For Trustees and Advisors

In your work as an advisor, you value professionalism, integrity and honesty, taking the utmost care when serving your clients.

As a nonprofit organization, we share your values and take the same care when it comes to helping our donors plan charitable gifts.

We believe that charitable planning is a process that ideally involves the donor, professional advisors, and our gift planning staff โ€” all working together to arrange the best gift possible. Our development team is well-trained and skilled in the application of all vehicles of strategic philanthropy.

Useful Legal Information

Legal name: The United Synagogue of Conservative Judaism
Address: 3080 Broadway Suite B208, New York, NY 10027
Federal Tax ID number: 13-1659707

Your Giving Toolkit

Gifts from Donor-Advised Funds

Sample Language for Your Will or Trust

Sample Beneficiary Designation

Sample Codicil

For Trustees and Advisors

I'm here to help

Barb Gelb

Director of Program Advancement