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Continue Supporting Our Work After Your Lifetime

Beneficiary Designations

Want to learn more about making tax-wise gifts? Download our FREE guide Beneficiary Designations: The 3 Easiest Ways to Leave Your Legacy.

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Passionate about supporting Minneapolis Jewish Federation with our mission even after your lifetime? It's not only possible, it's easy to do with a beneficiary designation. Just name the Federation as a beneficiary to receive assets such as retirement plans and life insurance policies after you're gone. You simply fill out a form that is entirely separate from your will—which makes this approach an easy way to give.

Not only is it an easy way to give, but it's also flexible—you aren't locked into the choices you make today. You can review and adjust beneficiary designations anytime you want.

An Example of This Type of Gift

Older couple smilingDavid and Beth treasure the financial help they've been able to give their children and the Federation over the years. Now that their kids are grown, David and Beth changed their estate plan so it could work harder for the people and causes they love. The couple updated their will to leave stocks and real estate to their kids. And they left us a $75,000 IRA to be transferred after their death. Because the Federation is tax-exempt, all $75,000 will help support our mission.

If David and Beth had left the IRA to their children, approximately $21,000* would have gone to pay federal income taxes—leaving only $54,000 for their family's use. David and Beth are happy knowing they are making the most of their hard-earned money thanks to their updated estate plan.

*Based on an assumption of a 28 percent marginal income tax bracket.

See How It Works

Learn How to Fund It

You can name us beneficiary of the following assets:

Want to learn more about making tax-wise gifts? Download our FREE guide Beneficiary Designations: The 3 Easiest Ways to Leave Your Legacy.

View My Free Brochure

Make Sure You Have a Plan for All Your Assets.

Download our FREE Personal Estate Planning Kit

Next Steps

  1. Contact Amy Newman at 952-417-2328 or anewman@jewishminneapolis.org for additional information on beneficiary designations and how they can help support the Federation with our mission.
  2. Talk to your financial or legal advisor to learn which assets will or will not trigger taxable income when paid to a beneficiary.
  3. If you name the Federation in your plans, please use our legal name and federal tax ID.

Legal Name: Minneapolis Jewish Federation
Address: 13100 Wayzata Blvd., #200, Minnetonka, MN 55305
Federal Tax ID Number: Please contact us for our federal tax ID number.

Contact Amy Newman at anewman@jewishminneapolis.org or 952-417-2328.

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