Skip Navigation
December 21, 2014 | 29th Kislev 5775
Home  /  Support Reform Judaism  /  Giving Opportunities  /  Planned Giving  / 
Planned Giving
Join the URJ Legacy Society
All donors who inform the URJ that they have included the Union in their estate plans are enrolled in the Union for Reform Judaism Legacy Society. We will publish your name(s) only if you indicate for us to do so. For further information, contact the URJ Development Office at 212.650.4140 or development@urj.org.

Make a bequest to ensure the future of Reform Judaism for your children.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.
Download a Letter of Intent Form
Please let us know if you have made remembered the URJ in your estate plans by completing the following form (please select the appropriate form for your country of residence).
Sample Bequest Language

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:]

  1. _______% of my gross estate as finally determined for Federal estate tax purposes...
  2. All of the rest, residue and remainder of my estate...
  3. The sum of $_______ dollars....
  4. 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. For further information, contact the URJ Development Office at 212.650.4140 or development@urj.org.

 
Multimedia Icon Multimedia:  Photos  |  Videos  |  Podcasts  |  Webinars
Bookmark and Share About Us  |  Careers  |  Privacy Policy
Copyright Union for Reform Judaism 2011.  All Rights Reserved