Charitable Remainder Trust

St. Luke's and Roosevelt Hospitals are proud of our multidisciplinary team of doctors, surgeons, nurses, and staff – all of whom bring their compassion and exceptional skills to the care they provide patients every single day. Choosing to support St. Luke’s and Roosevelt Hospitals with a charitable remainder annuity trust demonstrates your belief in the importance of superlative medical care.

With this planned-giving option, assets transferred to a trust pay a set amount each year to noncharitable beneficiaries (for example, to you or a loved one). These payments can be made for a fixed term or for the life of the beneficiaries, after which the remaining assets are contributed to St. Luke’s and Roosevelt.

A charitable remainder annuity trust provides many benefits:

1. You will receive an immediate income tax deduction for the structured value of the remainder that will be transferred to St. Luke’s and Roosevelt upon the trust’s termination.
2. You and/or your beneficiaries will collect income from the assets for a specified period of time.
3. There will be a significant reduction in your estate taxes when the trust remainder is transferred to St. Luke’s and Roosevelt.
4. You will be supporting the outstanding care provided by St. Luke’s and Roosevelt through your generous donation.

To establish a charitable remainder annuity trust, you will need the assistance of your financial advisor or attorney. 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!