Jane Zimmy Extends Family Legacy of Giving with Estate-Plan IRA Gift

Jane Zimmy grew up in Livingston, New Jersey, with parents who were UJA donors. She has continued that legacy of giving for decades and has also ensured her future support by naming UJA-Federation of New York as a beneficiary of her IRA.

Leaving IRA assets to UJA is tax smart because loved ones would pay income taxes on the amounts they receive from your IRA, but UJA, being tax-exempt, will pay no taxes. So 100% of your gift will be used for your charitable intent.

“I believe strongly in legacy giving to organizations that are important to me,” Jane says. “UJA’s mission aligns with mine: making life better for those in need locally, both Jewish and non-Jewish, as well as in Israel and elsewhere. I am a secular Jew, and my link to the Jewish community is through UJA.”

Now retired, Jane enjoyed a 35-year career in a series of domestic and international management positions in the field of marketing information and marketing research and became more active with UJA since retiring.

She appreciates the opportunities UJA offers for travel, her passion. “I’ve been able to visit many places — Cuba, Israel, Morocco, Paris — with small groups,” she says. “I have met many amazing people on these missions and have also come away with a greater appreciation of Jewish life and UJA’s work wherever I have been.”

Jane hopes others will join her in securing a legacy of support for future generations. “UJA is a strong steward of funds, supporting a group of ongoing programs that fund a variety of services for Jews and non-Jews living in the New York area,” she concludes. “And it has the resources to react immediately to crises.”