Planned Giving

An important group of United Hospital Fund supporters are members of our Legacy Society. They have included the Fund in their estate plans because they understand the Fund’s unique role as leader, expert, and proven partner with the public and private sectors, working to ensure high-quality health care for all New Yorkers.

You can make a lasting impact on the Fund’s work and the health of New Yorkers for generations to come by:

  • Including the Fund in your will or living trust with a designation of any amount, percentage, or specific asset
  • Naming the Fund a beneficiary of your retirement plan or life insurance policy.

A bequest may allow you to make a more significant gift than you could otherwise afford in your lifetime and may also reduce your estate taxes.  Moreover, your support will enable the Fund to continue its role as a trusted, independent force for health care improvement for future generations.

When discussing your estate plans with your lawyer or financial advisor, you may want to consider incorporating the following simple language in your will:

“I give and bequeath to United Hospital Fund of New York, federal tax identification number 13-1562656 the sum of $___ or  __ percent of the rest, residue, and remainder of my estate, for its general purposes.”

Join members of United Hospital Fund’s Legacy Society by making your commitment today or letting us know if you have already included the Fund in your estate plans so we can thank you now for your future support. Complete this form and mail it to the Fund, or email Christina Maggi, director of development, or call her at 212-494-0728 for assistance.
 

Passion for Health Care Sparks Giving with Long-Term Benefits

With a keen interest in children’s health, nursing, a diverse health care workforce, and the need for high-quality, accessible, affordable health care, Pat Levinson was a valued member of UHF’s board of directors for more than 20 years, and vice chairman for nearly 10. It was especially fitting, then, that the gifts to UHF that she and her husband Bob planned before her death in 2015 were not only generous but also thoughtful, helping carry on UHF’s efforts to build the better health care system that Pat envisioned. Her commitment to UHF and its work lives on in a fellowship supporting outstanding staff, and in legacy support for other critical core work.

Read more.

 

Legacy Society: “An Investment in Sound Public Policy”

Since the Fund’s creation more than 135 years ago, many thoughtful individuals have had the foresight and generosity to plan for the Fund’s future by making a bequest or another form of planned gift. Frederick W. Telling, PhD, vice chairman of the Fund’s board, talks about his reasons for joining the Fund’s Legacy Society and including the Fund in his estate plans. Read more.

 

Frequently Asked Questions

Q. What is the Fund’s legal name for purposes of wills, trusts, etc.?
A. The Fund’s legal name is United Hospital Fund of New York.

Q. What is the Federal Tax Identification Number for the Fund?
A. Our federal tax ID number is 13-1562656.

Q. Does the Fund offer gift annuities and other life income gift plans?
A. At this time, we do not offer gift annuities.

Q. Does the Fund accept gifts of real estate or other property?
A. Gifts of tangible personal property are acceptable with the caveat that donor restrictions on the ultimate sale of such gifts are not acceptable to the Fund, unless such restrictions are related to IRS regulations governing the deductibility of such charitable donation, and acceptable to the Fund. However, the purpose for which the funds may be used resulting from such a sale can be restricted according to the donor's wishes unless the program or purpose no longer exists.

Q. I have a question not included here. Whom should I contact?
A. Please call or email Christina Maggi, director of development, at 212-494-0728 or [email protected].

United Hospital Fund
1411 Broadway, 12th floor
New York, NY 10018-3496
 

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