A planned gift with Jewish Home Lifecare contributes to sustaining New York’s premiere system for eldercare resources. It also provides benefits to you, including: solidifying or even increasing lifetime family income, reducing current taxes, and increasing your heirs’ inheritance.
A number of planned giving options such as bequests, assets from various types of trusts and annuities, and gifts of real estate are described here. Your planned gift allows you and your family to realize your personal goals and wishes while at the same time furthering Jewish Home Lifecare’s mission to serve the physical, emotional, social and spiritual needs of elders throughout the New York metropolitan area.
We recommend that you explore these vehicles with your financial advisor to determine which of them is best for you.
When you make a planned gift with Jewish Home Lifecare you acquire access to our valuable estate, tax and financial planning educational services. Jewish Home Lifecare will also be pleased to recommend a professional financial, estate or tax planning advisor if you need one.
A Jewish Home Lifecare Charitable Gift Annuity returns a lot more than just great rates
Jewish Home Lifecare offers a very special Charitable Gift Annuity.
|
Age
|
Rate * |
| 55 | 5.5% |
| 60 | 5.7% |
| 65 |
6.0% |
| 70 | 6.5% |
| 75 | 7.1% |
| 80 | 8.4% |
| 85 | 9.9% |
| 90+ | 11.5% |
* Example based on a single-life annuity. Annuities for two lives are also available. Minimum gift of $10,000 can be made in cash or securities.
- Income when you need it most. Receive fixed rate and secure income for life along with tax savings and some tax-free income in each annual annuity.
- Your gift supports Jewish Home Lifecare’s mission. The services we provide support elder health, individuality and dignity.
- A Jewish Home Lifecare Charitable Gift Annuity offers peace of mind by helping to achieve your own financial goals, while improving the quality of life of the elder population in New York.
To see how a Jewish Home Lifecare Charitable Gift Annuity can work for you—and for elders in our community – please contact: Clara A. Nyman, Director of Development, at 212.870.4938 or cnyman@jewishhome.org
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