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Planned Giving

Bequests | Retirement Plans & IRAs (Non-Probate Assets) | Charitable Gift Annuities | Charitable Trusts | Life Insurance Policies | The 1925 Legacy Society

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. Follow this link to our Bequests page.

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).

You can also set up a Charitable Gift Annuity or a Charitable Trust to support YIVO and provide a reliable income to you and/or your loved ones.

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? Fill out this non-binding form to let us know so we can thank you and include you in the 1925 Legacy Society.

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