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Your Legacy: Improving the lives of New Yorkers for generations

 

Why trust Henry Street Settlement with your legacy? 

Each generation of New Yorkers relies on the progress and generosity of those that came before it. For more over 130 years, Henry Street has built an effective, life-changing, community-lifting model of human services on the idea that all New Yorkers have a responsibility to care for one another and the power to effect profound change when we do.  

How to answer this call to action: 

The Lillian Wald Legacy Circle is a group of individuals who believe in our collective responsibility – and ability – to leave New York City better than we found it. By making an estate gift of any kind (and in any amount) to Henry Street Settlement, you will join this group and leave your mark on New York City and the thousands of New Yorkers we serve every day, now and in the future. 

You can also trust that you are putting your own personal legacy in the hands of an organization with a proven, 131-year track record of changing New Yorkers’ lives for the better. 

Lillian Wald Legacy Circle:

When you join the Lillian Wald Legacy Circle with an estate gift of any kind (and in any amount), you will receive a special “thank you” gift, invitations to connect with your fellow change-makers at exclusive Lillian Wald Legacy Circle events, and – if you choose – public recognition in communications such as our Annual Report. 

Ways to Give: 

A planned gift allows you to preserve your current financial resources, maintain flexibility, and make a profound impact on Henry Street Settlement and our ability to serve New Yorkers in need. Planned gifts can take many forms, including, but not limited to: 

  • Bequest. Simply name Henry Street Settlement in your will or trust. Easy and flexible. 
  • IRA Charitable Rollover. A tax-efficient way to meet your Required Minimum Distribution without increasing your income tax obligations. 
  • Beneficiary Designation. Name Henry Street Settlement as a beneficiary in assets such as your retirement plan, life insurance policy, commercial annuity, or other financial accounts. 
  • Life Income Gift. Support Henry Street Settlement while generating income for you and your family. 
  • Charitable Lead Trust. Support Henry Street Settlement with fixed annual distributions that allow your family to inherit assets at a reduced tax rate.
  • Other options: Please email plannedgiving@henrystreet.org if you would like to discuss your estate gift options in more detail. We’d be delighted to help you determine the best course for you and your family. 

If you intend to make a planned gift or would simply like to discuss your options, please let us know by emailing plannedgiving@henrystreet.org or filling out a confidential form here. Alerting us of your intentions helps us plan for the future and ensure you are counted as a member of the Lillian Wald Legacy Circle and receive all relevant benefits and invitations. We would also just love to properly thank and connect with those who make the generous decision to support our work in this meaningful way. 

All charitable gifts should be directed to “Henry Street Settlement, 265 Henry Street, New York, NY 10002, a New York 501(c)(3) tax-exempt, charitable organization, or its successor, Federal Tax Identification Number: 13-1562242.”



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