Create a Jewish Legacy Society Members Listing 2024

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.

When I joined the Jewish Community Foundation in 2005, the Endowment Leadership Institute and Create a Jewish Legacy programs were still in their early stages. Since their inception in 2004, these initiatives have transformed the landscape of Jewish collaboration and philanthropy in San Diego. Their remarkable success has been instrumental in securing over $200 million in future commitments for Jewish organizations throughout the city.

Moreover, over $100 million has already been received in current gifts, significantly contributing to the sustainability and longevity of our synagogues, agencies, and day schools. The generosity of individuals and families who have made these contributions underscores their commitment to ensuring a vibrant and enduring Jewish community in San Diego for generations to come.

The Jewish Community Foundation takes pride in having designed and implemented this program, which has now become a national model supported by the Harold Grinspoon Foundation under the Life & Legacy initiative.

As you explore this tribute book, which honors and recognizes all the Create a Jewish Legacy Society Members, you will see that the essence of a legacy is its personal nature. You have the opportunity to make a gift to an endowment fund or plan a bequest to any program or institution that holds special significance to you.

The Jewish Community Foundation offers complimentary and confidential legacy planning consultations. We invite you to join the over 1,400 individuals and families who have already created their legacy, and we would be truly honored to assist you in beginning this meaningful journey today.

What will your legacy be?

Jeremy Pearl, J.D., LL.M. President and Chief Executive Officer Miriam and Jerome Katzin Presidential Chair

IN APPRECIATION

1,400

Create a Jewish Legacy Society Members *Of Blessed Memory

Isaac Abadi Malvina Abbott Glenn & Jodi Abel Irving & Celeste Abel* Judith Abeles & Beverly Miller Dean & Nancy Abelon Leonard Abrahms 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

Alice Alperin* 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* Donald August* Josiah & Katherine Auspitz Reuben Auspitz & Dawn Good Elk 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.

Roy (z”l) and Joan Sable and Jane and Colin Scher

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 Selma Baxt* Juli Bear

Visit us online - jcfsandiego.org/legacy Page 2

Joan Beber Stanley Beck* Stanley Becker Leslie Belden Irvin & Ruth Belenzon* Lawrence & Judith Belinsky Fritzi Bellamy* Marlene Bellamy and Don Maescher Miriam & Jason Belsky 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 and 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* Larry & Cindy Bloch Barbara Bloom* Jack & Esther Bloom*

2,250 + LEGA CY

COMMITMENTS Leonard & Deanne* Bloom John & Shirley Bloomenthal* Isaac & Marcy Blumberg Robert & Joyce Blumberg Scott and Karen Blumen Roger & Marilynn Boesky Rabbi Avram & Leah Bogopulsky Rabbi Lenore Bohm Robert & Karen Bohrer Bolker-Rizzi Family Leoni Bollinger* Howard & Lori* Bolotin Peter Bonavich & Sheree Swetin*

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

Roxanne Katz, Rose Schindler (z”l), and Shannah Katz (left to right) Page 3

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

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 Mark & Gail Braverman Denise Clare Breitbard* Page 4

Robert & Lillie Breitbard* Harvey & Anne Brenner Shirley Brenner* M. Robert Breslauer Michael Breslauer & Stefanie Levine Stacie Bresler-Reinstein Jaime & Karen Breziner Yoni & Jessi Breziner 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 Deborah Bucksbaum Gerry & Judy Burstain Donald & Betty Byrnes* Werner Cahn Isaac & Alicia Calderon Frances Caminer* Beth Caplan 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 Alberto Kalach Cherem 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 Harris & Karen Cohen Hy & Helen Cohen* Joseph Cohen & Martha Farish

What is a

$100 + MILLIO N

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

Joshua & Lyda Cohen Marilyn Cohen* Michael & Myrna Cohen Molly Cohen* Robyn Cohen Sofia Cohen* Aaron Cohn David & Lesley Cohn Phil & Alice Cohn* Ron & Lupita Cohn Martin* & Marilyn Colby Martha Congress*

legacy plan?

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

You can leave a bequest (a gift in your will or estate) 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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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, participants 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.

What will your Page 6

Legacy be?

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 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 across North America, securing a strong Jewish future.

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.

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

Sandra and Sam* Dimenstein Zachary and Sigalit Dimenstein Ben & Robin Dishman Sidney Djanogly Patricia Doering Rabbi Joshua & Stephanie Dorsch Nancy & Jeff Dosick Steven Douek 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*

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

Judith Friedel and Joyce Axelrod 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 Dan and Jamie Feder Elsa and George Feher* Myron Feinberg* Philip & Beverly Feinberg Lillian Feingold* Inge Feinswog Ira & Andrea Feinswog Dr. Franklin Felber Howard & Barbara Feldman

Create a Jewish Legacy Visit us online.

Page 8

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 Kira Finkenberg Joseph Fisch Barbara Fischbein Arnold* & Esther Fischer Jack & Sigrid Fischer* Merle Fischlowitz* Teresa Fischlowitz* Judy & Tom Fisher Manuel & Nettie Fisher* Dr. Noel & Miriam Fishman Jonathan & Meryl Flam Susanna & Michael Flaster Martin & Lucille Fleischman Muriel Fleischman*

Armando Flores & Rachel Swimmer-Flores Reuben Fogelson* Fran Forman Pauline Foster* Davis B. Fox Lynda 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 Mindi and Doug Frankel Ethel Frederick Milton & Faiya Fredman* Helen Freedman* Mitchell J. & Jackie B. Freedman The Freeman Foundation Laura & Bill Freeman Morris Freifelder* Friederike Freund* Moshe Fried 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* David Garber 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 Amnon Gires & Monica Handler Penner Trude Gitler*

dor l'dor from generation to generation

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

– Talmud Jeffrey Glazer & Lisa Braun-Glazer Mark & Hanna Gleiberman Todd Glick George & Sharon Glickman Page 9

1

5

easy steps

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

To get started, 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

Joseph & Beverly Glickman* Jay Glucksman Lara & Greg Gocal Rabbi Aaron Gold* & Jeanne Gold Irving Gold* Mindy Gold Morris & Phyllis Gold Ruth Gold Dorothy Goldberg* Jerold & Linda Goldberg 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

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 Bette & Dennis Gould Steve Gould* & Mary Marshall Jodie Graber Matthew Graber Rabbi Philip Graubart & Rabbi Susan Freeman Abraham Gray* & Elfrieda Meth* Alan & Elisheva Green

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

The Persky-Schuman Family

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

Orin & Liora Green Reuven & Tamar Green Larry Greenbaum* Laurie Greenberg Linda Greenberg Quan Greenberg Beverlee & Pat* Greene Dr. Oscar & Rita Greene* Herbert* & Marlene Greenstein Christopher & Anita Griffith Page 11

Be a part of the

book of life.

Create a Jewish Legacy Society Members are invited to provide a personal statement sharing why they included Jewish organizations in their plans in the Book of Life, a treasured archive for our San Diego community.

Visit: jcfsandiego.org/BOL

Harold Grinspoon Joan Gross Karen Grossman Randy & Dawn Grossman Allen & Toni Gruber Sylvan & Ruth Grunwald* David & Claire Guggenheim Judy Gumbiner Steven Guthauser & Anna Newton Charlotte Haas* Bryna Haber* Ellen & Herbert Hafter Jr. Norman* & Diana Hahn Henry W. & Sophie Haimsohn Page 12

Barbara Haislip Channah Hale* Joseph Haleva* Dr. Jeffrey Hall & Fern Platt Hall* Susan Halliday* Wayne Hamburger & Sharon Losnick Ben and Trisha Handler Denise Handler Gerald & Judith* Handler Alberto Tawil Hanono Judy Hante Helen Harlan* Naomi & Wayne Harris Phyllis & Gordon Harris Amy Hart 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

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

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 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

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

Edgar and Julie Berner

Eva and Ari Isaak

It is our hope and prayer that our five children teach their children tzedakah, personal and social responsibility, love of our country in spite of its faults, love of learning and education, love of family and friendships, and an understanding of all the beautiful wisdom contained in the teachings of Judaism.

We believe deeply that it is our responsibility to work the soil and to water the roots of our Jewish home. We promise to take action and to nourish this community that has given us so much in return – a spiritual home.

Phil and Ellen (z”l) Lorang

Although only one of us was raised Jewish, both of us have dedicated our lives to Tikkun Olam. Making the decision to provide legacy support to our shul was a natural extension of those beliefs and reflects our desire to ensure that Jewish practices and traditions continue to shape the next generation.

America and the last 70 years are remarkable. They have been so favorable to the prosperity, health, and safety of Jews in general, and to us and our children in particular.

Still, the challenges ahead for Jews in America are obvious and many. How could we not put a plan in place to leave a portion of our estates to the Jewish organizations in San Diego, and elsewhere, that have been important to us?

Pat Libby and Mike Eichler

See page 38 for your Book of Life invitation.

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Motivations for Giving A commitment to

being Jewish To live up to the

Values

instilled by parents and grandparents

To Give Back To make a

Difference To be part of something

Greater than Ourselves To be

Recognized To Feel Connected

with others of similar values To honor

Loved Ones To support an organization because of valuing what the organization does

for the Community Page 14

R EMEMB ER ING & HONOR ING

Joan Jacobs (z”l) Joan and her husband, Dr. Irwin Jacobs, are extraordinarily generous philanthropists who have truly embodied tikkun olam - in San Diego, in Israel, and in the world. Their contributions to Jewish life, health and social services, education, arts and culture, and more have greatly improved our beautiful community and will leave an indelible mark for generations to come.

We are so appreciative that Joan and Irwin chose to share their philanthropic passion and legacy through a Book of Life video, which may be viewed by scanning here:

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 Irving* & Eleanor Jaffe Liora Jaffe Richard & Ann Jaffe Charles & Rachelle Jagolinzer Edward & Linda Janon Emily & Chris Jennewein 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* Marjory Kaplan Maurice & Charmaine Kaplan* Mavis Kaplan*

Rabbi Scott Meltzer and Barbara and Bill Sperling

We’ve created a

Jewish Legacy – have you?

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

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 24 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.

You can contribute to this fund! See page 37.

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These Local

Organizations currently partner 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.

Jewish Federation of 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.

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* 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*

Visit us online - jcfsandiego.org/legacy Page 18

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 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 Dorothy Last* James & Risa Lauth Steve & Joanne Laverson Arthur* & Rhoda Lavine M. Larry Lawrence* Robert Lawrence* & Laurie Black Rabbi Marty & Anita Lawson Robin and Joth Layton 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* Miriam Lieber 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

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

Ann and Richard Jaffe IN THEIR OWN WORDS

San Diego Jewish Academy is their passion and will be one of their major legacies in San Diego.

But it also reveals so much about their Jewish values and their outlook on life.

Giving is often considered a detached or dispassionate act. But many times, the person giving ultimately gains as much as the recipient, in ways that can be tangible or intangible. “We go from success to significance and elevate our souls by helping elevate others,” as Richard shared in the context of asking others to support the Academy. The Jaffes don’t have any expectation of something in return for their philanthropy. They Page 20

just know from decades of giving that it tends to yield rewards in many ways, including the satisfaction of seeing Jewish students grow into future leaders.

Judaism informs their values and has always been an important part of their lives. The couple Ann and Richard Jaffe like to make annual grants each year to nonprofits on their anniversary – reflecting their shared value of giving back. Richard noted the additional assurance they feel with JCF housing and managing the SDJA endowment, ensuring that their decades of support for Jewish education in San Diego will continue their legacy indefinitely.

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 Nina Madden Sabban Ron & Shamara Madrid Norman Magid* Florence Maio* Dr. Alan Maisel Dr. Marcy Maisel* Jack & Deborah Maizel Luis & Sally Maizel Andrew & Tanya Malk Brian & Nancy Helene Malk Simon & Diana Malk Tina Malka

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

Dorothy Lasensky with her Grandchildren

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 Jackie & Charlie Mann Mark Mann* Walter & Ruth Mann* Brian & Suzanne Marcus Dr. Howard & Lottie Marcus*

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...? __________________________________________________________________________________________ __________________________________________________________________________________________ __________________________________________________________________________________________

Sanford Margolies* Elias & Frances Margolin* David Markoff Arthur* & Joan Markovits Greg & Julianne Markow Ellen Marks Charlotte Marx Gary & Jayne Marx Ronald & Cathi Marx Michael & Lynn Maskin Lisa Massry & Alexis Massry Page 22

Michael & Hilary Mattes Sandy & Ralph Mayer Hillel Mazansky* Phyllis Mazer* Gloria Mazur* Wendy McCreary Louis Mednicoff* Jane Meis* Eli & Susie Meltzer Rabbi Scott & Jennifer Meltzer Kendall Melville* & Sabina Wallach

David & Luna Memun Steve & Barbara Mendell Chana Mendez-Gonzalez Cantor Sheldon & Marcie Merel* Jessica Meyer Paul & Maggie Meyer Carlos & Esther Michan David & Rashel Michan Michael & Jessica Middleton Joseph & Lauren Milana Paulette L. Millander Bill Miller Lance & Michelle Miller Karen 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 Joel & Arlene Moskowitz* Harris I. Moss Jonathan* & Gillian Moss Mark & Ellen Moss Ann Levenstein Mound

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

Morris (z”l) and Zita Liebermensch On behalf of our family, we are most grateful for the opportunity to perpetuate the Jewish tradition of “tzedakah” with our legacy gift.

We especially want to remember and honor all those who came before us; give love and support to all those in the here and now; and be ever mindful to secure a safe and caring future to all those who are to follow.

David and Claire Ellman We are honored to fulfill our obligation of supporting the Jewish community through the mitzvah of “tzedakah”.

Our children are our precious gifts.

It is our responsibility to create and enhance every possible opportunity for them and their fellow Jews to live a rich life steeped in our Jewish heritage and teachings.

Joseph Cohen The ability to give back and contribute – of time, talent, and financial capacity – is a motivating force for me. I am inspired to help others and understand their charitable capacity for doing good in the world. In the mode of living through giving we enhance our true happiness.

My legacy gift to JCF San Diego is in the belief that a vibrant community foundation will provide strong leadership for the larger Jewish community of San Diego – and elsewhere. Jewish Family Service and the Jewish Community Center are central to the quality of community life and are beneficiaries of legacy gifts.

I am grateful to live in a wonderful city, surrounded by inspiring examples of philanthropy, and desire to do ever more to secure the future of the Jewish community.

See our complete online Book of Life.

Page 23

Did you know

148 Jewish Organizations

have been included in legacy plans?

Local and National Jewish Organizations America-Israel Cultural Foundation American Conference of Cantors Inc. American Israel Education Foundation American Jewish Committee American Jewish Joint Distribution Committee American Jewish World Service Anti-Defamation League Anti-Defamation League - San Diego Association for Jewish Studies, Inc. Be’er Hagolah Institutes Beit Am Mid-Willamette Jewish Community Center Beth Israel Congregation, Ann Arbor Beth Jacob Congregation* Bikur Cholim of Palm Springs Blue Card Inc. Brandeis University Camp Hess Kramer Camp Mountain Chai* Camp Ramah in California Centro Primo Levi Chabad at La Costa Chabad Jewish Center of Oceanside Chabad La Jolla Chabad Lubavitch of Larchmont and Mamaroneck Chai Lifeline ChaiSouthAfrica CLAL - National Jewish Center for Learning and Leadership Coastal Roots Farm* Congregation Adat Yeshurun* Page 24

Congregation Bet Haverim Jewish Fellowship of Davis Congregation Beth Abraham, Oakland Congregation Beth Am* Congregation Beth El* Congregation Beth Israel* Congregation B’nai Zion, El Paso Congregation Dor Hadash* Durham-Chapel Hill Jewish Federation Eshel, Inc. Fifth Avenue Synagogue Forward Association, Inc. Friends of Chabad Lubavitch San Diego, Chabad Hebrew Academy Friends of Chabad Lubavitch San Diego, Chabad of RSF Friends of the IDF Friends of United Hatzalah 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 of San Diego* HIAS Inc. Hillel - The Foundation for Jewish Campus Life Hillel at Washington University Hillel of San Diego* Hope Village, San Diego House of Israel Balboa Park Impact Cubed Institute for Jewish Spirituality

Israel Emergency Alliance (StandWithUs) JAFCO Children’s Foundation Jewish Braille Institute Jewish Community Center Association of North America Jewish Community Center of Greater Ann Arbor 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* Jewish Foundation for the Righteous Jewish Reconstructionist Camping Corporation Jewish Theological Seminary Jewish War Veterans of the USA 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 - Los Angeles, CA National Council of Jewish Women National Yiddush Book Center Ner Tamid Synagogue*

North American Conference on Ethiopian Jewry Ohr Shalom Synagogue* ORT America Inc. Pardes Institute of Jewish Studies Penninsula Temple Beth El Ramah in the Rockies Reconstructionist Rabbinical College Religious Action Center of the URJ River Garden Hebrew Home San Diego Hebrew Day School* San Diego Jewish Academy* Seacrest Foundation Selfhelp Home Sephardic Bikur Holim Congregation Shalom Institute Camp and Conference Center Sh’ma Institute Simon Wiesenthal Center Southern California Yeshiva High School Survivor Mitzvah Project Temple Adat Shalom* Temple Emanu-El* Temple Solel* Ten Yad Kallah Gemach Inc. The Butterfly Project

The Schechter Institutes, Inc. Tifereth Israel Synagogue* Torah High Schools of San Diego U.S. Holocaust Memorial Museum UC Berkeley Hillel Union for Reform Judaism Camping System United Jewish Centers of Metrowest United Synagogue of Conservative Judaism USC Shoah Foundation Yeshiva Academy of Harrisburg Foundation (The Silver Academy)

Israeli Organizations America Gives American Committee for the Weizmann Institute of Science American Friends of Magen David Adom American Friends of Shalva American Friends of Tel Aviv University American Society for Technion American Society for the Protection of Nature in Israel American Society for Yad Vashem American Society of the University of Haifa

Beit Hatfutsot Birthright Israel Foundation Boys Town Jerusalem Foundation of America Central Fund for Israel Friends of Israel Disabled Veterans Beit Halochem Friends of the Daniel Centers for Progressive Judaism Friends of Yad Sarah Inc. IDC Herzliyah ImpactIsrael dba Friends of Yemin Orde Israel Air Force Center Foundation Israel Guide Dog Center for the Blind Israel Tennis Center Associates, Inc. Jewish Agency for Israel Jewish National Fund New Israel Fund Ohr Torah Stone Institutions of Israel P.E.F. Israel Endowment Funds Together for the Wellbeing of Israel’s Soldiers U.S. Committee Sports for Israel/Maccabi ZAKA Search and Rescue And more! *Currently participating in the Jewish Community Foundation’s community-wide Create a Jewish Legacy program.

30 +

ORGANIZATIONS IN ISRAEL

Page 25

The Book of Life Nearly 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.

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

Not on the list?

Contact the Foundation to be included.

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

Dr. Lawrence & Rebecca Newman* Michael Newman Harriet G. Newmark* Newmark* Family James & Mary Nierman 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 Orgel Helen Orin* Daniel* & Arlene Orlansky Elaine Orvis* August Osroff* 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 Daniel & Laurie Pearl Jeremy & Kelly Pearl Valerie & Bobby Peck Dr. John & Jean Penn

Legacy Giving Options What’s right for you?

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 the Foundation or your favorite organization(s) 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 the Foundation or your favorite organization(s) 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.

You can contribute to this fund! See page 37.

Joel & Ruth Perlin Bill & Edith Perlman* Gary & Lisa Perlmutter Judith Persky Sarah Person-Leeds* Dr. Randolph Philipp & Margaret Benedict Lou & Hanka Phillips 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 Eli J. Posinoff* Page 28

Howard Potash* Hughes & Sheila Potiker* Seth & Susan Pransky Irv Pregozen* Jessica Pressman & Brad Lupien Cheryl Rattner 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 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* Dr. Stuart and Mrs. Joanne Roberts Len* & Connie Robin Jeremiah* & Cassidy Robins Rolf Robins* Debbie Rodriguez 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 Stephen and Joan Rosenzweig Hannah L. Roskin* Jeffrey & Shelley Ross Dr. Allison Rossett Ivan* & Janet Rostovsky 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* Bram & Rochelle Rubinstein Jeremy Sable & Karen Gross Thomas & Helen Sabo

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

Page 30

Dr. Bruce & Sheri Sachs Ray & Marcia Sachs Anthony & Ellen Sacks Glenda Sacks Dr. Peter & Arlene Sacks Sara R. Sacks* Devora Safran & Ron Eisenberg Richard Sager Al* & Teresita Salganick Cecile Salomon* Brett & Nicole Saloner Todd Salovey & Diane Boomer Harriet Salter Eriberto & Stella Salzmann Edward* & Rae Samiljan and Family Abbie & Josiah Sand* Sanders Family San Diego County Endowment Maurice Sasson* Maya Satnick Irwin* & Gloria Scarf Howard & Diane Schachat Sanford & Marjorie Schane Ruth Schank* Harriet Schapiro* Sheldon & Lillian Scharlin* Mark Schauder 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 Jon Steven Segal Harry* & Leatrice Segel Colin Seid Family Nancy B. Gold Seid Sonya Seiderman* Charlene Seidle Sydney* & Denise Selati Rick* & Sydney Serwin Harold* & Shirley Shapiro Melvin Shapiro* Philip Shapiro*

Shapiro Family Leah Shapov* Joel and Sally Shaps 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 Lyndsi Sherman Okh

Blanche Shiller* Robert & Mao Shillman Susan Shmalo Stephen & Denise Shoemaker Martin & Roberta Shoman Dr. Sydney & Jane* Shore Yaakov and Devorah Shore Jeffrey D. Shorn* & Charles S. Kaminski Morris Showell* Norman & Anneliesse Shulman* Rachel Shyloski Charlotte & Hano Siegel Leon G.* & Fern Siegel

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

Joe Oppenheimer (z”l)

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 Simons 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* Beth Sirull and Jonathan Shuster Robert & Debra Skomer Donald & Gayle* Slate Brad Slavin Ronald Slayen Page 31

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

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

Create a Jewish Legacy Visit us online.

Page 32

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

The idea is not to live forever, it is to create something that will.

– Andy Warhol Henry and Sophie Haimsohn Page 33

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 & Roberta Gottlieb Herbert Weiss Stephen & Joy Weiss Dr. Stuart Weiss Zvi Weiss Dr. Gary & Nancy Weissberg Jule & Esther Weissbuch* Idelle Weissenberg* Dr. Adam & Beth Weissman Harry & Jo Ann Weissman

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

Marjory Kaplan My endowment for the Jewish people reflects the joy and energy I find throughout our community.

As the previous CEO of the Jewish Community Foundation, I feel blessed to have witnessed so many heart-filled conversations about giving back to the community. Meeting with people of all ages and backgrounds, I understand how the strength of our Jewish values compels us to the obligation of tzedakah and leaving the world a better place.

For my family, I am signing the Book of Life to honor my parents, Rita and Myron Joshel, who showed me through their actions what it means to be generous and active in a community. For future generations, I want to help pass on the powerful values that this book represents.

Share your story! See page 38 for details.

Page 34

Dr. Larry and Rebecca Newman (z”l) When it was time to think about the legacy we wanted to leave our children it was important to us that through our endowments they would appreciate how greatly our involvement with our community had added richness and texture to our lives.

We also wanted to insure that succeeding generations of young Jewish families would find a strong and vibrant community awaiting their participation.

Waisburd Family In memory of our ancestors, inspired by our children, and thinking of our future generations, we are honored to be able to fulfill our duty of tzedakah during and beyond our lifetimes.

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 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* Josh Wortman Dr. Philip & Miriam Wrotslavsky Allen & Melinda Wynar Yosi Yedid Moshe Yehushua

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

– Talmud Ann Youngwood* Meyer* & Claire Yourman Henry & Helen Zaguli* Dr. Marvin & Judith Zaguli Leonard & Ruth Zanville* Jane Zeer Charles & Leah Zibbell* Lillian Zilbercweig* Alan Zimmelman Brian Zimmerman Charles* & Eleanor Zion Joshua and Betina Zlotlow Lois Zlotoff* Josef Zoldan Jose Zyman Anonymous (126) Names listed as of September 2024.

Page 35

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.

To learn more about the history and heritage of San Diego’s Jewish Community and understand the struggles, triumphs, contributions, and legacy of San Diego’s Jewish community, visit sandiegohistory.org/jewish-history.

Passover at Naval Training Center c. 1958

Page 36

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

Isador Lewis Cigars c. 1895

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

Endowment Funds Available at JCF Camp Mountain Chai Scholarship Fund This endowment fund supports camper scholarships to attend Camp Mountain Chai.

Day School Scholarship Endowment Fund An endowment fund used to support scholarships for the Jewish day schools in San Diego.

Endowment for Youth Philanthropy This endowment supports youth philanthropy programs such as the Jewish Teen Foundation.

Gail Littman Living Legacy Endowment Fund The Gail Littman Living Legacy Endowment Fund supports the Endowment Leadership Institute program in building, strengthening, and sustaining the Jewish community.

Holocaust Remembrance Endowment Fund This fund supports the annual community Yom Hashoah gathering as well as other community Holocaust remembrance and education initiatives.

Jan Tuttleman Jewish Women's Foundation This endowment fund supports the Jewish Women’s Foundation, a network of women who have joined together to improve the lives of Jewish women and girls.

Jewish Burial Fund This fund provides financial assistance related to costs associated for Jewish burials.

Marjory Kaplan Foundation Fund The Marjory Kaplan Foundation Fund helps support the ongoing programs of the Foundation.

Sheila Potiker Endowment Leadership Award This award recognizes outstanding organizations participating in the ELI program at JCF. The Marty Klitzner Endowment Fund This endowment supports the annual Marty Klitzner Symposium for Financial Integrity and/or other Governance Leadership Institute events.

This is just a sample of the many funds available at the Jewish Community Foundation that you are invited to support.

Page 37

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!

Contact us at: (858) 279-2740 legacy@jcfsandiego.org

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 (z”l) 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.

Barbara Bry

Page 38

I feel that my life has exceeded my expectations.

This is why my estate includes a gift to the Jewish Community Foundation and other Jewish organizations, as well as the establishment of a donor advised fund for my two daughters, Sarah and Rachel. It is my hope that the experience of helping our community will enrich their lives as much as it has mine.

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.)

Beth Jacob Congregation

Hebrew Free Loan San Diego

San Diego Hebrew Day School

Camp Mountain Chai

Hillel of San Diego

San Diego Jewish Academy

Coastal Roots Farm

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 ____________________

Friendship Circle

Ohr Shalom 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 names 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.

Page 39

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!

Page 40

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.