Create a Jewish Legacy Society Members Listing

HONOR / THANKS / LEGACY / TRADITION / DOR L’DOR / KAVOD / ENDOWMENT BOOK OF LIFE / TZEDAKAH / RIGHTEOUS / TIKKUN OLAM / GIVING / COMMUNITY FAMILY / JEWISH / HONOR / THANKS / LEGACY / TRADITION / DOR L’DOR / KAVOD ENDOWMENT / BOOK OF LIFE / TZEDAKAH / RIGHTEOUS / TIKKUN OLAM / GIVING COMMUNITY / FAMILY / JEWISH / HONOR / THANKS / LEGACY / TRADITION / DOR L’DOR / KAVOD / ENDOWMENT / BOOK OF LIFE / TZEDAKAH / RIGHTEOUS / TIKKUN OLAM / GIVING / COMMUNITY / FAMILY / JEWISH / HONOR / THANKS / LEGACY

Each of our lives has a ripple effect on others.

All of us leave a legacy.

We thank and honor the many individuals and families who are part of the Jewish Community Foundation’s innovative Create a Jewish Legacy program. More than 1,400 Legacy Society Members have committed to supporting Jewish life in perpetuity.

These generous community members have provided for over $200 million in future planned gifts; in excess of $90 million has already been realized, through endowments funded during people’s lifetimes or, sadly, at their deaths. Many of these donors have made commitments to multiple organizations.

This dedication to Jewish continuity is vibrant and active today, thanks to the pioneering spirit of Gail Littman (z”l) who, together with the leadership and board of the Jewish Community Foundation, established Create a Jewish Legacy in San Diego in 2004.

This visionary program has been responsible for building a culture of legacy giving in San Diego. As a result of Create a Jewish Legacy, endowment dollars raised will guarantee that vital programs will flourish and that agencies, day schools, and synagogues will be able to sustain themselves even through especially difficult times. The bequests established through Create a Jewish Legacy are inspiring examples of l’dor v’dor, the passing of values from one generation to the next. We gratefully acknowledge all the professionals and lay leaders who have dedicated their time to this effort.

As you will see in this tribute book, where we honor and recognize our Legacy Society members, the beauty of a Jewish legacy is that it’s yours to create. You can provide for a current gift to an endowment fund or bequest to any program or institution that is close to your heart. Chances are you already donate to these organizations.

The Jewish Community Foundation offers complimentary legacy planning consultations with the utmost confidentiality. Please contact us or your favorite organization to get started today.

What will your legacy be?

Beth Sirull President and Chief Executive Officer Miriam and Jerome Katzin Presidential Chair

IN APPRECIATION

1,400

Create a Jewish Legacy Society Members *Of Blessed Memory

Malvina Abbott Glenn & Jodi Abel Irving & Celeste Abel* Judith Abeles & Beverly Miller Dean & Nancy Abelon Leonard Abrahms Trust Clifford Acheatel* Janet & Larry Acheatel Roger J. Acheatel, MD & Ingrid H. Scharpf, MD Sam & Mildred Ackerman* Loretta H. Adams Jozef and Tamara Adato Ernest and Ellen Addleson B.J. & Sybil* Adelson Mrs. Cyril (Suzie) Adler Martin Adler* Ester Ahronee Joe & Kerrie Aiello Jonathan Aires Grayton E. Allen* Todd & Stephanie Allen Janet Alliger

Alice Alperin* Dave & Annette Alpert* David & Yael Alpert Phillip & Beth Alpert Earl & Sandra Altshuler Betty Amber Philip & Irma Ames Gertrude Aminoff* Harvey & Judith Amster Stan & Pam Amundson Murray* & Anne-Marie Anker Tibor & Anna Apfelbaum* Irving & Cecelia Appelbaum* Perry Arenson Susan Arenson Gillian Argoff-Treseder Betsy J. Arnold Ruth Aronoff* Daniel & Joyce Arovas Ellis Atkins* Dr. Jerry & Beverly Auerbach Donald August* Page 1

Your commitment to the

future starts here.

By making a commitment to include a Jewish organization in your after-lifetime plans, you are following in the spirit of our Jewish people by sharing your blessings with others.

To leave your imprint on our Jewish community for generations to come, you are invited to join the Create a Jewish Legacy program.

Naomi and Wayne Harris

Josiah & Katherine Auspitz Reuben Auspitz & Dawn Good Elk Stanley Auspitz Ilan Awerbuch & Lynn Pollock Joyce Axelrod Wallace & Debbie Bain Dr. Stephen Baird & Carol Davidson Baird Alan Bark David Z. Bark Diana Barliant* & Nowell Wisch BarbaraSue & Lewis* Barnes Ralph & Marian Barnes* Ellen Barnett* Joel Barnett Laurielynn Barnett Michael & Lori Barnett Renee Barnow Bonnie Baron Laurie Baron Michael & Bonnie Bart Michael Bartell & Melissa Garfield Bartell

Visit us online - jcfsandiego.org/legacy Page 2

Richard Barton & Elaine Feuer-Barton Selma Baxt* Juli Bear Joan Beber Stanley Beck* Stanley Becker Edmund & Pamela Beimel Leslie Belden Irvin & Ruth Belenzon* Lawrence & Judith Belinsky Fritzi Bellamy* Marlene Bellamy and Don Maescher Leo & Barbara Benavidez Benenson Family Family of Marla Bennett Simone Bennett* Martin & Jean Benowitz Amnon Ben-Yehuda Leslie & Jacob Bercovitz Geoffrey & Carla Berg Paul & Judith Berg Fred & Donna Berger Mark Berger & Jackie Tolley Norman Berger & Ruth Feldman

Rabbis Michael & Aliza Berk Robert* & Sondra Berk Jack Berkman Kevin & Michelle Berkowitz Neil & Ruth Berkowitz Marsha Berkson Michael & Carolyn Berlin David & Sharlene Berman Ralph* & Roberta Berman Alice Bermanis* Edgar & Julie Berner Family Sidney & Gloria* Bernsen Steven & Deanna Bernsen Dr. Leonard & Beverly Bernstein Sheldon Bernstein* Stanley Bernstein* Dawn & Brian Berson Raquel Berson* Samuel Berson* Robert Berton Roberto & Rebeca Besquin Ezra & Lisa Betech Mark & Lynda Better Deborah Naomi Beyer Hildi Beyor Brenda & Wolf Bielas Evan & Hollie Bierman Rebecca Bierman Terri Bignell

Charles & Susan Bisom-Rapp Julie Black Gary & Barbara Blake Yael & Alain Blanc Gayle Blatt Paul Bledsoe*

2,100 + LEGA CY

COMMITMENTS Larry & Cindy Bloch Barbara Bloom* Jack & Esther Bloom* Leonard & Deanne* Bloom John & Shirley Bloomenthal* Isaac & Marcy Blumberg Robert & Joyce Blumberg Scott and Karen Blumen Roger & Marilynn Boesky Rabbi Avram & Leah Bogopulsky Robert & Karen Bohrer Bolker-Rizzi Family Leoni Bollinger*

Many of these donors have committed to include multiple organizations in their estate plans.

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Jewish Tradition teaches that one of our key responsibilities is to make the world a better place for future generations.

Howard & Lori* Bolotin Peter Bonavich & Sheree Swetin* Stephen & Janice Boner Philip & Sylvia Borkat* Larry* & Sandra Bornstein Jonny Borok Aaron Borovoy Mark & Ellen Bramson Jane Brand Andrew & Jenny Bratt Richard & Lillian Braun* Susan & Richard Braun Dr. Ira & Sharon Braverman Page 4

Mark & Gail Braverman Denise Clare Breitbard* Robert & Lillie Breitbard* Harvey & Anne Brenner Shirley Brenner* M. Robert Breslauer Michael Breslauer & Stefanie Levine Stacie Bresler-Reinstein Jaime & Karen Breziner Yoni & Jessi Breziner Kent & Judy Bricker Mitchell & Merle Brodie Glen H. Brodowsky Dan* & Nina Brodsky Arthur Brody* & Phyllis Cohn* Arthur & Sophie Brody* Hattie Brooks* Howard Brotman* Dr. Abraham & Pamela Broudy Donald & Ruth Broudy Claudette Broussard Amy Bebchick & Rabbi Jeffrey Brown Barbara Bry & Neil Senturia Giacomo Bucci & Lori Pivo Todd & Debby Buchholz Deborah Bucksbaum Gerry & Judy Burstain Donald & Betty Byrnes* Werner Cahn Isaac & Alicia Calderon Frances Caminer* Ed & Pamela Carnot Lori Carnot Kim Carnot and Traci Carpenter, Emma and Harley Carpenter Michael & Barbara Carr Ralph Carson* Stephen & Linda Carson Theodore* & Ella Cashuk Shlomo & Leslie Caspi

Tamar Caspi Claude Cassirer* Karla Castetter Rabbi David & Adrienne Castiglione Morris* & Doreen Casuto Alberto Chaljon Louise Chandler Marc Channick Angela Chapman Jorge* & Celia Chazan Edward & Susan Cherlin Peter & Elaine Chortek* Robert & Kimberly Chortek Susan Chortek Weisman & Eric S. Weisman Andrew Chotiner Janet Clancy Barbara Jean Clark* Randy Clark & Tom Maddox, M.D. Layne & Melissa Cogan Abraham Cohen* Eddie Cohen Eddy & Vicky Cohen Ezra Cohen Hal & Helen Cohen* Hannah Cohen & Elliott Edelstein

What is a

$90 + MILLIO N

ALREADY RECEIVED by the Jewish Community as a result of this program

Harris & Karen Cohen Hy & Helen Cohen* Joseph Cohen & Martha Farish Joshua & Lyda Cohen Marilyn Cohen* Michael & Myrna Cohen Molly Cohen* Robyn Cohen Sofia Cohen* Aaron Cohn David & Lesley Cohn Phil & Alice Cohn*

legacy plan?

The beauty of a Jewish legacy is that it's yours to create.

You can leave a bequest to any program or institution that's close to your heart. Chances are you already donate to these organizations.

Honor your lifetime of giving by including your favorite organization(s) in your charitable estate plans.

Your Passion. Your Plan. Your Legacy.

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A PROGRAM OF THE JEWISH COMMUNITY FOUNDATION SAN DIEGO

You’re Invited A page has been reserved in the community-wide Book of Life for your personal statement.

Share your story!

A Treasured Archive for Our San Diego Community Individuals and families who have planned a legacy gift, or who have contributed to an endowment for a Jewish organization, are encouraged to provide a personal statement to be included in the San Diego Community’s Book of Life. The Jewish Community Foundation San Diego honors and celebrates our Book of Life signers.

These excerpts are from full statements that detail personal thoughts, life experiences, and philanthropic visions that have inspired legacy commitments to Jewish organizations.

Lee and Frank* Goldberg Our strong Jewish feelings about tzedakah started with my father, Frank Winicki. He lost his family in the Holocaust, except for two nieces.

He was a strong Zionist in support of Israel. Each of our furniture stores sent $5000 a month to Israel; we even bought an Israeli car. When Israel became a state, my father had a big celebration with a party.

As the years passed our focus turned to our elderly Jewish community, starting with the Hebrew Home for the Aged. Our parents were founders of the home.

Today it is the beautiful Seacrest Foundation. Frank and I served on UJF Boards.

We have learned that it is not what you gather but what you scatter that matters.

Jessica and Rob Fink

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It is our privilege to be able to give back to the Jewish community through our legacy gift. Supporting and sustaining the Jewish community, now and for generations to come, is part of the fabric of our lives, and it is a lesson that we strive to pass on to our boys. We know that we are just links in a long chain of Jewish ancestors and we feel a responsibility to honor their history.

Ron & Lupita Cohn Martin* & Marilyn Colby Martha Congress* Richard & Genevieve Conroy* Joan Cooper* Harold* & Avrille Copans Shaun & Keri Copans Amy Corton & Carlton Eibl Bard & Pamela Cosman Damon & Susan Couch Winifred A. Cox Joel Craddock & Mark Parker Gertrude Cromartie* Dr. Arthur & Eilene* Cummins Rabbi Ralph & Hedy Dalin Rabbi Yoni and Naomi Danzger Julie & Paul Datnow Clive David* Stuart* & Sharon Davidson Jeffrey & Mardelle Davis Russell Davis Donna & Larry Dawson Deborah DeBow & Herb Weissman Diane Decourcy Lawrence & Sherry Delsen Debbie Deverett Sylvia DeWoskin* Ronnie & Lorna Diamond Dr. Sheldon & Natalie* Diamond

M. Chris Dickson Foundation Jeanne Dillon* Mark Dillon Ben & Robin Dishman Sidney Djanogly Patricia Doering Rabbi Joshua & Stephanie Dorsch Nancy & Jeff Dosick Laurie Doyle Estelle and Lou Dunst* Theresa Dupuis & Gary Kornfeld Mike & Amy Durschlag Stacey & Jeff Eaton Agathe & Berek Ehrenfried* Joan Eichberg Linda Eichler-Lepkowski Moises & Jennifer Eilemberg Dr. Daniel & Emily Einhorn Cecelia Eisenberg* Jim & Marti Eisenberg Norman* & Toby Eisenberg Al* & Naomi Ruth Eisman Jeff Elden Mark & Cheryl Ellis David & Claire Ellman Rabbi Irving & Francine Elson Lee & Maria Elson* Lynne Elson* David Engel*

Your legacy gift of any size will ensure that your family’s values live on in perpetuity.

Roxanne Katz, Rose Schindler, and Shannah Katz (left to right) Page 7

Everyone has a

unique family

and financial situation.

Your legacy commitment of any size can be designed to match your personal circumstances.

Louis & Adelle Engel* Michael S. Engel Ruth and Isaac Engel Samuel & Sue Engelman Steven & Amy Epner Daniel & Phyllis Epstein Dr. Janet Esser* Inez P. Exton* Gail Faber Beth Faber Jacobs Leon* & Judy Faitek Howard Falberg* Jane Fantel Elsa Feher Myron Feinberg* Philip & Beverly Feinberg Lillian Feingold* Inge Feinswog Ira & Andrea Feinswog Dr. Steven & Karen Feitelberg Dr. Franklin Felber Howard & Barbara Feldman

Create a Jewish Legacy Visit us online.

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Michael & Batsheva Feldman Morey & Jeanne Feldman* Michael & Carolyn Felzer Walter & Pam Ferris Elliot & Diane Feuerstein Charles* & Alberta Feurzeig Jessica & Robert Fink Mathew & April Fink Rhona & Raymond Fink Tobie Fink Philip* and Nadine Finkel Susan Finkelstein Joseph Fisch Barbara Fischbein Arnold* & Esther Fischer Jack & Sigrid Fischer* Merle & Teresa Fischlowitz Manuel & Nettie Fisher* Tom & Judith Fisher Dr. Noel & Miriam Fishman Jonathan & Meryl Flam Susanna & Michael Flaster Martin & Lucille Fleischman Muriel Fleischman* Armando Flores & Rachel Swimmer-Flores Reuben Fogelson*

Pauline Foster* Davis B. Fox Ronald* & Carol Fox Steve & Ellen Fox Leonard & Marcia Fram Alessandra Franco Rabbi David Frank & Davida Shreiber Dr. Gary & Barbara Frank Jeffrey & Cantor Lori Frank Jeffrey & Rachel Frankel Ethel Frederick Milton & Faiya Fredman* Helen Freedman* Mitchell J. & Jackie B. Freedman The Freeman Foundation Laura & Bill Freeman Morris Freifelder* Friederike Freund* David & Gertrud Friedburg* Judith & Dr. William Friedel Donald* & Lois Friedlander Dick & Randee Friedman Judith B. Friedman Gary Frost & Linda Fredin Graeme & Simone Gabriel Richard & Sharon Gabriel Gregorio & Melissa Galicot Jose & Ana Galicot Rafael & Karla Galicot Elaine Galinson Laura Galinson & Jodi Diamond Murray Galinson* Joe & Rona Gallen* July Teper Galper Heidi Gantwerk & Andrew Mayer Mel Garb* Guy* & Joan Gardner Alan Gary & Joanee Udelf Max M. & Jayne V. Gauchman*

Hymie* & Rhoda Gaylis Jean & Franklin Gaylis and Family Sylvia & David Geffen Jay & Lisa Gelbart Gerald* & Rita Geller Joel & Marlene Gerendash Ellen Gerhart Arthur Gesensway* Cristal Ghitman Gerald & Marcia Gilberg* Jon & Bobbie Gilbert Jon M.* & Linda L. Gilbert Arthur & Ruth Ginsburg* Phillip & Francine Ginsburg Trude Gitler* Jeffrey Glazer & Lisa Braun-Glazer Mark & Hanna Gleiberman Todd Glick George & Sharon Glickman Joseph & Beverly Glickman* Jay Glucksman Lara & Greg Gocal Jeanne & Rabbi Aaron S.* Gold Irving Gold* Mindy Gold

dor l'dor from generation to generation

As my father planted for me, so do I plant for my children.

– Talmud Morris & Phyllis Gold Ruth Gold Dorothy Goldberg* Jerold & Linda Goldberg Page 9

1

5

easy steps

Complimentary and Confidential: All legacy planning phone calls, meetings, and changes are offered at no charge.

To schedule a meeting, please contact: legacy@jcfsandiego.org or (858) 279-2740.

Your Legacy Plan

in

Meet with the Jewish Community Foundation (JCF) to develop your plan

2 3 4

Select one or more causes to support Example: Your synagogue, favorite organization or alma mater, Jewish and/or secular

Decide what to donate In consultation with your professional advisor, select the asset that best suits your circumstances.

Example: Your will or trust, retirement account, or real estate

Use this language to accomplish your charitable goals Jewish Community Foundation San Diego (Tax ID number 95-2504044) To be distributed according to the most recently dated Legacy Instructions on file with the Jewish Community Foundation.

Example: On your IRA Beneficiary Form or in your will or trust

5

Sign your completed Legacy Instructions JCF will customize your legacy plan honoring your intentions, and you may make changes at any time at no charge.

Celebrate!

Join us at our community-wide Legacy Appreciation Celebrations, and participate by signing the Book of Life.

Thank you for Creating Your Jewish Legacy Page 10

Lee & Frank* Goldberg Family Maurice A. Goldberg* Mel & Rory Goldberg Milton & Madeline Goldberg* Roland & Myrice Goldberg Samuel Goldberg* Warren & Meryl Goldberg Alan Goldenberg & Giela Gray Amparo Goldman Don & Dale Goldman Harry Goldman* Lucy Goldman Sidney Goldman* Allan & Meg Goldstein Donald & Toni Goldstein Eva & Strul Goldstein Rabbi Lisa Goldstein Marcy Goldstone

Bette & Dennis Gould Steve Gould* & Mary Marshall Jodie & Matthew Graber Rabbi Philip Graubart & Rabbi Susan Freeman Abraham Gray* & Elfrieda Meth* Alan & Elisheva Green Orin & Liora Green Reuven & Tamar Green Larry Greenbaum* Laurie Greenberg Linda Greenberg Beverlee & Pat* Greene Dr. Oscar & Rita Greene* Herbert* & Marlene Greenstein Christopher & Anita Griffith Harold Grinspoon Joan Gross Karen Grossman

Hundreds of Millions of dollars in future planned gifts will support the Jewish community for generations to come.

The Persky Family

Stuart* & Jo Ann Goldstone Albert & Sharon Goodman Dennis Goodman Michael & Andrea* Goodman Zelda Goodman* Teresa Goodwin* Herman & Jean Gordon* Mark* & Vicki Madden Gordon Joseph & Helen Gotkowitz* Eugene & Dorita Gotlieb Judi & Robert* Gottschalk

Allen & Toni Gruber Sylvan & Ruth Grunwald* David & Claire Guggenheim Judy Gumbiner Steven Guthauser & Anna Newton Dr. Kim Gutner Charlotte Haas* Bryna Haber* Ellen & Herbert Hafter Jr. Norman* & Diana Hahn Henry W. & Sophie Haimsohn

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Be a part of the

book of life.

Create a Jewish Legacy Society Members are invited to provide a personal statement to be included in the Book of Life, a treasured archive for our San Diego community.

Visit: jcfsandiego.org/BOL

Barbara Haislip Channah Hale* Joseph Haleva* Dr. Jeffrey Hall & Fern Platt Hall Susan Halliday* Wayne Hamburger & Sharon Losnick Gerald & Judith Handler Amnon Gires & Monica Handler Penner Judy Hante Helen Harlan* John & Julie Harland Naomi & Wayne Harris Phyllis & Gordon Harris Amy Hart Page 12

Rae Harvey David & Aniko Hastings Leigh Haubach Alan & Barbara Haubenstock* Gordon* & Barbara Haworth Anne Hayden Marcia Foster Hazan Jimmy H. Heimann* Joy Heitzmann & Jack Cohen Chaim & Michal Heller Freda Heller* Chuck & Lisa Helsel Brooks & Joanna Herman Edward & Estelle Herman* Michael & Maria Herman Norman & Harriet Herman Peter Herman & Meryl Maneker Sue & Jerry Hermes Lisa & Angel Hernandez Ernest & Margaret Heuman* Stanley & Joyce* Heyman Arthur & Hannah Heymann* William & Dr. Diane Hillman Herman Hindel* Samuel Hindel* Tina & Dave Hirr Gregory & Kathy Hirsch

Carlos and Esther Michan (back row) Debbie and Rabbi David Kornberg (front row)

Hadassah & Beno Hirschbein* Gary & Tracy Hirschfeld Alexandra Hirschhorn Anonymous: In Memory of Nancy Hirsig* Mark & Cindy Hoffman Michael Hopkins Dr. Gavin & Cheryl Horn Isadore & Betty Horne* Donna K. Howard Rose Howard* Albert & Leanore Hutler* Len Hyman Rae Marie Ibarra* Dr. Robert & Marie* Ilko Shirley Imber* Fredericka Ingham* Ari & Eva Isaak Selwyn & Hilary Isakow Israel & Jacqueline Ismaj

Andrew* & Sonia Israel Scott & Heather Jablow Fanya Jackson* Audrey Jacobs Gary & Jerri-Ann Jacobs Drs. Irvin H. & Jacqueline L. Jacobs Joan & Irwin Jacobs Dr. Karl Jacobs Sam & Lois Jacobs Howard Jacoby* James & Carla Jacoby Allen & Emma Jaffe* Doris Jaffe Glenda Sacks Jaffe Irving* & Eleanor Jaffe Richard & Ann Jaffe Charles & Rachelle Jagolinzer Edward & Linda Janon Emily & Chris Jennewein

B O O K O F L I F E S TAT E M E N T S

Judith and William Friedel Early on in our marriage we made philanthropy, especially Jewish philanthropy, part of our fabric. It is one of the more pleasurable things we do. We hope to build a better Jewish future.

Randy Clark and Tom Maddox We have included the Jewish community in our legacy plan because of a close relationship with a Jewish family that we were honored to be adopted into. As a gay couple without family support, our Jewish family has always been there for us. We have also been inspired by the commitment of the Jewish community to social justice issues that are important to us.

Nancy and Jeff Dosick We are honored to support our Jewish community, and value all from which we’ve benefited.

Creating a Jewish legacy fulfills our vision for ensuring a strong and vibrant Jewish community in San Diego, in Israel and throughout the world.

It is best said from the Talmud: !

Richard and Susan Braun Tzedakah has always been part of our life. It is important to us that the Jewish community has a long and healthy life in San Diego.

See our complete Book of Life - jcfsandiego.org/BOL Page 13

San Diego’s First Synagogue, Temple Beth Israel c. 1889

SAN DIEGO’S

1st Anniversary of Israel’s Independence in Tijuana c. 1949

Jewish Baseball Team c. 1887

Jewish History

San Diego’s Jewish settlers arrived in 1850 with California’s statehood looking for adventure, good weather, better health, and, above all, the opportunity to make the American dream their own. Many who arrived in San Diego were responsible for shaping the early town, building theaters, owning vast tracts of land, engaging in civic service, and participating in politics.

These early Jewish pioneers were not only pioneers in San Diego, but pioneers in a new country as well. As the 19th century drew to a close, more and more Jews were arriving on American shores seeking a better life for themselves and in doing so, made life better for the communities in which they settled.

In the early 20th century, San Diego’s Jewish community faced obstacles to greater community involvement as restrictive covenants (race restrictions) were attached to particular neighborhood subdivisions like La Jolla, pushing those who helped to fund and build San Diego out of particular locations. But by 1963, Jonas Salk, a Jewish medical researcher and virologist, established the Salk Institute for Biological Studies in La Jolla, (designed by a Jewish architect, Louis I. Kahn) and with the completion of UCSD—a school intending to specialize in the intersection between biology and technology—the restrictions were ended as Jewish scientists were some of the top in their fields.

Today, San Diego’s Jewish community thrives and is different than other Jewish populations in other parts of the state and country. 19% of San Diego County’s Jewish population was born outside the United States, including South Africa and mainly Mexico.

Visit the San Diego History Center (SDHC) for more on the history and heritage of San Diego’s Jewish Community and understand the struggles, triumphs, contributions, and legacy of San Diego’s Jewish community. See SDHC online at sandiegohistory.org.

Passover at Naval Training Center c. 1958

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March in Support of Israel, Downtown San Diego c. 1973

Isador Lewis Cigars c. 1895

Michael Jeser* Paul Johnsen & Bonnie* Kessler-Johnsen David & Leigh Johnson Harold & Catherine Johnson* Cecile Jordan Anthony & Natalie Josephson Julian & Jenny Josephson Miriam Jubelirer* Myron & Laura Jucha David & Susan Kabakoff Errol & Harriet Kader Joseph Kahl* Adam & Ellen Kahn Leopoldo & Marilyn Kahn Lionel Kahn Tania Kahn Vernon & Lillian Kahn* Lisa & Doug Kalal Marjorie Kalmanson Susan Kanfer Aaron & Anna Kaplan Annette Kaplan Weil* Danny & Yonina Kaplan Marjory Kaplan Maurice & Charmaine Kaplan* Mavis Kaplan Robert & Jodie Kaplan Dr. Stuart Karasik Lee* & Dr. Jeri Ann Karlsberg Irving & Eileen Cox Karp* Stacey Kasendorf Harold & Ruth Kass* Barry* & Avra Kassar Jerald* & Margaret Katleman Alan & Stacey Katz Larry Katz Dr. Louis & Rita Katz Michael Katz Norman & Roxanne Katz Hillel Katzeff

Sylvia Liwerant

I’ve created a

Jewish Legacy – have you?

Jerome & Miriam Katzin* David* & Marlene Katzman Nadja Kauder Lori Kauffman-Faison Roberta Kaufman-Fredericks* Ella Kaufmann* Dr. Steve & Ann Kavy Robert & Judith Kelin Sol & Debbie Kempinski Mark* & Sabrina Kerbel Lillian Kerr* Paul* & Guin Kerstetter Stanley* & Sherry Kessel Harry Kessler*

Create a Jewish Legacy Visit us online.

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endowmentt leadership endowmen I N S T I T U T E

A Program of the Jewish Community Foundation San Diego

Endowment Leadership Institute participation empowers Jewish organizations to focus on building their long-term sustainability.

In April 2004, the Jewish Community Foundation launched an unprecedented program for the Jewish community – the Endowment Leadership Institute (ELI). Initially bringing together 12 Jewish organizations, synagogues, and day schools, we soon discovered that multiple organizations could successfully collaborate towards the common goal of establishing endowments for the long-term vitality of our Jewish community.

ELI currently provides training, consulting, coaching and marketing as part of a comprehensive, highquality, results-oriented program for professionals and lay leaders from 25 organizations.

Today, 1,400 individuals and families have committed to legacies that will yield an estimated $200 million to ensure a vibrant Jewish future.

Gail Littman Living Legacy Endowment Fund The Gail Littman Living Legacy Endowment Fund was established in memory of Gail Littman, her vision in creating the ELI program and expanding it to other communities, her leadership at the Jewish Community Foundation, and the incredible impact she made in Jewish legacy giving.

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These Local

Organizations currently participate in the Jewish Community Foundation’s Create a Jewish Legacy program to build endowments for a strong Jewish future in San Diego.

Tifereth Israel Legacy Society

We thank each organization’s legacy team, comprised of staff and volunteers, who are working towards long-term sustainability of Jewish San Diego.

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Your Legacy secures the future of our community to educate our children, care for our elderly, and strengthen Jewish identity.

Alan Kholos & Tina Hirsch-Kholos Todd & Jackie Kirschen Sheila Kirschenbaum Drs. Arnold Kisch & Victoria Daubert Reuben Klamer* Ross & Beth Klareich Dr. A.J. Klein* Jane Klein* Selwyn & Barbara Klein Cantor Jacob S. & Belle Kleinberg* Rabbi Aaron & Hillary Kleinman Steven Kleinman* Kleinman Family Gift Lawrence & Sherry Kline Klitzner Family Alexander Klotz* Jerry & Gayle Klusky Joy F. Knapp* Dr. Donn & Zena Kobernick* Todd & Deena Kobernick Karen Kogut Allan & Fern* Kohn Lois Kohn* Martin & Jill Koller

Visit us online - jcfsandiego.org/legacy Page 18

David Koplar & Karine Seigel Rabbi David & Debbie Kornberg Martin & Phyllis Kornfeld* Richard & Carol Kornfeld Norman Kort & Annette Feigenbaum Nancy Kossan Larry & Kathy Krantz Lawrence & Sallye* Krause Shirley Kreloff* Richard* & Deborah Kremsdorf Elaine Krieger* Homer & Ann Kripke* David K. Kroll Dr. Seth Krosner & Phil Johnson Daniel Kucinski Linda Kucinski Bernard Kunin* William & Gaby Kuperman Dr. David & Jessica Kupferberg Murray & Flora Kuritsky* Michael & Ava Kurnow Adam & Joy Kushnir Sam & Gabriella Labson* Aaron & Bernadette Landau Sam & Jan Landau Shirley Landau

Robert Landers* Edith Lange Robert & Susan Lapidus Steven & Alexis Larky Dorothy Lasensky Stephen & Sharon Lash Dorothy Last* James & Risa Lauth Steve & Joanne Laverson Arthur* & Rhoda Lavine Mark & Lorna Lavine M. Larry Lawrence* Robert Lawrence* & Laurie Black Rabbi Marty & Anita Lawson Robert Lazarus Mack Leblang* Fanny Krasner Lebovits Sheila Lebovitz William & Yvette Lechtner Irving & Regina Lee* Sally Leeds* Eric & Emma Lefkowitz Julie Lehrman Barry Lerner* Ira* & Susan Lerner Joseph & Jennifer Lerner Robert Lerner Sharon Lerner-Baron Frances B. Leslie* Lainie Lesser-Mark Terri Levenson Harriet Levin* Rand Levin Helen Levine* Rebecca & Kerdie Levine* Susan Levine Michael Levinson Sandy & Arthur* Levinson Hillary & Avi Levison Gary & Cheryl Levitt

Sam & Helen Levitt* Ruth Levor Dr. Jerome* & Leona Levy Nathan* & Celia Levy Susan G. Levy Thomas & Alina Levy Yiftach Levy & Jennifer Tabak-Levy Bernard Lewis* James Lewis* & Andrea Stein Malcolm Lewis* Theodora Lewis Pat Libby & Mike Eichler Jeffrey & Hillary Liber Rabbi Avi & Vicki Libman Eleanor Lieb* Morris* & Zita Liebermensch Bob Lin Miriam Lincoff Tom & Barbara Lincoln Philip Linssen & Patricia Ungar Nancy Linton Jeff & Sheila Lipinsky Ruben & Susanne Lisker Dr. Marshall & Gail* Littman Jaime* & Sylvia Liwerant Larry & Marla Lobenstein Dr. Frances Lobman Hamilton M. & Estelle* Loeb Ervin London* Mathew* & Barbara Loonin Ellen & Philip Lorang Ingram Losner & Jane Willoughby Craig & Marty Lotzof Peter & Lynn Louis Ilyse Loven Herbert & Marsha Lubick Taylor Lucas Elisa Lurkis & Spencer Wetter Debbie Macdonald Patricia Machun

REFLECT

on the Past

CONSIDER the Present

PLAN

for the Future

We’ll Get You There

Page 19

Ways to Leave a Legacy • Designated gift in your will or trust

Making a Difference in the lives of future Jewish generations.

Your thoughtful planning will ensure its success.

• IRA or other retirement plan • Life insurance policy • Charitable gift annuity • Real estate and other assets • Contact us for other options

Work with the Foundation • Have a confidential conversation to customize your legacy plan • Receive beneficiary language that suits your needs • The Foundation can coordinate with your professional advisor (858) 279-2740 / legacy@jcfsandiego.org

Sharon and David Wax IN THEIR OWN WORDS

After a transformational event and transition within our 75-year family held business in May 2020, Sharon and I made our largest philanthropic gifts to several organizations. These generous gifts came to these organizations just as the COVID pandemic was striking and impacting organizational staff and budgets. We considered these important “Chai” contributions that clearly aligned “new life” with need! As the year progressed, we began efforts to update our estate document with our attorney, considering the long-term, our family and our giving thoughts. We initiated efforts in 2022 with the Jewish Community Foundation to assist us with our Legacy planning.

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We began with a review of our estate plan and mapped out a comprehensive process for handling our philanthropic considerations after our lifetimes. The Foundation demonstrated knowledge, courtesy, and respect throughout the process. This complimentary service is available to anyone in our community, Sharon and David Wax no charitable intention is too small or too big and best of all, it can be updated anytime to ensure your intentions are captured and your lifetime of giving is honored.

Nina Madden Sabban Ron & Shamara Madrid Florence Maio* Dr. Alan Maisel Dr. Marcy Maisel* Jack & Deborah Maizel Luis & Sally Maizel Andrew & Tanya Malk Brian Malk & Nancy Heitel Malk Simon & Diana Malk Tina Malka Jim & Gail Malkus Dr. Robert* & Marcia Malkus Susan Ten Eyck Mallory Barbara Mandel Elaine Mandel* Jess & Meg Mandel Mark & Melissa Mandel David & Felicia Mandelbaum Barney & Dr. Sandra Mann Mark Mann* Walter & Ruth Mann* Brian & Suzanne Marcus Dr. Howard & Lottie Marcus* Sanford Margolies* Elias & Frances Margolin* David Markoff Arthur* & Joan Markovits

Danielle Ambrose and Michelle-Shari Kruss (left to right)

Dorothy Lasensky with her Grandchildren

Greg & Julianne Markow Ellen Marks Charlotte Marx Gary & Jayne Marx Ronald & Cathi Marx Michael & Lynn Maskin Lisa Massry & Alexis Massry Michael & Hilary Mattes Sandy & Ralph Mayer Hillel Mazansky* Phyllis Mazer* Gloria Mazur* Wendy McCreary Louis Mednicoff* Jane Meis* Thanks to a remarkable bequest gift to the Jewish Community Foundation by the late Joel and Arlene Moskowitz, in their memory, and supported by their daughters Michelle-Shari Kruss and Danielle Ambrose, we are pleased to announce the establishment of the Moskowitz Legacy Resource Center, a dedicated suite in the Jewish Community Foundation offices. This center provides a space for community members to design their personal legacy plans with guidance from staff. Organizations throughout San Diego are invited to host their Legacy Society Members, hold intimate meetings, and conduct board discussions in this suite. This community center will serve as a convening space to inspire, enable, and encourage support for our community for many years to come.

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Creating a Jewish Legacy Use the space below to help start your conversation.

1. What do I/we want my/our family and friends to know about my/our Jewish connection? __________________________________________________________________________________________ __________________________________________________________________________________________ __________________________________________________________________________________________ __________________________________________________________________________________________ 2. How do I/we want to be remembered? __________________________________________________________________________________________ __________________________________________________________________________________________ __________________________________________________________________________________________ __________________________________________________________________________________________ 3. I/we created a Jewish legacy because...? __________________________________________________________________________________________ __________________________________________________________________________________________ __________________________________________________________________________________________ __________________________________________________________________________________________

Eli & Susie Meltzer Rabbi Scott & Jennifer Meltzer Kendall Melville* & Sabina Wallach David & Luna Memun Steve & Barbara Mendell Chana Mendez-Gonzalez Cantor Sheldon & Marcie Merel* Paul & Maggie Meyer Carlos & Esther Michan David & Rashel Michan Page 22

Michael & Jessica Middleton Joseph & Lauren Milana Paulette L. Millander Bill Miller Lance & Michelle Miller Joshua Mills & Nomi Schalit Lesley Mills Rachel Millstone Silva Missler* Barbara Mitchell*

Dr. Charles* & Ilene Mittman Clive & Tamara Moch Alberto Moel & Tania Dubin Elspeth Helen Momcilovich* Victor & Nehama Moreno Bobbye Morgan* William & Amy Morris Michael & Marjorie Morrison Jerry Morrow Joel & Arlene Moskowitz* Harris I. Moss Jonathan* & Gillian Moss Mark & Ellen Moss Ann Levenstein Mound Claudia Mulcahy* Steven & Dina Naiman Jose & Sara Nakach

George Nathan* Laurel Nation Karen Schwartz Natkin* Sophie Needelman Bloch Harvey & Linda* Neiman Jan & Mary Netusil* Miriam J. Neuhauser* Alan & Nancy Nevin Mr. & Mrs. Jon Nevin John Newberger* Ron & Marlene* Newell Eugene* & Suzanne Newman Dr. Lawrence & Rebecca Newman Michael Newman Harriet G. Newmark* Newmark* Family Trust James & Mary Nierman

B O O K O F L I F E S TAT E M E N T S

Deena and Todd Kobernick We simply continue to nurture the seeds sown by our parents and grandparents. Strengthening, for others, the foundation upon which we lead our lives, is the fulfillment of our lives’ endeavors. We hope to enhance and enrich the lives of our children, our grandchildren, and our community through acts of lovingkindness and through our support of the Jewish community.

Beth Faber Jacobs My parents taught me the importance of giving back to the community, and I have shared these values with my daughter.

By this gift, I honor them, my grandparents, and those who came before us by continuing their legacy of helping others and strengthening the Jewish Community for future generations.

Bob Rubenstein and Marie Raftery There must be a Jewish Federation. The Federation is the connector between Jewish organizations in San Diego, Israel, and around the world.

There must be a Jewish Family Service to care for Jews and others most in need. There must be synagogues for community, solace, and good works. There must be a Hillel to remind Jewish youth to stay involved during their education.

And I hope there will always be the David Rubenstein Memorial Scholarship to help educate Jewish youth from San Diego.

These organizations are our Legacy.

See our complete online Book of Life.

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Did you know

131 Jewish Organizations

have been included in legacy plans to receive contributions in the future?

America-Israel Cultural Foundation American Committee for the Weizmann Institute of Science American Conference of Cantors Inc. American Friends of Magen David Adom American Friends of SHALVA American Israel Education Foundation American Jewish Joint Distribution Committee American Jewish World Service American Society for Technion American Society for the Protection of Nature in Israel American Society of Yad Vashem Anti-Defamation League* Association for Jewish Studies, Inc. Beit Am Mid-Willamette Jewish Community Center Beit Hatfutsot Ben-Gurion University Beth Israel Congregation Beth Jacob Congregation* Bikur Cholim of Palm Springs Birthright Israel Foundation Blue Card B’nai Brith Beber Camp Brandeis University Camp Hess Kramer Camp Mountain Chai* Camp Ramah in California Central Fund for Israel Centro Primo Levi Chabad at La Costa* Chabad Lubavitch of Larchmont and Mamaroneck Chabad Lubavitch San Diego, Chabad Hebrew Academy Chabad Lubavitch San Diego, Chabad of RSF Chai Lifeline ChaiSouthAfrica CLAL - National Jewish Center for Learning and Leadership Coastal Roots Farm Congregation Adat Yeshurun* Congregation Beth Am* Congregation Beth El* Congregation Beth Israel* Congregation B’nai Zion Congregation Dor Hadash* Eshel, Inc. Friends of the Israel Defense Forces* Friends of United Hatzalah Page 24

Friends of Yad Sarah Inc. Friendship Circle of San Diego* Habonim Dror Camp Tavor Hadassah, the Women’s Zionist Organization of America Halom House Harold Grinspoon Foundation Hebrew Day School of Ann Arbor Hebrew Free Loan San Diego Hebrew University of Jerusalem HIAS Inc. Hillel - The Foundation for Jewish Campus Life Hillel at Washington University Hillel of San Diego* House of Israel Balboa Park IDC Herzliyah ImpactIsrael Israel Air Force Center Foundation Israel Emergency Alliance (StandWithUs) Israel Tennis Center Associates, Inc. JAFCO Children’s Foundation Jewish Agency for Israel Jewish Braille Institute of America Jewish Community Center of Greater Ann Arbor Jewish Community Foundation of the West Jewish Community Foundation San Diego* Jewish Family Service of San Diego* Jewish Federation of El Paso Jewish Federation of Greater Los Angeles Jewish Federation of Omaha Foundation Jewish Federation of San Diego County* Jewish Foundation for the Righteous Jewish Gift Closet - San Diego G’mach Jewish National Fund Jewish War Veterans of the USA Jewish Women’s Foundation of San Diego JTEEN of San Diego Ken Jewish Community* Keshet Inc. Kindness Initiative Lawrence Family Jewish Community Center, JACOBS FAMILY CAMPUS* Los Angeles Jewish Home March of the Living Marcus Jewish Community Center of Atlanta

Mazon: A Jewish Response to Hunger National Council of Jewish Women National Yiddush Book Center Ner Tamid Synagogue* New Israel Fund North American Conference on Ethiopian Jewry Ohr Shalom Synagogue* Ohr Torah Stone Institutions of Israel P.E.F. Israel Endowment Funds Pardes Institute of Jewish Studies Reconstructionist Rabbinical College Religious Action Center of the URJ River Garden Hebrew Home San Diego Jewish Academy* Seacrest Village Retirement Communities Sephardic Bikur Holim Congregation Shalom Institute Camp and Conference Center Sh’ma Institute Simon Wiesenthal Center Soille San Diego Hebrew Day School* Southern California Yeshiva High School Survivor Mitzvah Project Tel Aviv University Temple Adat Shalom* Temple Emanu-El* Temple Solel* Ten Yad Kallah Gemach The Butterfly Project The Forward Association The Jewish Theological Seminary The Schechter Institutes, Inc. The United Synagogue of Conservative Judaism Tifereth Israel Synagogue* Together for the Wellbeing of Israel’s Soldiers Torah High Schools of San Diego U.S. Committee Sports for Israel/Maccabi U.S. Holocaust Memorial Museum UC Berkeley Hillel Union for Reform Judaism Camping System United Jewish Centers of Metrowest USC Shoah Foundation Yeshiva Academy of Harrisburg Foundation ZAKA Search and Rescue *Currently participating in the Jewish Community Foundation’s community-wide Create a Jewish Legacy program.

Paul Nierman & Deborah Horwitz Gabriel Nissan Miriam Norten Marie Novak Maury & Lillian Novak* Robert D. Novick Mark & Patricia Nussbaum David & Sharon Ogul Linda & Larry Okmin Joseph* & Sima Oppenheimer Joel Orgel Marty Orgel Norman & Rona Orgel Helen Orin* Daniel* & Arlene Orlansky Elaine Orvis* Andrea & Lawrence Oster Elizabeth Ozer* Arnold & Marilyn Packer* Felicia Palmer Martin & Beverley Pamensky Deborah Pantoni Stanley & Roselyn Pappelbaum Judith E. Parker Malcolm Parle* Joan Parry* Karen & T.J. Parry Jennifer & Thomas Paul Max Pawl* Payne Family Trust Daniel & Laurie Pearl Valerie & Bobby Peck Dr. John & Jean Penn Joel & Ruth Perlin Bill & Edith Perlman* Gary & Lisa Perlmutter Judith Persky Sarah Person-Leeds* Dr. Randolph Philipp & Margaret Benedict Lou & Hanka Phillips

Whoever practices charity and justice fills the world with loving kindness.

– Talmud Daniel Pick Larry Pidgeon* Shirley & Harold Pidgeon Irving & Anne Pinkel* Jeff Platt & Gina Lew Shearn* & Linda Platt Eli & Anita* Plaxe Eduardo & Ilana Podolsky Betsy Polacheck Lorne & Cynthia* Polger Raulf & Sharon Polichar Kenneth & Lori Polin Lawrence & Janet Pollack Rabbi Nathanial & Shirley Pollack* Sarah Pollack Poppy’s Legacy Fund Page 25

The Book of Life More than 250 personal statements along with photos are kept on permanent display at the Jewish Community Foundation’s offices and website.

Please visit jcfsandiego.org/bol to view the entire book.

Eli J. Posinoff* Howard Potash* Hughes & Sheila Potiker* Seth & Susan Pransky Irv Pregozen* Cheryl Rattner Price Michael Price Robert & Allison Price Morton & Jana Printz Rabbis Deborah Prinz & Mark Hurvitz Seymour Rabin* Michael & Naomi* Rabkin Miriam Radin* Robert Radlow* & Janet Esser* Ernest & Evelyn Rady

Not on the list?

Contact the Foundation to be included.

(858) 279-2740 / legacy@jcfsandiego.org Page 26

Douglas Rafner & Sandy Siperstein Rafner Barry Raskin & Dr. Linda Olafson Ruth Raskin* Abraham & Anne Ratner* Andrew Ratner & Marcie Sinclair Manny & Shirley Ravet* Henry & Barbara Reed* Robert & Joan Reese Allan & Pearl Reiter* Dr. Stephen & Bobbe Reitman Tabitha Reitman* Andrew Resnick & Liz Levine Vivian J. Rich Edward H. Richard Joshua Richman Lois Richmond Art* & Jeannie Rivkin Cantor Kathy Robbins Len* & Connie Robin Jeremiah* & Cassidy Robins Rolf Robins* Elena Romanowsky Barbara Rose Howard & Laura Roselinsky Charles & Elizabeth* Rosen Judy Rosen* Allan & Pearl Rosenberg Bernice Rosenberg* Donald & Stacy Rosenberg Frieda Rosenberg Ruben & Fanny Rosental Adam & Jami Rosenthal Ellin & Alan Rosenthal Emily Rosenthal Judy & Rabbi Leonard* Rosenthal Ephron Rosenzweig Hannah L. Roskin* Jeffrey & Shelley Ross Dr. Allison Rossett Ivan & Janet Rostovsky

What’s right for you?

Planned Giving Options for a Charitable Legacy Creating your Jewish Legacy through planned giving enables you to have a lasting impact on the organizations you care so much about. Below are some of the ways to achieve your long-term charitable goals.

Bequest Naming Jewish Community Foundation, or other organizations, in your will or trust. This is the most popular planned giving method and the simplest.

A comprehensive and custom Legacy Plan will be created.

Charitable Gift Annuity A simple contract between you and the Foundation in which you make an irrevocable gift of cash or securities in exchange for lifetime income based on age. Part of the payments are tax-free. After your lifetime, your chosen organization(s) receives the remainder of the funds.

Charitable Lead Trust A trust prepared by your attorney. Potentially receive an income tax deduction, provide your favorite organization income for a fixed term, and the remaining assets return to you or other named family members.

Retirement Plan Assets Most types of retirement plans are heavily taxed at death so they are advantageous assets for giving. Name your favorite organization(s) or the Foundation as beneficiary while avoiding income and estate tax for your heirs.

Endowment Fund A permanent fund that supports your favorite organization(s) in perpetuity. Distributes a fixed percentage of the fund to your chosen organization(s) each year.

Charitable Remainder Trust A trust prepared by your attorney that provides you with income and a tax deduction upon creation. The remainder of the trust is distributed to your favorite organization(s). Useful for complex assets, such as real estate. More flexibility than a gift annuity to select the level of income.

Life Insurance Name your favorite organization(s) or the Foundation as partial or sole beneficiary of your policy. Leverage your giving by naming a new policy or transferring an existing policy to the Foundation to be designated to your favorite organization(s). You may receive an immediate and future income tax deduction for the premiums paid or value of the transferred policy.

We can help you!

(858) 279-2740 / legacy@jcfsandiego.org jcfsandiego.org/legacy Page 27

Sheila Potiker Endowment Leadership Fund In 2014, this award was created in memory of Sheila who was the Chair of the Jewish Community Foundation at the time the Endowment Leadership Institute (ELI) program began. Established by the Potiker family, this fund supports participating ELI organizations that have demonstrated outstanding commitment to their Create a Jewish Legacy endowment building programs.

Abraham & Ana Rothman Anna Rottenberg* Gary Rotto Bill & Sheryl Rowling Dr. Norman & Barbara Rozansky Howard* & Judith Rubenstein Robert Rubenstein & Marie Raftery Andrew & Lisa Rubin Norman & Toby Rubin* Robin S. Rubin Bram & Rochelle Rubinstein Steve & Holly Ruderman Jeremy Sable & Karen Gross Thomas & Helen Sabo Dr. Bruce & Sheri Sachs Ray & Marcia Sachs Anthony & Ellen Sacks Dr. Peter & Arlene Sacks Sara R. Sacks* Devora Safran & Ron Eisenberg Richard Sager Al* & Teresita Salganick Cecile Salomon* Brett & Nicole Saloner Page 28

Todd Salovey & Diane Boomer Harriet Salter Eriberto & Stella Salzmann Edward* & Rae Samiljan and Family Abbie & Josiah Sand* Sanders Family Trust San Diego County Endowment Maurice Sasson* Irwin & Gloria Scarf Howard & Diane Schachat Sanford & Marjorie Schane Ruth Schank* Harriet Schapiro* Sheldon & Lillian Scharlin* Mark Schauder Stephen & Linda Schechner Marilyn Scheininger Congresswoman Lynn Schenk & C. Hugh Friedman* Shari & Frederick Schenk Amy & Bret Scher Colin & Jane Scher Dr. George & Mary Ann Scher William & Rita Scherlis*

Arthur & Evalyn Schiff* Lynn Schiff Rose Schiff* Irving & Gloria Schiffman* Robert Schimmelfennig* Helene & David Schlafman Arlene Schloss* Craig & Julia Schloss Shawn Schlossberg Peter Schmidt Beverly Schmier* Ben & Brenda Schneider Margery Schneider* Elliot* & Eileen Schubert Benjamin Schulman* Jose & Joanna Schulmann Paul & Joan Schultz Laura Schumacher Joseph Schuman Matt & Gwen Schvimmer Dara & Darren Schwartz

Hyman Schwartz* Ira & Mindy Schwartz Rachel Schwartz* Richard & Jacquelyn Schwartz Robert & Judi Schwartz Sigmond Schwartz* Yearl & Rachel Schwartz* Dan & Carol Schwartzblat Daniel Schwimmer & Lee Fowler Schwimmer Edward & Melynnique Seabrook May L. Sebel Myron* & Cynthia Seeberg Harry* & Leatrice Segel Colin Seid Family Nancy B. Gold Seid Sonya Seiderman* Charlene Seidle Len & Fran Sekela Sydney* & Denise Selati Rick* & Sydney Serwin Harold* & Shirley Shapiro

Continue the Conversation 1. How might you honor and memorialize your family and heritage? __________________________________________________________________________________________ __________________________________________________________________________________________ __________________________________________________________________________________________ __________________________________________________________________________________________ 2. What are your dreams for the continuity of the Jewish community? __________________________________________________________________________________________ __________________________________________________________________________________________ __________________________________________________________________________________________ __________________________________________________________________________________________ Page 29

tzedakah righteousness, fairness, and justice

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Melvin Shapiro* Philip Shapiro* Shapiro Family Leah Shapov* Dr. Jacob* & Liz Sharp Bette Shatoff Mark & Diana Shatz Hillel & Judy Shear Gary & Jean Shekhter Albert & Marilyn* Shelden Tony & Shari Shelton Belle & Abe Sherman* Larry & Barbara Sherman Mark & Renee Sherman Blanche Shiller* Robert & Mao Shillman Susan Shmalo Stephen & Denise Shoemaker Martin & Roberta Shoman Dr. Sydney & Jane* Shore Jeffrey D. Shorn* & Charles S. Kaminski Morris Showell* Norman & Anneliesse Shulman* Rachel Shyloski Charlotte & Hano Siegel Leon G. & Fern Siegel Robert Siegel & Roslyn Goldstein Joel Siegfried Mitchell & Elizabeth Siegler Robert & Claire Sigal Jeffrey Silberman & Karen Foster Silberman Russell Silberstein Beverly & Howard Silldorf Patricia Silver Philip & Dorit Silverman Raphael & Kitty* Silverman Sandra Jean Silvers* Edward & Zella* Silverstein

Irwin & Shirley Silverstein* Sharon Silverstein Rabbi Adam & Chava Simon Ronald & Anne Simon Dr. Richard & Judith Simons Leo & Yanine Simpser Rabbi David Singer & Danielle Rugoff Neal Singer & Debbie Broida Selma Singer* Anna & Steven Siperstein Phyllis & Jerry Siperstein* Arnold & Lucille Sirk* Robert & Debra Skomer Donald & Gayle* Slate Brad Slavin Ronald Slayen Phil & Ruth Slonim* Mildred Small Marilyn & Stanley* Smiedt Bonnie Lee Smith Norman & Jill Smith Alex & Evelyn Smotkin* David & Miriam Smotrich Phil & Sheryl Snyder Henry Soille* Elyse Sollender Elene Solomon* Esther & Steven Solomon Herbert J. Solomon & Elaine Galinson Howard & Debra Solomon Diane & Henry Solway* Florence Somerman* Howard & Jean Somers Gidal & Pesla Sonabend* Hedwig Sonabend* Ida Soontup* Bonnie Sowa & Kenneth Ginsburg*

Martin Spar Alan & Nancy Spector Sidney* & Penny Spector Bill & Barbara Sperling Lee & Bobbie Sperling Spiegel Family Lilla Spielman* Edward* & Vicki Spilkin Jill & Mark Spitzer Dan* & Edith Standler Mark Standler* Richard & Shari Stegman Steiman Family Trust

Yehudah Leib & Chane Steiman Bob Stein Rabbi Jonathan & Susan Stein Lisa & Nate Stein Murray & Orah Stein Jan Steinert & Richard Bosse Hannah Step Steppat Family Trust Amy & Michael Stern Bill Stern* Greta Stern* Harold Stern* Judy Spaner Stern

Ask About Charitable Gifts Those that you can give now and those that may provide you with an extra income.

Joe Oppenheimer (z”l)

Marty Stern & Marcia Kern Michael Stern Mickey Stern* Pam & Ted Stern Richard E. Stern* Ruth Stern Dorrit Still* Ashley Stone David & Jodi Stone Evan* & Jill Stone Rod & Gloria Stone Ryan Stone Matthew & Iris Strauss Ellen & Joseph Strum* Memorial to Judith Summers*

Beni & Jackie Surpin Dr. Tom & Lisa Sweet Michael & Deena Swidler Charles* & Carol Swimmer Michael & Anita Szawielenko Isaac & Anita Szmuilowicz Mel & Bonnie Tabak Dr. Charles & Paula Tannen* S. Mark Taper Foundation Rae Tauber* Adelaide Tavlin* Jeanne Tayler Robert & Mary-Stuart Taylor* Martin & Angelica Teal David & Joan* Tedlow Page 31

Consider a Gift from your estate to support your favorite organizations.

Roman & Nataliya Telerman Sydell Templin* Gertrude Thaler* Dr. Aron* & Lorraine Thall Nessim & Sarah Tiano* Stanley & Janet Tiger Robert* & Celia Tingley Tradonsky Family Kenneth Trestman Eva Trieger Eliot Tow Robert & Nancy Tuggle

Create a Jewish Legacy Visit us online.

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Jerry & Carole Turk Herbert Tuteur* Jan Tuttleman* Richard & Susan Ulevitch Simon & Laura Vainer Natalie Vanderster* Richard & Nancie Vann Kim Varey & Dan Shapiro Danny & Stacy Varon Louis & Tamora Vener Rick & Yvonne Venger Lainy Vinikow Lawrence Vinikow Alan & Caryn Viterbi Alexandra Viterbi Andrew & Erna* Viterbi Audrey Viterbi Smargon Danielle Viterbi Samantha Viterbi Valerie Viterbi Morton Vogelson* Buddy & Diane Voit Stephen* & Gerry Voit Sioma & Debbie Waisburd Babs Walden* Clive Walden Michael & Maureen Wallace* Peggy Ann Wallace Howard Warshaw* Dr. Jeffrey & Barbara Wasserstrom Charles & Randi Wax David & Sharon Wax Stephen Wax* & Laurie Price Kevin & Jamie Wechter Sylvia & Aaron* Wechter James & Ellen Weil John & Cathy Weil Alfred Weinberg* Daniel & Sheila Weinberg Harry & Jeanette Weinberg*

Sidney M. Weinberg* Amy Weiner Sheila Weiner Neil Weinstein* Family Rabbi Simcha & Betty Weiser Dr. Robert Weisgrau Herbert Weiss Stephen & Joy Weiss Dr. Stuart Weiss Dr. Gary & Nancy Weissberg Jule & Esther Weissbuch* Idelle Weissenberg* Dr. Adam & Beth Weissman Harry & Jo Ann Weissman Gerry Weitz & Dr. Karen Joy Shaw Fred & Arlene* Weitzen Lawrence & Mary Weitzen Steven & Ava Weitzen Matthew & Sharon Weitzman Gerald & Esther Wellman Dennis Wengroff* Howard & Dianne Wertheim David & Marty* Wertlieb Eric & Irene Wetsman Alan S. Wexler* Sydney & Cynthia Wexler* Gerald* & Carolyn Wilinsky Dr. Gidon & Marilyn Williams Teri Wilner Elaine & David Wilson Joseph & Louise Winicki* Olivia & Marty Winkler Mort Winski* Rachel G. Winsten* Stanley & Dorothy Winter* George T. & Gayle J.* Wise Family Trust Edith Wiseman* Stephen & Deborah Wismar Rabbi Jeffrey & Shoshie Wohlgelernter Allan & Rochelle* Wolf

William & Irma* Wolf Lt Col (ret) Hubert & Geraldine Wolff* Sharleen Wollach David & Marcia Wollner Dr. Donald & Marcia Wolochow Gertrude Womark* Linda Woodbury* Gary & Illana Woods Bertram* & Jacqueline Woolf Dr. Philip & Miriam Wrotslavsky Allen & Melinda Wynar Yosi Yedid Moshe Yehushua Ann Youngwood* Meyer* & Claire Yourman Henry & Helen Zaguli* Dr. Marvin & Judith Zaguli Joan Zak Leonard & Ruth Zanville* Jane Zeer Charles & Leah Zibbell*

Todah Rabah Lillian Zilbercweig* Alan Zimmelman Brian Zimmerman Charles* & Eleanor Zion Lois Zlotoff* Josef Zoldan Jose Zyman Anonymous (125) Names listed as of 11/11/22.

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to complement their Book of Life statement. These statements and videos inspire others to include Jewish organizations in their charitable plans.

The success of the Create a Jewish Legacy program in San Diego caught national attention and was adopted by the Harold Grinspoon Foundation to become the model for LIFE & LEGACY. Since its launch, donors have committed almost a billion dollars in future gifts to participating organizations, securing a strong Jewish future.

Our Create a Jewish Legacy Story In April 2004, the Jewish Community Foundation (JCF) launched an unprecedented program for the San Diego Jewish community – the Endowment Leadership Institute (ELI). Initially bringing together 12 Jewish organizations, synagogues, and day schools, to collaborate towards the common goal of establishing endowments for the long-term financial sustainability of our Jewish community. ELI provides training, consulting, coaching, and marketing as part of a comprehensive, high-quality, program. The effort of the professionals and lay leaders at participating organizations, to encourage and secure the creation of charitable estates is known as Create a Jewish Legacy. This visionary program has been responsible for expanding the culture of giving in San Diego, by raising endowment dollars to help ensure that vital programs, services, and institutions flourish now and in the future.

Once individuals or families commit a legacy gift of any amount to one or more Jewish organizations, they are invited to provide a personal statement to be included in the San Diego Jewish Community’s Book of Life. The inscriptions in the Book of Life detail the personal thoughts, life experiences, and philanthropic vision that inspired the commitment.

These statements, along with photos of the donor or family, are kept on permanent display at the JCF offices and on our website. Each year, a few families are invited to be interviewed for a Book of Life video Page 34

As part of our mission to ensure the future of the Jewish community, the Jewish Community Foundation offers complimentary, confidential legacy planning services to both Jewish and non-Jewish community members. In addition, JCF partners with professional advisors in documenting legacy intentions and promoting philanthropic giving.

With every customized legacy plan drafted, the goal is to honor that individual’s lifetime of giving.

It has been said that you die twice; one time when you stop breathing and a second time, when somebody says your name for the last time. We work hard to ensure that the community will remember the names of the generous donors that have safeguarded our community’s future, turning their memories into blessings.

What is an Endowment?

An endowment fund is a perpetual fund that is invested for growth and provides a source of ongoing annual support to address charitable causes. Consistent annual distributions, through up and down markets, create a mechanism for a forever fund.

Organizations that establish endowment funds are demonstrating the commitment that they will be fulfilling their mission for decades to come. An endowment can also provide financial security to those organizations taking on new challenges or seizing new opportunities as they arise.

Individuals can establish named endowment funds at the Jewish Community Foundation to support their favorite organizations on an annual basis or as a legacy to their children to distribute.

(858) 279-2740 / legacy@jcfsandiego.org

D E C L A R AT I O N O F I N T E N T

*I would like to include the following organizations in my charitable plans. (Please check all that apply.)

Anti-Defamation League

Friends of the IDF

Ohr Shalom Synagogue

Beth Jacob Congregation

Friendship Circle

San Diego Hebrew Day School

Camp Mountain Chai

Hillel of San Diego

San Diego Jewish Academy

Chabad at La Costa

Jewish Community Center (JCC)

Temple Adat Shalom

Congregation Adat Yeshurun

Jewish Community Foundation (JCF)

Temple Emanu-El

Congregation Beth Am

Jewish Family Service (JFS)

Temple Solel

Congregation Beth El

Jewish Federation of San Diego

Tifereth Israel Synagogue

Congregation Beth Israel

Ken Jewish Community

Other ____________________

Congregation Dor Hadash

Ner Tamid Synagogue

Other ____________________

I am joining the Create a Jewish Legacy society to provide for, and leave my imprint on, our Jewish community for generations to come.

It will be our honor to include you in our community-wide celebrations.

Donor confidentiality is always respected.

DE TACH H ERE

Please indicate your preference: To inspire and encourage others to make commitments to Jewish causes for the future, I permit my name to be listed.

I wish to remain anonymous.

Please complete as you would like to be listed and sign below.

NAME(S)

ADD RESS

PH ON E 1

P H ON E 2

EM AIL 1

EMAIL 2

Please contact me to assist with documenting my intentions.

NAME ( PR IN TED )

S I GN ATURE

DATE

NAME ( PR IN TED )

S I GN ATURE

DATE

This Declaration of Intent is not a legal obligation and may be changed at my discretion. *The organizations you select will be notified of your Declaration of Intent, unless you have indicated that you wish to be anonymous.

Please detach and mail to: Jewish Community Foundation San Diego, 4950 Murphy Canyon Road, San Diego, CA 92123

On behalf of the Create a Jewish Legacy partners, we thank you for your commitment.

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Beneficiary Information to Share with Your Professional Advisor Thank you very much for choosing to create your Legacy Plan with the Jewish Community Foundation San Diego (JCF). We support you and your professional advisor to ensure your intentions are honored and documented according to your wishes.

For Trusts: Charitable beneficiary language for you to provide to your estate planning attorney to include in your will or trust: “I give (cash of $___________ or _____% of my estate or specified property) to the Jewish Community Foundation San Diego (Tax ID Number: 95-2504044), to be distributed according to the most recently dated Legacy Instructions on file with the Jewish Community Foundation.”

For Beneficiary Forms (IRAs, Life Insurance, etc.): Charitable beneficiary language for you to use to complete your form with the company that holds your retirement plan or life insurance policy: Jewish Community Foundation San Diego Tax ID Number: 95-2504044

For Gifts of Real Property and/or Partnership Interests: Charitable beneficiary language for you to provide to your estate planning attorney to include in your will or trust: “Community Foundation Charitable Real Estate Fund / Tax ID Number: 33-0794699 To be distributed according to the most recently dated Legacy Instructions on file with the Jewish Community Foundation San Diego.”

If you would like us to communicate directly with your professional advisor, we would be happy to do so. If you or your advisor should have any questions at all, please contact us at (858) 279-2740 or legacy@jcfsandiego.org.

We encourage you to consult with your financial planner to discuss the best tax-advantaged vehicle to fund your plan (for example, designating all or a portion of your retirement plan, rather than funds from your trust).

Thank you for making our community stronger for generations to come!

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What will your

Legacy be?

HONOR THANKS TRADITION DOR L’DOR GIVING FAMILY LEGACY BOOK OF LIFE JEWISH KAVOD TZEDAKAH COMMUNITY ENDOWMENT TIKKUN OLAM RIGHTEOUS

Joseph and Lenka Finci Jewish Community Building 4950 Murphy Canyon Road, San Diego, CA 92123 (858) 279-2740 / legacy@jcfsandiego.org / www.jcfsandiego.org

Individuals can make a difference; together we change the world.