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Planned Giving

Planned gifts support the future of our system and illustrate the dedication and confidence of our donors to make such a lasting and important contribution. They are termed “planned” because they often require the assistance of a broker, attorney, financial planner, trust officer or a representative of the charity. Planned gifts can produce income while reducing capital gains and estate taxes. Metropolitan Jewish Health System Foundation (MJHSF) is grateful for all gifts, including those that provide help in one of these special ways.

For more information, please contact the MJHSF at
(212) 356-5300.

Bequests
By making MJHSF a beneficiary of your estate by will or by trust, you can give either a specified or a percentage amount of your cash, securities, real estate and many other kinds of personal property.

These gifts are simultaneous to, contingent upon, or after provisions for family and friends are met. Your bequest should include the Metropolitan Jewish Health System Foundation’s federal tax I.D. number (11-1630753) and a statement such as the following:

“I bequeath to the Metropolitan Jewish Health System Foundation, a not-for-profit corporation of the State of New York, having its principal office at 440 Ninth Avenue, 14th Floor, New York, NY 10001-1620, the sum of $______ for its general corporate purposes.”

Gifts of Stocks and Bond and Mutual Funds

Appreciated Stocks and Bonds
You may choose the benefits of making a gift to MJHSF of appreciated securities, including stocks or bonds that will provide you with capital gains tax savings and will allow you to claim an income tax charitable deduction – while supporting our mission to provide access to health, supportive and community based-services across the continuum of need.

Mutual Fund Shares
Gifts may also be made from mutual funds accounts by writing a letter of instruction to your mutual fund stating the number of shares being given to MJHSF, the timing of the gift and the name of the account from which the shares are coming.

Be sure to contact your financial advisor for advice.