Planned Giving

Leave a Legacy

Be remembered for your love of New York City by making a legacy gift to Robin Hood as we fight to to elevate New Yorkers out of poverty.

Deciding on the right gift for Robin Hood can be difficult. It’s vital to think about issues ranging from maximizing tax benefits and producing income to preserving assets for your heirs.

If you are unsure where to start, review the categories and gift options below to help you determine the best option for you. Please reach out to us with any questions.

Gifts by Will or Trust

Naming Us in Your Assets

Charitable Remainder Annuity Trust

Charitable Lead Unitrust

Donor-Advised Fund

Best For...

Simple, flexible legacy giving

Quick & easy way to pass assets to charity

Large gifts with income benefits for donor

Preserving assets for heirs

Flexible giving over time

Gift Timing

After passing

After passing

Now

Now

Now

Provides Lifetime Income?

No

No

Yes, fixed stable income

No

No

Control Over Assets?

Yes

Yes

No

No

Yes

Tax Benefits?

Reduce estate tax

Reduce estate tax

Reduce estate and income tax

Reduce estate and income tax

Immediate tax deduction

Capital Gains Tax Benefit?

No

No

Yes, avoid capital gains tax for appreciated assets like stocks & real estate

Yes, avoid capital gains tax for appreciated assets like stocks & real estate

Yes, avoid capital gains tax for appreciated assets like stocks & real estate

Gift Size

Any amount

Any amount

Usually $100,000+

Usually $250,000+

Usually $25,000+

Gift Types

Cash, stocks & bonds, real estate, personal property

Retirement assets, life insurance, qualified charitable distribution (QCD)

Cash, securities, real estate

Cash, securities, real estate

Cash, securities

Best For...

Simple, flexible legacy giving

Gift Timing

After passing

Provides Lifetime Income?

No

Control Over Assets?

Yes

Tax Benefits?

Reduce estate tax

Capital Gains Tax Benefit?

No

Gift Size

Any amount

Gift Types

Cash, stocks & bonds, real estate, personal property

Best For...

Quick & easy way to pass assets to charity

Gift Timing

After passing

Provides Lifetime Income?

No

Control Over Assets?

Yes

Tax Benefits?

Reduce estate tax

Capital Gains Tax Benefit?

No

Gift Size

Any amount

Gift Types

Retirement assets, life insurance, qualified charitable distribution (QCD)

Best For...

Large gifts with income benefits for donor

Gift Timing

Now

Provides Lifetime Income?

Yes, fixed stable income

Control Over Assets?

No

Tax Benefits?

Reduce estate and income tax

Capital Gains Tax Benefit?

Yes, avoid capital gains tax for appreciated assets like stocks & real estate

Gift Size

Usually $100,000+

Gift Types

Cash, securities, real estate

Best For...

Preserving assets for heirs

Gift Timing

Now

Provides Lifetime Income?

No

Control Over Assets?

No

Tax Benefits?

Reduce estate and income tax

Capital Gains Tax Benefit?

Yes, avoid capital gains tax for appreciated assets like stocks & real estate

Gift Size

Usually $250,000+

Gift Types

Cash, securities, real estate

Best For...

Flexible giving over time

Gift Timing

Now

Provides Lifetime Income?

No

Control Over Assets?

Yes

Tax Benefits?

Immediate tax deduction

Capital Gains Tax Benefit?

Yes, avoid capital gains tax for appreciated assets like stocks & real estate

Gift Size

Usually $25,000+

Gift Types

Cash, securities

We would love to speak with you and share information on gift strategies that can help you support Robin Hood and provide benefits to you and your family.

Austin Wrubel
Director of Planned Giving
212-844-3521
wrubel@robinhood.org

If you have already put Robin Hood in your estate plans, please let us know.