Planned Giving

By including a gift to Henry Street Settlement in your estate plans, you will have a lasting impact on future generations of Lower East Side residents and New Yorkers in need. Your legacy will continue to touch the lives of everyone Henry Street serves, and you will help ensure that the Settlement has the support it needs to thrive in the future.

NAMING HENRY STREET SETTLEMENT IN YOUR WILL
Through a specific bequest to Henry Street Settlement, you can name a particular dollar amount, or through a residuary bequest, you can give all or part of what is remaining after payment of debts, expenses, and specific bequests. Your legal advisor may wish to include language similar to the following:

 CASH LEGACY
I hereby give, devise, and bequeath to Henry Street Settlement, a nonprofit corporation having its principal offices at 265 Henry Street, New York, NY 10002, the sum of $___________ to be used for its general charitable purposes.

RESIDUARY BEQUEST
I hereby give, devise, and bequeath to Henry Street Settlement, a nonprofit corporation having its principal offices at 265 Henry Street, New York, NY 10002, all (or ___ %) of the rest, residue, or remainder of my estate, to be used for its general charitable purposes.

OTHER WAYS TO LEAVE A LASTING LEGACY
There are a number of ways to support Henry Street’s mission through your estate planning:

  • Make Henry Street Settlement the beneficiary of a bank account, brokerage account, insurance policy, or retirement plan.
  • Explore the IRA charitable rollover if you are 70 ½ or older.
  • Give a gift of real estate or another fixed asset.

NEXT STEPS
Step 1: If you have any questions about planned giving, please contact Ellen Schneiderman at 212-766-9200 x2260 or by email at ESchneiderman@henrystreet.org

Step 2: Talk to your financial or legal advisor to learn which assets will or will not trigger taxable income when paid to a beneficiary. Henry Street Settlement does not give legal advice. All situations should be discussed with your personal advisor.

Step 3: If you name Henry Street Settlement in your plans, please use our legal name and federal tax ID.

Legal Name: Henry Street Settlement
Address: 265 Henry Street
New York, NY 10002
Federal Tax ID Number: 13- 1562242

Step 4: Join our legacy society and keep us informed of your plans by contacting Ellen Schneiderman at 212-766-9200 x2260 or ESchneiderman@henrystreet.org. After informing us of your plans, we will keep you updated on our impactful work, invite you to special events, and acknowledge your generosity in our publications. We are deeply grateful to the generous individuals who have chosen to include Henry Street in their estates.

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