Gift Planning Options Include:
- Bequests: You may have a desire to support The Foundling, but are also concerned that you may need certain assets during your lifetime—to cover future living expenses or health care costs, for example. You can retain ownership and use of assets during life and still benefit The Foundling by leaving the assets to us through a charitable bequest (by directing a gift to The New York Foundling, EIN #13-1624123). Consult with your personal advisor for how to best plan your own bequest.
- Retirement or Life Insurance Beneficiary Designations: You can name The Foundling as the partial or sole beneficiary of your IRA, 401(K), 403(B), life insurance policy, or other retirement assets. The Foundling will receive these benefits tax-free, allowing you to pass other assets to your heirs with a lower tax burden.
- Charitable Gift Annuities: A charitable gift annuity is a gift that gives back to you! It is created when you give assets to The Foundling in exchange for a guaranteed, fixed payment, which is made to you or another beneficiary you’ve specified, guaranteeing an income stream for life.
Contact Kirkley Strand at 212-886-4038 or firstname.lastname@example.org for more information.