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Using Appreciated Stock to Fund Charitable Gifts Can Be a Good Move—Even if You Are Bullish on a Stock’s Future
Posted May 2017

One of the most tax-savvy moves a donor can make is to use appreciated stock to fund charitable gifts.

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How Much of a Deduction Will Your Charitable Gift Generate? You Choose!
Posted April 2017

One of the most attractive benefits derived from charitable planning is the charitable deduction, which reduces the out-of-pocket cost of your generosity.

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A Charitable Solution to an Unwelcome Surprise
Posted March 2017

You come home in early evening, open the front door, and you are met by fifty people singing “Happy Birthday” as lights flash from their cameras. This is a pleasant surprise...

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Double Duty: A Gift to Charity and to Family
Posted February 2017

If you are like most people, deciding what to do with your assets is one of the most important decisions you face.

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Six Ways to Transfer Assets
Posted January 2017

Eventually we all will give away everything we own, but we have a choice as to how to make those transfers.

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Your Gift Can Teach Philanthropy to Your Children While Maintaining Their Inheritance
Posted December 2016

J. C. Penney once asked, “How can we expect our children to know and experience the joy of giving unless we teach them that the greater pleasure in life lies in the art of giving rather than ...

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You Can Make a Gift to Charity and Recover Your Capital
Posted November 2016

You may know that if you itemize deductions, you recover some of the capital from a charitable gift. But you may not be aware ...

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You Have Charitable Options for Your Required Retirement-Plan Distributions
Posted October 2016

For those of you who are at least 70½—and beginning this year there are more and more of you—you have reached the age at which required minimum distributions (RMD) must be taken ...

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Overseas Travel Often Triggers Estate Planning
Posted September 2016

Nothing stimulates estate planning like a trip overseas. While a vacation trip within the continental United States may prompt people to review estate-planning documents ...

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5 Reasons People Delay Making or Updating Their Wills
Posted August 2016

When people focus on their estate plans, they often discover that they are capable of providing for loved ones and charities to a degree they had not supposed.

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Give Property Before It’s Too Late to Avoid Tax on Capital Gain
Posted July 2016

Sometimes a person approaches a charity with an inquiry like this: “I am in the process of selling some highly appreciated commercial real estate, and ...”

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Ask Yourself These Four Questions When Planning a Charitable Gift
Posted June 2016

So you’ve decided to consider a charitable gift to our organization? You are to be commended for your desire to make a difference.

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“Twilight Relationships” Require Careful Planning
Posted May 2016

More and more senior citizens who are widowed or divorced are establishing new “twilight relationships,” and if either partner has substantial assets ...

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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 Health. We would be pleased to discuss, in confidence, ways in which you may support NYU Langone Health.