President Obama signed legislation extending the charitable IRA rollover for 2010 and 2011. This allows individuals 70½ or older to make tax-free gifts of up to $100,000 now to qualified charitable organizations like the Union for Reform Judaism or your local synagogue using funds transferred directly from their IRAs. If you act by Jan. 31, 2011, you can make a gift effective in 2010—then, if you wish, you can make a second contribution through Dec. 31, 2011.
Collectively, we can ensure the future for a strong Reform Movement in the years to come.
Through a bequest; a gift of retirement plan assets, real property or appreciated securities; or a life income gift such as a charitable remainder trust or gift annuity, you can guarantee that the Reform movement remains the most vibrant stream of Judaism in North America.
With the assistance of the Union’s Development Department staff, and in consultation with your financial advisor, you can craft a planned gift to meet your charitable and financial goals.
Bequests
The Union welcomes bequests from its friends and supporters. Through a bequest, you can have a direct impact on the Union's future and, at the same time, receive direct practical advantages: a charitable gift is 100% deductible from your taxable estate. A bequest may be large or small, and it may be used to support the general purposes of the Union or be restricted to an area or program that is of special interest to you.
Bequests can include cash, securities, real estate, other property, a percentage of the residue of your estate, or all the residue of your estate.
To make a gift to the Union from your estate, you must sign a new
will or trust instrument, add a codicil to your present will, or make
an amendment to your present trust instrument. Your attorney can advise
you on to provide for your beneficiaries according to your preferences
and, at the same time, to provide for the Union's future through a
charitable bequest.
We include this sample of bequest language. If you wish to
designate your bequest for a specific purpose at the Union, please
contact the development department so that we can provide wording that
is tailored to your specific interests.
I hereby give, devise and bequeath to The Union for Reform
Judaism, whose North American headquarters are located at 633 Third
Avenue, New York, NY 10017….
[Choose one:]
_______% of my gross estate as finally determined for Federal estate tax purposes...
All of the rest, residue and remainder of my estate...
The sum of $_______ dollars....
other... (retirement plans, real estate, tangible property)
Our staff can help you develop strategies of giving that are
advantageous to you and to the Union. If you wish to learn more about
making a bequest to the Union, please call Christopher Haley at 212.650.4148 or e-mail him at chaley@urj.org.
Collectively, we can ensure the future for a strong Reform Movement in the years to come. 
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