Action Items

We hope our website has answered many of your questions about establishing a charitable remainder trust that benefits you and ultimately the Sisters of Charity of New York. Here are some actions to take to learn more about this way to provide future support of our mission.

• Learn more about annuity trusts or unitrusts.
• Calculate how a charitable remainder annuity trust or a charitable remainder unitrust could benefit you.
• Contact William F. Hurley, CFRE at 718.549.2248 or bhurley@scny.org with any questions you have or to arrange an appointment to discuss how your gift can help shape the future of the Sisters of Charity of New York.

Did you know?
The largest benefit of a charitable trust is the satisfaction of knowing that your gift will support a cause you believe in.

Your Next Steps
Getting Started | Is This Gift Right for You? | Case Study | What If You Don't Need the Payments Right Away? | 3 Ways to Fund Your Charitable Trust | Choosing Your Trustee | How to Complete Your Gift | Action Items

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The information on this website is not intended as legal or tax advice. For legal or tax advice, please consult an attorney. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes apply to federal taxes only. State income/estate taxes or state law may impact your results.