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Where to Start

—Provides a reference of everything you need to consider when planning your estate and space to record it—your vital statistics, financial information, insurance, investments, and location of important papers.
—Discusses tax laws and charitable strategies, such as gift annuities and charitable trusts, that can reduce taxes and maximize income.

Gifts That Cost Nothing During Your Lifetime

—Discusses wills, charitable bequests, testamentary lead trusts, and contingent bequests.
—Discusses how to use careful planning to achieve charitable goals while still caring for loved ones and highlights probate, trusts, and the marital deduction.

Gifts That Provide Payments to You for Life

—Explains how a gift annuity can benefit NYU Langone and pay you partially tax-free income for life.
—Outlines the benefits of one of the simplest and most popular of all the charitable gift-planning vehicles.
—Explores how a deferred-payment gift annuity can provide reliable future income while fulfilling philanthropic goals.
—Discusses how to accommodate personal financial considerations and charitable giving through the use of charitable remainder trusts.

Specific Giving Plans to Meet Your Unique Goals

—Gives examples of the many ways to give retirement funds to charity, as well as loved ones, while minimizing taxes on distribution.
—Discusses the many ways life insurance can be used to provide for loved ones and NYU Langone, as well as how to avoid taxation on the proceeds.
—Illustrates how a trust first making annual payments to a charity and later being distributed to your family may be an effective way to provide for their future.


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© Pentera, Inc. Planned giving content. All rights reserved.

Disclaimer: The information provided is general in nature and may not apply to all individuals. This information does not constitute legal or tax advice. We urge you to consult with your personal tax, financial, and legal advisors concerning the specific consequences of making gifts to NYU Langone. We would be pleased to discuss, in confidence, ways in which you may support NYU Langone.