Why Consider A Charitable Giving Plan?
Charitable giving can play a unique and valuable role in your financial planning, while making a lasting impact on a charitable organization like NYSPA. There is a broad array of charitable planning strategies that can be matched to your particular circumstances, objectives, and preferences. The benefits to you, your heirs and your charity of choice with regards to charitable planning can begin during your lifetime, or alternatively, after your death.
As a valuable benefit of your NYSPA membership, we have secured a complementary consultation to discuss your financial circumstances, objectives and planning opportunities with a leading advisory firm in the New York area, Rosenzweig Financial Services. The firm’s President, Mickey Rosenzweig, CLU, ChFC, AEP, and Vice President, Stuart Appel, CLU, LUTCF , will be happy to assist you. You may e-mail them using the links above, or call (212) 818-0505. Be sure to mention your NYSPA membership! Remember, there is no cost to you for this appointment.
You can make a difference in securing the future of NYSPA, while enjoying the benefits of solid financial and estate planning.
CHARITABLE BEQUEST
Assets comprising your estate may be subject to taxation at the time of your death which includes: federal income tax, federal estate tax, federal generation-skipping transfer tax, as well as state income, estate or inheritance taxes. Learn more!
CHARITABLE GIFT OR BEQUEST OF LIFE INSURANCE
Life Insurance can play a vital role in many aspects of financial planning. It can also be used to provide a charitable gift or bequest, which can be accomplished with an existing policy, or a new policy acquired for charitable purposes. Learn more!
CHARITABLE GIFT OF APPRECIATED SECURITIES
You may own appreciated securities such as stocks, bonds, mutual funds or other investments, which have appreciated in value since you acquired them? If you sell them, you may incur a capital gains tax, and if you still own them at the time of your death, their appreciated value will be included in your taxable estate, and may be subject to estate or inheritance taxes. Learn more!
CHARITABLE BEQUEST OF IRA
Your IRA, or IRA rollover from your qualified retirement plan, may be subject to taxation at the time of your death which includes: federal income tax, federal estate tax, federal generation-skipping transfer tax, as well as state income, estate or inheritance taxes. Learn more!
CHARITABLE GIFT ANNUITY
A Charitable Gift Annuity is an arrangement, which provides financial benefits to both charitable and non-charitable beneficiaries. It is a “split interest” gift designed to benefit you, or another individual, as well as the charity of your choice. Learn more!
CHARITABLE REMAINDER TRUST
A Charitable Remainder Trust is a tax-exempt “split interest” trust, which serves both charitable and non-charitable purposes. It is designed to benefit you, or someone else you choose, for a specified period of time followed by the charitable organizations of your choice. Learn more!
CHARITABLE LEAD TRUST
A Charitable Lead Trust is a “split interest” trust, which serves both charitable and non-charitable purposes. It is designed to benefit one or more charities of your choice for a specified period of time, followed by individuals of your choice. Learn more!
PRIVATE FOUNDATION
A Private or Family Foundation is a non-profit organization established by you, and operates either as a trust or as a corporation. Your foundation is controlled by the foundation’s board of trustees, which you select, and can include you as well as your family members. Learn more!
POOLED INCOME FUND
A Pooled Income Fund is a trust created by a charitable organization, rather than individual donors. Your gifts are commingled with the contributions of other donors, and managed by the charity that establishes the fund. Learn more!
What is Friends of NYSPA? • Benefits of Giving • Founders Circle • Donate to NYSPA