Planned Giving and Endowment > Learn More About Legacy Giving

Learn More About Legacy Giving

Complete the form below to learn more about how to ensure our vibrant Jewish community for generations to come.

A confirmation will be sent to you from [email protected]. If you do not see your confirmation email within five minutes, please check your Spam folder.

If you have any questions or concerns about your donation, please contact our Donor Resource Center at [email protected] or (973) 929-3198.

Employer Matching Gifts
Your gift to Federation can be multiplied to make a lasting difference. For more information on Employer Matching Gifts, please contact your HR department.

Tax Substantiation
A tax statement will be issued to you at the end of the calendar year for all qualifying payments of $250 or more. If you have any questions, or need a statement before then, please contact the Donor Resource Center at or call (973) 929-3198.

Appreciated Stock
If you would like to donate appreciated stock, contact Rosemarie Bendik at (973) 929-2998 or [email protected] for additional information.

IRA Transfer
If you have an IRA and are 70 ½ years or older, you can transfer up to $100,000 per year 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 contact contact Rosemarie Bendik at (973) 929-2998 or [email protected].