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.

31-0993285

Cincinnati Hebrew Day School

31-0544741

The Center for Holocaust and Humanity Education

20-5090993

Beth Adam, Inc.

31-0993285

Hillel the Foundation for Jewish Campus Life – University of Cincinnati

31-6068733

Jewish Community Center Mayerson JCC

31-0536986

Jewish Cemeteries of Greater Cincinnati, Inc.

38-3711514

Adath Israel Congregation

31-0537489

Cincinnati Community Kollel

31-1426973

JVS Career Services, LLC

26-2091358

Camp Livingston Inc

31-6050765

Halom House, Inc

31-1073702

Jewish Federation of Cincinnati

31-0537174

Jewish Family Service of the Cincinnati area

31-0744786

Northern Hills Synagogue

31-0673600

Kehal Kodesh Bene Israel (the Holy Congregation of the Children of Israel)

(Rockdale Temple)
31-0543299

Yavneh Day School Association, Inc. dba Rockwern Academy

31-0603959

Cedar Village Foundation

27-2598846

Congregation Zichron Eliezer

20-5581301

Jewish Education for Every Person

20-4016862

The Valley Temple

31 -0744533

Congregation Ohav Shalom

31-0626626

Hillel Foundation at Miami University

31-6068732

Temple Sholom

31-0584318

Congregation Sha arie Torah

45-1263585

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].