UJA Home Volunteer Site

Sample Language for Your Will

pdficon_large.gif Printable Bequest Language

Leave a Legacy for Future Generations

Including UJA-Federation in your estate planning can be as simple as adding language to your will—we’ve given some examples below.

General Gift

“I give and bequeath the sum of $ ____________ (or ________ % 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.”

Gift to Be Used in New York or Israel or for a Thematic Area

“I give and bequeath the sum of $ ____________ (or ________ % of my residuary estate) to United Jewish Appeal-Federation of Jewish Philanthropies of New York, Inc., to be used in support of a thematic area [e.g., in Israel, in New York, supporting the elderly].”

Gift Perpetuating an Annual Campaign Gift

“I give and bequeath the sum of $ ____________ (or ________ % of my residuary estate) to United Jewish Appeal-Federation of Jewish Philanthropies of New York, Inc., to be used by it to create the ____________________ Family Fund, a perpetual endowment fund, the spending rate of which is to be paid over year-by-year to its annual campaign.”

Please be sure to consult with your legal and tax advisors before adding this language to your will to determine the best way for you to give to UJA-Federation as part of your estate planning.

For more information please contact William Samers, vice president, planned giving and endowments, at plannedgiving@ujafedny.org or (212) 836-1247.

 

 

Back

© Pentera, Inc. Planned giving content. All rights reserved.

HELP US SUPPORT THOSE IN NEED

Give to UJA and help millions of people live better lives.