Jewish Foundation 2014 Annual Report

We are grateful to our Sponsor

Laura Linder

Letter to the Community20 years ago, leaders of the Memphis Jewish community had the vision to create

a shared endowment resource focused on building the assets of Memphis’ Jewish community organizations. Through this vision the Jewish Foundation of

Memphis was launched, as were core services aimed at engaging donors in the important mission of tzedakah and sustaining our Jewish community. Through this annual report, we are pleased to present the past year’s achievements toward these goals.

The most exciting achievement has been the success of Create Your Jewish Legacy, highlighted on page 8. This has been a motivating and meaningful initiative for encouraging legacy gifts in support of Memphis Jewish organizations. With the support and resources of the Foundation, our partner agencies have reached out to their constituents to explain the importance of endowment giving and secure legacy commitments. Proudly, this program will continue for the next three years. We can only imagine the long-term impact this effort will have on our Jewish community agencies as more than 400 commitments have already been made.

Generations of Giving, highlighted on pages 10 and 11, illustrates the multi-generational focus of the Foundation. More than 35 families strong, this demonstrates that philanthropy is for everyone, at every age and at every level. The Foundation offers philanthropic vehicles for grandparents, parents, and teens. Through the launch of our teen philanthropy board just one year ago, teen leaders are learning how to evaluate proposals, set priorities and the challenges of allocating limited philanthropic resources.

We are grateful for the confidence of so many donors and organizations who have partnered with the Foundation to achieve their philanthropic goals. During the past year more than $4.1 million was awarded to qualified charities with $2.6 million supporting our partner agencies. Assets exceed $62 million and nearly 450 funds have been established. This is due to the responsible oversight of our officers, board members and professional staff whose efforts have been exemplary.

Thank you for your support of the important work of the Foundation.

President Executive Director

Sandy Blockman

Table of ContentsJewish Foundation of Memphis Funds 2-7

Create Your Jewish Legacy 8 Legacy Society 9

Generations of Giving 10-11

Teen Philanthropy 12-13

2014 Grantees 14-17 Professional Advisors 18

Ways to Give 19

Statement of Financial Position 20

Leadership 21

Our Partners The Jewish Foundation of Memphis proudly

works in partnership with ten local Jewish organizations providing support in all areas of

endowment development including: planned giving expertise and education, marketing, and investment of assets.

The Mission of the Jewish Foundation of Memphis is to

encourage charitable giving, to support partner agency endowment

development and to build and sustain a vibrant Jewish community.

ANASHIMAnonymous Lulu Abdun B’nai Tzedek Fund ASophia Abdun B’nai Tzedek Fund AHerta and Dr. Justin H. Adler* Philanthropic Fund APeggy and William Adler Family FundMichael and Karen Alabaster Family Philanthropic FundLeeya Alperin B’nai Tzedek FundSamantha and Lon Alperin Tzedekah FundParker Michael Alperin B’nai Tzedek FundElaine Ames Senior Outreach Services FundArney Family Fund AValerie Kaplan Arnold FundCarol and Philip Aronoff Philanthropic Fund

Jewish Foundation Funds

T he Jewish Foundation of Memphis sustains the programs and services in our Jewish community through endowment development. The Foundation encourages charitable giving among community members through Donor Advised Funds, Designated Funds,

Memorial Funds, Supporting Organizations and for teens, B’nai Tzedek Funds.

Jewish Teen Philanthropy Endowment FundB’nai Tzedek Student Co-operative FundBen and Larisa Baer Philanthropic FundIsadore* and Miriam Baer Family Philanthropic FundJean & Melvin J. “Buddy” Ballin Endowment Fund AEllie Ballin B’nai Tzedek Fund ASamantha Ballin B’nai Tzedek Fund ABanes Family FundBaron Hirsch Congregation Endowment FundJewish Continuity Fund for the Benefit of Baron Hirsch CongregationElisa Paige Barrack B’nai Tzedek FundLisa and Dan Barzel Charitable FundScott and Suzanne Baum Philanthropic Fund

Encouraging Charitable

23 Agency Endowments

Permanent assets in that the principal is never touched. All are governed by stringent investment, spending and gift acceptance policies.

40 Designated Endowments

and Memorial Funds Established by donors who wish to fund perpetual support for a particular agency or program within an agency of the Memphis Jewish community. Minimum gift is $10,000.

Giving

“I was raised to know that charity is the gift you give for having a good life. I want to pass that message to Ellie early in her life. I have a fund at the Jewish Foundation and I want my granddaughter to have a fund, too. It’s one way to teach her that money is not only to be spent, it can grow and may be given away to those less fortunate.”

Susie Adler Thorp

2 ANNUAL REPORT 2014 JEWISH FOUNDATION OF MEMPHIS WWW.JFOM.NET 3

Katie M. Bauman and Adam J. Eckstein Family TrustStephen and Golden Bearman Philanthropic FundSandra* and Ben Beatus FundHarriet and Lawrence Beck Philanthropic FundBelz 2008 Foundation ABelz PSJM Charitable Fund AAnise and Ronald Belz Family Philanthropic Fund ANate & Minnie Bernstein Scholarship Fund for Jewish Family ServiceBeth Sholom Memorial Gardens FundBeth Sholom Kaplan Challenge FundBeth Sholom Endowment FundBeth Sholom Scholarship FundAustin Bierman B’nai Tzedek FundKara and Paul Bierman Family Tzedekah FundDot and Stanley Bilsky FundBloch Family FundBlockman Philanthropic FundBornblum Solomon Schechter School FundBornblum Scholarship Endowment FundAllison Boshwit B’nai Tzedek FundBoy Scouts of America Troop 25 Endowment FundMary and Maury Bronstein Family Fund ARose Merry Brown and Aron Livnah Philanthropic FundJanet H. Brueck Philanthropic FundCamp Incentive ProgramSam Canales B’nai Tzedek Fund ACarvel Family Philanthropic FundBaron Carvel B’nai Tzedek Fund

Central High School Designated FundSam and Patricia Chafetz Philanthropic FundBarry and Susan Chase FundAlanna Chensasky B’nai Tzedek FundNoah Chensasky B’nai Tzedek FundAvrahm and Paula Cohen Philanthropic FundEliot and Bonnie Cohen Charitable FundHallie and Jay Cohen Fund ARachel Cohen Endowment Fund ARobert and Joanne Cohen Philanthropic FundTed I. Cohen Endowment Fund AAileen and Pace Cooper Torah Fund ADebra L. Cooper Philanthropic Fund ADylan J. Cooper Torah Fund AElan Cooper B’nai Tzedek Fund AEthan J. Cooper Torah Fund AIrby and Bernice Cooper* Philanthropic Fund AJeremy P. Cooper Torah Fund ATova and David Cooper Philanthropic Fund AHelga R. and Eric H.* Cornell FundMildred and Jerome Dan Memorial FundBarbie and Ray Dan Philanthropic Fund

245 Donor Advised

Philanthropic Funds A flexible way for donors and their families to plan their giving and make grant recommendations to their favorite charitable organizations. The donor may receive a charitable tax deduction in the year the gift is made. Funds grow tax-free in one of 9 investment pools as recommended by the donor. Minimum gift is $5,000.

130 B’nai Tzedek

Funds A philanthropic fund for teens

created using funds from bar/bat mitzvah gift money which is matched by the program’s sponsor. Suggested minimum is $250.

2 Supporting

Organizations Similar to a family foundation,

a supporting organization qualifies as a public charity because of its affiliation with the Jewish Foundation of Memphis. Minimum gift is $1,000,000.

A Generations of Giving* of blessed memory


Susie Adler Thorp established a charitable fund for her granddaughter Ellie Royal. Ellie will also contribute to the fund and each year will make a donation from her fund to a charity of her choosing. Susie is pictured with her daughter Leigh Thorp Royal and granddaughter Ellie Royal.

Magdovitz Family Foundation Barbara and Earl Magdovitz opened a fund for each of their grandchildren and make a gift to the funds each year for Chanukah. The Magdovitz’ feel that when you have enough, give to someone else, it’s an obligation as a Jew.

“I don’t think charitable giving starts when you are older, kids grow up with it and it is part of their essence.”

Funds (con’t)Nancy and Sheldon Dan Fund for Jewish EducationTerry and Sharon Dan Philanthropic FundHarry K. Danziger L’Dor Vador FundDavidovics FundJewish Heritage FundCaptain Mark Elster Israel Youth FundEmerson Family Philanthropic FundEngelberg Family Charitable FundEpstein Segal Philanthropic FundJonathan and Leslie Epstein Charitable FundLeonard and Rhonda Feiler Philanthropic FundDaniel Finan B’nai Tzedek FundJanis and Pat Finan Family FundThe Finestone FundAsher Finkelstein B’nai Tzedek FundNachi Fleischhacker B’nai Tzedek FundWendy and Avron Fogelman Foundation AHal Fogelman Philanthropic Fund AMargo and Mark Fogelman Family Fund AMatt Fogelman B’nai Tzedek Fund AThe Morris Fogelman Passover FundRichard and Kimberly Fogelman Family Charitable Fund AThe Martha and Robert Fogelman FundDavid J. Forgosh Philanthropic FundFrankfurt Family Fund AMolly Franklin B’nai Tzedek Fund A Aviva and Yonatan Freiden Philanthropic Fund Sara and Leonard* Frey Philanthropic Fund Shirley and Bernard Frisch* Family Philanthropic Fund Frisch Family Fund

Earl Magdovitz

Marlene and Herbert Gerson FundNeil Gibson and Lisa Menuskin Family FundBob and Brenda Gold Philanthropic FundThe Goldsmith Family FundGoldsmith Family Philanthropic FundDora T. Goldstein Memorial Endowment FundJeff and Bunny Goldstein Fund AJerome* and Sondra Goldstein Family Fund AMichael and Sharon Goldstein Family Fund ARobert & Dorothy Goldwin Philanthropic FundDavid Goodman FundDonna and Bob Goodman FundJack and Roseanne Goodman Philanthropic FundScott Goodman and Barbara Masoner FundGorden Family Scholarship FundLila Gordon B’nai Tzedek FundThe Gortler Family FundEvelyn and Marlin Graber Philanthropic Fund AGlenn and Pamela Graber Philanthropic Fund AJerrold J. and Martha S. Graber Philanthropic FundRoy and Tova Graber Family Fund ASteve and Esther Graber Philanthropic Fund AThe Miriam & Rabbi Efraim Greenblatt Jewish Education Scholarship FundJulia Greenstein B’nai Tzedek FundElDov FoundationAaron Grosman B’nai Tzedek FundRon* and Mimi Grossman Philanthropic FundRonald Grossman Camp Scholarship FundLeslie and Faylese Gruber Family FundEli Gruen B’nai Tzedek Fund AGeorgia Gruen B’nai Tzedek Fund AMargo and Todd Gruen Philanthropic Fund ARosie Gruen B’nai Tzedek Fund AMason Paul Gudelsky FundMildred and Edgar Haas, Sr. Family Endowment for Education at Temple IsraelDiane and Mark Halperin Philanthropic Fund AJerome H. Hanover FundEmma Harkavy B’nai Tzedek Fund AEthan Harkavy B’nai Tzedek Fund AIris and Ronald Harkavy Philanthropic Fund AIan Lawrence Harkavy Philanthropic Fund A Laura and Lee Harkavy Philanthropic Fund A Allan and Marcia Hayden Philanthropic Fund Iuliu Herscovici Designated Fund Sigmund F. Hiller* Fund Ellen and Steven Hirsch Philanthropic Fund


Jack Hirschman B’nai Tzedek Fund AHilary and Mitch Hodus Fund for Family Enrichment at Beth Sholom SynagogueRose and Jake Iskiwitz and Esther F. Iskiwitz Fund for the Memphis Jewish Home Pet Therapy ProgramAllen and Kay Iskiwitz Family FundBarbara and Arthur Jacobs Family FundEthan K. Jacobs Tzedekah FundLucas Jalenak B’nai Tzedek Fund AMonique and Charles Jalenak Charitable Fund ANatalie and James B. Jalenak Charitable Fund APeggy E. and L.R. Jalenak, Jr. Family Philanthropic FundJewish Family Service Endowment FundJewish Family Service Shalom Taxi ProgramJewish Foundation of Memphis Unrestricted Endowment FundJewish Foundation of Memphis Operating Endowment FundJosh and Elana Kahane Philanthropic FundJohn and Hilda Kapell* Philanthropic FundThe Bene and Saul Kaplan FundCheryl and Gary Kaplan FundKarchmer Family FundJacob Karmel B’nai Tzedek FundRyan Karmel B’nai Tzedek FundAvi Katz B’nai Tzedek FundDaniel Katz B’nai Tzedek FundErin Katz B’nai Tzedek FundJudy E. Katz FundShaya Katz B’nai Tzedek FundMaya June Kaufman Memorial FundLisa and Seth Kaufman Tzedakah Fund AElaine and Robert Kaufman Charitable FundMarty and Dale Kelman Philanthropic FundMarilyn and Sherwin Kepes L’dor Vador Fund AIda and Louis Kessler Family FundRobert H. Kessler Memorial FundBarbara and Scott Klazmer Philanthropic FundMinette and Jay* Kochman Philanthropic Fund AToba and Leslie Kornberg Philanthropic FundJudy and Morris Kriger Philanthropic FundKrueger Family Charitable FundHeidi Kulbersh Memorial Endowment FundThe Sunshine FundOlivia Landau B’nai Tzedek Fund AGeri and Hal J. Lansky Philanthropic FundJoyce and Bernard* Lansky Philanthropic FundJoyce and Buddy* Lazarov Family FundSidney* and Roselle Lazarov Philanthropic FundSuzanne and Paul Lazarov Philanthropic Fund A

Jewish Foundation of Memphis Legacy Society Endowment FundDiane and Steven Leib Philanthropic FundHarrison Leitner B’nai Tzedek FundDaniel Levin B’nai Tzedek FundNancy and Michael Levinson FundLevit Family FundArin Levy Tzedekah FundDonny and Shelley Levy Philanthropic FundJessica Elyse Lewis B’nai Tzedek FundKatie Libby B’nai Tzedek Fund ALibby Philanthropic Fund AJoan and Michael Lightman Family Philanthropic FundEliana Linder B’nai Tzedek Fund ALaura and Jimmy Linder Family Fund ABernard and Sue Ann Lipsey Philanthropic FundSegall Livnah Memorial FundLewis and Debra Loskovitz FundBarbara and Earl Magdovitz Tzedekah Fund AMagdovitz Family Foundation AMakowsky Greenberg Scholarship Fund AGary and Dinah Makowsky Philanthropic Fund AJerome and Evelyn Makowsky Charitable Fund AMay Lynn and Charles Mansbach Philanthropic FundMHA/FYOS General Endowment FundMHA/FYOS Irby Cooper Learning Endowment FundIris and Ronald Harkavy Designated Fund for MHA/FYOSSally and Herman Markell Philanthropic FundMarkowitz Family FundJonathan and Stephanie Marks Family Philanthropic Fund AJaime Marquis B’nai Tzedek FundNoah Mayer B’nai Tzedek FundDavid and Tracey Mendelson Tzedekah FundHannah Meskin B’nai Tzedek Fund AJake Meskin B’nai Tzedek Fund A

Andy and Betsy Saslawsky Family FoundationBetsy and Andy Saslawsky have had a Donor Advised Fund with the Jewish Foundation of Memphis for more than 10 years, and recently created their Jewish legacy.

A Generations of Giving* of blessed memory


“We established a Donor Advised Fund at the Foundation over 10 years ago and learned of Create Your Jewish Legacy through our involvement on local Jewish agency boards. Legacy gifts are an easy way to ensure the financial stability of Jewish organizations we care about.”

Andy and Betsy Saslawsky

Memphis Jewish Housing Development Antenna FundMarvin* and Eileen Posner Philanthropic FundMichael and Bella Puchaev Tzedekah FundMaury and Elaine Radin Philanthropic Fund AAnn and Ellis Reef Philanthropic FundMarc and Jan Reisman Family FundStephanie Richman Memorial Scholarship FundRingel Educational Computer Fund to Benefit Temple IsraelJudy and Neil Ringel Fund AEvelyn and William Robbins Holocaust Education FundJoe and Jennifer Roberts Philanthropic Fund AJonah Roberts B’nai Tzedek Fund AAxel and Rita Robins Music Fund to Benefit Temple IsraelRita and Axel* Robins Charitable FundNancy and Richard Robinson Philanthropic FundMeryl Shahun Rosen Philanthropic Fund AJacob and Miriam Rosensweig Philanthropic FundEvan Rosenthal B’nai Tzedek FundJessica H. Rosenthal Memorial FundJane Ross College Scholarship FundJacob Rotter B’nai Tzedek Fund AWendy and Cary Rotter Family Fund AJudith E. Royal Philanthropic FundEllie Adler Royal Philanthropic Fund ARebecca Rubnitz B’nai Tzedek FundCindy and Bill Sacharin Charitable FundDaniel Saharovich B’nai Tzedek FundDebra and Alex Saharovich Philanthropic FundDavid Alan Samuels Charitable FundAlan and Sherry Samuels FundStacy and Josh Sanderson Philanthropic FundAndy and Betsy Saslawsky Family Foundation AKay Usdan Saslawsky Philanthropic Fund AKevin Saslawsky B’nai Tzedek Fund ARhonda and Mark Saslawsky Family Philanthropic Fund AMatthew Saslawsky B’nai Tzedek Fund AAmanda Scheidt B’nai Tzedek Fund AMarty and Jackie Scheinberg Philanthropic FundMichael Scilken B’nai Tzedek FundSchneider Family FundAllan and Julie Schoenberger Philanthropic FundSchonbaum Family FundSchwartzberg Family FundAdam Scilken B’nai Tzedek FundDeanna and Irvin Serenco Fund for Children with Hearing Disorders

Jeffrey and Laurie Meskin Family Philanthropic Fund AElaine and Frederick Miner Philanthropic FundMirvis Family FundMemphis Jewish Community Center Endowment FundThe Larry Morrison Jewish Medical Ethics FundRachel and Anthony Morrison Charitable Fund AJulia C. Morrison Endowment Fund AMolly Hannah Morrison Endowment Fund ARose L. Morrison Fund AMatthew Moskovitz B’nai Tzedek FundJeri and Mitch Moskovitz Family Fund

“Don cared about the underdog. He was passionate about the well-being of people – we both are - and I want this fund to support causes I know would have touched Don’s heart.”

Linda Pelts

Carly Nahon B’nai Tzedek FundNewburger Family FundKnobelburger FoundationNat Newburger Philanthropic FundAlvin and Marcia Notowich Philanthropic FundDeena Notowich B’nai Tzedek Fund AMarilyn and Herb Notowich Philanthropic Fund AScott and Jill Notowich Philanthropic Fund AMarty Olswanger Memorial Endowment FundHannah Orgel B’nai Tzedek FundErin Ostrow Philanthropic FundSophie Ostrow B’nai Tzedek FundLyda G. Parker Philanthropic Fund ADr. Joseph and Lyda Parker MJCC Scholarship FundBarry and Billie Pelts Family FundLinda and Don* Pelts Philanthropic FundDon Pelts Memorial Fund for EducationArnold and Mary Lynn Perl Family Philanthropic Fund AShmuel Perl B’nai Tzedek FundDr. Maurice E. Petrovsky Memorial Fund For MJCC Camp ScholarshipsThe Billie and Joseph Pierce Family Charitable FundPlough Towers Endowment Fund

Funds (con’t)


Don Pelts Memorial Fund for Education

This fund was created by Don’s family as a testament to the memory of a beloved father and husband. Don was a pillar in both the Jewish and greater Memphis community and the family hope to utilize the fund to benefit causes that were dear to him in life.

Irvin L. and Deanna S. Serenco Philanthropic FundEmunah Serman B’nai Tzedek FundTamar Serman B’nai Tzedek FundMary S. Shainberg Fund for the BSSS AShainberg Lawson Philanthropic Fund ABarbara and Terry* Shainberg Family Fund ARaymond and Toby* Shainberg Philanthropic FundJill and Scott Shanker Family FundRachel and Stephen Shankman Philanthropic FundCelia Shankman B’nai Tzedek FundEli Shankman B’nai Tzedek FundSam Shankman B’nai Tzedek FundConnie and Mike Sherman Family Fund AJacob Shermer B’nai Tzedek FundAlayne Shoenfeld Philanthropic FundShomre Yisrael Fund - Class of 5773Shomre Yisrael Fund - Class of 5775Zachary Shulkin B’nai Tzedek FundLarry and Jody Shutzberg Family FundDarren Shwer B’nai Tzedek FundHayley Shwer B’nai Tzedek FundSiegel Family FundStacy and Jerry Siegler Family FundSilver Family Philanthropic FundBrett Silver B’nai Tzedek FundMatthew Silver B’nai Tzedek FundJerry and Louise Sklar Philanthropic FundRon and Linda Ellen Sklar Family Philanthropic FundElaine Wagner Skopp Philanthropic FundThe Irvin Skopp Charitable FundSheldon and Laurie Smith Family FundRobert and Jackie Solmson FundShayna and Brad Somer Philanthropic FundShoshana Somer B’nai Tzedek FundEve Sorin B’nai Tzedek FundSpecial Needs Jewish Adult Programming FundHayden Stark B’nai Tzedek FundJill and Ken Steinberg Philanthropic FundMorris and Bea Steinberg Family Philanthropic FundRyan Steinberg B’nai Tzedek FundTemple Israel Museum FundMyrna and Myron Thomas FundNoah Thomas B’nai Tzedek FundS and N FundMary and Corey Trotz Family FundMariette and Joel Turetzky Tzedekah FundMichael and Andrea Uiberall Fund

Linda and David Usdan Family Philanthropic FundVanderwalde Memphis Charitable FundStacy and Scott Vogel Charitable Fund AAlyse Michelle Wagner Philanthropic FundBrandon A. Wagner Philanthropic FundAbe and Goldie Walter Memorial Fund for Jewish EducationCurt and Hedi* Ward Designated Fund for Temple IsraelWarren Family Charitable FundIra and Deborah S. Weinstein Philanthropic FundCathy and Craig Weiss Family Fund ADanny and Saralyn Weiss Fund AIsaac Weiss B’nai Tzedek Fund AJeanne and Irving Weiss Philanthropic FundMichael and Marcia Ann Weiss Philanthropic Fund APatti and William Weiss Family Philanthropic Fund AJill Wender Philanthropic Fund AAriel Sarina Wexler B’nai Tzedek Fund AJonah Wexler B’nai Tzedek Fund AMolly and Jason Wexler Family Fund AMichael Wilons Philanthropic FundBrooke Talia Winestone B’nai Tzedek FundEric and Marc Wolf Young People’s FundAndy and Tricia Woodman Philanthropic FundRachel Woodman B’nai Tzedek Fund AHarold* and Judy Wormser Philanthropic FundDena and Gary Wruble Philanthropic Fund ALawrence and Diane Wruble Philanthropic Fund AJocelyn Dan Wurzburg Philanthropic FundStuart and Carol Zalowitz Philanthropic Fund

Jean and Buddy Ballin Endowment Fund Jean and Buddy Ballin established an endowment fund in support of the Jewish Foundation of Memphis so that it may continue its mission to encourage charitable giving and support agency endowment development.

“We are honored to walk in the footsteps of our ancestors who made their mark on Jewish Memphis. We are so proud of our children and grandchildren who continue to do for others and support the Jewish community.”

Jean and Buddy Ballin


A Generations of Giving

* of blessed memory

T he Jewish Foundation is deeply committed to strengthening the

financial sustainability of the Jewish community. Create Your Jewish Legacy encourages donors to make a gift to a permanent endowment fund of the Jewish community either during or after their lifetime.

Create Your Jewish Legacy

“We wish to show our gratitude to the Jewish agencies that mean the most to us through our legacy gift. The missions of these great organizations are vital to our community and we want to do our part to help them continue the great work that they do.”

Joel and Dub Ashner, Book of Life Statement, 2014

Funding for CYJL provided by: Ronna and Hal Newburger, an anonymous local donor, and

Create Your Jewish Legacy was launched in 2013 in partnership with 10 local Jewish organizations. Each of these organizations has reached out to members of the community to secure more than 400 legacy commitments to date. Create Your Jewish Legacy continues as a way to build the endowment assets of our Memphis Jewish organizations.

Pictured above is leadership from Anshei Sphard Beth El Emeth Congregation with a $10,000 incentive grant they received from the Foundation for meeting their goal. Each organization is eligible for additional

incentive grants by continuing to make legacy giving a priority.

Donors who include the Jewish community in their estate plan or make a contribution of at least $10,000 to an endowment fund of a Foundation partner agency are invited to join the Legacy Society and write a personal family message in the Endowment Book of Life, on permanent display in the Foundation offices.


Legacy SocietyGrace W. Aarons*Herta Adler*Samantha and Lon AlperinAnonymous in Honor of Ronald

HarkavyCarol and Philip M. AronoffJoel and Dub AshnerLarisa and Ben BaerMiriam and Isadore* BaerSally and Richard S. BaerJean and Buddy BallinMarvin E. BallinJosie and Steven J. BallinLisa and Justin BardenJoan and Phillip BaumSuzanne and Scott L. BaumSylvia A. Beck*Belz FoundationMarilyn and Jack BelzSharon BermanRobert BernatskyKara and Paul BiermanDot and Stanley BilskyJudith BookmanBert BornblumDavid Bornblum*Rivka and Kevin BravermanMary and Maury BronsteinLois and Raymon S. BrooksLarry BrownFran BuchalterElizabeth and Maurice BuringGoldie and Sam M. BursonAnn and Felix L. CaldwellPatricia and Samuel ChafetzAlyson and Alex N. ChensaskyHallie and Jay CohenAllen E. Cohen*Bonnie and Eliot CohenSandra and Harris L. CohenMyrna and Mark CohenSheila and Robert CohenJoanne and Robert B. CohenHarry Cooper Humanitarian FundBernice Cooper*Tova and David CooperFrieda and Sam Cooper*Aileen and Pace CooperHelga R. CornellKimberly CraftonBarbie and Ray H. DanNancy and Sheldon DanMadelyne and Jacob DanemanJeff DlugachMichael DlugachMichael S. DragutskyMary Dumont*Oscar Dumont Youth FundCindy and Bart EhrenkranzBrad EisemanTami and Robert M. EisemanLaurie A. Cooper and Donald S.

EmersonMalki and Rabbi Aaron FeigenbaumRhonda and Leonard B. FeilerW. H. Feinstone*Vera and Jesse FeldmanAbigail and Ross FeltFredrika and Joel Felt

Lee A. FildermanCindy and Mark FinestoneBluma and Rabbi Joel FinkelsteinChany and David FleischhackerWendy and Avron FogelmanHal FogelmanMargo and Mark FogelmanJeanne and Milton Q. Ford*Katherine FoxAlvin FranklinAviva and Yonatan FreidenSandy J. FriedmanSuzanne FriedmanDeborah and Frank A. FrischLisa and Jonathan FrischSheri and Tom GadberryMarlene and Herbert E. GersonRochelle and Robert E. GoldBrenda and Robert H. GoldRose and Wesley A. Goldfarb*Goldsmith Family FundElias Goldsmith*Edward GoldsteinSharon and Michael GoldsteinSondra GoldsteinPeggy and Lenny J. GoodmanMartha and Jerrold GraberEvelyn and Marlin GraberAlvin GreenSheril and Rabbi Micah D.

GreensteinMimi and Ronald* GrossmanAdam GrovemanShirley and Gordon E. GruenDiane and Mark J. HalperinJerome H. HanoverDiane and Alan M. HarkavyLaura and Lee HarkavyIris and Ronald M. HarkavyLisa HarrisMarcia and Allan E. HaydenCarol and Howard B. HaydenSeymour Hellman*Barbara and Leon* HellmanIuliu HerscoviciBarbara and Robert M. HirshHilary HodusMitchell HodusJudith and Doron HolzerJanice and Benjamin* IsenbergKay and Allen N. IskiwitzPaula S. JacobsonMonique and Charles JalenakNatalie and James B. JalenakPeggy and Leo R. Jalenak, Jr.Audrey and Jack JoffreMollie JohnsonElise and Richard Jordan Jr.Joanne and Joel C. KahaneElana and Josh KahaneAnna and Shimon KaminetzkyMarla and Jeffrey KaminskyBene and Saul KaplanDavid KaplanLinda and Edward S. KaplanBene and Saul KaplanShirley KaplanSara and Steven KaplanHarold Karoll

Michelle and David KatzKarin and Joel KatzLena and Kolman Katz*Lisa and Seth KaufmanDavid L. KellermanDale and Martin S. KelmanSally and Frederic B.* KesselmanJanis and Brian KielBarbara and Scott KlazmerLeora and Nathan KleinMinette KochmanAmelia and S.L. Kopald, Jr.Susan and Alan L. KostenMildred S. Krasner*Judy and Morris KrigerElaine and David A. KruegerRicki and Michael K. KruppRebecca and Alvin LabensLeslie and Nat LandauAlexa and Marc LaneJerome A. LangAnna S. and Samuel L. Lansky Scholarship-in-Residence FundGeri and Hal J. LanskyDiana and Marten H. LazarSuzanne and Paul LazarovDebbie and. Ronald J. LazarovDebbie and Stuart J. LazarovDiane and Steve LeibJoyce and Sidney LevineNancy and Michael LevinsonMyrna and Joe S. LevyJulie and Marshall LevyJeanette and Lawrence* LewisSandy and Kirke Lewis*Gail and Myron LewisBetsy and Steve LibbyJeffrey LichtermanLaura and Jimmy S. LinderSandy and Clifton LipmanSheri H. LipmanSue Ann and Bernard LipseyIra LipseyRose Merry Brown and Aron LivnahBetty and William I. LoewenbergRena W. Loskovitz*Shani and Rabbi Uriel LubetskiBrooke and Ryan LubinBarbara and Earl MagdovitzDinah and Gary MakowskyEvelyn and Jerome MakowskyPam and Gary W. MalkinB.J. MandelmanMay Lynn and Charles MansbachLeigh and R. Daniel MansbergSally and Herman MarkellJack Markowitz Fund for Family

ProgrammingSylvia G. MarksAlyne and George* MatzRuth and Minton MayerDeanna and Andrew McAlexanderJudith K. McCownMelissa and Bobby MeadowsTracey and David MendelsonDiane and Paul I. MendelsonLaurie and Jeffrey MeskinElaine and Fred MinerEric Mogy

Susan and David M. MoinesterRachel and Anthony A. MorrisonRose MorrisonJeri and Mitchell D. MoskovitzJudith and Larry MossIan F. MurraySusan MyersRonna and Hal NewburgerBarbara and Bruce S. NewmanTia NewsomMarcia and Alvin NotowichJill and Scott E. NotowichFannie and Max NotowitzKeith A. NovickEunice and Edward T. OrdmanErin OstrowBarbara and Marshall E. OstrowCori and Rabbi Brett OxmanLyda and Joseph* ParkerLinda and Don* PeltsMary Lynn and Arnold E. PerlMelissa and Rabbi Gil PerlBailie Perlman*Rochelle and Frank* PierceRae PlitmanMaurice PloughEileen PosnerElaine and Maury RadinJan and Marc ReismanRhea & Ivy, P.L.C.Barbara and Leonard RichmanRosie and Mannie Riesenberg*Judy and Neil E. RingelShelley RobbinsJennifer and Joe RobertsShirley and Ted RobertsRita RobinsBetty and Frank* RobinsonNancy and Richard M. RobinsonMeryl Shahun RosenPatricia and Lester A.* RosenDavid Rosenberg Endowment FundDeborah and Sam RosenthalJane* and David J. RossSusan and Skip RossenWendy and Cary G. RotterJudith RoyalCheri and Henry G. Rudner IIINoah Sabin and Joanne LevineDiane Goodman SachsDebra and Alex SaharovichSherry and Alan SamuelsFlora and Harry SamuelsAndrea and Craig J. SanderBetsy and Andy SaslawskyKay Usdan SaslawskyKate and Danny SchaffzinHoney and Rudi Scheidt, Sr.Caryn and Rudi E. Scheidt, Jr.Lawrence Schneider*Charna and Eric SchubertArlyne SchwartzHedda A. SchwartzRachel and Steven SchwartzbergDeanna and Irvin SerencoDessie and Lester* SewelSuzanne and Leon Shahun*Bobbie ShainbergKaren and David Shainberg

Mary ShainbergToby* and Raymond ShainbergDebra and Jim ShmerlingAlayne ShoenfeldRachel and Joel SiegelStacy and Jeremy A. SieglerMarlene and Marty SilverShirley and Samuel SimhaAmy and Tod S. SingerAudrey SiskindJerry Sklar FamilyJoel Sklar FamilyLouise SklarLinda and Ron SklarLarry SkolnickElaine and Irvin SkoppJackie and Robert SolmsonShayna and Brad SomerAdele and Saul* SorgDaniel SpectorEsther and Mike SteinMargie and Harold SteinbergJill and Ken SteinbergShara StockEllen and Ellis TavinAviva and Robert H. TaylorWendy and Morris ThomasSarah and Naftali ThomasSusan Adler ThorpLiane TownsendMary and Corey B. TrotzMariette and Joel TuretzkyAndie and Michael UiberallRay Underberg*Stacy and Scott VogelBlake WagermanMartha and Howard WagermanStacy WagermanAlyse Michelle WagnerAbe and Goldie Walter

Memorial FundHarold G. WalterRabbi Roy WalterHedi* and Curt WardDebbie and Ira WeinsteinCindi and Joseph S. WeinsteinCathy and Craig WeissSally and Mark WenderRazelle and Stanley WenderAmy and David S. WinestoneEileen and Steve WishniaSarah and Jon WoganBert and Arthur J. WolffDiane L. Woodall and

Thom E. LobeTricia and Andrew L. WoodmanDiane and Lawrence WrubleMary and Charles WurtzburgerBarrie and Kenneth J. WurzburgJeanne and Warren Wurzburg, Jr.Reginald Wurzburg FoundationSandra WurzburgWarren Wurzburg, Sr.*Ellen ZiskindMavis Zuckerman

List current as of December 3, 2014

* of blessed memory


ElsterPatty & Stanley ElsterJennifer & Joe RobertsEliza RobertsJonah Roberts

Fogelman Wendy & Avron FogelmanHal FogelmanKimberly & Richard FogelmanMargo & Mark FogelmanMatthew Fogelman

GraberEvelyn & Marlin GraberTova & Roy GraberEsther & Steve GraberPammy & Glenn GraberTerri & Larry GraberIsaac Graber

GoldsteinSandy GoldsteinBunny & Jeff GoldsteinSharon & Mike GoldsteinJake FranklinNathan FranklinMolly FranklinBen GoldsteinEli GoldsteinSam GoldsteinJack Hirschman

Gruen Shirley & Gordon GruenMargo & Todd GruenEli GruenGeorgia GruenRosie Gruen

Adler

Herta & Justin AdlerSusie Adler ThorpEllie Adler Royal

Ballin Jean & Buddy BallinBarbara & Bruce NewmanJosie & Steve BallinBenji BallinEllie BallinSamantha Ballin

Baum Joan & Phillip BaumSuzanne & Scott BaumMelanie BaumHannah BaumJake BaumBrittany BaumJosh Baum

BelzMarilyn & Jack BelzAnise & Ron BelzMarty & Julie BelzJan & Andy GrovemanJosh BelzHannah Belz

Bronstein Mary & Maury BronsteinDiane & Mark HalpernJacob WoodmanRachel Woodman

CooperBernice Cooper*Tova & David CooperAileen & Pace CooperCindy & Bart EhrenkranzLaurie & Donald EmersonDebbie CooperJeremy CooperDylan CooperEthan CooperElan Cooper

PerlmanBailee Perlman*Mary Lynn & Arnold PerlStephanie & Jonathan MarksLaurie & Jeff MeskinHannah MeskinJake Meskin

ShainbergMary ShainbergSuzanne & Paul LazarovBobbie ShainbergSally & Harold BergerCindy ShainbergJodie Shainberg & Linda LawsonDebbie & Stuart LazarovJill & Scott NotowichTali AbdunLulu AbdunSophia AbdunBenjamin LazarovEllee LazarovLindsey LazarovDeena Notowich Joey NotowichSamantha Notowich

4 Generation Families

“I am proud to witness my children, grandchildren and great-grandchildren carrying on such an important family tradition through their own philanthropy.”

Mary Shainberg

Book of Life Statement


3 Generation Families

Generations of Giving recognizes families who have a formal relationship with the Jewish Foundation of Memphis spanning three or more generations. Generations of Giving families have either established a charitable fund with the Foundation, are part of

our teen philanthropy program, have remembered the Jewish community in their estate plan or have made a endowment gift to one or more of the Foundation’s partner agencies. We are proud to have 35 families in our community recognized as Generations of Giving Families.

Generations of Giving

HarkavyIris & Ronald HarkavyDebbie & Stuart LazarovLaura & Lee HarkavyAlexander HarkavyJuliana HarkavyCharlotte HarkavyGabriel HarkavyAnnie HarkavyEmma HarkavyEthan HarkavyIan HarkavyLily HarkavyBenjamin Lazarov Ellee Lazarov Lindsey Lazarov

Jalenak Peggy & L.R. Jalenak, Jr. Terri & Larry MendelsonMonique & Charles JalenakLucas Jalenak Leah MendelsonSara Mendelson

JalenakNatalie and Jimmy JalenakMolly & Jason WexlerAriel Wexler Jonah Wexler

Johnson Molly JohnsonWendy & Cary RotterJacob RotterRachel Rotter

Kepes Marilyn & Sherwin KepesLaura & Jimmy LinderElie LinderJonah Linder

Kochman Minette KochmanElaine & Maury RadinJacob RadinRaffi Radin

Landau Leslie & Nathaniel LandauSusanne & Bruce LandauShelley Robbins & Reed LandauEthan LandauElianna LandauHarper LandauOlivia Landau

Lewis Sandy & H. Kirke Lewis*Tami & Robert EisemanStacy & Scott VogelAndrew VogelAshley VogelBrooke VogelBrandi EisemanMonte Eiseman

Magdovitz Barbara & Earl MagdovitzPaige & Tal FrankfurtJamie & Nolan JohnsonBrett MagdovitzMitch & Fox MagdovitzAshley & Todd TobiasRuby Johnson Eva Magdovitz Brie Tobias Meyer Tobias

MakowskyEvelyn & Jerome MakowskyRayna & Michael GreenbergDinah & Gary MakowskyEmily GreenbergSara Greenberg

Mandelman B.J. Mandelman Julie & Marshall LevyArin Levy

Morrison Rose MorrisonHallie & Jay CohenRachel & Anthony MorrisonTed CohenRachel CohenJulia MorrisonMolly Morrison

Notowich Marilyn & Herb Notowich Jill & Scott NotowichAaron CanalesSam Canales Samantha Notowich Joey NotowichDeena Notowich

Parker Lyda ParkerHallie & Jay CohenRachel & Anthony MorrisonTed CohenRachel CohenJustin MantellJulia MorrisonMolly Morrison

Ringel Judy & Nick RingelBetsy & Andy SaslawskyJoel SaslawskyErin SaslawskyMatthew SaslawskyBradley Ringel Brian Ringel

SaslawskyKay & Shelley SaslawskyBetsy & Andy SaslawskyRhonda & Mark SaslawskyAdam SaslawskyErin SaslawskyKevin SaslawskyJordan SaslawskyJoel SaslawskyMatthew Saslawsky

Scheidt Honey & Rudi ScheidtSusan ArneyAmanda ScheidtMimi ScheidtLogan Scheidt

Shahun Suzanne & Leon Shahun*Meryl RosenConnie & Mike ShermanLeah ShermanZach Sherman

Weiss Saralyn & Danny WeissCathy & Craig WeissIsaac Weiss

Weiss Marcia Ann & Mike WeissPatty & Bill WeissBetsy & Steve LibbyAdam LibbyJustin LibbyKatie LibbyMargo LibbyHillary WeissMax Weiss

WenderRazelle & Stanley WenderJill Wender Sally & Mark WenderPenina & Elliot WenderMargo & Todd GruenEli GruenGeorgia GruenRosie GruenAlexa WenderJordanna WenderKevin WenderZachary Wender

Wruble Diane & Larry WrubleLisa & Seth KaufmanDina & Gary WrubleJonah KaufmanTalia Kaufman

* of blessed memory

“We pray that our children and grandchildren will continue the legacies of goodness, kindness, peity and charity that were passed down to us…”

Peggy and L.R. Jalenak Book of Life

Statement


Teen Philanthropy:

“B’nai Tzedek helped shape who I am today. B’nai Tzedek was a wonderful experience and had so much to do with the career path I have chosen.”

Judy Lansky is a Berman Fellow at the University of Michigan Hillel. Judy helps Jewish students develop leadership

skills through active engagement. Judy was a member of Memphis B’nai Tzedek from 2003 to 2008, serving on the teen philanthropy board from 2006 to 2008.

Abby Durham is the Community Youth Group Coordinator at Levite Jewish Community Center in Birmingham,

Alabama and runs the Teen Tzedakah program. Abby joined Memphis B’nai Tzedek in 2005, serving on the board from 2008 to 2010. She credits this experience

as the beginning of her journey in Jewish philanthropic work.

M emphis B’nai Tzedek encourages Jewish teens to take an active role in philanthropy. Featured on these pages are three graduates of B’nai Tzedek who chose to pursue a career in Jewish communal work as

a result of their experiences with Memphis B’nai Tzedek: Ben Finan, Abby Durham, and Judy Lansky.

“B’nai Tzedek started my Jewish philanthropic journey. As a result, I found myself drawn to Jewish communal work and my teen philanthropy experiences directlyinformed my job search.”

Ben Finan

and the Roots & Branches Foundation. Ben opened his fund with B’nai Tzedek following his bar mitzvah in 2005 and was an active member of the B’nai Tzedek teen philanthropy board from 2006 to 2009.

B en Finan is a 2014 graduate of Notre Dame University and was named Collaborative Giving Coordinator at

Denver’s Rose Community Foundation, coordinating teen and young adult philanthropy in the Rose Youth Foundation

Inspiring Tomorrow’s Leaders


To join B’nai Tzedek teens donate $250 from bar/bat mitzvah gift money to the Jewish Foundation of Memphis to create a personally named charitable fund. The $250 gift is matched by the program’s sponsor bringing the balance to $500.

Each year through the end of high school, teens choose a qualified charity to which he or she will donate up to 20% of the fund balance.

“Memphis B’nai Tzedek gave me my first glimpse into how non-profit organizations are able to run and their need for funds.”

Lulu AbdunSophia AbdunTali AbdunMax AbrahamAimee AdlerAndrew AdlerWendi AlbertLeeya AlperinParker AlperinAlex AlpertMax AlpertBecca AshnerLouis AshnerMatthew AshnerDaniel BackRachel BackJacob BaerBenji BallinEllie BallinSamantha BallinDaniel BarrachElisa BarrackStephanie BarrackMax BarzelBrittany BaumHannah BaumJake BaumJosh BaumMelanie BaumElizabeth BelzHannah BelzJoshua BelzLindsey BelzLogan BelzAustin BiermanFaryn BiermanReed BillingsAllison BoshwitJeremy BoshwitRochelle BouchardMolly BrakhaMorgan BromleyJacob BuringMolly BuringSydney BuringAaron CanalesSam CanalesBaron CarvelZoe CarvelSam CharneyLacey ChaumAlanna ChensaskyNoah ChensaskyStephanie CleinAjay CohenEllen CohenRachel CohenTed CohenDylan CooperElan CooperEthan CooperJeremy CooperJeff DreifusAbigail DurhamRebekah DurhamJonathan EdelmanNate Edelman

B’nai Tzedek Members 2002 to PresentMelanie EgermanBrandi EisemanMonte EisemanMichael EisenstattTerry Eleazer Aaron EpsteinKimberly EvansRayna ExelbierdRobert ExelbierdAshley FaberBrandon FaberMadeline FaberJennifer FeldRebecca FeldbaumBen FinanCharlie FinanDaniel FinanDeborah FinestoneAsher FinkelsteinNachi FleischhackerClaire FogartyMatt FogelmanJake FranklinMolly FranklinNathan FranklinCaroline FrischDena FrischJacob GeigerShayna GilesAaron GlazerRachel GlazerBen GoldsteinEli GoldsteinJosh GoldsteinSam GoldsteinLila GordonIsaac GraberEmily GreenbergSara GreenbergCara GreensteinJake GreensteinJulia GreensteinAaron GrosmanAlana GrossSydney GruberEli GruenGeorgia GruenRosie GruenHayley GruwerJamie GruwerMason GudelskyAdam HanoverZachary HanoverAlexander HarkavyAnnie HarkavyCharlotte HarkavyEmma HarkavyEthan Harkavy Gabrielle HarkavyIan HarkavyJuliana HarkavyEvan HarrisJacob HarrisJeremy HimmelsteinJack HirschmanBradley Jackson

Lucas JalenakSamantha JordanHaley KaplanJoshua KaplanLaura KaplanJacob KarmelRyan KarmelAvi KatzDaniel KatzErin KatzHallie KatzJamie KatzShaya KatzJonah KaufmanTalia KaufmanCelia KingZachary KlovilleElianna LandauHarper LandauOlivia LandauErica LanskyJudy LanskyBenjamin LazarovEllee LazarovLindsey LazarovHarrison LeitnerCara LeviJordan LeviDaniel LevinSamuel LevinJoseph LevyJessica LewisAdam LibbyJustin LibbyKatie LibbyMargo LibbyJillian LichtermanEliana LightEliana LinderJonah LinderLaura LohnesAriana LuttermanNatalia LuttermanTyler MalkinAshley ManisJustin MantellJaime MarquisNoah MayerLeah MendelsonSara MendelsonHannah MeskinJake MeskinHannah MorrisJulia Morrison

Molly MorrisonMallory MoskovitzMatthew MoskovitzJoel MossMiriam MossAlex NahonCarly NahonDeena Notowich Joey NotowichSamantha NotowichBenjamin OrgelHannah OrgelMegan OrgelSophie OstrowLauren PeltsRachel PeltsShmuel PerlAaron PoulinJennifer PoulinJacob RadinRaffi RadinHarrison ReaRemy ReaDaniel ReefLeor ReefJeremy ReismanBradley RingelBrian RingelEliza RobertsJonah RobertsEmily RosenthalEvan RosenthalJacob RotterRachel RotterJulia RubnitzRebecca RubnitzZach RubnitzAdam SaharovichDaniel SaharovichRyan SaharovichMeir SambergEvan SanderAdam SaslawskyErin SaslawskyJoel SaslawskyJordan SaslawskyKevin SaslawskyMatthew SaslawskyMaddie ScharffAmanda ScheidtLogan ScheidtMimi Scheidt

Adam ScilkenMichael ScilkenCarey SegalEmunah SermanTamar SermanCelia ShankmanEli ShankmanSam ShankmanLeah ShermanZach ShermanJacob ShermerJared ShermerZachary ShulkiinDarren ShwerHayley ShwerAdam SieglerEmily SieglerBrett SilverMatthew SilverNathan SilvermanCarly SingerMegan SingerShoshana SomerEve SorinHayden StarkAbby SteinKaren SteinMichael SteinCorey SteinbergEli SteinbergRyan Steinberg Jodie StrumingerAshley ThomasNoah ThomasErin TobeyEmily TrotzEthan TrotzJacob TwerskyAndrew VogelAshley VogelHillary WeissMax WeissAlexa WenderJordana WenderKevin WenderZachary WenderAriel WexlerJonah WexlerBrooke WinestoneRachel WinestoneAaron WolfJacob WoodmanRachel WoodmanEllie Wurzburg

Teen Philanthropy Board Members:Lulu AbdunSophia AbdunParker AlperinEllie BallinSamantha BallinNoah Chensasky

Elan CooperDaniel FinanMatthew FogelmanRosie GruenDaniel KatzShaya Katz

Olivia LandauKatie LibbyElie LinderJulia MorrisonSophie OstrowJonah Roberts

The Teen Philanthropy Board offers an opportunity for communal grant making beyond the individual B’nai Tzedek fund. The Board evaluates proposals and awards up to $10,000 each year from the Student Cooperative Fund to local Jewish organizations.

B’nai Tzedek 2002 - 2014

Teen Members: 291

Total Grants Awarded: 1,541

Total Grants: $255,500

Jacob RotterMatthew SaslawaskyMatt SilverAriel Wexler


“Our hope for the future is that we can instill in our children our love for Jewish life and a commitment to continue the strength of the Jewish community.”

Alex and Debra Saharovich


2014 Grantee Organizations


“We hope, that by actively participating in Jewish philanthropy, we can bridge the teachings of our parents with the example we strive to set for our own children.”

Aileen and Pace Cooper


826 SEATTLEA Step Ahead Foundation INCAbraham Joshua

Heschel SchoolACLU Foundation of TennesseeACT for AmericaAdas Yeshurun SynagogueAgahozo-Shalom Youth

Village, Inc.Akiva SchoolAl Chymia TempleAleph Society, Inc.Alpha Omega Veterans ShelterAlport Syndrome

Foundation IncALS Association,

Tennessee ChapterALS Therapy Development

Institute (ALSTDI)Alzheimers AssociationAlzheimer’s Disease ResearchAmerica-Israel Friendship

League, Inc.American - Israeli’s

Cooperative EnterpriseAmerican Association Ben

Gurion University of the Negev

American Cancer SocietyAmerican Cancer Society -

MemphisAmerican Civil Liberties Union

Foundation, IncAmerican Committee for

Shaare ZedekAmerican Committee for the

Weizmann InstituteAmerican Council for World

Jewry, Inc.American Diabetes AssociationAmerican Friends of Baruch

Umarpeh CorpAmerican Friends of Beer

Hatorah IncAmerican Friends of Beit

HatfutsotAmerican Friends of Bet El

Yeshiva CenterAmerican Friends of Bnei Akiva

Yeshivas in IsrealAmerican Friends of Herzog

Hospital, Inc.American Friends of Israel

PhilharmonicAmerican Friends of Livnot

U’LehibanotAmerican Friends of Magen

David AdomAmerican Friends of NishmatAmerican Friends of Rabin

Medical Center, Inc.

American Friends of Red Magen David for Israel

American Friends of Reuth Medical & Life Care

American Friends of the Hebrew University, Inc

American Friends of the Jerusalem Great Synagogue

American Friends of the Jerusalem Kollel

American Friends of the Yitzhak Rabin Center for the Study of Israel

American Friends of Tiferet Center

American Friends of Western Galilee Hospital

American Friends of WingateAmerican Friends of YeshivtAmerican Health Assistance

FoundationAmerican Heart AssociationAmerican Israel Education

FoundationAmerican Israel Educational

InstitueAmerican Jewish CommitteesAmerican Jewish Congress, Inc.American Jewish World

ServiceAmerican Parkinson’s Disease

AssociationAmerican Red CrossAmerican Red Mogen David

FoundationAmerican Society for TechnionAmerican Society for the

Prevention of Cruelty to Animals

American Society for Yad Vashem

amfAR: The Foundation for AIDS Research

AMIKids BeaufortAMVETS - Department of

TennesseeAnshei Sphard - Beth El Emeth

SynagogueAnti-Defamation LeagueAriel American Friends of

Midrasha and United Israel Institutions LTD

ArtsMemphisAsra KadishaAssociations of Small

FoundationsAtlanta Scholars KollelAtlas Economic Research

FoundationAudubon Society of Greater

DenverAutism Society of America, Inc.

Avi Chai FoundationAVODAH The Jewish Service

Corps IncAyn Rand Institute the Center

for the Advancement of Objectivism

Bais Menachem Chabad Jewish Student Center

Bais Yaakov SchoolBallet MemphisBaptist Memorial Health Care

FoundationBar-Ilan UniversityBarnard CollegeBaron Hirsch CongregationBarrington Stage CompanyBeacon School Parent

AssociationBeanstalk FoundationBen Schulman Center for

Jewish LifeBenign Essential

Blepharospasm Research Foundation

Berkshire MuseumBerkshire Theatre FestivalBeth Israel CongregationBeth Jacob High SchoolBeth Sholom SynagogueBeth Torah Benny Rok CampusBill of Rights InstituteBirmingham Jewish

FoundationBirthright Israel FoundationBlueStarB’nai Brith Beber CampB’nai B’rith InternationalB’nai B’rith Youth

Organization, Inc.B’nai Zion CongregationBoca West FoundationBornblum Solomon

Schechter SchoolBoston Symphony OrchestraBoulder Jewish

Community CenterBoulder Shelter for

the HomelessBoy Scouts of AmericaBoys & Girls Clubs of Greater

MemphisBoys Town Jerusalem

Foundation of AmericaBrady Center To Prevent

Gun ViolenceBRIDGESCamp Barney MedintzCamp Dream StreetCamp SabraCampbell Foundation

Camperships for NebagamonCapital Research CenterCato InstituteCenter for Compassionate

CommunicationCenter for Individual RightsCenter for Southern FolkloreCentral High SchoolChabad at the University

of ArizonaChabad for Young

ProfessionalsChabad Jewish Center of

Greater St. PetersburgChabad Lubavitch of

Boca RatonChabad Lubavitch of

Southwest FloridaChabad Lubavitch

of TennesseeChabad of Athens-UGAChabad on CampusChai LifelineChamahChapel Haven, Inc.Charity NavigatorCharleston Area Medical

Center Foundation, IncChildrens Bridge of Zichron

Menachem, Inc.Childrens Hospital of ChicagoChildren’s Museum

of MemphisCHMOLChristian Brothers High SchoolChristians United for IsraelChurch Health CenterChurch of Jesus Christ of

Latter Day SaintsChurch of the Holy CommunionCircuit Playhouse, Inc.Citizens for National SecurityCitizens Scholarship

Foundation of Wakefield Clarion Fund, Inc.Colel ChabadCollat Jewish Family ServicesColorado Coalition for

the HomelessColorado Public RadioColorado Rocky

Mountain SchoolCommission For Jewish

Education of the Palm Beaches, Inc.

Committee for Accuracy in Middle East Reporting

Community Alliance for the Homeless, Inc.


IsraelLocal JewishLocal SecularNational JewishNational SecularPartner Agencies

2014 Grants2%3%

16%8%5%

66%

$ 87,413$ 114,549$ 641,412$ 333,258$ 243,159

$ 2,697,613TOTAL 100% $ 4,117,404


“Only by our continuing to bond together, to work together and contribute to these institutions can we ensure this legacy continues.” Deanna and Irvin

Serenco


Community Foundation of Greater Memphis

Community Foundation of the Lowcountry, Inc.

Community Legacy FoundationCommunity SharesConcerts InternationalCongregation Ansche ChesedCongregation Beth IsraelCongregation Beth JacobCongregation Mickve IsraelCongregation Nevei KodeshCornell University

Corporate Accountability International

Creating Connected Communities

Creative Aging Mid-SouthCrime StoppersCrohn’s & Colitis Foundation

of AmericaDavid Horowitz

Freedom CenterDelta State UniversityDiversity MemphisDixon Gallery and GardensDoc Emet Productions, Inc.Doctors Without BordersDuke UniversityDysonia Medical Research

FoundationEarthlinksEKARElephant Sanctuary in

TennesseeElting Memorial LibraryEmory UniversityEmunah of AmericaEruv of AtlantaEtzion FoundationExceptional Foundation

Exchange Club of East Memphis

Experience Art in MemphisEzer Yoldot HamercaziFacing History and OurselvesFamily Safety Center of

Memphis and Shelby Co.Farm & Wilderness

Foundation, Inc.Fifth Avenue SynagogueFINCA International, Inc.Fire Museum of MemphisFirst Presbyterian Church

First Unitarian Church of Memphis

FLAME - Facts and Logic About the Middle East

Florida Atlantic UniversityFood Share, Inc.Forever YoungFoundation Fighting BlindnessFoundation for Jewish CultureFoundation for the LibraryFrancis W. Parker SchoolFreedom from Unnecessary

NegativesFreedom Prep Charter SchoolFriends of ElnetFriends of Horn Lake, Inc.Friends of Israeli ScoutsFriends of Mosdot Goor Inc,Friends of the Israel Defense

ForcesFriends of the Levitt Pavilion

MemphisFriends of the U of Memphis

LibrariesFriends of Tibetan Settlements

in IndiaFriends of Yad SarahFriends of Yemin Orde

Gann AcademyGermantown Performing

Arts CenterGift of Life Mid-South, Inc.Gilder Lehrman Institute of

American HistoryGirl Scouts of the Mid-SouthGirls Incorporated of MemphisGlobal Routes IncGrace St. Luke’s

Episcopal SchoolGrameen Foundation USAGush Etzion FoundationHabitat for Humanity

International, Inc.

Habitat for Humanity of Greater Memphis

Hadassah Foundation Inc.HAMPLINE - Livable MemphisHarvard Law SchoolHarwood CenterHattiloo TheatreHearts of Gold Pit RescueHebrew Immigrant Aid SocietyHebrew Theological CollegeHebrew Union CollegeHeifer Project International, Inc.HelpHOPELive, Inc.Henry S. Jacobs CampHerb Kosten Pancreatic Cancer

Charitable FundHigh Country News

Research FundHillel of MemphisHillel: The Foundation for

Jewish Campus LifeHonest ReportingHope House Day Care CenterHospitality Hub of MemphisHouston Congregation for

Reform JudaismHumane Society of Eastern

ArkansasHutchison School

In Our Backyards, Inc.Institute for Advanced

Strategic & Political SInstitute for Humane StudiesInstitute for JusticeInstitute of Southern

Jewish LifeIntercollegiate Studies InstituteInternational Rescue

Committee, Inc.International Society for Yad

Vashem, Inc.Investigative Project on

Terriorism FoundationIris Orchestra, Inc,

Israel AlwaysIsrael Cancer Research FundIsrael Food DistributionITN MEMPHISJ Street Education Fund, Inc.Jacob’s Pillow Dance FestivalJAFCOJay Uiberall Legacy FundJerusalem Fellowships, Inc.JerusalemOnlineU.comJewish Arizonans on CampusJewish Children’s

Regional ServiceJewish Community Center

AssociationJewish Community Center of

Southern NevadaJewish Congregation of

New PaltzJewish Family ServiceJewish Family Service of

ColoradoJewish Federation Council of

Greater Los AngelesJewish Federation of

Greater AtlantaJewish Federation of South

Palm BeachJewish Historical Society

of Memphis



Jewish Institute for National Security Affairs

Jewish National FundJewish Women InternationalJewish Women’s Foundation

of South Palm BeachJoint Distribution CommitteeJunior Achievement

of MemphisJunior Achievement of South

Florida, Inc.Junior League of MemphisJuvenile Diabetes Research

FoundationKBDI TV-12Keren Yehoshua V’Yisroel

Foundation/JWRKimmy’s HouseKolel Ziditshoiv Inc.Kollel Torah MiTzion

of MemphisKomimiyus

Lezion B’rina InstituteLivingstone CollegeLos Angeles Jewish HomeLupus Foundation of

America, Inc.Maccabi USA SportsMachne Israel, Inc.Madonna Learning CenterMahaiwe Performing

Arts CenterMake-A-Wish Foundation of

the Mid-SouthManhattan Institute for Policy

ResearchMarch of DimesMargolin Hebrew Academy/

FYOSMassachusetts Institutte of

TechnologyMayo FoundationMazon - A Jewish Response to

Hunger

Memphis Chamber FoundationMemphis Child

Advocacy CenterMemphis City Schools

FoundationMemphis College of ArtMemphis Crisis CenterMemphis Development

Foundation dba Orpheum Theater

Memphis Family ShelterMemphis Friends of IsraelMemphis Gay and Lesbian

Community CenterMemphis Germatown

Art LeagueMemphis HadassahMemphis Humane SocietyMemphis Jewish

Community CenterMemphis Jewish FederationMemphis Jewish Home

and Rehab

Memphis Urban League, Inc.Memphis Zoological SocietyMerkaz Hatorah Yachel

Yisroel-sert Wiznitz IncMethodist Healthcare

FoundationMetropolitan Inter-Faith

AssociationMiami University FoundationMiddle East ForumMid-South Food BankMid-South Greyhound

Adoption OptionMid-South Peace and

Justice CenterMIT Real Estate FoundationMothers Against Drunk DriversMoving Picture InstituteMuriel and Norman B.

Leventhal Center for Jewish Life at MIT

Museum at Eldridge StreetMuseum of Arts & DesignNAACP - National Association

for the Advancement of Colored People

Nachal Wovea Mekor Chochma

NARAL Pro-Choice Missouri Foundation

National Civil Rights MuseumNational Jewish Medical

Research CenterNational Jewish Outreach

ProgramNational Kidney Foundation of

West TennesseeNational Multiple

Sclerosis SocietyNational Multiple Sclerosis

Society Mid-SouthNational Ornamental

Metal MuseumNational Outdoor

Leadership SchoolNational Parks Conservation

AssociationNatural Resources Defense

CouncilNature ConservancyNCSYNer Israel Rabbinical CollegeNeve Michael Children’s

VillageNew Ballet Ensemble and

SchoolNew England Conservatory

of MusicNew Israel FundNew Memphis InstituteNew York CaresNorthwestern UniversityOberlin College

KUNC - Community Radio for Northern Colorado

Lake Forest Country Day School

Lausanne Collegiate SchoolLeadership InstituteLeadership MemphisLeBonheur Children’s

Medical CenterLebonheur FoundationLeMoyne Owen CollegeLeukemia and Lymphoma

Society

Meharry Medical CollegeMemorial Sloan Kettering

Cancer CenterMemphis Area Legal

Services, Inc.Memphis Area Women’s

CouncilMemphis Bar FoundationMemphis Botanic GardensMemphis Brooks Museum

of ArtMemphis Center for

Reproductive Health

Memphis Museum SystemMemphis Music FoundationMemphis Opportunity

Scholarship TrustMemphis Orchestral SocietyMemphis Planned ParenthoodMemphis Shelby Crime

CommissionMemphis Symphony OrchestraMemphis Theological

SeminaryMemphis Union MissionMemphis University School

Grants to Partner Agencies from Jewish Foundation of Memphis Funds

ASBEE

MJH&R

BSSS

JFS

Beth Sholom

MJCC

Baron Hirch

Temple Israel

MHA/FYOS

Federation

1%

2%

3%

3%

3%

3%

6%

11%

14%

54%

$ 33,246

$ 40,933

$ 77,968

$ 80,797

$ 88,111

$ 92,461

$ 168,439

$ 289,637

$ 376,618

$ 1,449,403TOTAL 100% $ 2,697,613

“By creating our legacy gift, we wanted to lead by example and show our children our commitment to charitable giving.”

Barbara and Scott Klazmer


“We cannot ask for a more precious legacy than to see the traditions and Jewish values passed on to us reflected in the lives of our succeeding generations.”

Judy and Morris Kriger


“Commitment is a word we do not take lightly, as it is our duty to support the community which has been so generous to us.”

Nancy and Richard

Robinson



OHR Somayach Joseph Tanenbaum Education Center

Ohr Torah Stone InstitutionsOne Israel FundOpera MemphisOperation Lifeshield Inc.Orange Show Center for

Visionary ArtORT America, Inc.Orthodox UnionOsteogenesis Imperfecta

Foundation, Inc.Our Lady of the Angels

MonasteryOxfam AmericaP.E.F. Israel Endowment

Funds, Inc.Palm Beach Poetry FestivalParkinson’s Disease

Foundation, Inc.Partners in ExcellencePink Palace Family of MuseumsPKD FoundationPlanned Parenthood Federation

of AmericaPlayback MemphisPlough TowersPoetry Society of AmericaPoets HousePresbyterian of the MidsouthProclaiming Justice to

The NationsPuddy Tat Protectors, Inc.Pyramid Music ProgramRabbi Alexander Gross Hebrew

AcademyRabbi Oscar Fasman Yeshiva

High SchoolREACH MemphisReligious Action Center of

Reform JudaismReligious Zionists of AmericaRensselaer Polytechnic

InstituteRevision InternationalRhodes CollegeRider UniversityRiley Children’s FoundationRiverfront Development

CorporationRoad ScholarRocky Mountain PBSRonald McDonald HouseRonald McDonald House

Charities of Greater Chattanooga

Samaritan Counseling CenterSavannah Jewish FederationSave the Children

Federation, Inc.Scoville Memorial LibrarySeattle Music PartnersServants of Jesus and MaryShaaray Torah Synagogue

Shaare Zedek HospitalShakespeare and CompanySharsheretShearis IsraelShelby County Books from

Birth, Inc.Shelby Farms Park

ConservancyShiloh Israel Children’s FundShriners Hospitals for ChildrenSierra Club FoundationSigma Alpha Mu FoundationSimon Wiesenthal CenterSnowden School FoundationSociety of EntrepreneursSoulsvilleSouthern Communications

VolunteersSouthern Poverty Law CenterSpecial Olympics TennesseeSpecial Olympics TennesseeSt. George’s Episcopal ChurchSt. George’s SchoolsSt. Jude Children’s Research

HospitalSt. Louis Children’s Hospital

FoundationSt. Louis HillelSt. Louis UniversitySt. Louis University School

of MedicineSt. Mary’s Episcopal SchoolSt. Mary’s Epscopal ChurchSt. Michael’s ChurchStandWithUsStreet Dog FoundationStreets Ministries, Inc.Sunny Meadows FoundationSUNY New Paltz FoundationSurvivors of the Shoah Visual

History FoundationSWC Museum CorpTal Torah Foundation, Inc.Tax FoundationTeach for America, Inc.Teen Challenge of MemphisTelluride Medical Center

FoundationTemima High SchoolTemple Adas IsraelTemple Beth Israel - Beth ZionTemple Beth OrTemple Beth ShalomTemple Beth SholomTemple B’nai IsraelTemple Etz ChaimTemple Har ShalomTemple IsraelTemple Israel BrotherhoodTemple Israel SisterhoodTennessee Holocaust

Commission, Inc.Tennessee Medical Foundation

The ALS AssociationThe American Friends of

C.R.I.B. - EFRATThe Baddour CenterThe Brotherhood Sister Sol, Inc.The Chautauqua FoundationThe Educational AllianceThe Eroica EnsembleThe Exchange Club

Family CenterThe Food Bank of Northeast

LouisianaThe Fund for American StudiesThe Gesher FoundationTHE HEBRON FUNDThe Heritage FoundationThe Innocence ProjectThe Israel ProjectThe Jewish Foundation for

the RighteousThe Jewish MuseumThe Khabele SchoolThe Metropolitan Museum

of ArtThe Pap CorpsThe Penn FundThe Philanthropy RoundtableThe Rollins College FundThe Salvation ArmyThe Southern Jewish

Historical SocietyThe Temple - Hebrew

Benevolent CongregationThe V Foundation for Cancer

ResearchThe Vote 70, Inc.The William J Clinton

FoundationTheatre MemphisTikkunTikkun Olam NicaraguaTorah Academy for Girls

Sha’arei Bina Inc.Torah Day School of

Atlanta, Inc.Toras Chachom Charitable

FoundationTreePeopleTrinity United

Methodist ChurchTrustees of the University

of PennsylvaniaThe Regional Medical Center

at Memphis FoundationTunica Humane SocietyTurning Point PartnersUnion for Reform JudaismUnited Cebral Palsy, Inc.United Negro College Fund, Inc.United States Holocaust

Memorial MuseumUnited Way of the Mid-SouthUniveristy of Georgia

Foundation

University of Arizona Foundation

University of MemphisUniversity of Memphis

FoundationUniversity of Memphis

Tiger ClubUniversity of PennsylvaniaUniversity of TennesseeUniversity of Tennessee

FoundationUniversity of Tennessee

Annual FundUrban AdamahUSO World HeadquartersVanderbilt Law SchoolVanderbilt UniversityVictorian Village IncVisiting Nurse Association &

Hospice FoundationVolunteer Mid-SouthVolunteers for Outdoor

ColoradoWashington UniversityWashington & Lee UniversityWashington and Lee HillelWe Love to Play NonprofitWest Side Campaign

Against HungerWilliamstown Theatre FestivalWings Cancer FoundationWisconsin Institute for

Torah StudyWKNO - TVWKNO-FMWolf River ConservancyWomen’s Foundation of

Greater MemphisWorkers Interfaith NetworkWorld Jewish Congress

FoundationWorld of Children IncWorld Union for Progressive

JudaismWorld Wildlife FundYachad, The National Jewish

Council for DisabilitiesYad L’AchimYad L’Achim Peylei IsraelYad L’Yad Charity, Inc.Yagdil Torah IncorporatedYale Alumni FundYale Law School FundYeshiva Gedolah of WaterburyYeshiva UniversityYeshiva University MuseumYeshivas Chasidei Belz - Belz

Institutions in IsraelYoung Israel of MemphisYouth VillagesYWCAZaka International Friends, Inc.Zionist Organization of

America

Charitable Lead Trusts - minimum $500,000A Charitable Lead Trust is an irrevocable trust that names a charity to receive payments for a specified number of years. At the end of the trust term, the balance passes to heirs.

Retirement AssetsNaming your favorite charity as the beneficiary of all or a portion of your retirement assets is a simple and tax-wise way to establish a charitable legacy gift. Retirement assets left to heirs are often subject to taxes which can be avoided if the assets are directed to a qualified charity.

Life Income Gifts - minimum $100,000 ($25,000 for Charitable Gift Annuities)Charitable Remainder Trusts and Gift Annuities provide income to the donor for life (or a term of years) with the remainder being distributed to a charity of the donor’s choosing.

Collectibles - minimum $10,000 Collectibles may encompass items such as artwork, coins and sports memorabilia. The charitable deduction varies depending upon the circumstances of the gift.


Professional Advisory Group

C. Michael Adams, Jr., J.D., LLM, EPLS

Wyatt Tarrant & Combs LLP

Celie Althoff, First VP - Wealth Advisor

Morgan Stanley Smith Barney

Robert Alvarez, J.D. Bourland, Heflin, Alvarez,

Minor & Matthews, PLC

Charles Auerbach, CFP®, ChFc, CLU, EA

Wealth Strategies Group Inc.

Edward T. Autry, J.D., AEP, EPLS Wyatt Tarrant & Combs LLP

Mr. Olen M. Bailey, Jr. J.D., AEP The Bailey Law Firm

Shelly Baker, CFP®, CTFA, CDFA Legacy Wealth Management, Inc.

Steve Balton, CPA Cannon Wright Blount

Stanley L. Bilsky, CIMA® Morgan Stanley Smith Barney

Sanford J. Blockman, CPA Watkins Uiberall PLLC

Robert P. Blumenthal, J.D. Siegel, Hooper & Blumenthal PLC

Gregory Bostian, CPA Dixon Hughes Goodman, PLLC

Becky L. Bridgmon, CFP® Morgan Stanley Smith Barney

Larry H. Bryan, Founder & Director Diversified Trust Company

Reneé E. Castle, Esq. Pfrommer & Castle

Larry C. Clayton, CLU, ChFC, AEP CFH Financial Services, Inc.

Harvey Cook, WMA Merrill Lynch

Jimmy S. Dickey Jr., J.D., CPA, MBA Marston Group, PLC

Dennis S. Drexler, Vice President Wunderlich Securities Inc.

Allen C. Dunstan, J.D. Harkavy Shainberg Kaplan &

Dunstan, PLC

Bart Ehrenkranz, LUTCF Ehrenkranz & Associates, LLC

Louise W. Ellis, Sr. VP First Tennessee Bank - Private

Client Services

Shep Fargotstein, First VP - Investments

Wells Fargo Advisors, LLC

Vera R. Feldman, CFP®, Sr. Financial Advisor

Ameriprise Financial

David D. Franks, CTFA Regions Morgan Keegan Trust

Jonathan Frisch Regions Insurance

Katina H. Gaines, J.D. Gaines & Associates PLLC

T. Lee Gibson, Principal Diversified Trust Company

Samuel N. Graham, CEO & Director

Diversified Trust Company

Harvey F. Greer, Jr., CPA, J.D. Belz Investco GP

Virginia W. Griffee, J.D. Griffee Law Offices

Leon H. Griffin Sr., CLU

Audrey J. Grossman, J.D. Harkavy Shainberg Kaplan &

Dunstan PLC

Sarah R. Haizlip, MA Summit Asset Management LLC

Sharon Hammer, J.D., CTFA Kelman - Lazarov, Inc.

Jay Healy, CFP®, MBA Century Wealth Management

William B. Howard Jr., ChFC, CFP® William Howard & Co. Financial

Advisors, Inc.

Teresa R. Hurst, J.D., LL.M. The Hurst Law Firm

Thomas Hutton, J.D. Martin, Tate, Morrow &

Marston, P.C.

Jim Isaacs, CFP® Legacy Wealth Management, Inc.

E. Charles Jalenak, CFP® Legacy Wealth Management, Inc.

S. Joshua Kahane, J.D. Glankler Bruun PLLC

Martin Kelman, CFP® Kelman - Lazarov, Inc.

Elliot Kiersky UBS Financial Services, Inc.

Milton L. Knowlton, CLU, ChFC, AEP, ChTC

Lewis and Knowlton Financial Group, Inc.

Mitchell I. Lansky, J.D., LLM Marks, Shipman & Lansky

John Norfleet Laughlin, MBA Summit Asset Management LLC

Ronald Lazarov, CFP® Kelman - Lazarov, Inc.

Steve Leib, CPA Watkins Uiberall PLLC

Brook H. Lester, CPA Deloitte Tax, LLP

Don Levy, Managing Director Investments

Wells Fargo Advisors, LLC

Hal F. Lewis. Sr. VP Stephens, Inc.

Avraham S. MacConnell, LUTCF

Robert D. Malin, Esq. Wyatt Tarrant & Combs PLLC

Howard B. Manis, J.D., CFP® Kelman - Lazarov, Inc. Manis Law Firm

Michael L. Matthews UBS Financial Services, Inc.

John A. May Jr., CPA Dixon Hughes PLLC

Ashley M. Mayfield, Director Diversified Trust Company

Steve McCleskey, J.D. Glankler Brown

A. Stephen McDaniel, J.D., A.E.P; EP.L.S.

Wyatt Tarrant & Combs LLP

Anthony A. Morrison, Vice President

Raymond James & Associates, Inc.

Max Notowitz, CLU, ChFc

Bill Overcast, CFP® Legacy Wealth Management, Inc.

Paul R. Padawer, CPA Padawer & Associates, CPA’s

Ilinda Parham, CPA Financial Strategy Group

Michael R. Parham, J.D., LLM Parham Estate Law

J. Vincent Perryman, J.D., LLM Law Offices of J. Vincent

Perryman

R. Michael Potter, J.D. Burch, Porter & Johnson PLLC

Carl Raff, CFP® Business Enhancement

Associates

J. Martin Regan, J.D. Thomason, Hendrix, Harvey,

Johnson & Mitchell, PLLC

Boyd L. Rhodes, Jr., J.D. Wyatt Tarrant & Combs LLP

David J. Ross, CLU, CPCU State Farm Insurance

Jason D. Salomon, J.D. Wyatt Tarrant & Combs LLP

Richard Scharff UBS Financial Services, Inc.

J.L. Schifani, CPA Cannon & Company, CPAs

Raymond M. Shainberg, J.D. Harkavy Shainberg Kaplan &

Dunstan PLC

Todd Shapiro, MSM Innovative Financial Group

Peter Shea, MBA Quantitative Solutions, LLC

Arleen L. Siegel, J.D., LL.M. Siegel, Hooper & Blumenthal PLC

Madeline R. Simonetti, CFP® Ameriprise Financial

Robert Smithwick III, Managing Principal

Diversified Trust Company

Dan R. Snow, CPA Thompson Dunavant PLLC

Gene Stallings, CPA Stallings & Associates CPA’s,

PLLC

Michael Stein, Senior VP Wells Fargo Advisors, LLC

Frederick Stukenborg, J.D.

Alex Thompson, CLU, ChFC Summit Asset Management LLC

Cynthia J. Tobin, J.D. Wyatt Tarrant & Combs LLP

Blanchard E. Tual, J.D. Tual Graves, PLLC

Michael D. Uiberall, CPA Watkins Uiberall PLLC

David Waddell, CFP® Waddell & Associates, Inc

Joseph B. Walker, J.D. Adams and Reese LLP

Christopher J. Ward, CPA SunTrust Private Wealth

Management

P. Preston Wilson, J.D. Gotten, Wilson, Savory &

Beard PLLC

Mike Wood, CLU, AEP Northwestern Mutual

Financial Network

Stuart Zalowitz, CLU, AEP Regions Insurance

P rofessional Financial Advisors play a very important role in philanthropy. These legal and financial advisors help clients make informed decisions about charitable giving and advise them of the tax and financial benefits gained by making these gifts. The Jewish

Foundation of Memphis is proud to have over 100 local professionals in various legal and financial fields who support the mission of the Jewish Foundation.

“Because of our passion for Jewish life in Memphis, we want to insure that future generations experience all that this community has to offer.”

Anthony and Rachel Morrison


Ways to Give

Stewardship of Donor FundsJ ewish Foundation of Memphis fund holders may recommend how their

fund is invested among several investment strategies at the time the fund is established.

“This committee carries a tremendous responsibility for all the donors and for the community at large. Offering prudent low-cost choices while maintaining flexibility in investing is the key to what this committee wants to provide Foundation donors.”

Charles Jalenak, Vice President of

Investment

CashCash contributions are fully deductible to the degree allowed by the Internal Revenue Service.

BequestsBequests may be stated within a will as a specific dollar amount, a particular asset, or as a percentage or remainder of the donor’s estate.

Securities Appreciated securities held for more than 1 year are deductible – up to 30% AGI – based on the fair market value of the gift and donors can generally avoid the capital gains tax that would be due if the asset was sold outright.

Real Estate - minimum $25,000 (or $15,000 for vacant land) JFM Realty, Inc was established to accept charitable gifts of real estate. Each potential real estate gift is carefully evaluated by the JFM Realty, Inc board of directors. Examples of ideal gifts include rental or vacation homes and vacant land.

Life InsuranceDonors may purchase a new policy or name the Foundation or another charitable organization as the owner and beneficiary of an existing policy. Donors are generally entitled to a charitable deduction for the amount of the premiums or the cash surrender value of an existing policy.

Charitable Lead Trusts - minimum $500,000A Charitable Lead Trust is an irrevocable trust that names a charity to receive payments for a specified number of years. At the end of the trust term, the balance passes to heirs.

Retirement AssetsNaming your favorite charity as the beneficiary of all or a portion of your retirement assets is a simple and tax-wise way to establish a charitable legacy gift. Retirement assets left to heirs are often subject to taxes which can be avoided if the assets are directed to a qualified charity.

Life Income Gifts - minimum $100,000 ($25,000 for Charitable Gift Annuities)Charitable Remainder Trusts and Gift Annuities provide income to the donor for life (or a term of years) with the remainder being distributed to a charity of the donor’s choosing.

Collectibles - minimum $10,000 Collectibles may encompass items such as artwork, coins and sports memorabilia. The charitable deduction varies depending upon the circumstances of the gift.


The Foundation has an investment committee comprised of volunteer leaders who meet quarterly to monitor investment performance and to oversee the investment

strategies for its assets. A complete description of each investment strategy is available at www.jfom.net.

This coin was part

of a larger collection

donated to the Foundation

and subsequently auctioned to support programs in the local

Jewish community.

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.

(unaudited)Statement of Financial Position

AssetsAssetsCash and Cash Equivalents 18,548,037Investments 24,909,167Beneficial Interest 125,644Charitable Remainder Unitrust - Temporarily Restricted 439,015Furniture & Equipment Less Accumulated Depreciation 65,438Cash Surrender Value of Life Insurance 1,019,784Accrued Interest Receivable 226,551Real Estate 370,000Pledges Receivable 16,962,302

Total Assets 62,665,938

Liabilities and Net Assets

Liabilities Asset Held for Others 11,539,022Annuity Liability 44,806Liability Under Trust Agreement 158,891

Total Liabilities 11,742,719 Total Net Assets 50,923,219 Total Liabilities and Fund Balances 62,665,938

October 30, 2014


Diane Mendelson Secretary

At-Large Board Members

Agency Appointments

Ron Belz

Jeff Goldstein

Marty Kelman

Earl Magdovitz

Erin Ostrow

Rudi Scheidt, Sr.

Irvin Serenco

Raymond Shainberg

Jerry Sklar

Susan Adler Thorp

Andie Uiberall

Bert Wolf, Jr.

ASBEE Julie LevyMarc ReismanDebbie Weinstein

Beth SholomStanley BilskySkip RossenSteve Shankman

Baron Hirsch Bobby CohenBernard LipseyElaine Wagner Skopp

Bornblum SolomonSchechter SchoolKevin BernsteinNoah SabinLouise Sklar

Jewish Family ServicePeggy GoodmanRichard KesslerCary Rotter

Margolin Hebrew AcademyDavid CooperJosh KahaneSeth Kaufman

Memphis Jewish Community CenterKara BiermanKen SteinbergCraig Weiss

Memphis Jewish FederationSam ChafetzLee HarkavyHal Newburger

Memphis Jewish Home & RehabJerrold GraberBarbara JacobsGeri Lansky

Temple IsraelJonathan FrischPaula JacobsonNancy Robinson

Kay SaslawskyImmediate Past President

Charles JalenakVP Investment

StaffLaura K. Linder

Executive Director

Josie S. BallinDirector of Marketing,Programming and Teen

Philanthropy

Alyson ChensaskyDirector of Legacy Gifts

Sheri G. GadberryBusiness and Donor

Advised Fund Manager

Michael GreenbergVP Real Estate

Jewish Foundation of Memphis OfficersLeadership

Board of Directors


Pace CooperVice-President

Gary KaplanTreasurer

Sandy Blockman President

Jewish Foundation 2014 Annual Report

Documents

jewish legacy

jewish community agencies

vibrant jewish community

local jewish organizations

philanthropic goals

philanthropic fund apeggy

philanthropic vehicles

legacy gifts