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Planned Giving

By including New York Medical College in your financial and estate plans, you may increase your current income and provide future support for areas of the College important to you. Often you can make a larger gift than you might have thought possible - while also benefiting yourself.

Types of planned gifts

• Bequest
• Life Income Agreement
   • Charitable Gift Annuity - Rates
   • Charitable Remainder Trust

• Real Estate with Retained Life Use
• Charitable Lead Trust

Assets that can be used to fund a planned gift

• Cash
• Stocks or Bonds
• Real Estate
• Retirement Funds
• Mutual Funds
• Closely Held Stock or Business Interests

Helpful Free Services

• GiftCalcs - Planned Giving Calculator. Play with the numbers to see what
   gift vehicle works the best for you.


• GiftLaw - A free service to CPAs,
   Attorneys and other professionals
   • New Updates
   • Article of the Month
   • Case of the Week
   • Bills/IRS/Cases
   • Private Letter Rulings
   • Washington Hotline

Recognition

• Legacy Society
• Legacy Society Membership Application

More information

To request brochures, specific gift examples, or other information, call (914)594-3134, send an e-mail to Lisa Sifre, Director, Planned Giving at lisa_sifre@nymc.edu, or write to:

New York Medical College
University Development
Valhalla, NY 10595


We will work with you and/or your advisors to ensure that after your lifetime your gift benefits an area of the College that is important to you.

The New York Medical College Planned Giving pages are intended to provide general information, not legal or tax advice about specific situations or problems. Donors are encouraged to consult a lawyer or accountant for legal or tax matters.

 

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