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.


  • 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

Stanley Baumblatt, Director

Shira Hudson, Associate Director


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


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