How It Works
- Create trust agreement stating terms of the trust (usually for a term of years), transfer cash or other property to trustee, and receive an income-tax deduction
- Trustee invests and manages trust assets and makes annual payments to Northwell Health
- Remainder transferred back to you
Benefits
- Annual gift to Northwell Health
- Property returned to donor at end of trust term
- Professional management of assets during term of trust
- Charitable income-tax deduction, but you are taxed on trust's annual income
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Contact Us
Alexandra P. Brovey, J.D., LL.M.
Senior Director, Gift Planning
Phone: (516) 321-6262
E-Mail: abrovey@northwell.edu
Hazel Paulino
Gift Planning Project Manager
Phone: (516) 321-6260
E-Mail: hpaulino@northwell.edu
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