Wills and Bequests

Remember UJA-Federation of New York in your will and create an important legacy for you and your family, while providing for future generations. You can be sure that your family, your friends, and the institutions that matter to you benefit from your generosity and remain strong in the future

• Designate your assets as you would like.
• Create a legacy for future generations
• Determine how your estate will be administered.

Leave a Legacy for the Future

Step 1: Complete a Declaration of Intent
This is the first step to formalizing your intent to remember UJA-Federation in your will. 
Download a declaration of intent form (PDF).

Step 2: Speak With Your Attorney
Our Legacy Brochure (PDF) and Will Kit (PDF) will tell you how to take the steps necessary to protect your family and the community you care about for years to come.

Sample Legacy Language

If you would like to provide support for the work and future of UJA-Federation by including a charitable bequest in your will, the following language may be helpful:

General Bequest
“I give and bequeath the sum of $x (or x percent of my residuary estate) to United Jewish Appeal-Federation of Jewish Philanthropies of New York, Inc., to be used in support of its general charitable purposes.”

Bequest to Establish a Perpetual Annual Campaign Endowment (PACE)
"I give and bequeath the sum of $x (or x percent of my residuary estate) to United Jewish Appeal-Federation of Jewish Philanthropies of New York, Inc., to be used to create the [name of family or loved one] Fund, an endowment fund, the income of which is to be paid year by year to the annual campaign of UJA-Federation of New York, Inc.”

Bequest to Be Used in Israel
“I give and bequeath the sum of $x (or x percent of my residuary estate) to United Jewish Appeal-Federation of Jewish Philanthropies of New York, Inc., to be used in support of its charitable purposes in Israel.”

Bequest to Be Used in New York
“I give and bequeath the sum of $x (or x percent of my residuary estate) to United Jewish Appeal-Federation of Jewish Philanthropies of New York, Inc., to be used in support of its charitable purposes in the greater New York metropolitan area.”

Bequest Benefiting a Specific Program or Agency
“I give and bequeath the sum of $ x (or x percent of my residuary estate) to United Jewish Appeal-Federation of Jewish Philanthropies of New York, Inc., to be used by it for... (for example, programs for the elderly, the 14th Street Y.”

Bequest Perpetuating a Family Name
“I give and bequeath the sum of $x (or x percent of my residuary estate) to United Jewish Appeal-Federation of Jewish Philanthropies of New York, Inc., to be used by it to create the [name of family or loved one] Family Fund, an endowment fund, the income of which is to be paid year by year, for use for the general (or restricted) charitable purposes of UJA-Federation of New York, Inc.”