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).

Six Ways to Make a Planned Gift

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

Photo of cityscape. Links to Gifts by Will.
Gifts by Will
Make a gift that costs nothing now.
Photo of doctors walking out of a building. 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.
Photo of a doctor at a computer. Gifts That Protect Your Assets.
Gifts That Protect Your Assets
Lead trusts allow you to benefit Mount Sinai now, then your heirs.
Photo of a teacher helping a student. Gifts from Retirement Plans.
Gifts from Retirement Plans
Consider retirement-plan benefits for a significant gift to Mount Sinai.
Photo of a cityscape at night. Gifts by Estate Note.
Gifts by Estate Note
An estate note is an irrevocable pledge or debt against the donor's estate.
Photo of a doctor with a baby. 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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