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.
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.
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.
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 Annual Campaign Fund (PACE).
ID UJA-Federation of New York’s Tax ID number is 51-0172429.
UJA offers two trusts that allow concerned parties to provide for the long-term needs, including advocacy services, of individuals with disabilities.
If you are struggling to figure out how to include UJA in your will, we have some samples to help guide you.
