Insurance & Retirement Fund
Making a Gift of Insurance or Retirement Assets to St. Luke’s and Roosevelt
If you find you are in a position to contribute from assets you no longer need, tax-deductible gifts of insurance or retirement funds are a powerful way to help ensure continued excellence in medical care at St. Luke’s and Roosevelt Hospitals.
Life Insurance
Do you have a life insurance policy that has outlived its original purpose? By your reassigning St. Luke’s and Roosevelt as a beneficiary, proceeds from the policy will support the medical centers in the future while providing immediate tax benefits to you.
Retirement Plans
When no longer needed, an IRA or other assets can be transferred to various types of charitable reminder trusts. A trust will provide income to a beneficiary of your choice and, later, a gift to St. Luke’s and Roosevelt. This type of gift can offer an immediate tax deduction as well as deferred income at retirement.
We are here to answer any questions you have. Please call our Development Office at 212-636-8400 or you can email us at development@chpnet.org. All information you provide will be held in strict confidence.
St. Luke’s and Roosevelt Hospitals are members of Continuum Health Partners. Reach us by mail at:
Continuum Health Partners, Inc.
Development Department
555 W. 57th Street, 18th Floor
New York, NY 10019
Thank you for considering St. Luke’s and Roosevelt Hospitals in your estate plans.