Welcome to Creating Your Legacy Through Gift Planning
Welcome to Gift Planning
Overview of Ways to Give
Assets I Can Give
Gifts by Will
Gifts That Pay Income for Life
Charitable Lead Trust
Gifts by Retirement Plans
Gifts by Estate Note
Understanding Gift Planning
Join the Payson Wharton Legacy Society
The Legacy Society
Meet Members
The Gift-Planning Process
Step 1:Explore Most Popular Options
for Creating Your Legacy
Gifts by Will
Gifts That Pay You Income
Step 2: Explore Options with Life-Stage
Gift Planner™
Step 3: Compare the Options
Compare Gift Options
Calculate Your Gift
Step 4: Contact Us to Help
Publications About Gift-Planning Strategies
Current Newsletter
eBrochures
Resource Center
Frequently Asked Questions
Gift-Planning Calculator
Glossary of Terms
Estate Planning Committee
Bequest Language
Attorney Information
Contact Us
Disclaimer
E-MAIL This Page
PRINT This Page
INCREASE Text Size
DECREASE Text Size
Gift-Comparison Chart
» If You Would Like to...
» Then Consider...
» How You May Benefit
» Compare (Max 3)
Support North Shore-Long Island Jewish Health System today
Receive charitable income-tax deduction
An outright gift of
cash
Deduct the full value of the gift for federal income-tax purposes.
Support North Shore-Long Island Jewish Health System without depleting your cash reserves
Avoid capital-gain tax
A gift of
appreciated property
Decrease the out-of-pocket cost to you by avoiding capital-gain tax.
Make use of assets you may no longer need to support North Shore-Long Island Jewish Health System
A gift of a
paid-up life insurance policy
Receive an immediate income-tax deduction for the lesser of net premium paid or the fair-market value of the policy.
Leverage the equity in one of your largest assets to support North Shore-Long Island Jewish Health System
A gift of
real estate
Receive an income-tax deduction and avoid capital-gain tax. May retain the right to live in your home, or a residence or farm.
Provide support for North Shore-Long Island Jewish Health System
Minimize taxes on the transfer of a business you own
A
gift of closely held business stock
Receive an income-tax deduction and avoid capital-gain tax.
Make a significant future gift without affecting your current lifestyle
A charitable
bequest
Reduce estate and inheritance taxes, and retain control over your assets during your lifetime.
Leave assets to North Shore-Long Island Jewish Health System and your heirs upon your death but you are not sure what to leave to whom
Designating North Shore-Long Island Jewish Health System as a beneficiary of your
retirement-plan benefits
Avoid estate and income tax on retirement-plan assets while making other property available to your heirs.
Make a significant gift to North Shore-Long Island Jewish Health System
Retain an income for yourself
A
charitable gift annuity
Receive a current income stream and an immediate income-tax deduction.
Receive a charitable income-tax deduction now
Receive income later
A
deferred-payment gift annuity
Receive an immediate income-tax deduction and income to begin at a future date you choose (e.g. at retirement).
Make a significant gift to North Shore-Long Island Jewish Health System
Retain a variable income for yourself
A
charitable remainder unitrust
Receive a variable income stream and an immediate income-tax deduction and avoid capital-gain tax.
Make a significant gift to North Shore-Long Island Jewish Health System
Retain a fixed income for yourself
A
charitable remainder annuity trust
Receive a fixed income stream and an immediate income-tax deduction and avoid capital-gain tax.
Use your assets to support North Shore-Long Island Jewish Health System today
Retain control over the distribution of those assets to heirs
A
nongrantor charitable lead trust
Freeze value of assets contributed for gift- and estate-tax purposes and avoid estate tax on future appreciation.
rightNav
© North Shore - Long Island Jewish Health System serves the New York counties of Nassau, Suffolk, Queens, and Staten Island.
125 Community Drive, Great Neck, NY 11021 (516) 465-2610
abrovey@nshs.edu
Copyright © Pentera, Inc., All rights reserved.