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YIVO Institute for Jewish Research

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YIVO Institute for Jewish Research » Support Yivo » Ways of Giving » Planned Giving

Planned Giving


Planned gifts secure YIVO’s future and legacy for generations to come. Please consider the following options:

Bequests

Retirement Plans

Charitable Gift Annuities

Charitable Trusts

Life Insurance


For more information, or to discuss your philanthropic options, please contact Suzanne Leon, Director of Development, at 917-606-8227 or sleon@yivo.cjh.org.



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BEQUESTS

You may 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. The following is sample language that you may want to use in your bequest:

Specific Bequest:
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.

Residuary Bequest:
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, all [or ____%] of the rest, residue and remainder of my estate to be used for its general charitable purposes.


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

Click here to read about the extraordinary generosity of Hollywood writer and producer Mickey Ross.

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RETIREMENT PLANS

Did you know that when retirement plans (pension funds, 401ks, 403bs and IRAs) are left to an individual other than a spouse, they can be subject to income taxes and estate taxes? The two taxes combined could make up 80% of remaining benefits. If bequeathed to YIVO, these funds would escape the income and estate taxes and reduce the size of your total taxable estate. To learn more, consult your individual plan administrator and ask for a beneficiary designation 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

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CHARITABLE GIFT ANNUITIES

Make a meaningful gift to YIVO and receive payments for life. A Charitable Gift Annuity is a gift plan that provides you with a cash flow for your lifetime. The remainder of the trust is a gift to YIVO. In addition to lifetime income, you may qualify for attractive tax benefits.

You are eligible for a Charitable Gift Annuity if you are at least 70 ½ years of age and choose to make a gift of $10,000 or more with cash or appreciated securities. By execution of the plain language contract, YIVO will promise to pay you an attractive annuity rate based upon your age at the time of the gift. Charitable Gift Annuities may be established for one or two lives and for immediate or deferred payments. Tax benefits include an income tax charitable deduction, tax-free income as a portion of your annuity payments and possible estate tax savings.

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CHARITABLE TRUSTS

The Charitable Remainder trust provides lifetime income to you and/or loved ones and offers significant tax advantages. In contrast, the Charitable Lead Trust allows you to transfer assets to your family at a reduced tax cost while benefiting YIVO now.

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

Read about two YIVO members who have utilized Charitable Remainder Trusts here.

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LIFE INSURANCE

Elect YIVO as a beneficiary of your life insurance policy.

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

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Bequest:
Michael (Mickey) Ross (Isidore Rovinsky, 1919-2009)

Michael (Mickey) Ross, born Isidore Rovinsky in New York City in 1919, was an Emmy ward–winning writer and part of the team that created hit television shows, including All in the Family (along with Norman Lear), The Jeffersons, and Three’s Company during the 1970s and 1980s. Among the other television shows he worked on were The Martha Raye Show and The Gary Moore Show, both broadcast in the 1950s. During a 1992 interview with the New York Times, Ross responded to a question about his interest in Jewish culture by saying, “I was born of immigrant parents. I loved their attitude, their ways, their morals. I don’t want to see that lost.”

YIVO learned in 2009 that it was among several Yiddish institutions named as principal beneficiaries of the estate of Mickey Ross. The initial bequest, YIVO’s share of which may reach $4.5 million, was the largest single gift in YIVO’s history. It will be supplemented by periodic residual payments from the estate.

The YIVO Institute for Jewish Research is extremely grateful to Mickey Ross for his generosity and has inducted Mr. Ross into the Gaon Legacy Society as a distinguished member.

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Charitable Remainder Trust
Robert and Lottie Tartell

"Yiddish is part of my own history and my sense of identification with the Jewish tradition," says Dr. Robert Tartell. "What I like about YIVO is that it is the repository of information, the history. I'd like to see it go on, and will help preserve it. It is also an honor to be part of the Gaon Society, to have a connection to the Vilna Gaon."

For Dr. Tartell and his wife Lottie, the two charitable remainder trusts they established at YIVO express a lifelong love for Yiddish and the city of Vilna, YIVO's birthplace and that of Dr. Tartell's mother.

Dr. Tartell received his B.A. and D.D.S. from New York University and its College of Dentistry. Although a dentist by profession, Dr. Tartell was also a founder, producer, and actor in the Gilbert and Sullivan Light Opera of Long Island and has studied Yiddish at Oxford University and at YIVO's Uriel Weinreich program. Lottie graduated from the University of Manitoba and received a Masters in Economics from Columbia University. She was an Adjunct Professor of Economics at Hofstra University and is a volunteer counselor for Planned Parenthood of Nassau County.

The Tartells receive annual income from their two trusts throughout their lives, and the remainder will go to YIVO upon their deaths. For this, YIVO is grateful.