When you include Friends of Karen in your estate plan, you continue to make a difference, well into the future, for our children and their families.

Gifts like this are referred to as “planned gifts” because they reflect your charitable plans and hopes for the future. The Sheila Petersen Legacy of Giving Circle is reserved for those who have notified Friends of Karen that a bequest or another planned giving instrument has been put into place naming Friends of Karen as beneficiary.

There are as many ways to make a planned gift to Friends of Karen as there are charitable intentions. Below are a few suggestions.

  • Bequests: Name Friends of Karen as a charitable beneficiary in your will or trust.
  • Designations: Name Friends of Karen as a full or partial beneficiary of a life insurance policy, bank account, or brokerage account.
  • Retirement Plans: Name Friends of Karen as a beneficiary of a retirement plan (your tax deferred IRA, 401(k) or 403(b) ) and possibly avoid double taxation while also supporting our work.

Here's how David Rosenberg, a Sheila Petersen Legacy of Giving Circle member, explains it: "It's a commitment I can make today to benefit the future of Friends of Karen. If you believe in charitable giving during your life, why not continue to share once you are gone?"

Consult your financial planner and/or attorney about your legacy gift, then let us know so we can thank you. Please contact Executive Director Judith Factor or (914) 617-4041 to discuss Planned Giving options.