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Your Link To Jewish Giving
∂
Jewish Foundation oF MeMphis
2 0 0 8 a n n u a L R e p o R t
Y
our link to Jewish giving begins with the Jewish Foundation
of Memphis.
We are pleased to present the 2007/2008 annual report. Since
1995, we have proudly served as the premier fund raising resource for our
community, linking hundreds of families with the needs of the Jewish
community.
As we complete our “Bar Mitzvah” year, we are grateful for the
confidence of our 11 partner agencies, our hundreds of fund
holders, the professional advisor community and those donors
who, in the coming year, will turn to the Foundation.
Throughout the pages of this annual report we have
highlighted ways that the Jewish Foundation can link you to the
pathways for fulfilling your charitable goals. You will also find
Laura Linder personal stories of donors and organizations that have partnered
Executive Director with the Foundation to fulfill their charitable goals. We hope you
will take a few minutes to read through the report and consider your own
charitable plans.
Ronna Newburger We are especially proud of the Foundation’s Create Your Jewish Legacy
Board President initiative which encourages donors to include the Jewish community in
their estate plans through deferred gifts (gifts that take place after your
lifetime). Through a deferred gift, you can make a significant impact on
organizations you care about without costing anything today. On page 11
we have listed families who have created a Jewish legacy. Through their
current gifts to an agency endowment fund or through future gifts that will
come after their lifetimes, these donors have helped ensure the future of
our community.
Whether you’re 13 and getting started in our B’nai Tzedek program or
83 and considering ways you can Create Your Jewish Legacy, the Jewish
Foundation of Memphis is your link to meeting your charitable goals.
Thank you for your confidence and support.
The Mission
Ronna Newburger Laura Linder
of the Jewish Foundation of Memphis is to serve as the central endowment fundraising resource
in support of Memphis area Jewish institutions, agencies and communal needs.
The Foundation, in partnership with communal agencies, will assist individuals and families
to achieve their philanthropic goals.
The Foundation will develop protocols for grant requests and allocations,
and will assist agencies in obtaining grants.
Tae Of Contents
2 11
Linking You with The Needs Create Your Jewish Legacy
of the Jewish Community ◗ Legacy Society
◗ Partner Agencies
◗ Agency Funds
12
Linking Our Youth to
4 a Life of Philanthropy
Linking You to the Pathways for ◗ B’nai Tzedek
Meeting Your Philanthropic Goals 14
◗ Designated Endowment Funds
Linking Professionals
◗ Donor Advised Funds
to the Needs of
8 the Jewish Community
2007 Grantee Organizations ◗ Professional Advisory Group
10 16
Linking Past, Present and Future 2007 Financial Report
◗ Deferred Giving
1
Linking You With The Needs
T
he Jewish Foundation of Memphis works in partnership with eleven local Jewish
organizations to build their permanent endowment funds. We are grateful for all they
do to enhance the lives of Jews throughout our community and thankful for their
involvement and financial support of the Foundation.
Partner Agencies Services Provided To Our Partner Agencies
Anshei Sphard-Beth El Emeth Congregation
Baron Hirsch Congregation ◗ Planning and implementation of endowment
Beth Sholom Synagogue fund raising strategies
Bornblum Solomon Schechter School ◗ Charitable estate planning expertise
Jewish Family Service ◗ Marketing support
Margolin Hebrew Academy/Feinstone ◗ Grant research and writing
Yeshiva of the South ◗ Investment of endowment assets
Memphis Jewish Community Center ◗ Promotion of projects and programs through
Memphis Jewish Federation quarterly “grant opportunity” list
Memphis Jewish High School
Memphis Jewish Home
Temple Israel
A desire to support the Jewish “Kay and I are pleased to support the
community led Allen and Community Center with this gift. After
Kay Iskiwitz to make a gift in several meetings with Barrie Weiser of
support of the Memphis Jewish the MJCC and Laura Linder from the
Community Center’s Capital Foundation we decided that a gift in
and Endowment Campaign. support of this effort is a good way
The Foundation was to show our support to the
involved in helping them community and provide for
connect with the MJCC future generations.”
and the campaign.
They donated funds to build
a Free Motion Exercise Room in
the new fitness center
at the MJCC which will be
named in their honor.
Photo generously donated by Steve
Conroy of Conroy Studio
State-of the-art
Free Movement
Fitness Room
in the new
MJCC Fitness Center
2
Of The Jewish Community
E
ndowment Funds are permanent assets of the Jewish community in that the principal of
the fund is never touched. Several of the Foundation’s partner agencies have chosen to
invest their endowment assets or a portion of them with the Foundation’s funds while
others service their own. All are governed by stringent investment, spending and gift acceptance
policies. As a service to these funds, the Foundation ensures that policies are appropriately in
place and enforced.
Agency Funds Held At
The Jewish Foundation
of Memphis
Baron Hirsch Congregation
Endowment Fund
Nate & Minnie Bernstein Scholarship Fund
for Jewish Family Service
Beth Sholom Endowment Fund
Beth Sholom Kaplan Challenge Fund
Beth Sholom Memorial Gardens Fund
Bornblum Solomon Schechter Educational
Specialist Endowment
Bornblum Solomon Schechter School Fund
The Memphis Jewish High School,
Harry K. Danziger L’Dor Vador Fund
a partner agency of the Jewish
Foundation of Memphis since 2007, Jewish Family Service Endowment Fund
established the Marilyn and Jack Jewish Family Service
Belz Education Fund of Kadima Shalom Taxi Program
Memphis Jewish High School to Jewish Foundation of Memphis
provide opportunities for its Legacy Society
students, develop programs Endowment Fund
and curricula, and help Jewish Foundation of
each student develop a Memphis Operating
passion for academic Endowment Fund
excellence. Each
Jewish Foundation of
quarter, agencies that Memphis Unrestricted
have placed their funds Endowment Fund
with the Foundation,
Jewish Teen Philanthropy
receive a report detailing Endowment Fund
fund activity including:
contributions, distributions Marilyn & Jack Belz Education
and earnings. Agencies that Fund of Kadima Memphis
Jewish High School
place their funds with the Jewish
Foundation maintain ownership Margolin Hebrew Academy/
of the funds, share proportionately Feinstone Yeshiva of the
South General
in the investment fees and appoint Endowment Fund
one representative to the Foundation’s
investment committee. Margolin Hebrew Academy/Feinstone
Photo by Lisa Buser
Yeshiva of the South Irby Cooper
Learning Endowment Fund
Mildred H. and Edgar C. Haas, Sr. Family
Endowment for Education
at Temple Israel
Plough Towers Endowment Fund
Temple Israel Museum Fund
3
Linking You To The Pathways For
M
ore than 200 local, Jewish families have turned to the
Jewish Foundation of Memphis as their partner in
charitable giving. Our wide-range of services can be
tailored to meet the individual philanthropic needs and aspirations
of each of our fund holders. Many donors simply want to show their
appreciation and give back to the organizations that are especially
meaningful to them, others hope to bring their family together
through tzedakah, while others aim to support a Jewish
organization that has touched their lives in a meaningful way.
The “donor centered approach” taken by the Jewish Foundation
professionals puts the Foundation in a unique position to help link
every donor with his or her personal interests and goals.
Whatever your motivation for giving, the Jewish Foundation
of Memphis aims to put you on the pathway to meeting your
charitable goals.
Meeting Your Philanthropic Goals
I
ndividual donors and groups of donors are encouraged to create funds through the Jewish
Foundation that reflect their unique charitable interests, honor loved ones or express their
desire to give something back to the community. These funds may be restricted for a
particular organization or for a specific cause such as education or the elderly.
The Greenblatt Education Fund In addition to the MHA/FYOS,
was created by numerous each year the earnings on the
Memphis families to fund support: Anshei Sphard-
celebrate the impact that Beth El Emeth Synagogue,
Rabbi Efraim and Miriam Beth Sholom Synagogue,
(of blessed memory) Bornblum Solomon
Greenblatt had on Schechter School,
Jewish Education Jewish Family Service,
in our community. and Memphis Jewish
The Margolin Federation.
Hewbrew
Academy/
Feinstein Yeshiva
of the South (MHA/
FYOS) is the biggest
beneficiary of annual
earnings from this fund.
Designated Endowment Funds
Elaine Ames Senior Outreach Services Fund Iris and Ronald Harkavy Fund for the Margolin Hebrew Academy/
Feinstone Yeshiva of the South
Suellen Brenner Blen Temple Israel Pre-School Book Fund
The Larry Morrison Jewish Medical Ethics Fund
Bornblum Scholarship Endowment Fund for Bornblum Solomon
Schecter School Marty Olswanger Memorial Endowment Fund
Boy Scouts of America Troop 25 Endowment Fund Dr. Maurice E. Petrovsky Memorial Fund for the Benefit of
MJCC Camp Scholarships
Central High School Designated Fund
Ringel Educational Computer Fund to Benefit Temple Israel
Captain Mark Elster Israel Youth Fund
Evelyn and William Robbins Holocaust Education Fund
Milton Q. & Jeanne G. Ford Scholarship Fund to
Benefit Temple Israel Axel and Rita Robins Music Fund to Benefit Temple Israel
The Goldsmith Family Fund Jane Ross College Scholarship Fund
Gorden Family Scholarship Fund Deanna & Irvin Serenco Fund for Children with Hearing Disorders
The Miriam & Rabbi Efraim Greenblatt Jewish Education Mary S. Shainberg Fund for Bornblum Solomon Schecter School
Scholarship Fund Abe and Goldie Walter Memorial Fund for Jewish Education
Iuliu Herscovici Designated Fund Curt and Hedi Ward Designated Fund for Temple Israel
Hilary and Mitch Hodus Fund for Family Enrichment at Beth Eric and Marc Wolf Young People’s Fund
Sholom Synagogue
Mickey and Warren Wurzburg Family Fund for Temple Israel
Housing Assistance Fund
Kadima Memphis Jewish High School Endowment Fund
Makowsky Greenberg Scholarship Fund for Bornblum
Solomon Schecter School
Linking You To The Pathways For
T
he Foundation links donors to charitable giving through its Donor Advised Philanthropic
Fund program. These “charitable bank accounts” are among the most popular fund types
because they are a cost-effective and flexible way for donors and their families to become
actively engaged in the rewarding art of grant making.
Once a fund is established with a Rhonda and Lenny Feiler have a
minimum gift of $5,000, donors heart-felt desire to promote reading
recommend and the board of and Judaism to our community’s
children. Thanks to their
directors approves grants to generosity, every child from
support local and national birth to age six will be able
to receive a book of Jewish
qualified charities. The content each month
Foundation maintains grant through Memphis
records and monitors Jewish Federation’s
PJ Library.
distributions to ensure that
recipient charities are utilizing “We were so pleased to play
a role in linking the Feilers
grant dollars appropriately.
with a program that meets their
personal philanthropic interest,”
—Laura Linder, Jewish Foundation
executive director.
Donor Advised Philanthropic Funds
Herta and Dr. Justin H. Adler Sam and Patricia Chafetz Bob and Brenda Gold Philanthropic Fund
Philanthropic Fund Philanthropic Fund Goldsmith Family Philanthropic Fund
Michael and Karen Alabaster Family Barry and Susan Chase Fund Dora T. Goldstein Memorial
Philanthropic Fund Hallie and Jay Cohen Fund Endowment Fund
Samantha and Lon Alperin Tzedekah Fund Rachel Cohen Endowment Fund Edward J. Goldstein Philanthropic Fund
ANASHIM Ted I. Cohen Endowment Fund Jeff and Bunny Goldstein Fund
Anonymous Fund Robert and Joanne Cohen Jerome and Sondra Goldstein Family Fund
Arney Family Fund Philanthropic Fund Michael and Sharon Goldstein Family Fund
Valerie Kaplan Arnold Fund Aileen and Pace Cooper Torah Fund David Goodman Fund
Carol and Philip Aronoff Debra L. Cooper Philanthropic Fund Donna and Bob Goodman Fund
Philanthropic Fund Irby and Bernice Cooper Jack and Roseanne Goodman
Isadore and Miriam Baer Family Philanthropic Fund Philanthropic Fund
Philanthropic Fund Tova and David Cooper Philanthropic Fund Graber Family Fund
Joan and Phillip Baum Philanthropic Fund Helga R. and Eric H. Cornell Fund Evelyn and Marlin Graber
Scott and Suzanne Baum Barbie and Ray Dan Philanthropic Fund Philanthropic Fund
Philanthropic Fund Terry and Sharon Dan Philanthropic Fund Glenn and Pamela Graber
Stephen and Golden Bearman Myrna and Arnold Drake Philanthropic Fund
Philanthropic Fund Philanthropic Fund Jerrold J. and Martha S. Graber
Sandra and Ben Beatus Fund Emerson Family Philanthropic Fund Philanthropic Fund
Harriet and Lawrence Beck Epstein Segal Philanthropic Fund Roy and Tova Graber Family Fund
Philanthropic Fund Jonathan and Leslie Epstein Steve and Esther Graber
Belz PSJM Charitable Fund Charitable Fund Philanthropic Fund
Anise and Ronald Belz Family Leonard and Rhonda Feiler Teri and Larry Graber Fund
Philanthropic Fund Philanthropic Fund Edward Grauman Philanthropic Fund
Kara and Paul Bierman Family Avron and Wendy Fogelman Charitable Ron and Mimi Grossman
Tzedekah Fund Foundation Philanthropic Fund
Dot and Stanley Bilsky Fund The Martha and Robert Fogelman Fund Leslie and Faylese Gruber Family Fund
Bloch Family Fund David J. Forgosh Philanthropic Fund Margo and Todd Gruen Philanthropic Fund
Mary and Maury Bronstein Family Fund Sara and Leonard Frey Philanthropic Fund Diane and Mark Halperin
Rose Merry Brown and Aron Livnah Shirley and Bernard Frisch Family Philanthropic Fund
Philanthropic Fund Philanthropic Fund Jan and Marc Hanover Family
Janet H. Brueck Philanthropic Fund Elroy and Dorothy Gellerman Philanthropic Fund
Carvel Family Philanthropic Fund Philanthropic Fund
Meeting Your Philanthropic Goals
Iris and Ronald Harkavy Gary and Dinah Makowsky Schneider Family Fund
Philanthropic Fund Philanthropic Fund Allan and Julie Schoenberger
Laura and Lee Harkavy Philanthropic Fund Jerome and Evelyn Makowsky Philanthropic Fund
Allan and Marcia Hayden Charitable Fund Freya and Anthony Segal
Philanthropic Fund May Lynn and Charles Mansbach Philanthropic Fund
Sigmund F. Hiller Fund Philanthropic Fund Irvin L. and Deanna S. Serenco
Ellen and Steven Hirsch Sally and Herman Markell Philanthropic Fund
Philanthropic Fund Philanthropic Fund Shainberg Lawson Philanthropic Fund
Allen & Kay Iskiwitz Family Fund Markowitz Family Fund Barbara and Terry Shainberg Family Fund
Ethan K. Jacobs Tzedekah Fund Jonathan and Stephanie Marks Family Raymond and Toby Shainberg
Monique and Charles Jalenak Philanthropic Fund Philanthropic Fund
Charitable Fund Alyne and George Matz Philanthropic Fund Connie and Mike Sherman Family Fund
Natalie and James B. Jalenak Terri and Larry Mendelson Stacy and Jerry Siegler Family Fund
Charitable Fund Philanthropic Fund Silver Family Philanthropic Fund
Peggy E. and L.R. Jalenak, Jr. Family Jeffrey and Laurie Meskin Family Ron and Linda Ellen Sklar Family
Philanthropic Fund Philanthropic Fund Philanthropic Fund
Jewish Heritage Fund Rachel and Anthony Morrison Elaine Wagner Skopp Philanthropic Fund
John and Hilda Kapell Philanthropic Fund Charitable Fund Sheldon and Laurie Smith Family Fund
The Bene and Saul Kaplan Fund Rose L. Morrison Fund Robert and Jackie Solmson Fund
Cheryl and Gary Kaplan Fund Newburger Family Fund Shayna and Brad Somer
Judy E. Katz Fund Alvin and Marcia Notowich Philanthropic Fund
Joel and Karin Katz Philanthropic Fund Philanthropic Fund Jill and Ken Steinberg Philanthropic Fund
Lisa and Seth Kaufman Tzedakah Fund Marilyn and Herb Notowich Morris and Bea Steinberg Family
Ida and Louis Kessler Family Fund Philanthropic Fund Philanthropic Fund
Robert H. Kessler Memorial Fund Deborah Smith Ognibene Harriet W. Stern Philanthropic Fund
Philanthropic Fund The Sunshine Fund
Barbara and Scott Klazmer
Philanthropic Fund Erin Ostrow Philanthropic Fund Myrna and Myron Thomas Fund
Minette and Jay Kochman Parker Family Foundation Alyse Michelle Wagner Philanthropic Fund
Philanthropic Fund Lyda G. Parker Philanthropic Fund Warren Family Charitable Fund
Toba and Leslie Kornberg Barry and Billie Pelts Family Fund Wein Family Philanthropic Fund
Philanthropic Fund Linda and Don Pelts Philanthropic Fund Ira and Deborah S. Weinstein
Judy and Morris Kriger Philanthropic Fund Arnold and Mary Lynn Perl Family Philanthropic Fund
Krueger Family Charitable Fund Philanthropic Fund Danny and Saralyn Weiss Fund
Heidi Kulbersh Memorial Marvin and Eileen Posner Jeanne and Irving Weiss
Endowment Fund Philanthropic Fund Philanthropic Fund
Geri and Hal J. Lansky Philanthropic Fund Maury and Elaine Radin Patti and William Weiss Family
Joyce and Bernard Lansky Philanthropic Fund Philanthropic Fund
Philanthropic Fund Rosie M. and Mannie Riesenberg Fund Elliot and Penina Wender
Roselyn and Harold Lapides Judy and Neil Ringel Fund Philanthropic Fund
Philanthropic Fund Joe and Jennifer Roberts Jill Wender Philanthropic Fund
Debbie and Stuart Lazarov Family Philanthropic Fund Mark and Sally Wender Family
Philanthropic Fund Rita and Axel Robins Charitable Fund Philanthropic Fund
Joyce and Buddy Lazarov Family Fund Nancy and Richard Robinson Razelle and Stanley L. Wender
Sidney and Roselle Lazarov Philanthropic Fund Philanthropic Fund
Philanthropic Fund Meryl Shahun Rosen Philanthropic Fund Molly and Jason Wexler Family Fund
Suzanne and Paul Lazarov Jacob and Miriam Rosensweig Michael Wilons Philanthropic Fund
Philanthropic Fund Philanthropic Fund Andy and Tricia Woodman
Nancy and Michael Levinson Fund Jessica H. Rosenthal Memorial Fund Philanthropic Fund
Levit Family Fund Wendy and Cary Rotter Family Fund Harold and Judy Wormser
Donny and Shelley Levy Judith E. Royal Philanthropic Fund Philanthropic Fund
Philanthropic Fund Debra and Alex Saharovich Dena and Gary Wruble Philanthropic Fund
Sandy and Kirke Lewis Philanthropic Fund Philanthropic Fund Lawrence and Diane Wruble
Joan and Michael Lightman Family David Alan Samuels Charitable Fund Philanthropic Fund
Philanthropic Fund Andy and Betsy Saslawsky Family Jocelyn Dan Wurzburg Philanthropic Fund
Laura and Jimmy Linder Family Fund Foundation Stuart and Carol Zalowitz
Bernard and Sue Ann Lipsey Kay Usdan Saslawsky Philanthropic Fund Philanthropic Fund
Philanthropic Fund Rhonda and Mark Saslawsky Family
Lewis Loskovitz Fund Philanthropic Fund
Magdovitz Children’s Fund Marty and Jackie Scheinberg
Barbara and Earl Magdovitz Tzedekah Fund Philanthropic Fund
2007 Grantee Organizations
826 SEATTLE (Seattle, WA) Camp Sternberg (NY) Francis W. Parker School (Chicago, IL)
Abraham Joshua Heschel School (NY) Campbell Foundation Friends of Gush Katif (Teaneck, NJ)
Adoptions by Lorie (Brunswick, TN) Camperships for Nebagamon (East Troy, WI) Friends of Israeli Scouts (NY)
Al Chymia Temple Canine Companions for Independence (Santa Rosa, CA) Friends of Jerusalem College of Technology (NY)
Alpha Epsilon Pi Foundation (Indianapolis, IN) Carnegie Hall Society (NY) Friends of McGill University, Inc. (New Rochelle, NY)
Alpha-One Foundation, Inc. (Miami, FL) Carol Kestenbaum Foundation (Bellmore, NY) Friends of the Israel Defense Forces (NY)
ALS Association, Tennessee Chapter Center for Maine Contemporary Art (Rochport, ME) Germantown Performing Arts Center
Alzheimers Association (St. Paul, MN) Center for Southern Folklore Gilbert & Sullivan Musical Theatre
America-Israel Cultural Foundation (NY) Central High School Company (Poughkeepsie, NY)
American Association Ben Gurian University of the Central Institute for the Deaf (St. Louis, MO) Girl Scouts of the Mid-South
Negev (NY) Common Hope Corporation (Mendham, NJ) Girls Incorporated of Memphis
American Cancer Society The Chabad House at Emory University (Atlanta, GA) Girls Preparatory School (Chattanooga, TN)
American Civil Liberties Union Foundation, Inc (NY) Chabad Lubavitch of Tennessee Grahamwood Parents Association
American Committee for Shaare Zedek (NY) Chabad Lubavitch of Boca Raton (FL) Grameen Foundation USA (Washington, DC)
American Diabetes Association Serving Tennesse Chabad on Campus (Brooklyn, NY) Greek Orthodox Church Annunciation
American Farmland Trust (Washington, DC) Chai Lifeline (NY) Greenpeace, Inc. (Washington, DC)
American Forest Foundation (Washington, DC) Children’s Defense Fund (Washington, DC) Griffin School, Inc. (Austin, TX)
American Friends of Beth Hatefutsoth (NY) Children’s Museum of Memphis Gush Etzion Foundation (Manchester, NH)
American Friends of the Hebrew University (NY) Childrens Bridge of Zichron Menachem, Inc. (NY) Habitat for Humanity of Greater Memphis
American Friends of Bar-Ilan University (NY) Christian Brothers High School Habitat for Humanity International, Inc. (Americus, GA)
American Friends of Wingate (Potomac, MD) Church Health Center Hadassah–Boca Raton (FL)
American Friends of Circuit Playhouse, Inc. Hadassah Foundation Inc. (NY)
Sanhedrin-Jerusalem, Inc. (Teaneck, NJ) Citizens Scholarship Foundation of Wakefield Hands on Memphis
American Friends of Beit Morasha (NY) INC (Wakefield, MA) Hardeman County (Bolivar, TN)
American Friends of Sha’arei Mevaseret (New City of Germantown Harvard Law School (Cambridge, MA)
Hempstead, NY) Civil War Preservation Trust (Baltimore, MD) Harwood Center
American Heart Association CLAL-National Jewish Center for Learning & Hattiloo Theatre
American Jewish Committees (NY) Leadership (NY) Hazon (NY)
American Jewish Committees (Milwaukee, WI) Coloarado Coalition for the Homeless (Denver, CO) Hebrew Academy of Long Beach (Cedarhurst, NY)
American Jewish Congress, Inc. (NY) Colonial Middle School Hebrew Immigrant Aid Society (NY)
American Jewish Historical Society (NY) Colorado Public Radio (Centennial, CO) Hebrew International Aid Society (NY)
American Jewish World Service (NY) Committee for Accuracy in Middle East Hebrew Union College (Cinciannti, OH)
American Red Cross Reporting (Boston, MA) Heifer Project International, Inc. (Little Rock, AR)
American Red Magen David for Israel (NY) Community Foundation of Greater Memphis Henry S. Jacobs Camp (Utica, MS)
American Society for Yad Vashem (NY) Concerts International Herb Kosten Pancreatic Cancer Charitable Fund
American Society for Technion (NY) Congregation Ahavath Torah (Englewood, NJ) The Heritage Foundation (Washington, DC)
American Society for the Prevention of Cruelty Congregation Ahavath Rayim (Greenwood, MS) Highland Heights Methodist Church
to Animals (NY) Congregation Aish Kodesh (Woodmere, NY) Highland Lakes Beit David Synagogue (Aventura, FL)
Americans for Peace Now (Washington, DC) Congregation Ansche Chesed (NY) Penn Hillel (Philadelphia, PA)”
Americans for UNFPA (NY) Congregation B’nai Israel (Baton Rouge, LA) Hillel Day School of Boca Raton (FL)
Amnesty International (NY) Congregation Beth Jacob (Atlanta, GA) Hillel: The Foundation for Jewish Campus
Animal Protection Association Congregation Knesset Israel (Pittsfield, MA) Life (Washington, DC)
Animal Welfare Institute (Washington, DC) Congregation Simchat Tzion–Libi Bmizrah (Monsey, NY) Honest Reporting (NY)
Anshei Sphard–BethEl Emeth Synagogue Cotton States BBYO Hope House Day Care Center
Anti-Defamation League (NY) Covenant Network of Presbyterians (San Francisco, CA) Puddy Tat Protectors, Inc.
Appalachian Trail Conference (Harpers Ferry, WV) Creative Aging Mid-south Human Rights Watch, Inc. (NY)
Arkansas Bar Foundation (Little Rock, AR) Cross County Foundation Inc. (Wynne, AR) Humane Society of Eastern Arkansas (Marion, AR)
ArtsMemphis Cross County Library (Wynne, AR) Indiana University Foundation (Bloomingotn, IN)
Audubon Society of Greater Denver (Littleton, CO) Crossroads Hospice Charitable Foundation InMotion Musculoskeletal Institute
AVODAH The Jewish Service Corps Inc (NY) Dance Works, Inc. Institute for Justice (Washington, DC)
B’nai B’rith Foundation of the U.S. (Washington, DC) Delta Axis, Inc. Institute of Southern Jewish Life (Jackson, MS)
B’nai B’rith International (Washington, DC) Delta State University (Cleveland, MS) International Planned Parenthood Federation (NY)
B’nai B’rith Youth Organization Derech Chaim, Inc. (Baltimore, MD) Invisible Children (Sprig Valley, CA)
B’nai B’rith Youth Organization, Inc. (Washington, DC) Diversity Memphis Iris Orchestra, Inc,
B’nai Zion Congregation (Chattanooga, TN) Dixon Gallery and Gardens Isabella Freedman Retreat Center (NY)
Ballet Memphis Doctors Without Borders (NY) Israel Cancer Research Fund (NY)
Bardavon Opera House/Hudson Valley Duke University (Durham, NC) Israel Food Distribution (Passaic, NJ)
Philharmonic (Poughkeepsie, NY) Earth Island Institute (San Francisco, CA) Jacob’s Pillow Dance Festival (Lee, MA)
Barnard College (NY) Eldridge Street Project (NY) Jaffa Institute (Flushing, NY)
Baron Hirsch Congregation Elting Memorial Library (New Paltz, NY) Jazz Foundation of Memphis, Inc.
Barrington Stage Company (Pittsfield, MA) Emory Hillel (Atlanta, GA) The Jerusalem Foundation (Milwaukee, WI)
Beis Medrash of Harborview (Lawrence, NY) Emory University (Atlanta, GA) Jewish Chautauqua Society (NY)
Berkshire Theatre Festival (Stockbridge, MA) Emunah of America (NY) Jewish Children’s Regional Service (Metairie, LA)
Beth Aaron V’Israel (Brooklyn, NY) Enchanted Circle, Inc (Holyoke, MA) Jewish Communal Fund (NY)
Beth Shalom (Raleigh, NC) Environmental & Energy Study Jewish Community Center Association (NY)
Beth Sholom Religious School Institute (Washington, DC) Jewish Community Federation of Greater
Beth Sholom Sisterhood Environmental Defense (Washington, DC) Chattanooga (TN)
Beth Sholom Synagogue Eruv of Memphis, Inc. Jewish Community Foundation of San Diego (CA)
Beth Sholom Youth Commission Evergreen Historic District Association, Inc. Jewish Enrichment Center (NY)
Beyond Pesticides (Washington, DC) Evergreen Presbyterian Church Jewish Family Service
Big Brothers Big Sisters of Greater Memphis, INC The Exchange Club Family Center Jewish Family Service of Colorado (Denver, CO)
Bikur Cholim Machzikay Synagogue (Seattle, WA) Exchange Club of East Memphis Jewish Federation Council of Greater Los Angeles (CA)
Bornblum Solomon Schechter School Ezer Yoldot Hamercazi (Brooklyn, NY) Jewish Federation of South Palm Beach (Boca Raton, FL)
Boston Ballet (Boston, MA) Facing History and Ourselves Jewish Federation of the Berkshires, Inc. (Pittsfield, MA)
Boston Symphony Orchestra (Boston, MA) William A. Farnsworth Library and Art Museum The Jewish Foundation for the Righteous (NY)
Boy Scouts of America INC (Rockland, ME) Jewish Historical Society of Memphis
Boys & Girls Clubs of Greater Memphis FINCA International, Inc. (Washington, DC) The Jewish Museum (NY)
Brady Center To Prevent Gun Violence (Washington, DC) First Presbyterian Church Jewish National Fund (Atlanta, GA)
BRIDGES First Unitarian Church of Memphis Jewish United Fund of Metropolitan Chicago (IL)
Buckingham Friends School (Lahaska, PA) FJC–A Foundation of Donor Advised Funds (NY) Dana Farber Cancer Institute, Inc. (Brookline, MA)
Burma Border Projects (Worcester, MA) Forest Heights Lodge (Evergreen, CO) Joint Distribution Committee (NY)
Business Leaders for Sensible Priorities (NY) Forest Trends (Washington, DC) Junior Achievement of Memphis
Camp Dream Street (Utica,MS) Foundation for Jewish Culture (NY) Kaboom! (Washington, DC)
Camp Nebagamon Scholarship Fund (East Troy, WI) Foundation for the Library Kadima Memphis Jewish High School
KBDI TV-12 (Denver, CO) Ner Israel Rabbinical College (Baltimore, MD) St. Peter Villa
KGNU-FM (Boulder, CO) American Friends of Netsach (Chicago, IL) Stand For Children Action Fund, Inc. (Portland, MA)
Team Kollel of Memphis, Inc. New Ballet Ensemble and School Stop Violence (Kansas City, MO)
KUNC–Community Radio (Greeley, CO) New England Conservatory of Music (Boston, MA) SUNY New Paltz Foundation (New Paltz, NY)
Lambi Fund of Haiti (Washington, DC) New England Institute of Jewish Studies (Brighton, MA) Susan G. Komen Breast Cancer Foundation Memphis
Lamplighter School, Inc. New Israel Fund (Washington, DC) The Susan G. Komen Breast Cancer Foundation (NY)
Lane College (Jackson, TN) The New York Public Library (NY) The Telluride Foundation (Telluride, CO)
Latino Memphis, Inc. New York Road Runners Foundation (NY) Telluride Society for Jazz (Telluride, CO)
Lausanne Collegiate School North American Federation of Temple Brotherhood (NY) Temima High School (Atlanta, GA)
Leadership Institute of Memphis North American Folk Alliance Temple Adas Israel (Brownsville, TN)
LeBonheur Children’s Medical Center Northeast Arkansas for Animals (Jonesboro, AR) Temple B’nai Israel (Monroe, LA)
Lebonheur Foundation Northwestern Annual Fund (Evanston, IL) Temple Beth Sholom (Las Vegas, NV)
LeMoyne Owen College Northwestern Univeristy / Feinberg School of Temple Beth Sholom (Framingham, MA)
Leukemia and Lymphoma Society (Nashville, TN) Medicine (Chicago, IL) Temple Etz Chaim (Thousand Oaks, CA)
LSU Alumni Association (Baton Rouge, LA) Oberlin College (Oberlin, OH) Temple Har Shalom (Park City, UT)
Maccabi USA Sports (Philadelphia, PA) Ohr Chaim Synagogue (Miami Beach, FL) Temple Israel
Machanayim, Inc. Opera Memphis Tennessee Clean Water Network (Knoxville, TN)
Madonna Learning Center Operation Embrace Foundation, Inc. (Potomac, MD) Tennessee Holocaust Commission, Inc. (Nasville, TN)
Maine Children’s Health Program (Portland, ME) Oprah’s Angel Network (Chicago, IL) Tennessee Medical Foundation (Brentwood, TN)
Make-A-Wish Foundation of the Mid-South Orphan Foundation of America (Sterling, VA) Thanks to Scandinavia (NY)
Margolin Hebrew Academy/FYOS Memphis Development Foundation dba The Orpheum Theatre Memphis
Mary Meyer School (Chicago, IL) Theatre Tikvah Children’s Home (NY)
Massachusetts Institutte of Technology (Cambridge, MA) Orthodox Union (NY) Torah Day School of Atlanta, Inc. (Atlanta, GA)
Mazon–A Jewish Response to Hunger (Los Angeles, CA) Osteogenesis Imperfecta Toward Tradition (Mercer Island, WA)
The MED Foundation Foundation, Inc. (Gaithersburg, MD) Trezevant Manor Foundation
Meharry Medical College (Nashville, TN) P.E.F. Israel Endowment Funds, Inc. (NY) True Story Pictures
Memorial Sloan Kettering Cancer Center (NY) Parents, Families & Friends of Trustees of the University of
Memphis Academy of Science & Engineering Lesbians (Washington, DC) Pennsylvania (Philadephia, PA)
Charter School Park City Performing Arts Foundation (Park City, UT) Trustees of Tufts University (Medford, MA)
Memphis Area Legal Services, Inc. Park Friends, Inc. Tulane University (New Orleans, LA)
Memphis Botanic Gardens Partners in Excellence U.S. Holocaust Museum (Washington, DC)
Memphis Brooks Museum of Art Partners in Public Education U.S. Ski Team Foundation (Park City, UT)
Memphis Cancer Foundation PeaceJam Foundation Headquarters (Arvada, CO) United States Fund for UNICEF (NY)
Memphis Child Advocacy Center Philadelphia Region BBYO (Philadelphia, PA) Union for Reform Judaism (NY)
Memphis College of Art Pink Palace Family of Museums United Cerebral Palsy of the Mid-South, Inc,
Memphis Family Shelter PKD Foundation United Methodist Neighborhood Centers
Memphis Food Bank Planned Parenthood Federation of America (NY) United Negro College Fund, Inc. (Fairfax, VA)
Memphis Friends of American Red Magen David Plough Towers United Way of the Mid-South
for Israel Porter Leath Home Univerity of Tennessee Health Science Center
Memphis Hadassah Presbyterian Church (USA) (Pittsburgh, PA) The University of Chicago Hospitals (Chicago, IL)
Memphis Humane Society Project HOPE–The People-to-People Health University of Memphis Foundation
Memphis Interfaith Hospitality Network Foundation (Millwood, VA) University of Memphis Tiger Club
Memphis Jewish Community Center Rabbi David L Silver Yeshiva Academy (Harrisburg, PA) University of Memphis
Memphis Jewish Federation Ramah Darom (Atlanta, GA) University of Michigan (Ann Arbor, MI)
Memphis Jewish Home Rashi School (Newton, MA) University of Pennsylvania (Philadelphia, PA)
Memphis Museum System Reform Jewish Appeal (NY) University of Tennessee Annual Fund (Knoxville, TN)
Memphis Opportunity Scholarship Trust Religious Action Center of Reform University of Tennessee Foundation
Memphis Oral School for the Deaf Judaism (Washington, DC) University of Tennessee (Knoxville TN)
Memphis Orchestral Society Religious Zionists of America (NY) University of Tennessee
Memphis Planned Parenthood Rhodes College UrbanArt Commission
Memphis School of Servant Leadership Rider University (Lawrenceville, NJ) USO World Headquarters (Washington, DC)
Memphis Soccer Education, Inc. Rocky Mountain PBS (Denver, CO) Vanderbilt Law School (Nasville, TN)
Memphis Symphony Orchestra The Rollin College Fund (Orlando, FL) Verde Valley School (Sedona, AZ)
Memphis Theological Seminary Ronald McDonald House Volunteers for Outdoor Colorado (Dever, CO)
Memphis Union Mission Rooftop Ministries (Galax, VA) WAMC Arts Center (Albany, NY)
Memphis University School Rotary International/Memphis Washington and Lee Hillel (Lexington, VA)
Memphis Urban League, Inc. The Salvation Army Westminster Academy
Memphis Zoological Society Sam Schloss Lodge of B’nai B’rith Williamstown Theatre Festival (Williamstown, MA)
Methodist Healthcare Foundation Samaritan Counseling Center Wings Cancer Foundation
Metropolitan Inter-Faith Association Save-the-Redwoods League (San Francisco, CA) WKNO–TV
The Metropolitan Museum of Art Scholarship America (Minneapolis, MN) WKNO-FM
The Metropolitan Opera (NY) Second Presbyterian Church Foundation, Inc. WMHT-FM (Troy, NY)
Michigan State University Hillel (East Lansing, MI) The Selfhelp Home (Chicago, IL) Wolf River Conservancy
Mid-South Interfaith Network The Service Guild of Washington (Potomac, MD) Women of Reform Judaism (NY)
Mid-South Jazz Foundation Shaare Zedek Hospital (NY) Women’s Foundation of Greater Memphis
Mosdos Pittsburgh Yad Isomar, Inc. (Brooklyn, NY) Shakespeare and Company (Lenox, MA) World Confederation of Jewish Community Center (NY)
Mothers Against Drunk Drivers (Irving, TX) Shearis Israel (Brooklyn, NY) World Jewish Congress (NY)
Muscular Dystrophy Association Shelby Residential and Vocational Services, In World Union for Progressive Judaism (NY)
Museum of Arts & Design (NY) Shriners Hospitals for Children (Tampa, FL) World Wildlife Fund (Washigton, DC)
N E Miles Jewish Day School (Birmingham, AL) Sierra Club Foundation (San Francisco, CA) WUMR Gift Fund
NAACP–National Association for the Advancement Simon Wiesenthal Center (Los Angeles, CA) WXEL Television & Radio (West Palm Beach, FL)
of Colored People SMFA Boston(MA) Yad L’Achim (NY)
National Ability Center (Park City, UT) Soulsville Friends of Yad L’Kashish -Lifeline for the
National Civil Rights Museum South Jersey Region BBYO (Cherry Hill, NJ) Old (Englewood, NJ)
National Conference of Synagogue Youth (NY) Southern Communications Volunteers Yale Alumni Fund (New Haven, CT)
National Conference of Jewish Women The Southern Jewish Historical Society (Atlanta, GA) Yale Law School Fund (New Haven, CT)
National Council of Jewish Women Southern Poverty Law Center (montgomery, AL) American Friends of Yeshivat Kerem
National Jewish Medical Research Center (Denver, CO) Special Olympics Tennessee (Nashville, TN) B’Yavneh (Brooklyn, NY)
National Kidney Foundation of West Tennessee St. Albans School (Washington, DC) YMCA Memphis & Shelby County
National Meningitis Association, Inc. (Marietta, GA) St. George’s Schools National Council of Young Israel (Miami Beach, FL)
National Multiple Sclerosis Society Mid-South St. Jude Children’s Research Hospital Young Israel of Memphis
National Parks Conservation St. Louis Hillel (St. Louis, MO) Young Israel Programs (NY)
Association (Washington, DC) St. Louis University (St. Louis, MO) Youth Villages
Natural Resources Defense Council (NY) St. Mary’s Episcopal School
Nature Conservancy (Fairfax, VA) St. Peter Home for Girls
Linking Past, Present And Future
J ewish tradition teaches that one of our key duties is to make the world
a better place for future generations. Create Your Jewish Legacy is a
three-year gift initiative designed to secure deferred gifts – gifts that take
place after your lifetime–to support long-term funding needs of Memphis’
Jewish agencies and institutions; the cornerstones of our community.
Create Your Jewish Legacy is for Jewish Foundation of Memphis is
every member of the Memphis Jewish equipped to serve as a key resource,
community. By including the Jewish advisor, and guide throughout the
community in your estate plan, you process and can help donors
can help ensure the future of the identify community needs
community; linking the traditions of and potential beneficiaries.
the past with the ideals that make us Ultimately, a donor’s
who we are today. legacy will be structured
Through the Create Your in a way that is most
Jewish Legacy initiative, donors advantageous to
are encouraged to leave a legacy their personal
reflecting their priorities. The situation.
Brenda and Bob Gold sign
their family message in the
Endowment Book of Life as part
of their membership in the Legacy
Society. The book is on permanent
display in the Foundation’s offices.
Turning Your Gift Into A Legacy
Bequest remaining trust assets to the Jewish the agency as the irrevocable owner
A bequest is the simplest way to Foundation of Memphis or another and beneficiary of an existing policy
make a gift after your lifetime. You Jewish agency. Another option, that you no longer need. You are
may name the Jewish Foundation of which is the reverse of the charitable generally entitled to a tax deduction
Memphis or other Jewish agencies remainder trust, is a charitable for the amount of the premiums as
as beneficiaries in your will for a lead trust. Under this type of trust, well as the cash surrender value of
specific amount, or you may state the the agency receives income for a the policy.
bequest in terms of a percentage of specified period of time. At the end
your estate or in terms of the residue, of the trust the assets are distributed Retirement Gift
or unused portion, of your estate. to your heirs. Both the charitable Estate and income taxes assessed on
Your taxable estate is reduced by the remainder trust and the charitable qualified retirement plans (IRAs,
amount of the charitable bequest. lead trust may be established in your 401(k) plans, 403(b) plans, etc.)
will to take effect after your lifetime. can be as high as 80% or more of
Life Income Gift These trusts offer tax advantages to the total value. Rather than see your
If you wish to make a charitable gift you and your estate. retirement assets absorbed by taxes,
but would like to provide income consider using these to make a gift to
for yourself or a loved one, you may Life Insurance the Jewish Foundation of Memphis
establish a charitable remainder You may make a charitable gift to or another Jewish agency and direct
trust or a charitable gift annuity the Jewish Foundation of Memphis other funds to family members,
to pay income to you or another or another Jewish agency by possibly resulting in more assets
beneficiary for life or a term of years. purchasing life insurance for the going to your family.
The trustee will then distribute the benefit of that agency or by naming
10
Create Your Jewish Legacy
Legacy Society Members
Grace Aarons* Anna and Shimon Kaminetzky Rita Robins
Herta Adler Bene and Saul Kaplan Betty and Frank Robinson
Anonymous in honor of Ronald Harkavy David Kaplan Nancy and Richard M. Robinson
Carol and Philip Aronoff Linda and Edward S. Kaplan Meryl Shahun Rosen
Larisa and Ben Baer Howard Karoll Patricia and Lester A. Rosen
Miriam and Isadore* Baer Karin and Joel Katz David Rosenberg Endowment Fund
Sally and Richard S. Baer Lena* and Kolman* Katz Jane* and David J. Ross
Joan and Phillip Baum Sally and Frederic B. Kesselman Judy Royal
Suzanne and Scott Baum Janis and Brian Kiel Diane Goodman Sachs
Sylvia A. Beck Barbara and Scott Klazmer Debra and Alex Saharovich
Marilyn and Jack Belz Amelia and S.L. Kopald Jr. Flora and Harry Samuels
Bert Bornblum Mildred S. Krasner Sherry and Alan Samuels
David Bornblum* Judy and Morris Kriger Andrea and Craig J. Sander
Ann and Felix L. Caldwell Elaine and David A. Krueger Kay Usdan Saslawsky
Hallie and Jay Cohen Rebecca and Alvin Labens Caryn and Rudi Scheidt Jr.
Allen E. Cohen Anna S. and Samuel L. Lansky Scholarship- Honey and Rudi Scheidt Sr.
Myrna and Marc Cohen in-Residence Fund Lawrence Schneider
Harry Cooper Humanitarian Fund Debbie and Stuart J. Lazarov Arlyne Schwartz
Aileen and Pace Cooper Suzanne and Paul Lazarov Hedda A. Schwartz
Bernice Cooper Joyce and Sidney Levine Deanna and Irvin Serenco
Laurie A. Cooper and Donald Emerson Nancy and Michael Levinson Suzanne* and Leon* Shahun
Tova and David Cooper Myrna and Joe S. Levy Bobbie Shainberg
Frieda and Sam* Cooper Gail and Myron Lewis Mary Shainberg
Helga Cornell Jeanette and Lawrence Lewis Toby* and Raymond Shainberg
Barbie and Ray H. Dan Sandy and Kirke* Lewis Alayne Shoenfeld
Annie and Michael S. Dragutsky Laura and James S. Linder Marlene and Marty Silver
Oscar Dumont Youth Fund Sue Ann and Bernard Lipsey Jerry Sklar Family
Cindy and Bart Ehrenkranz Thom E. Lobe and Diane L. Woodall Joel Sklar Family
Rhonda and Leonard B. Feiler Betty and William I. Loewenberg Louise Sklar
W. H. Feinstone Rena W. Loskovitz* Ron Sklar Family
Abigail and Ross Felt Judith Kaplan McCown Jackie and Robert Solmson
Fredrika and Joel Felt Barbara and Earl Magdovitz Saul and Adele Sorg
Amy and Lee A. Filderman Dinah and Gary Makowsky Jill and Kenneth Steinberg
Jeanne and Milton Q. Ford* Evelyn and Jerome Makowsky Shara Stock
Marlene and Herbert E. Gerson Pam and Gary W. Malkin Erik Sussman
Brenda and Bob Gold Sally and Herman Markell Susan Adler Thorp
Goldsmith Family Fund Jack Markowitz Fund for Family Ray Underberg*
Elias Goldsmith* Programming Martha and Howard Wagerman
Edward Goldstein Sylvia G. Marks Abe and Goldie Walter Memorial Fund
Sharon and Michael Goldstein Alyne and George Matz Harold G. Walter
Sondra Goldstein Rose Morrison Rabbi Roy Walter
Evelyn and Marlin Graber Ronna and Hal Newburger Hedi* and Curtis Ward
Martha and Jerrold Graber Barbara and Bruce S. Newman Deborah and Ira Weinstein
Alvin Green Marcia and Alvin Notowich Razelle and Stanley Wender
Sheril and Rabbi Micah D. Greenstein Fannie and Max Notowitz Sally and Mark Wender
Mimi and Ronald Grossman Keith A. Novick Eileen and Steve Wishnia
Diane and Mark J. Halperin Eunice and Edward T. Ordman Diane L. Woodall & Thom E. Lobe
Iris and Ronald M. Harkavy Lyda and Joseph* Parker Diane and Lawrence Wruble
Marcia and Allan E. Hayden Linda and Don Pelts Mary and Charles Wurtzburger
Iuliu Herscovici Mary Lynn and Arnold E. Perl Barrie and Kenneth Wurzburg
Hilary and Mitchell Hodus Bailie Perlman Jeanne and Warren Wurzburg, Jr.
Janice and Benjamin Isenberg Rochelle and Frank* Pierce Reginald Wurzburg Foundation
Kay and Allen Iskiwitz Maurice Plough Sandra Wurzburg
Monique and Charles Jalenak Elaine and Maury Radin Warren Wurzburg Sr.*
Natalie and Jimmy Jalenak Rhea & Ivy, P.L.C. Mavis Zuckerman
Peggy and L.R. Jalenak Jr. Judy and Nick Ringel
Audrey and Jack Joffre Evelyn and William Robbins Holocaust * of blessed memory
Education Fund
If you have created a Jewish Legacy and your name does not appear on this list, please call us, 901.374.0400.
11
Linking Our Youth To
T
he Memphis B’nai Tzedek program, launched in 2002, is the premier teen
philanthropy program in the Memphis community. A 2005 Crystal Award winner,
Memphis B’nai Tzedek has impacted 180 Memphis teens and introduced them
to the world of philanthropy.
Teens join B’nai Tzedek by donating $250 of their Bar/Bat Mitzvah money to the Jewish
Foundation of Memphis to set up an individual named charitable fund. The gift is matched by the
program’s sponsor bringing the balance to $500. Annually, students are given the opportunity to
recommend charitable grants equal to 20% of their fund balance.
Each B’nai Tzedek teen becomes part of the Student Co-op Fund. The money in this fund is
given to local, Jewish organizations. These organizations submit proposals, which are reviewed
by B’nai Tzedek members who ultimately decide which organizations to support.
B’nai Tzedek Fund Holders
Tali Abdun Monte Eiseman Jamie Katz Leor Reef
Max Abraham Michael R. Eisenstatt Celia King Jeremy Reisman
Andrew Adler Terry Eleazer Jr Zachary Kloville Bradley Ringel
Wendi Albert Rayna R. Exelbierd Elianna Landau Brian Ringel
Alex Alpert Madeline Faber Ethan Landau Eliza Roberts
Max Alpert Ben Finan Harper Landau Adam Saharovich
Louis Ashner Charlie Finan Erica Lansky Ryan Saharovich
Matthew Ashner Deborah Finestone Judy Lansky Joel Saslawsky
Daniel Back Ali Fishman Ellee Lazarov Jordan Saslawsky
Elisa Paige Barrack Jake Franklin Lindsey Lazarov Maddie Scharff
Stephanie Barrack Nathan Ari Franklin Cara Levi Logan Scheidt
Max Barzel Caroline Frisch Jordan Levi Carey Segal
Brittany F. Baum Jacob Geiger Joseph Levy Zach Sherman
Hannah Baum Shayna Giles Adam Libby Emily Siegler
Melanie Baum Rachel Glazer Margo Libby Megan R. Singer
Elizabeth Belz Eli Goldstein Jonah Linder Shoshana Somer
Joshua Belz Sam Goldstein Laura Lohnes Abby Stein
Lindsey Belz Emily Greenberg Ariana Lutterman Karen L. Stein
Logan Belz Josh Greenberg Natalia Lutterman Michael B. Stein
Faryn Bierman Sara Greenberg Jason Manis Corey Steinberg
Reed Billings Cara Greenstein Leah Florence Mendelson Eli Steinberg
Rochelle Bouchard Jake Greenstein Sara Mendelson Jodie Struminger
Molly Brakha Sydney Gruber Mallory Moskovitz Noah Thomas
Sydney Buring Hayley Gruwer Joel B. Moss Emily Trotz
Stephanie R. Clein Mason Paul Gudelsky Alex Nahon Ethan Trotz
Ajay Cohen Alexander Harkavy Joey Notowich Andrew Vogel
Ellen Cohen Annie I. Harkavy Samantha Notowich Ashley Vogel
Ted Cohen Charlotte Harkavy Benjamin Orgel Hillary Weiss
Dylan Cooper Gabrielle Harkavy Megan Orgel Max Weiss
Ethan Cooper Juliana L. Harkavy Lauren B. Pelts Alexa Wender
Jeremy Cooper Evan Harris Rachel Pelts Jordana B. Wender
Abigail Durham Jeremy Himmelstein Aaron W. Poulin Kevin Wender
Rebekah Durham Bradley M. Jackson Raffi Radin Aaron M. Wolf
Jonathan Edelman Haley Kaplan Harrison Rea
Melanie Egerman Joshua Kaplan Remy Rea
Brandi Eiseman Laura E. Kaplan Daniel Reef
12
A Life Of Philanthropy
B’nai Tzedek Facts and Figures 2002-2008
Cumulative Individual Grants by Type of Organization
Local Jewish 59%
Local Non-Jewish 23%
National Jewish 4%
National Non-Jewish 12%
Israel 2%
594 grants have been awarded totaling $49,224
Cumulative Cooperative Fund Grants
Through the student co-op fund, grants totaling $24,000 have been
awarded since 2002 to the following local Jewish organizations:
Anshei Sphard Beth El Emeth Memphis Jewish Community Center
Baron Hirsch Congregation Memphis Jewish Federation
B’nai B’rith Men Memphis Jewish High School
Bornblum Solomon Schechter School Memphis Jewish Home
Hadassah Plough Towers
Hillel of Memphis Temple Israel
Jewish Family Service Young Israel
13
Linking Financial Professionals To
P
rofessional advisors play an important role in helping clients make tax-wise charitable
gifts. The Foundation’s Professional Advisory Group (PAG) is comprised of professional
advisors in various legal and financial fields who support the mission of the Foundation.
They assist by promoting charitable planned giving, participating in educational programs and
consulting with and providing direction to Foundation staff and leadership regarding technical
tax and legal issues.
Pictured is Frederick Stukenborg, “This bequest is a reflection of
J.D. and Rabbi Joel Finkelstein the centrality of the shul in
in the sanctuary of Ms. Weinberg’s life,”
Anshei Sphard-Beth El —Rabbi Joel Finkelstein,
Emeth Synagogue. senior rabbi, Anshei
Mr. Stukenborg’s client, Sphard-Beth El Emeth
Ms. Sarah Weinberg, Synagogue.
left a charitable
bequest to the “Ms. Weinberg was a
synagogue. client for over twenty
years. In designing
her estate plan
she wanted
to include
Anshei as a
beneficiary. There
were tax benefits, but
primarily Sarah wanted
to leave a legacy to Anshei
for what the congregation
meant to her all of
these years,”
—Frederick Stukenborg, J.D.,
PAG member.
Photo generously donated by Steve Conroy of Conroy Studio
Benefits Of Joining The
Professional Advisory Group
◗ Professional listing in all Foundation publications
◗ Opportunities for professional continuing education
◗ Opportunities to speak at Foundation programs & author
articles in Foundation publications
1
The Needs Of The Jewish Community
Professional Advisory Group
Celie Althoff Leon H. Griffin Sr., CLU Brona E. Pinnolis
Morgan Stanley Ms. Sarah R. Haizlip MA Waddell & Reed Financial Services
Charles Auerbach,CFP,ChFc,CLU,EA Summit Asset Management R. Michael Potter
Wealth Strategies Group Inc. William B. Howard Jr. Burch, Porter & Johnson PLLC
Edward T. Autry, J.D. William Howard & Co. Financial Carl Raff, CFP
Williams, McDaniel, Wolfe & Advisors, Inc. CPIC, Connecting People Ideas
Womack PC Teresa R. Hurst, J.D., LL.M. and Capital
Jon A. Barrack The Hurst Law Firm Mr. Stephen H. Rhea MBA
Stanford Group Company Thomas Hutton, J.D. Summit Asset Management
Stanley L. Bilsky Martin, Tate, Morrow & Marston, P.C. Boyd L. Rhodes Jr., J.D.
Morgan Stanley Charles Jalenak Wyatt Tarrant & Combs LLP
Sanford J. Blockman, CPA Jalenak Capital Management Inc. David J. Ross CLU, CPCU
Watkins Uiberall PLLC James B. Jalenak, J.D. State Farm Insurance
Robert P. Blumenthal, J.D. Manis & Salomn, PC Jason D. Salomon, J.D.
Siegel, Hooper & Blumenthal PLC Gene Katz Richard Scharff
Gregory Bostian, CPA Wachovia Securities, LLC Merrill Lynch
Rhea & Ivy PLC Elliot Kiersky Raymond M. Shainberg, J.D.
Larry H. Bryan, Principal & CEO Smith Barney Harkavy Shainberg Kaplan &
Diversified Trust Company Mitchell I. Lansky, J.D. Dunstan PLC
John B. Burns, J.D. Marks, Shipman & Lansky Arleen L. Siegel, J.D., LL.M.
Baker, Donelson, Bearman, Mr. John Norfleet Laughlin MBA Siegel, Hooper & Blumenthal PLC
Caldwell & Berkowitz, P.C. Summit Asset Management Steven J. Silver, CFP, CDP
Andrew B. Carter, J.D. Ronald Lazarov, CFP Wealth Strategies Group Inc.
Williams, McDaniel, Wolfe & Kelman-Lazarov Inc. Madeline R. Simonetti CFP
Womack, P.C. Steve Leib, CPA Ameriprise Financial
Renee E. Castle, Esq. Watkins Uiberall PLLC Robert Smithwick III, Principal
Pfrommer & Castle Brook H. Lester Diversified Trust Company
Harvey Cook WMA Deloitte Tax, LLP Dan R. Snow, CPA
Merrill Lynch Don Levy, Senior VP Investments Thompson Dunavant PLLC
Jimmy Dickey, J.D., CPA, MBA A.G. Edwards Gene Stallings
Thompson Dunavant PLC Hal F. Lewis Stallings & Associates CPA’s, PLLC
Dennis S. Drexler, Vice President Avraham S. MacConnell, LUTCF Andrew S. Stark
Wunderlich Securities Inc. Howard B. Manis, J.D. Suntrust
Allen C. Dunstan,J.D. Lewis & Knowlton Michael Stein, Senior Vice President
Harkavy Shainberg Kaplan & Michael L. Matthews Wachovia Securities
Dunstan, PLC Smith Barney Frederick Stukenborg J.D.
Bart Ehrenkranz John A. May Jr., CPA Mr. Alex Thompson CLU, ChFC
Ehrenkranz & Associates, LLC Rhea & Ivy PLC Summit Asset Management
Louise W. Ellis, Senior Vice President Ashley M. Mayfield, Principal Cynthia J. Tobin, J.D.
First Tennessee Private Client Diversified Trust Company Williams, McDaniel, Wolfe &
Shepard Fargotstein, VP Investments Steve McCleskey, J.D. Womack, P.C.
UBS Financial Services Inc. Glankler Brown John W. Ueleke, CFP
Vera R. Feldman, CFP, A. Stephen McDaniel, J.D., AEP, EP.L.S. Legacy Wealth Management
Senior Financial Advisor Williams, McDaniel, Wolfe Michael D. Uiberall, CPA
American Express Financial Advisors & Womack, P.C. Watkins Uiberall PLLC
Inc. Anthony A. Morrison Christopher J. Ward, CPA
David D. Franks CTFA Morgan Keegan Suntrust Private Wealth Management
Regions Morgan Keegan Trust Scott Notowich P. Preston Wilson, J.D.
Jonathan Frisch Stanford Group Company Gotten, Wilson, Savory & Beard PLLC
Zalowitz Frisch Benefits Group Max Notowitz, CLU, ChFc Mike Wood, CLU, AEP
Katina H. Gaines, J.D. Paul R. Padawer, CPA Northwestern Mutual Financial
Gaines & Associates PLLC Padawer & Associates, CPAs Network
T. Lee Gibson, Principal Ilinda Parham, CPA Harold Wormser, CPA
Diversified Trust Company Financial Strategy Group The Wormser Firm
Jerrold J. Graber Michael R. Parham, J.D., LLM Stuart Zalowitz, CLU, AEP
Samuel N. Graham, Principal & COO Williams, McDaniel, Wolfe & Zalowitz Frisch Benefits Group
Diversified Trust Company Womack, P.C.
Virginia W. Griffee, J.D. J. Vincent Perryman, J.D.
Griffee Law Offices Law Offices of J. Vincent Perryman
1
2007 Financial Report
Statement of Financial Position
The following statement of position was obtained from audited financial
statements. A copy of the entire audit, prepared by Cannon & Company,
CPA is available by contacting the Jewish Foundation of Memphis.
DECEMBER 31, 2007
Assets
Assets
Cash and Cash Equivalents $ 23,1
Contributions Receivable 2,
Investments 1,0,3
Charitable Remainder Unitrust - Temporarily Restricted 2,2
Furniture and Equipment,
Less Accumulated Depreciation 3,0
Cash Surrender Value of Life Insurance 3,0
Total Assets $ 20,,
Liabilities and Net Assets
Liabilities
Accounts Payable and Accrued Expenses $ ,3
Assets Held for Others ,0,023
Liability Under Unitrust Agreement 303,2
Annuity Liability 102,113
Total Liabilities $ ,01,02
Net Assets
Unrestricted: Donor Advised $ 11,,20
Temporarily Restricted 1,,00
Total Net Assets $ 12,,20
Total Liabilities and Net Assets $ 20,,
2007 Grant Distributions by Type of Organization
Partner Agencies (list on page 2) 63% $ 2,264,100
Local Jewish (non-partner agencies) 4% 138,696
Local Secular Organizations 14% 599,439
National and Out-of-State Jewish Organizations 17% 426,126
National and Out-of-State Secular 4% 157,677
100.00% $3,586,040
the Jewish Foundation of Memphis is not engaged in rendering legal or tax advisory services.
individuals considering endowment gifts to the Foundation or to participating organizations
should obtain the services of a financial advisor , such as an attorney, certified public
accountant, or chartered life underwriter .
1
Leadership
Board of Directors
Ronna Newburger Stanley Bilsky Charles Jalenak Andrew Stark
President Maurice Buring James Jalenak Mike Stein
Sam Chafetz Richard S. Kessler Ken Steinberg
Marlin Graber Hallie Cohen Steven H. Leib Morris Thomas
Vice President Robert B. Cohen Bernard Lipsey Ira Weinstein
Laurie A. Cooper Diane Mendelson Mark Wender
Kay Usdan Saslawsky Pace Cooper Rose L. Morrison
Vice President Michael Dragutsky Joe Roberts Past Presidents
Jeff Goldstein Richard Rossen Ronald Harkavy
Nick Ringel Sandy Goldstein Judy Royal L.R. Jalenak, Jr.
Treasurer Jerrold J. Graber Andy Saslawsky Jerome Makowsky
Roy Graber Irvin Serenco Nathaniel Landau
Sanford Blockman Andrew J. Groveman Bobbie Shainberg
Secretary Alan Harkavy Jerry Sklar
Laura Harkavy Joel Sklar
Executive Officers
Front Row (l to r)
Ronna Newburger, President
Kay Usdan Saslawsky, Vice President
Back Row (l to r)
Marlin Graber, Vice President
Nick Ringel, Treasurer
Sanford Blockman, Secretary
Staff
Laura K. Linder Josie Ballin
Executive Director Marketing and Communications Coordinator
laura.linder@jewishfoundationofmemphis.org josie.ballin@jewishfoundationofmemphis.org
Sheri G. Gadberry Molly J. Wexler
Business and Donor Advised Fund Manager Director of Programming
sheri.gadberry@jewishfoundationofmemphis.org molly.wexler@jewishfoundationofmemphis.org
6560 Poplar Avenue, Memphis, TN 38138-3656 | 901.374.0400 | 901.374.0451 fax
www.jfom.net | jfom@jewishfoundationofmemphis.org
