Through Planned Giving & Endowments, we can help you plan for the future and potentially receive great tax benefits. Whether it’s a charitable gift annuity, a charitable lead trust, or a gift of life insurance, you can fulfill your financial and retirement needs while supporting UJA-Federation of New York’s efforts.

• Wills and Bequests: Remember UJA-Federation of New York in your will and provide an important legacy for you and your family, while providing for future generations.
• Charitable Gift Annuities: In return for a donation to UJA-Federation of New York, you can receive a lifetime annuity — a fixed amount of income with a potential for favorable tax benefits. 
Our professionals will work with you to create a charitable gift annuity that meets your philanthropic goals.
• Charitable Lead Trusts: When you entrust UJA-Federation of New York with your assets for a fixed term, you can potentially create the best financial situation for your estate’s beneficiaries, while helping your favorite causes.
• Charitable Remainder Trusts: Make a gift that will provide a fixed rate of return for a predetermined amount of time. At the conclusion of the term, the remainder becomes a charitable gift to UJA-Federation.
• Supporting Foundations: Create a supporting foundation affiliated with UJA-Federation of New York and get all the benefits of a private foundation without having to worry about the administrative details.
 UJA-Federation professionals manage the foundation, leaving you and your family free to participate in the grantmaking process.
• Endowment Funds: When you establish an endowment fund at UJA-Federation, you create a lasting way of supporting the causes you care about, during your lifetime and beyond.
• Gifts of Life Insurance: Create permanent support for UJA-Federation through a gift of life and generate an income-tax charitable deduction for yourself.