How It Works
- Create trust agreement stating terms of the trust (usually for a term of years) and transfer cash or other property to trustee
- Trustee invests and manages trust assets and makes annual payments to Northwell Health
- Remainder transferred to your heirs
Benefits
- Annual gift to Northwell Health
- Future gift to heirs at fraction of property's value for transfer-tax purposes
- Professional management of assets during term of trust
- No charitable income-tax deduction, but donor not taxed on annual income of the trust
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Request Calculation
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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