Planned Giving

How to Give

NYU Stern welcomes the opportunity to work with you and your advisors to evaluate your charitable giving strategy.

NYU Stern is committed to making the charitable giving process as flexible and convenient as possible. The School offers supporters a variety of giving options, including ways to plan giving to optimize your gift’s impact and yield tax advantages. Thank you for considering such a meaningful gift to NYU Stern.

Bequests

A bequest is a gift that comes to NYU after your lifetime and enables you to support our mission and make a difference in the lives of future generations. A bequest is easy to arrange, will not alter your current lifestyle in any way, and can be easily modified to address your changing needs. Through a bequest, you can direct a specific dollar amount or assets to the School or you can direct all or a percentage of the remainder of your estate to the School after estate-related expenses are paid.

Bequest Details

Life Income Gift

Do you want to support NYU Stern but worry about having enough income for yourself and your loved ones? Life-income gifts such as gift annuities and charitable remainder trusts can provide you with an income stream and tax savings while providing Stern with vital long-term resources. For a customized estimate on a Charitable Gift Annuity or Trust, please contact us.

Life Income Gift Details

Gift of Stock

Gifts of long term, highly appreciated securities are the most common type of outright property gift. You can make your gift to Stern by contributing appreciated assets, such as stocks, bonds, or mutual funds. Whether you hold your securities in certificate form, or in a brokerage account, we can provide simple instructions on making your gift of appreciated securities, including stock transfer forms and a form letter of instructions for your broker.

Stock Gift Details

IRA Gifts

A qualified charitable distribution from an IRA is a good way for IRA owners aged 72 and over to support NYU Stern. It’s easy to do and a qualified charitable distribution from an IRA counts toward a donor's RMD if one is due. Although there is no tax deduction, your IRA distribution is excluded from your income for federal tax purposes—no tax is due! Up to $100,000 of your gift (annual aggregate limit) qualifies for this favorable tax treatment.

IRA Gift Details

Gift of Retirement Account Assets

By using retirement account assets to make a gift (and leaving alternative assets to family members) you may be able to reduce taxes that otherwise would be imposed on those assets and leave more to your intended beneficiaries. Retirement plans include assets held in individual retirement accounts (IRAs), 401(k) plans, profit-sharing plans, Keogh plans, and 403(b) plans. To name NYU Stern as a beneficiary of your qualified plan, designate the School as a recipient with your plan administrator.

Retirement Account Asset Details

Gifts of Real Estate

Real estate can be contributed outright or through a life-income gift. You can contribute your entire property or a fractional interest of it. You can even contribute your personal residence but continue to reside there for the rest of your life. This type of gift allows you to continue to enjoy your home without diminishing your standard of living, while obtaining a substantial current income tax charitable deduction.

Real Estate Gift Details

Gift of Life Insurance

Life insurance is also an excellent tool for accomplishing philanthropic goals while realizing other important financial objectives. Making a gift of life insurance is quite simple. If you are the insured policy owner you simply transfer physical possession of your policy to us and file an absolute assignment or transfer of ownership form with your insurance company. Your company then will send a letter to us showing that we are the sole owner of the policy.

Life Insurance Gift Details

Other Gifts

You can leave a lasting impact at NYU Stern! We welcome the opportunity to work with you and your advisors to evaluate your charitable giving strategy. There are many additional ways to give to NYU Stern, such as Donor Advised Fund (DAF), Revocable Living Trust, Charitable Lead Trust, and Tangible Personal Property.

More Details

Giving FAQs

Why should I give to NYU?
What is the best way to give to NYU?
How do I know how my gift will be used?
How do I designate how I want my gift to be used?
What is the difference between a restricted gift and an unrestricted gift?
How does a gift in my will work?
I’d like to make a gift but I don’t know if I can make a gift now...

Why should I give to NYU?
Your generosity—along with that of our other friends and supporters—makes possible the programs and projects that are hallmarks of our mission. Not only is giving satisfying, it can be rewarding, allowing you to make a personal statement, shape the future, and leave a lasting legacy.

What is the best way to give to NYU?
There is no “best way.” Rather, there are numerous ways to give. You can write a check, use a credit card, transfer stock, bonds, retirement plan assets, or real estate. You can make a gift in your will or designate us as the beneficiary of an IRA. If you’d like our help exploring gift opportunities, simply contact us to get in touch.

How do I know how my gift will be used?
To some extent you can designate how your gift will be used. You can apply it to an existing program, you can specify that it be applied to a larger, yet general goal, or you can state that a gift should be used to support our overall mission.

How do I designate how I want my gift to be used?
You can specify your wishes with a letter of intent or by creating a Memorandum of Agreement. Or simply write in the memo portion of your check how you want your gift to be used.
How can I find out more about making a gift of stock or including New York University in my estate plan? Simply contact us and we will be happy to talk to you about gift opportunities.

What is the difference between a restricted gift and an unrestricted gift?
A restricted gift is used for the specific purpose that you specify. An unrestricted gift is put in the general fund that supports all of our programs and projects as well as our overall mission.

How does a gift in my will work?
A gift in your will—a charitable bequest—lets you make a gift now that is realized sometime in the future. Simply designate in your will that NYU Stern receives a specific amount or certain property at your death. If you already have a will, your attorney can easily amend it through a codicil. Since a bequest gift is not completed today, you have the opportunity to change the gift arrangement if your needs or goals change. For many of our supporters, a charitable bequest is an ideal way to make a meaningful gift.

I’d like to make a gift but I don’t know if I can make a gift now...
Whatever your philanthropic goals, planning now is the right thing to do. But planning now does not mean you have to give now. Some of the most meaningful and rewarding gifts are those that can be planned today and completed later. Ask us for more information.

Thank you for considering such a meaningful gift to NYU Stern. If you have further questions, please contact Kathleen Koehler at 212-998-0596 or kathleen.koehler@stern.nyu.edu.

Certain IRS limitations apply. The information presented is not intended as legal or financial advice. Please consult your own professional advisors to discuss your specific situation.