THE JFCS PERMANENT ENDOWMENT FUND UPDATE

FALL 2013

8 Carrying on a 1 Tradition of Giving

8 Dear Friend 8 Inspiring Good Deeds for Years to Come

8 Investing in the Future of the Jewish Community

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8 Caring for Our 5 Community’s Elders

8 JFCS Carob Tree Society’s Named Funds

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8 Ask Our Experts 7 8 The Match Is Back 8 The Maibach Family Fund supports JFCS services that ensure young people in our community get a successful start to life.

Carrying on a Tradition of Giving Longtime civic leader and philanthropist Siesel Maibach has contributed her time, efforts, and resources to a broad range of organizations over her many decades in the Bay Area. But, says Siesel, it is the Jewish community to which she has always paid care and attention.

CONTINUED ON PAGE 8 Siesel Maibach with her husband, Dr. Howard Maibach

8 THE MARTHA AND MILTON ROSENBERG FUND

Dear Friend, We are deeply devoted to building JFCS’ Endowment Fund because we understand just how critical JFCS is to the children, families, and elderly of the Bay Area. None of us knows when we might be in need of one of the multitude of services offered—whether it’s care for ourselves, a parent, a child, or a friend. In this issue of our Generations Endowment Fund Report, you’ll find wonderful stories about people who are making sure that our community will always be able to care for our members. By setting up a named fund, they have permanently honored or memorialized a loved one whose name will live on forever through the good works of their fund. JFCS’ Endowment Fund provides the solid financial base needed to serve a growing Bay Area. The Board of Directors understands that our endowment must grow. They have made our Family Matters $100 Million Endowment Fund a top strategic priority, and we are halfway to our goal! Please join us. Won’t you consider creating or adding to your named fund or establishing a bequest in your will or trust? It’s simple. It’s easy. And it is one of the most gratifying things either of us has ever done. Contact JFCS to find out how the values that you live by will continue long after you are gone. Just as many who came before provided for us, it is now our turn to plant seeds for the future. Thank you and warm regards, Nancy Goldberg

Co-Chair, JFCS Endowment Committee

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Lynn Ganz

Co-Chair, JFCS Endowment Committee

Inspiring Good Deeds She was a sweet and gracious Southerner whose family owned a clothing business. He hailed from New Jersey, a brilliant scholarship student from a poor immigrant family. Though from two distant and distinct worlds, Martha Ann Davis and Milt Rosenberg made a perfect match when they met at a Hillel function at the University of Virginia in the 1940s. Milt went on to become one of the most beloved physicians in San Francisco, and Martha was known for working tirelessly on behalf of Jewish organizations, including JFCS, and the well-being of their community. Although Milt died this past year at 89, the legacy that he and Martha created continues to live on—in the Martha and Milton Rosenberg Family Endowment Fund at JFCS and in the good works that they have inspired in others. Early on in their marriage, Martha and Milt constructed a solid foundation of caring. Martha was a member of Hadassah

A SOLID FOUNDATION OF CARING.

for Years to Come

Thanks to the efforts of Martha Rosenberg and other members of JFCS’ Loan and Grants Committee, UC Berkeley alumna Yolanda Anyon (pictured with her mother) was able to complete graduate school. and was on the board of Congregation Emanu-El. For the past 28 years, she has served on JFCS’ Loans and Grants Committee, which helps to underwrite the academic expenses of students in the community who are completing their education. “It has been wonderful to help send kids off to Middlebury, Harvard, and

Martha and Dr. Milton (z’’) Rosenberg

elsewhere,” she says, and “to follow their success.” When she and Milt decided to create an endowment fund, they chose JFCS. “Of all the agencies in the Bay Area, JFCS does the most for people,” she says. Says Gayle Zahler, JFCS’ Associate Executive Director: “With quiet dignity, Martha and Milt were tremendous forces for good in the

community for many decades. With Milt’s passing, Martha continues to carry on their commitment to helping others in need as part of our Loans and Grants Committee.” A urologist, Milt felt as strongly about giving back to the community as his wife. He would see all patients, irrespective of their ability to pay, and for many years was part of a clinic that provided free and low-cost care to the community’s poor. Many loyal patients would make an appointment simply to talk to Milt—whether they had an urgent problem or not. “He was a wonderful listener and one of the kindest and gentlest souls, as well as an excellent doctor,” says the Rosenbergs’ daughter, Robin Cerf. Barbara Rosenberg, a close friend of Martha’s, says that when you think of Martha, “you picture a real ‘Southern lady’ endowed with graciousness, manners, consideration, and generosity.” Since Martha and her family requested that gifts be made in Milt’s honor to their JFCS endowed fund, the outpouring of responses from the community has been nothing less than extraordinary. “My parents were modest people,” says Robin. “Though they lived quietly, they were a strong presence because of their values and belief system. With the Rosenberg Fund, we honor all that my mother represents and all that my dad stood for.” H

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8 THE KAREN KATZ ENDOWMENT FUND WE ARE ALL RESPONSIBLE FOR EACH OTHER.

Investing in the Future of the Jewish Community When Karen Katz graduated from the University of California, Santa Barbara, with a degree in Business, she returned to the Bay Area to pursue her lifelong dream of becoming an entrepreneur. This was a natural next step for Karen, who had already founded a party business in high school and a tape/video business in college. Today, she is the founder and owner of Property Management One. As Karen was developing her professional path, she was also on another quest—to

Karen Katz

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reestablish a connection to the Jewish community. “My family moved from San Francisco to Marin County when I was 13,” she says, “and I found a new community for myself in BBYO (B’nai B’rith Youth Organization). It was vital to me then, and when I was in my early 20s, I sought a Jewish community again.” Karen found her way back to the community at JFCS, where she initially served as an intern on the Board of Directors. It was an enriching experience that enabled her to immerse herself in one of the largest Jewish family service organizations in the country and learn first-hand about tzedakah. “It was love at first sight,” she says. “I was passionate from day one about what JFCS does to help people.” Karen subsequently spent 10 years as a JFCS Board member and was among the youngest donors to establish a named endowment fund. She did so, she says, because “I was making a statement to my peers that this is an important way to give back. It’s our obligation as a community—kol yisrael arevim zeh l zeh. We are all responsible for each other.” Karen continues to be an enthusiastic JFCS supporter and one of her current interests is Cleanerific, JFCS’ social

enterprise, which offers green cleaning services to Bay Area homes and businesses.”As a socially responsible businessperson,” says Karen, “this is right up my alley. It provides training to its workers, offers a living wage and benefits, and is environmentally sound.” Karen uses Cleanerific to help maintain the many buildings her company oversees, and she recommends it widely. “We are honored that a business community member as highly regarded as Karen Katz endorses our services,” says Michael Berke, Cleanerific’s founder and President. An investment in Cleanerific is only one of the ways Karen is stepping up her dedication to JFCS. She is now preparing to create a second named endowment fund and plans on leaving a bequest to the agency. “I believe the agency does G-d’s work, and I am proud to be involved in any way I can,” Karen says. “JFCS helps people in every stage of life to thrive and live with dignity. I can’t think of anything more important or in line with my philanthropic passions.” H If you are interested in Cleanerific’s services, call 415-820-7230 or visit www.cleanerific.org.

8 THE ALLAN BERENSTEIN ENDOWMENT FUND FOR SENIORS MANY ACTS OF LOVING KINDNESS.

Caring for Our Community’s Elders Allan Berenstein

When the AIDS crisis hit its peak in San Francisco in the mid to late 1980s, Allan Berenstein was on the frontlines, caring for friends, volunteering at hospices, helping to establish a residence for the homeless with HIV, and providing emotional support to the bereaved families of young, gay men living—and dying—with the disease. But with medical advances allowing many with HIV to manage their conditions well into their senior years, Allan is embracing another community important to him: the Jewish community. The lion’s share of his caring is

directed toward JFCS, where he has become a loyal volunteer and supporter. Allan, who retired after many successful years in the insurance industry, contributes his time, energy, and resources to the monthly Senior Shabbat Outreach Program—in which he has inspired his entire family to participate. He also serves as a driver in the JFCS RIDES program, which provides transportation to seniors who need to get to and from medical and other vital appointments. His latest JFCS area of concern is the Food Pantry. “Food is essential,” says Allan. “And I like being able to provide for those who can’t.” Among Allan’s many acts of loving kindness are his financial gifts to JFCS. “I think that JFCS is a wonderful organization that does so much good for so many,” he says. To demonstrate his commitment to the agency, Allan established the Allan Berenstein Endowment Fund for Seniors. While all clients at JFCS are important to Allan, he feels a particular affinity toward seniors, especially those whom he has grown to know through the one-onone relationships he has developed in the RIDES program. “I love talking to the clients,” he says. “They really open up to you.” A native of San Francisco, Allan came from a strongly identified Jewish home in which civic engagement and charitable giving were a matter of course. His father, a founder of Congregation Adath Israel, served on the boards of the Jewish Free Loan Association and Sinai Memorial Chapel. His mother was a member of Hadassah and Mizrachi. As a youth, Allan was involved with Temple Judea. Allan recently notified JFCS of a new, significant step in his philanthropic commitment: He has named the agency as a beneficiary in his will. “JFCS receives my largest share of tzedakah,” he says. “It’s important that we take care of our own.” H

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LEGACY GIVING AT JEWISH FAMILY AND CHILDREN’S SERVICES

JFCS Carob Tree Society’s Named Funds LIST AS OF SEPTEMBER 2013 Lorna Altshuler Endowment Fund Gita & Henry Baigelman Holocaust Education Fund Alvin H. Baum Jr. Endowment Fund Ann & Irwin Bear Fund for Palliative/End of Life Care Allan Berenstein Endowment Fund for Seniors Jean-Helios Bermingham & Sherman Winthrop Family Fund Bernstein Family Endowment Fund Doris Blinks & Dorothy Shapiro Fund Beverly Shirlee Zimmerman Bock Fund for Girls and Women at Risk Sam Budovsky Memorial Scholarship Fund Circle of Life Endowment Fund Clarence & Suzanne Claugus Family Fund Ruth Cohen Memorial Endowment Fund Gary, Holly & Erica Cohn Endowment Fund Roselyn & David Copans Memorial Fund Valerie & Paul Crane Dorfman Endowment Fund The Damensztein Family Fund Don Dorsey Family Fund Ellyn, Howard, & Laura’s Food Services Fund Nancy B. Epstein Endowment Fund Barbara & Jeffrey Farber Family Fund Martin Fleishman Endowment Fund Joseph & Rita Friedman Family Fund Phyllis Friedman Endowment Fund for Children and Families Janie & Don Friend Family Fund Michelle & Robert Friend Family Fund Lynn & Claude Ganz Family Fund Sarah Lee & Richard Gilman Memorial Fund for Parents Place Jeri & Fred Goldberg Endowment Fund Nancy & Larry Goldberg Changing Laws, Changing Lives Endowment Fund David & Marie Goldstein Fund for At-Risk Children Frances & William Green Endowment Fund for Seniors Grunfeld Family Fund for Children’s Services Henken/Kamph Family Fund Eve & Vernon Heyman Endowment Fund 6

Deborah & Craig Hoffman Family Endowment Fund Marian Huret Fund to Help Young Women Start Their Careers Huret-Dulski-Op den Kamp Family Fund to Help Older Adults Maintain Independent Living Marsha & Donald Jacobs Family Fund The JIMMY Fund Ronald N. Kahn & Julia T. Rowe Endowment Fund Kaminer Family Fund Elaine & Michael Kaplan Family Endowment Fund Karen Katz Endowment Fund Margaret Kaufman Family Fund Kay Family Endowment Fund Vera & Leo Kiachko Memorial Fund for Seniors Persis Thau Knobbe Family Fund Felix Kolb, M.D. Medical Assistance Fund Muriel Lerner Leff Fund Let Them Eat Bread Fund Fred M. & Nancy Livingston Levin Fund for Adults with Disabilities Lucille & Henry Libicki Endowment Fund Sid & Gerry Lipton Family Fund Sharon L. Litsky & John F. Sampson Fund for At-Risk Youth Eric & Greta Livingston Family Fund Anna & Alexander S. Lushtak Family Fund Maibach Family Fund for At-Risk Youth Maier Family Endowment Fund Maisel Currens Family Fund Mendel Family Fund Stephanie & John Mendel Fund Judith Moss Endowment Fund No One Can Ever Steal Your Rainbow Fund John & Barbara Osterweis Family Fund Joseph & Eda Pell Fund for Children at Risk Robert & Jeanette Pickard Memorial Rental Assistance Fund Purple Lady Fund Varda & Irving Rabin Family Fund Miki Amelia Rayant Children’s Fund F.W.C. Rivka Peninsula Seniors Fund

Robbins Family Endowment Fund Alex & Gertrude Roberts Endowment Fund Gerald Rosenstein Endowment Fund Tillie Rosner Endowment Fund Auntie Irene Hannah Rubens Girls Can Be Anything Fund Helen Rubin Memorial Fund Joseph & Norma Satten Endowment Fund Dorothy R. Saxe Fund for Children and Families Schloss Family Endowment Fund Norman & Adrienne Schlossberg Fund The Schwarzbach Family Fund Richard Segal & Dorothy Connelly Endowment Fund Helen Sherman & Felton McCoy Memorial Fund Shilling-Rieger Family Fund Sheri & Paul Siegel Family Fund Lana Berke Silverman Endowment Fund for Special Needs Audrey & Robert Sockolov Family Fund Ida & Leo Sonkin Fund Aaron Spector Take Me Out to the Ballgame Fund Candice & Richard Stark Endowment Fund Steier Family Fund Vera & Harold Stein Jr. Endowment Fund Ronna Stone/Tim Smith Family Fund Sucherman-Horn Endowment Fund Susser Family Fund for Children Esther Sweeny Memorial Fund Larry Tannenbaum Legacy Fund Bonnie Tenenbaum Fund for Youth Development Weinberger Children’s Fund Idell & Otto Weiss Family Youth Community Service Fund Vera B. & Lonnie Weiss Fund for LGBT Children and Youth Dr. Steven Wiesner Endowment Fund William & Joseph Fund Kathy & Don Williams Family Endowment Fund Mitzi & Adolf Wilner Memorial Fund Harry & Florence Wornick Endowment Fund Diane & Howard Zack Family Fund for Children at Risk Zahler-Wachs Family Fund

ASK OUR EXPERTS I’d like to make a gift to JFCS, but I’m retired and living on a fixed income. Is there a way I can support JFCS while also increasing my income? You may want to consider establishing a life income gift, such as a charitable remainder trust or a charitable gift annuity. Both allow you to make a charitable gift to JFCS but retain an income stream (for yourself and/or others) for life or a fixed number of years. After your lifetime, the remaining assets pass to JFCS. A life income gift can help you meet three important goals: maintain a continuing source of income, provide an opportunity to receive tax benefits, and support JFCS. For more information, please contact Barbara Farber at 415-449-3858 or BarbaraF@jfcs.org. H

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JFCS BOARD OF DIRECTORS

8 THE MAIBACH FAMILY FUND FOR AT-RISK YOUTH AN INSPIRING EXAMPLE OF PHILANTHROPY.

Carrying on a Tradition of Giving CONTINUED FROM COVER “I feel very strongly about the survival of Judaism—that’s why I always put my efforts into Jewish organizations,” she says. As for her love of JFCS, she explains: “The beauty of JFCS is that it reaches out to all segments of the community where there are needs. If a new need is identified, JFCS is flexible enough to implement new programs to respond.” Siesel, a former President of the JFCS Board of Directors, believes so strongly in JFCS’ mission that she established the Maibach Family Fund for At-Risk Youth, which supports services and programs to help young people who have lost their way to find themselves and reach their potential. Siesel’s interest in helping others is hard-wired. She grew up in Shreveport, Louisiana, part of a closeknit Jewish community in which her father, a self-made businessman from a small town in Mississippi, assumed

an active role in Jewish and civic affairs. Though he did not graduate from college, he made sure that all of his siblings had the benefit of higher education. He was continuing the caring tradition of his Jewish forebears from Germany and France, who came to this country in the early to mid 1800s and became civic and business leaders throughout the South. After Siesel moved to the Bay Area in the 1960s, she became involved in philanthropic work. Early on, she was impressed by JFCS. As a Board member and President in the 1980s, she was instrumental in

The Match Is Back Through December 31, 2013, you can become a member of JFCS’ Carob Tree Society and qualify for a $3,600 matching gift by committing $10,000 to a new or existing named fund—paid either upfront or over a four-year period.

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establishing the agency’s AIDS Family Assistance Project, the first Jewish-based AIDS service in the United States. She also helped oversee the creation of Help At Home, the precursor to the JFCS’ current Seniors At Home, to provide home care and other needed services to Bay Area elders. “We wanted to make sure that seniors were taken care of in all aspects of their lives so that they could remain independent,” she says. Along with other JFCS leaders, she established the agency’s development department and hired the first staffperson, who was charged with raising funds to support JFCS programs. “Like their ancestors, the Maibach family carries on a tradition of caring in our community,” says Dr. Anita Friedman, JFCS’ Executive Director. “We are grateful for all they have done—and continue to do—and are inspired by the example they’ve set.” H

PRESIDENT Susan Kolb VICE PRESIDENTS Ian H. Altman Michael J. Kaplan Marina Tikhman TREASURER Richard Segal ASSISTANT TREASURER Douglas A. Winthrop SECRETARY Claire M. Solot DIRECTORS Joseph Alouf Tammy Crown David Dossetter Lynn Ganz Nancy Goldberg Marsha W. Jacobs, MFT Michael Janis Ronald N. Kahn Scott C. Kay Kerri Lehmann Sharon L. Litsky Jan Maisel, MD Joyce Newstat Karen Pell Lela Sarnat, PhD Zoe Schwartz James Shapiro Candice Stark Ronna Stone Stephen Swire Ingrid D. Tauber, PhD Luba Troyanovsky EXECUTIVE DIRECTOR Dr. Anita Friedman

ENDOWMENT COMMITTEE

CO-CHAIRS Lynn Ganz Nancy Goldberg Carole Breen Harry Cohn Paul Crane Dorfman Nancy Epstein Judy Huret Michael J. Kaplan Susan Kolb Siesel Maibach Daryl Messinger Dr. Raquel Newman Cindy Gilman Redburn Joyce Rifkind Alison Ross Lela Sarnat, PhD Harvey Schloss Stephen J. Schwartz Vera Stein Bonnie Tenenbaum, PhD Luba Troyanovsky

JFCS PERMANENT ENDOWMENT FUND

Barbara Farber, Director DESIGN: SF Art Department

JEWISH FAMILY AND CHILDREN’S SERVICES of San Francisco, the Peninsula, Marin and Sonoma Counties

2150 Post Street San Francisco, CA 94115 415-449-1200

www.jfcs.org