Work with Professional Advisors

We welcome the opportunity to work with you in helping your clients identify tax-wise and beneficial ways to support UJA-Federation’s mission. In addition, we hope we can be a resource to you should you have any questions regarding charitable-giving vehicles.

We strongly urge prospective donors to consult with their attorney, financial advisor, estate-planning professional, accountant, or other appropriate professional before making any material decisions based on information we provide through this Web site, printed materials, or other sources.

Professional Advisor Guide

Please feel free to contact us directly for information or assistance on a confidential basis at plannedgiving@ujafedny.org or 212.836.1247.

Legal Name
All charitable gifts should be directed to United Jewish Appeal-Federation of Jewish Philanthropies of New York, Inc., the charitable, tax-exempt organization located in New York.

Tax I.D. Number
UJA-Federation of New York’s TAX I.D. number is 51-0172429.

Sidney Kess New York Estate Tax & Financial Planning Conference

Our annual conference is a full-day event which offers attendees the opportunity to hear experts discuss the latest developments in the field and to obtain their continuing education credits.

The Annual Sidney Kess New York Estate, Tax & Financial Planning Conference takes place every fall.

Contact uskeyboard_arrow_right