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THE POLLY W. GUTH LEGACY SOCIETY

Named after the generous legacy of one of The Foundation’s most dedicated leaders, members of the Polly W. Guth Legacy Society have expressed their lasting investment to The New York Women’s Foundation through a planned financial commitmentYou can leave a lasting impact on The New York Women’s Foundation for future generations! Legacy gifts might include Bequests, Retirement and Investment Accounts, Charitable Remainder or Lead Trusts, and/or Beneficiary Designations, such as Life Insurance Policies. 

Benefits for members of the Polly W. Guth Society include annual luncheons, priority invitations to special events, and philanthropy seminars. 

Are you considering a legacy gift, or would you like to let us know about your existing plans for a legacy gift to The New York Women’s Foundation?  Please complete our non-binding intent form here. 

Pictured: Polly W. Guth and grandson

 

For more information, please contact:

Caitlin Williams

Manager, Individual Giving
The New York Women’s Foundation
39 Broadway, 23rd Floor
New York, NY 10006cwilliams@nywf.org
(646) 564-5981

Bequests

Include a gift to The New York Women’s Foundation in your estate plans through your will or living trust. You may indicate a specific amount, a percentage of the balance remaining in your estate or trust, or even a specific asset, such as securities or other marketable property.

Information you may need for making a bequest to The New York Women’s Foundation:

Organization’s Legal Name: The New York Women’s Foundation

Address: 39 Broadway, 23rd Floor, New York, NY 10006

Tax ID#: 13-3457287

Please consult with your financial and legal advisors for specific language to include in your estate documentation.

Retirement Accounts

You can leverage your retirement assets to benefit you and your family, and support The New York Women’s Foundation far into the future. Because retirement assets are subject to both income and estate tax, they are often considered among the best assets to leave to charity. As a charity, The Foundation would not pay taxes on these assets and would have full use of them. Name The New York Women’s Foundation as a beneficiary of your 401(k), 403(b), or other qualified retirement plan. Pass the balance of your retirement assets to The Foundation by contacting your plan administrator.

Important! Tell The Foundation about your gift, so we can document and acknowledge it properly. Your plan administrator is not obligated to notify us.

IRA Charitable Rollovers

The IRA Charitable Rollover provides you with an excellent opportunity to make a gift during your lifetime from an asset that would be subject to multiple levels of taxation if it remained in your taxable estate.

To qualify:

You must be age 70½ or older at the time of gift.

Transfers must be made directly from a traditional IRA account by your IRA administrator to The New York Women’s Foundation. Funds that are withdrawn by you and then contributed do NOT qualify. Gifts from 401k, 403b, SEP and other plans do not qualify.

Gifts must be outright. Distributions to donor-advised funds or life-income arrangements such as charitable remainder trusts and charitable gift annuities do not qualify.

Benefits – Qualified Charitable Distributions:

Can total up to $100,000.

Are not included in your gross income for federal income tax purposes on your IRS Form 1040 (no charitable deduction is available, however).

Count towards your required minimum distribution for the year from your IRA

Charitable Remainder or Lead Trusts

Charitable Remainder or Charitable Lead Trusts allow you to make a significant gift toward the future of The Foundation while safeguarding assets, or providing an income for yourself and family or friends. 

Please consult your financial and legal advisors for more information, or call The Foundation at 646.564.5981. 

Gifts of Life Insurance

If you have a life insurance policy that is no longer needed for your family, designating The New York Women’s Foundation as a beneficiary offers a simple way to support our work. You transfer ownership of a paid-up life insurance policy to The Foundation, which elects to cash in the policy now or hold it. You receive an income tax deduction equal to the cash surrender value of the policy. 

Please consult your financial and legal advisors for more information, or call The Foundation at 646.564.5981.