Changing your Beneficiary: What You Need to Know
Designating a nonprofit organization as the beneficiary of your insurance policy or retirement fund is one of the easiest ways to set up
a legacy commitment. It usually involves filling out a form—and can even be done online. There is no need for a
lawyer or any other step. The one thing you may need to supply the fund manager is the Tax ID for the organization of your choice.
For your convenience, we’ve compiled a list of the legal names and tax IDs for all the community organizations,
congregations, and day schools participating in the Create Your Jewish Legacy program.
Beth Adam, Inc.
Cincinnati Hebrew Day School
The Center for Holocaust and Humanity Education
Beth Adam, Inc.
Hillel the Foundation for Jewish Campus Life – University of Cincinnati
Jewish Community Center Mayerson JCC
Jewish Cemeteries of Greater Cincinnati, Inc.
Adath Israel Congregation
Cincinnati Community Kollel
JVS Career Services, LLC
Camp Livingston Inc
Halom House, Inc
Jewish Federation of Cincinnati
Jewish Family Service of the Cincinnati area
Northern Hills Synagogue
Kehal Kodesh Bene Israel (the Holy Congregation of the Children of Israel)
Yavneh Day School Association, Inc. dba Rockwern Academy
Cedar Village Foundation
Congregation Zichron Eliezer
Jewish Education for Every Person
The Valley Temple
Congregation Ohav Shalom
Hillel Foundation at Miami University
Congregation Sha arie Torah
Sample Language for Your Will or Trust
As a Beneficiary of Your Will
I give, devise and bequeath [$] [% of my residuary estate] to
[insert organization name and tax ID, city, and state of the organization].
As a Beneficiary of Your Trust
The trustee shall distribute [$] [% of the principal and any
accumulated income of the Trust] to [insert name and tax ID, city, and state of the organization].