Gifts by Will and Living Trusts

Gifts by Will Diagram

How It Works

  1. Donor includes a bequest provision in will or revocable trust
  2. At death UJA-Federation receives the bequest specified

Benefits

  • Donor may change your bequest or trust designation at any time
  • Donor controls the funding property during lifetime
  • Donor's bequest or trust designation will not likely be subject to any potential federal estate tax
  • Donor provides future support for UJA-Federation

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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