Planned Giving

Beneficiary Designation



Beneficiary Designation

Giving by Beneficiary Designation

Looking for a smart and tax-efficient way to help strengthen the OU in our vital work? A beneficiary designation means you designate the OU as the beneficiary of assets such as retirement plans, life insurance policies, or IRAs.

Withdrawals from these assets are usually fully taxable unless a tax-exempt institution is named as the beneficiary. Because OU is tax-exempt, 100% of your hard-earned assets will go towards helping the OU to enhance Jewish life around the world.

Next Steps

1 Contact our planned giving advisor
2 He will set up a meeting with you to discuss your legacy plans
3 He will guide you through the process, and he will answer any questions you may have
Contact our planned giving advisor

included the ou as part of your legacy?


Learn about the OU Legacy Circle

Did you know?

If you are are 70 1/2 and older, you can make direct charitable contributions from your IRA (Individual Retirement Account) to OU without any tax consequences.
As you may be aware, all IRA withdrawals are fully taxable. However, a new law makes it possible to direct up to $100,000 to OU or other nonprofit organizations a year with no income taxes being charged. These Charitable IRA Rollover gifts fullfil your annual IRA required minimum distribution and allow non-itemizers to receive tax benefits from contributions to OU.

To use the Charitable IRA Rollover provision to make an immediate impact with OU:
  • You must be age 70 ½ or older
  • The funds must go directly from your IRA account to OU
  • You cannot exceed $100,000 in Rollover gifts a year
  • Rollover gifts must be unrestricted and cannot provide any incidental benefits to the donor.
For more information about this exciting new way to give, contact our planned giving advisor
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