If you would like to learn about UJA’s planned giving options, please click here, contact William Samers at 212.836.1247 or email .
You can pay all or part of your pledge to UJA-Federation with stocks, mutual funds, or State of Israel bonds. By using appreciated securities to fulfill your contribution, you may be able to receive tax benefits. For more information, call 212.836.1612.
If you have an IRA and are 70½ years or older, you can transfer up to $100,000 per year, tax free, to UJA-Federation. Funds must be transferred directly by the IRA trustee and can count toward meeting minimum distribution requirements. Ask your tax advisor for details and then call us at 212.836.1486.
Tax Substantiation A tax-substantiation statement will be sent at the end of the calendar year for all qualifying payments. If you need a statement before then, please contact the Donor Center at 212.836.1486.