Join BJ’s Or Hadash Society
BJ Is Already Part of My Legacy Plans
If BJ is already part of your legacy plans, please fill out this form so we can be sure to include you in BJ’s Or Hadash society.
Including BJ in Your Will or Living Trust
To include BJ in your will or living trust, we suggest including the following language:
“I give to Congregation B’nai Jeshurun, a not-for-profit institution incorporated under the laws of the State of New York, having as its principal address 270 West 89th Street, New York, NY 10024, federal tax ID #13-0594858. [the sum of $______][ _____% of my residuary estate] to be used for its general purposes.”
Including BJ as a Beneficiary of Your Retirement, IRA, or Life Insurance Policy
To include BJ as a beneficiary of your retirement, IRA, or life insurance policy follow these three easy steps:
- Contact your retirement plan administrator, insurance company, bank or financial institution for a change-of-beneficiary form. Decide what percentage (up to 100) you would like us to receive and name us, along with the percentage you chose, on the beneficiary form. Include BJ’s federal tax ID # 13-0594858. Note that many retirement plan and IRA administrators allow you to change your beneficiary designation online.
- If you cannot make the change online, return the completed form to your plan administrator, insurance company, bank or financial institution.
- Notify us so we can include you in Or Hadash, BJ’s legacy society.
The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor.
For questions about Legacy Giving: Or Hadash, contact advancement@bj.org.