estate note is an irrevocable pledge or debt against the donor's estate.
Financial paperwork. What to Give.
What to Give
Giving cash is simple, but giving assets such as stocks often offers additional tax savings.


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