Bequests

Thank you for generously considering the YIVO Institute for Jewish Research in your estate plans – a gift for you and a lasting legacy for your family. All supporters who help secure YIVO’s future by making planned gifts become members of The 1925 Legacy Society.

You can create a legacy gift with a provision in your will or living trust that includes a specific dollar amount, asset, or a percentage of your residuary estate.

Assets you pass on outside of your will are called non-probate assets. They include IRAs, 401(k)s, pensions, life insurance policies, and certain bank and brokerage accounts. Ownership on these non-probate assets can transfer faster to your beneficiaries than those assets that must go through probate (i.e. real estate).

Sample Language

To direct your gift where it is most needed, use the following language for your will and/or trust:

I hereby give, devise and bequeath to the YIVO Institute for Jewish Research, a nonprofit corporation having its principal offices at 15 West 16th Street, New York, NY 10011, the sum [or specific asset] of $________ to be used for its general charitable purposes.

To designate your gift for a particular purpose:

I hereby give, devise and bequeath to the YIVO Institute for Jewish Research, a nonprofit corporation having its principal offices at 15 West 16th Street, New York, NY 10011, the sum [or specific asset] of $________. This gift should be used for (state purpose) if and so long as The YIVO Institute for Jewish Research determines that the need exists. If The YIVO Institute for Jewish Research shall determine at the outset or at a later time that the need does not exist, or no longer exists, or for some reason, it is not possible (or prudent) to administer my gift as originally intended, then The YIVO Institute for Jewish Research may, in its sole and uncontrolled discretion, direct the use of my bequest for a purpose related as closely as possible to that stated above.

All supporters who help secure YIVO’s future with a planned gift become members of the 1925 Legacy Society.

Already included YIVO in your estate plans? Please let us know so we can ensure wishes are recorded. Fill out this non-binding form to let us know so we can thank you and include you in the 1925 Legacy Society. If you prefer to remain anonymous, we will keep your name and gift in strict confidence.

Download the Estate Gift confirmation form.

The proper designation for YIVO is as follows:

YIVO Institute for Jewish Research
15 West 16th Street
New York, NY 10011

Federal Tax Identification Number: 13-1641082

For more information, contact:

Melissa S. Cohen
Chief Development Officer
(212) 294-6156