Planned Giving

For decades, we have benefited from the vision and generosity of those who have included Selfhelp in their estate and financial plans. Their bequests and special planned gifts have enabled us to deliver outstanding community services and independent living solutions to tens of thousands of New Yorkers year after year.

Estate bequests and other types of planned gifts have benefits for you, as well. At the same time you are supporting our important work, you may more effectively address your own tax, estate and financial goals, including:

• Reducing current income taxes
• Avoiding capital gains taxes
• Increasing spendable income
• Supplementing an existing retirement plan
• Reducing taxable estate and probate costs
• Providing for the special needs of a family member
• Increasing the amount children will inherit
• Keeping a family business or other valuable assets intact for your heirs

Planned gifts may be funded with a variety of assets, including, but not limited to: 

• Securities
• Patents
• Royalties
• Real Estate
• Artwork
• Jewelry
• Musical Instruments

We welcome the opportunity to work with you and your personal advisors, in confidence, to determine which planned giving arrangements may be appropriate for you.

If you already have remembered Selfhelp in your will or estate plan or intend to do so, you may use our Letter of Intent to inform us of your gift. To view the Letter of Intent you will need Acrobat Reader. Click here for the free download. Your support will enable us to effectively plan and ensures that our service to elderly and at-risk New Yorkers will continue well into the future.

If you make a planned gift of $10,000 or more you will become a member of our Heritage Society, joining other generous individuals who, by planning ahead, are participating in building a legacy of caring and hope for future generations.

Please call Lois Deutsch, Vice President for Development at 212.971.7621 who will be pleased to answer your questions.