Benefits to Leaving Keren Or in Your Will or Bequest
Simplicity: Just a few sentences in your will or trust are all that is needed.
Versatility: You can structure the bequest to leave a specific item of property or amount of money, make the gift contingent on certain events, or leave a percentage of your estate to Keren Or.
Tax Benefit: If your estate is subject to estate tax, your gift maybe entitled to a significant charitable deduction.
Does Keren Or Wish to be Informed of My Bequest Intentions? For those willing to notify us of your generous intent to remember Keren Or by bequest, we would like to acknowledge your gracious intentions. Notifying us of your intentions is also very helpful to Keren Or for our financial planning.
How Do I Include Keren Or in a Will or Trust?
The following is for informational purposes only. Individual circumstances vary. Consult your tax advisor and financial planner for specific information.
Specific Bequest (dollar amount): when a particular item or property is bequeathed. “I give, devise, and bequeath to KEREN OR of 350 7th Ave #701 New York, NY 10001, the sum of $______________ for its general purposes.”
Specific Bequest (percentage of estate): “I give, devise, and bequeath _________% of my estate to KEREN OR of 350 7th Ave #701 New York, NY 10001, for its general purposes.”
Residuary Bequest: when you intend to leave the residue portion of your assets after other terms of the will have been satisfied. “All the rest, residue, and remainder of my estate, both real and personal, wherever situated, I give, devise, and bequeath to KEREN OR of 350 7th Ave, Suite 701 New York, NY 10001, for its general purposes.”
Contingency Bequest: allows you to leave a portion of your estate to a particular charity if your named beneficiary does not survive you. “In the event any of my above named beneficiaries have not survived me, I hereby direct their share to be distributed to KEREN OR of 350 7th Ave, Suite 701 New York, NY 10001, for its general purposes.”
Gifts of Stock To Keren Or Inc.: In order to make a stock donation to Keren Or, transfer the shares of the stock to the Keren Or account at UBS Financial Services and at the same time notify our offices of the gift.
The contact at UBS Financial Services is:
UBS Financial Securities
Attn: UBS Wealth Advice Center
1000 Harbor Blvd.
Weehawken, NJ 07086
Information you will need to supply your broker for a wire transfer:
- DTC # 0221
- Account name: Keren Or
- Account number: 1DH4934
Contact us today for a confidential conversation about making a legacy gift, 212.279.0534.