Giving Guide

Not sure what gift suits you best?  Consult our Giving Guide, below, or contact us at (212) 479-3300 for assistance.

Your Goal Your Gift How to Make the Gift Your Benefits
Make a quick and easy gift Outright gift Donate cash, securities, or personal property Income tax deduction; avoidance of any capital gains tax

Make a revocable gift during your lifetime

Living trust Name UHAB beneficiary of assets in a living trust Control of trust for lifetime; possible estate tax savings
Defer a gift until after your lifetime Bequest in will Name UHAB in your will Donation exempt from federal estate taxes
Make a large gift with little cost to yourself Life insurance gift Give a policy with UHAB as owner and beneficiary Curent income tax deduction; possible future deductions
Avoid the twofold taxation on retirement plan assets Retirement plan gift Name UHAB as beneficiary of the remainder of the assets after your lifetime Avoidance of heavily taxed gift to heirs, allowing less costly gifts
Avoid capital gains tax on the sale of a home or other real eatate Real estate gift Donate the property to UHAB, or sell it to us at a bargain price Immediate income tax deduction and avoidance of capital gains tax
Give your personal residence or farm, but continue to live there Retained life estate Designate the ownership of your home to UHAB, but retain occupancy Charitable income tax deduction and lifetime use of home