Create a personal legacy supporting the communities we serve.
We invite you to explore how planned giving can help you realize your financial and estate planning goals while supporting the transformative programs and services of MJHS Health System.
What is Planned Giving?
Planned Giving (sometimes called Gift Planning or Legacy Giving) enables you to make more significant gifts to charitable organizations in your will or estate plan. It is a powerful way you can continue to ensure that patients and families in your community will receive our compassionate care for years to come.
Members who choose to make a planned gift with be honored through our Sustainers Society and will receive invitations to special events and recognition in select MJHS publications and newsletters. Below are a few types of planned giving options available to you.
Types of Planned Giving
A bequest is a gift that is made as part of a will or trust. To make a bequest, you need to leave instructions, typically in a will. There are many different types of bequests, each with its own benefits. Below are examples of language you can add to your will if you want to make a bequest.
Charitable Gift Annuity
A charitable gift annuity is an agreement between a donor and a charity with specific terms. Usually, the terms include the donor making a sizeable gift to a charity using cash, securities, or possibly other assets.
In return for your donation, you can receive a lifetime annuity in the form of a fixed amount of income payable to you or a loved one.
You can leave a charitable gift annuity through the UJA-Federation of New York on behalf of MJHS.
Gifts of Appreciated Stocks and Bonds
You may choose to make a contribution to MJHS Foundation of appreciated securities, including stocks or bonds, that will provide you with capital gains tax savings and 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
Contributions may also be made from mutual fund accounts by writing a letter of instruction to your mutual fund stating the number of shares being given to MJHS Foundation, the timing of the gift, and the name of the account from which the shares are coming.
For a complete list of programs that you can support, please contact us at 212-356-5300.
MJHS Foundation is a 501 (c) (3) not-for-profit organization. (Tax Id: 11-1630753)
All donations are tax-deductible to the extent allowed by law.
Declaration of Charitable Intent
If you would like to learn more about making a planned gift, please contact us at 212-356-5300 or fill out the Declaration of Charitable Intent Form below. You may also download the form and mail it to the MJHS Foundation. We welcome the opportunity to speak with you or your financial or legal advisors.