Legacy Gifts from Retirement Plans

Gifts from Retirement Plans at Death Diagram

How It Works

  1. Contact someone in your Human Resources department or your plan provider to obtain a designation of beneficiary form.
  2. On the form, name UJA-Federation of New York a full or partial beneficiary by indicating the percentage of your plan you would like to designate for your legacy gift to UJA. You should include UJA’s full legal name: United Jewish Appeal-Federation of Jewish Philanthropies of New York, Inc. and tax ID number: 51-0172429.
  3. To be recognized for your gift, send a copy of the designation of beneficiary form and/or a completed commitment letter to any UJA Planned Giving and Endowments staff member or to plannedgiving@ujafedny.org.
  4. Funds are transferred to UJA by the retirement-plan provider at death.

Benefits

  • No federal income tax is due on the funds that pass to UJA-Federation
  • No federal estate tax on the funds
  • Make a significant gift to UJA-Federation

Special note: Call or e-mail us to tell us of your intent, and we will assist you with the details of the transfer.

More Information

Contact Us

William Samers, Vice President
212.836.1755
samersw@ujafedny.org

Stanley Baumblatt, Director
212.836.1305
baumblatts@ujafedny.org

Shira Hudson, Associate Director
212.836.1232
hudsons@ujafedny.org

 

UJA-Federation of New York
130 East 59th Street
New York, NY 10022

Phone: 1.800.997.5266
Fax: (212) 836-1172
E-mail: plannedgiving@ujafedny.org

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