What is Legacy Giving?

Legacy giving is a strategic approach that allows individuals to support the causes they care about while achieving their financial and estate planning goals. These gifts can provide significant tax advantages, enhance estate planning strategies, and help secure an individual’s financial future.

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Legacy giving can take many forms:

WILL OR TRUST

Specify the *DepartmentName* and the amount you wish to contribute in your will or codicil.

HALACHIC WILLS

The Halachic Will, or Shtar Chatzi Zachor, aligns Jewish and secular inheritance laws which typically conflict.

Beneficiary designation

Assigns *DepartmentName* as the beneficiary of assets within retirement accounts (IRA or 401(k)), life insurance policies, bank accounts, or annuities

endowments

Your legacy gift is invested by *DepartmentName*, and the interest perpetually supports the program.

DAF Payments

Recommend grants to *DepartmentName* through your donor-advised fund and help us to continue our critical work for the Jewish community.

charitable gift annuity

When you create a charitable gift annuity, you and/or a loved one receive a guaranteed fixed income for life.

To learn more about legacy giving please contact Paul Kaplan.

Paul Kaplan

(212) 613-8258

KaplanP@ou.org

Associate Director of Institutional Advancement