Additional Planned Giving Instruments: We are also pleased to work with you on establishing Charitable Remainder Trusts, Charitable Lead Trusts, Gift of Residence, Life Estates and Charitable Reverse Mortgages and Endowment Funds, and preserving Retirement Assets.  

Our Planned Giving experts would be pleased to discuss the best directive with you and/or your attorney.  Please email our Planned Giving Officer ( This e-mail address is being protected from spambots. You need JavaScript enabled to view it ) or call 212-886-4036.