PLANNED GIVING

Planned gifts support the vital work of UJA-Federation and ensure a bright Jewish future in both challenging and good times.

Thank you for considering UJA in your estate plans. Your generous action will make an enormous difference for generations to come.


WAYS TO MAKE A LEGACY GIFT

Will or living trust – Remember us as well as your loved ones. A bequest is the most common form of legacy gift people make to UJA and does not affect your assets during your lifetime.

Life Insurance – Name UJA as beneficiary of a life insurance policy.

Retirement plan – Designate UJA as beneficiary in a beneficiary designation form obtained from an IRA, 401k, or 403b administrator.

Bank account
or brokerage account – Transfer at death assets in your account by completing a Transfer on Death/Payable on Death form from your banker or broker.

Gifts that pay you an income – Support UJA while providing income for yourself and/or loved ones through a charitable gift annuity or charitable trust.

Donor advised fund
– Name UJA as a beneficiary upon your passing.

Endowment
– Create a present or future everlasting gift with a minimum amount of $100,000 by establishing a Lion of Judah Endowment (LOJE) or Perpetual Annul Campaign Fund (PACE). These endowments help ensure the success of UJA-Federation’s annual campaign in perpetuity.


ADDITIONAL RESOURCES

Tax ID – UJA-Federation of New York’s Tax ID number is 51-0172429.

Community Trust – UJA offers two trusts that allow concerned parties to provide for the long-term needs, including advocacy services, of individuals with disabilities.

Freewill – UJA is working with Freewill to allow you to write your will online at no cost. You may include UJA in your will or simply use the tool to create a will yourself.

Sample language – If you are struggling to figure out how to include UJA in your will, we have some samples to help guide you.