Planned Giving

There are many ways to give and create your legacy. We welcome the opportunity to work with you and your advisors to evaluate your charitable giving strategy.

Learn more about the giving options available, each with certain tax benefits and income potential. Every situation is different, so it’s important to examine your charitable goals, lifetime income needs, and family situation. Together we can begin the process, determine what works best for you, choose the concepts that will help you realize your objectives and put this valuable plan in place.

Wills and Living Trusts

Support CUIMC with a gift through your will or trust that costs you nothing now.

IRA Gifts

If you are 70 ½ or over you can transfer your gift directly to CUIMC from your IRA towards your required minimum distribution (RMD) and exclude it from your income-- a tax-free rollover.

Charitable Gift Annuities

You can support CUIMC and provide fixed payments for yourself and/or loved ones.

Charitable Remainder Trusts

You can support CUIMC and provide an income stream for yourself and/or loves ones that can vary annually with the value of the trust.

Donor-Advised Funds

An increasingly popular way to give and convenient alternative to private foundations.

Other Ways to Give

Explore other creative tax-wise ways to support CUIMC.

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Senior couple talking with financial advisor

Learn more about the creative ways to support Columbia University Irving Medical Center by connecting with our team of planned giving experts.

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Disclaimer

Columbia, its employees, and representatives do not offer legal or financial advice. Prospective donors are urged to consult with an attorney, financial advisor, estate planner, or accountant before making arrangements.

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