2012 Annual Report - Jewish Foundation of Memphis


2012 Annual Report - Jewish Foundation of Memphis

Futu� For the

2012 Annual Report

This phrase is so simple, yet it means so much. It

was chosen as the theme for this year’s annual

report because it reflects the core objective of the

Jewish Foundation of Memphis - ensure the financial

stability of our Jewish community organizations for future


A task that will take the entire community, working

together, to make happen.

This year major strides were made toward reaching this

goal. Of particular note was the re-launch of our bequest

program- Create Your Jewish Legacy, in partnership

with Memphis Jewish Federation. With funding from

the Domestic Endowment Fund of Jewish Federations

of North America and local donors Hal and Ronna

Newburger, we expanded our staff and reached out to our

partner agencies to build the momentum for a focused

deferred giving initiative. Over the next several years this

will continue to be a primary focus.

Kay Saslawsky, President


For the

Our strength has been in our ability to be objective

philanthropic advisors, working with donors with varied

interests and goals. For some donors, utilizing the

resources of the Jewish Foundation for annual donations

is the extent of their relationship with us. For others,

the resources of the Foundation have been helpful in

the development of long-term legacy plans, some of

which include structures for engaging family members for

generations to come. Whatever your philanthropic goals,

we have the tools to help.

The picture below was taken last month when the

Foundation was recognized as Outstanding Foundation

of the Year by the Memphis Chapter of the Association

of Fundraising Professionals. This wonderful honor is

a testament to the impact we have had in the Jewish

community and beyond.

Thank you for your continued partnership.

Please call on us – 901.374.0400

Laura K. Linder, Executive Director

JFOM executive director Laura Linder with the past Foundation board presidents. (Pictured l-r) Laura Linder, Nat Landau,

Jerome Makowsky, Ronna Newburger, Kay Saslawsky, Nick Ringel, L.R. Jalenak, Jr. and Ronald Harkavy.

Types of Funds

Fund Holders

2012 Grantee Organizations

Create Your Jewish Legacy

Legacy Society

Professional Advisory Group

Investment Program

Ways to Make a Gift

Statement of Financial Position

Leadership and Staff

Thank You

to our Sponsor

2012 Annual Report

Table of Contents

The Mission

The Mission of the Jewish Foundation of Memphis is to encourage

charitable giving, support partner agency development and to

build and sustain a vibrant Jewish community.

Jewish Foundation of Memphis Partner Agencies

Anshei Sphard-Beth El Emeth Congregation

Baron Hirsch Congregation

Beth Sholom Synagogue

Bornblum Solomon Schechter School

Jewish Family Service


Margolin Hebrew Academy/Feinstone

Yeshiva of the South

Memphis Jewish Community Center

Memphis Jewish Federation

Memphis Jewish Home and Rehab

Temple Israel











Agency Endowment Funds

Several Memphis Jewish organizations have chosen

to invest their endowment assets or a portion of

them with the Foundation’s funds. These funds are

permanent assets of the Jewish community in that

the principal is never touched. All are governed by

stringent investment, spending and gift acceptance

Value of Agency

Endowment Funds



Donor Advised Philanthropic Funds - Minimum $5,000

The Foundation assists donors with their current

charitable giving through its Donor Advised

Philanthropic Funds. These “charitable bank

accounts” are among the most popular fund types

because they are a cost-effective and fl exible way

for donors and their families to plan their giving

and make grant recommendations to their favorite

charitable organizations whenever they choose.

Number of families

that support their

favorite charities

through the Jewish



Support Your Favorite Charitable O

Total grant dollars

awarded to local,

regional and national




policies. As a service to these funds,

the Foundation ensures that policies

are appropriately in place and enforced.

A representative of each organization that

invests their assets with the Foundation’s funds

serves on the Foundation’s investment committee.

Once a fund is established, donors

recommend and the board approves

grants to support local and national

qualifi ed charities. The Foundation

maintains grant records and monitors

distributions to ensure that recipient

charities are responsibly utilizing grant



Number of Agency

Endowment Funds


Donors recieve a charitable tax deduction in the year in which the gift is made and funds grow

tax free in one of 8 investment pools as recommended by the donor.

Number of charitable

organizations that have

received grants from

the Jewish Foundation


This Tiffany vase is one of dozens of pieces of Tiffany and art glass contributed to the JFOM by Susan Adler Thorpe and her sister Hedda

Adler Schwartz in memory of their parents, Herta and Dr. Justin Hans Adler. The contributed items were sold at auction in November 2011

and the proceeds were placed in a Donor Advised Philanthropic Fund of the Jewish Foundation of Memphis.

Organizations Through the Jewish Foundation

Designated Funds - Minimum $10,000

A Designated Fund may be

established by donors who wish

to fund a particular agency or program

within the Memphis Jewish Community.

Designated Funds may be established in

Number of

Designated Funds


B’nai Tzedek Funds - Minimum $250

B’nai Tzedek is an award winning,

unique bar/bat mitzvah program

launched in 2002 that teaches

teens how to become responsible

and educated philanthropists.

At the time of the their bar/

bat mitzvah, teens are invited to

establish their own fund by donating

$250 of their Bar/Bat Mitzvah money

to the Foundation. Their gift is matched

Number of TeenS who

have participated in

B’nai Tzedek


Family Supporting Foundation - Minimum $1,000,000

A Family Supporting Organization

(SO) is a charitable entity that

qualifi es as a public charity

because of its affi liation with the

Jewish Foundation of Memphis.

A SO is managed by a board of directors, a

minority of whom are chosen by the donor and the

majority of whom are appointed by the Foundation.


memory of a loved one, may carry a family name,

or the name of the agency or program that will be

receiving support. Through a Designated Fund, donors

can ensure that the agencies and programs that are

important to them receive perpetual support.


FROM Designated Funds



by the program’s sponsor bringing the balance to

$500. Annually, students are given the opportunity

to recommend charitable grants equal to 20% of their

fund balance through high school graduation.

Each B’nai Tzedek teen becomes part of the Student

Co-op Fund. The money in this fund is given to local,

Jewish organizations. These organizations submit

proposals, which are reviewed by B’nai Tzedek members

who ultimately decide which organizations to support.

value of grants Awarded through

B’nai Tzedek in the last 10 years



A SO has its own 501 (c)(3) qualifi cation, and makes

its own investment, grant and payout decisions. A SO

provides an excellent structure for involving family

members and future generations in philanthropy. Start

up costs and operating costs are typically lower than for

private foundations and the SO gains instant access to

the professional resources of the Jewish Foundation of


Jewish Foundation of Memphis Fund Holders

Pictured below are four generations of the Perlman family. Each generation is connected in some way to a program of the

Jewish Foundation of Memphis and each generation is helping to sustain the Memphis Jewish community through tzedakah.

1st Generation -

Bailie Perlman (of blessed memory)

“I hope and pray that my legacy to

the Lion of Judah Endowment of

the Memphis Jewish Federation

will help ensure both the survival

of Israel and the future of a strong

and vital Jewish community for

my children, grandchildren and


-Jewish Foundation of

Memphis Endowment Book

of Life, April 6, 2003

Lulu Abdun

B’nai Tzedek Fund

Sophia Abdun

B’nai Tzedek Fund

Tali Abdun

B’nai Tzedek Fund

Max Abraham

B’nai Tzedek Fund

Aimee Adler

B’nai Tzedek Fund

Herta and Dr. Justin H. Adler

Philanthropic Fund

Peggy and William Adler

Family Fund

Michael and Karen Alabaster Family

Philanthropic Fund

Parker Michael Alperin

B’nai Tzedek Fund

Alex Alpert

B’nai Tzedek Fund

Elaine Ames Senior Outreach

Services Fund


Arney Family Fund

Valerie Kaplan Arnold Fund

Carol and Philip Aronoff

Philanthropic Fund

Becca Ashner

B’nai Tzedek Fund

Jewish Teen Philanthropy

Endowment Fund

B’nai Tzedek Student

Co-operative Fund

Ben and Larisa Baer

Philanthropic Fund

Isadore and Miriam Baer Family

Philanthropic Fund

Benji Ballin

B’nai Tzedek Fund

Ellie Ballin

B’nai Tzedek Fund

Samantha Ballin

B’nai Tzedek Fund

Baron Hirsch Congregation

Endowment Fund

Jewish Continuity Fund for the

benefit of Baron Hirsch


Daniel W. Barrach

B’nai Tzedek Fund

Elisa Paige Barrack

B’nai Tzedek Fund

Lisa and Dan Barzel

Charitable Fund

Max Barzel

B’nai Tzedek Fund

Hannah Baum

B’nai Tzedek Fund

Jake Baum

B’nai Tzedek Fund

Scott and Suzanne Baum

Philanthropic Fund

Stephen and Golden Bearman

Philanthropic Fund

Sandra and Ben Beatus Fund

Harriet and Lawrence Beck

Philanthropic Fund

Belz PSJM Charitable Fund

Anise and Ronald Belz Family

Philanthropic Fund

Elizabeth Belz

B’nai Tzedek Fund

Nate & Minnie Bernstein Scholarship

Fund for Jewish Family Service

Beth Sholom

Memorial Gardens Fund

Beth Sholom Kaplan

Challenge Fund

Beth Sholom

Endowment Fund

Beth Sholom Scholarship Fund

Austin Bierman B’nai Tzedek Fund

Kara and Paul Bierman Family

Tzedekah Fund

Dot and Stanley Bilsky Fund

Bloch Family Fund

Blockman Philanthropic Fund


Bornblum Solomon Schechter

School Fund

Bornblum Scholarship

Endowment Fund

Allison Boshwit

B’nai Tzedek Fund

Jeremy Boshwit

B’nai Tzedek Fund

Rochelle Bouchard

B’nai Tzedek Fund

Boy Scouts of America Troop 25

Endowment Fund

Morgan Bromley

B’nai Tzedek Fund

Mary and Maury Bronstein

Family Fund

Rose Merry Brown and Aron Livnah

Philanthropic Fund

Janet H. Brueck

Philanthropic Fund

Jacob Simon Buring

B’nai Tzedek Fund

Molly Gold Buring

B’nai Tzedek Fund

Aaron Canales

B’nai Tzedek Fund

Sam Canales

B’nai Tzedek Fund

Carvel Family

Philanthropic Fund

Baron Carvel

B’nai Tzedek Fund

Zoe Carvel

B’nai Tzedek Fund

Central High School

Designated Fund

Sam and Patricia Chafetz

Philanthropic Fund

Sam Charney

B’nai Tzedek Fund

Barry and Susan Chase Fund

Lacey Chaum

B’nai Tzedek Fund

Stephanie Rachel Clein

B’nai Tzedek Fund

Avrahm and Paula Cohen

Philanthropic Fund

Eliot and Bonnie Cohen

Charitable Fund

Ellen Cohen B’nai Tzedek Fund

Hallie and Jay Cohen Fund

Rachel Cohen

Endowment Fund

Robert and Joanne Cohen

Philanthropic Fund

Ted I. Cohen

Endowment Fund

Aileen and Pace Cooper

Torah Fund

Debra L. Cooper

Philanthropic Fund

Dylan Cooper

B’nai Tzedek Fund

Elan Cooper

B’nai Tzedek Fund

Ethan Cooper

B’nai Tzedek Fund

Irby and Bernice Cooper

Philanthropic Fund

Jeremy Cooper

Philanthropic Fund

Tova and David Cooper

Philanthropic Fund

Mildred and Jerome Dan

Memorial Fund

Barbie and Ray Dan

Philanthropic Fund

Nancy and Sheldon Dan

Fund for Jewish Education

Terry and Sharon Dan

Philanthropic Fund

Harry K. Danziger L’Dor Vador Fund

Jewish Heritage Fund

Brandi Eiseman

B’nai Tzedek Fund

Terry Eleazer, Jr.

B’nai Tzedek Fund

Captain Mark Elster

Israel Youth Fund

Stanley and Patti Elster

Family Fund

Emerson Family

Philanthropic Fund

Engelberg Family

Charitable Fund

Epstein Segal

Philanthropic Fund

Jonathan and Leslie Epstein

Charitable Fund

Leonard and Rhonda Feiler

Philanthropic Fund

Rebecca S. Feldbaum

B’nai Tzedek Fund

Charlie Finan

B’nai Tzedek Fund

Daniel Finan

B’nai Tzedek Fund

The Finestone Fund

Asher Finkelstein

B’nai Tzedek Fund

Nachi Fleischhacker

B’nai Tzedek Fund

Claire Fogarty

B’nai Tzedek Fund

Wendy and Avron

Fogelman Foundation

Margo and Mark Fogelman

Family Fund

The Martha and Robert

Fogelman Fund

David J. Forgosh

Philanthropic Fund

Molly Franklin

B’nai Tzedek Fund

Nathan Franklin

B’nai Tzedek Fund

Sara and Leonard Frey

Philanthropic Fund

Shirley and Bernard Frisch Family

Philanthropic Fund

Dena Frisch

B’nai Tzedek Fund

Marlene and Herbert Gerson Fund

Rachel Glazer

B’nai Tzedek Fund

The Goldsmith

Family Fund

Goldsmith Family

Philanthropic Fund

Dora T. Goldstein Memorial

Endowment Fund

Edward J. Goldstein

Philanthropic Fund

Eli Goldstein

B’nai Tzedek Fund

Jeff and Bunny Goldstein Fund

Jerome and Sondra Goldstein

Family Fund

Josh Goldstein

B’nai Tzedek Fund

Michael and Sharon Goldstein

Family Fund

David Goodman Fund

Donna and Bob Goodman Fund

Jack and Roseanne Goodman

Philanthropic Fund

Scott Goodman and Barbara

Masoner Fund

Gorden Family

Scholarship Fund

Lila Gordon

B’nai Tzedek Fund

The Gortler Family Fund

Evelyn and Marlin Graber

Philanthropic Fund

Glenn and Pamela Graber

Philanthropic Fund

Isaac Graber B’nai Tzedek Fund

Jerrold J. and Martha S. Graber

Philanthropic Fund

Steve and Esther Graber

Philanthropic Fund

Edward Grauman

Philanthropic Fund

The Miriam & Rabbi

Efraim Greenblatt Jewish

Education Scholarship Fund

Jake Greenstein

B’nai Tzedek Fund

Julia Greenstein

B’nai Tzedek Fund

ElDov Foundation

Aaron Grosman

B’nai Tzedek Fund

Ron and Mimi Grossman

Philanthropic Fund

Leslie and Faylese Gruber

Family Fund

Margo and Todd Gruen

Philanthropic Fund

Rosie Gruen

B’nai Tzedek Fund

Mason Paul Gudelsky Fund

Mildred and Edgar Haas, Sr. Family

Endowment for Education

at Temple Israel

Diane and Mark Halperin

Philanthropic Fund

Jerome H. Hanover Fund

Iris and Ronald Harkavy

Philanthropic Fund

Charlotte Harkavy

B’nai Tzedek Fund

Ian Lawrence Harkavy

Philanthropic Fund

Juliana Harkavy

B’nai Tzedek Fund

Laura and Lee Harkavy

Philanthropic Fund

Jacob Harris

B’nai Tzedek Fund

Allan and Marcia Hayden

Philanthropic Fund

Iuliu Herscovici

Designated Fund

Sigmund F. Hiller Fund

Ellen and Steven Hirsch

Philanthropic Fund

Jack Hirschman

B’nai Tzedek Fund

Hilary and Mitch Hodus Fund for

Family Enrichment at Beth

Sholom Synagogue

Rose and Jake Iskiwitz and Esther F.

Iskiwitz Fund for the Memphis

Jewish Home Pet Therapy Program

Allen & Kay Iskiwitz Family Fund

Barbara and Arthur Jacobs

Family Fund

Ethan K. Jacobs Tzedekah Fund

Monique and Charles Jalenak

Charitable Fund

Natalie and James B. Jalenak

Charitable Fund

Peggy E. and L.R. Jalenak, Jr.

Family Philanthropic Fund

Jewish Family Service

Endowment Fund

Jewish Family Service Shalom

Taxi Program

Jewish Foundation of Memphis

Unrestricted Endowment Fund

Jewish Foundation of Memphis

Operating Endowment Fund

Samantha Jordan

B’nai Tzedek Fund

John and Hilda Kapell

Philanthropic Fund

The Bene and Saul Kaplan Fund

Cheryl and Gary Kaplan Fund


Jacob Karmel

B’nai Tzedek Fund

Ryan Karmel

B’nai Tzedek Fund

Avi Katz

B’nai Tzedek Fund

Daniel Katz

B’nai Tzedek Fund

Erin Katz

B’nai Tzedek Fund

Hallie Katz

B’nai Tzedek Fund

Judy E. Katz Fund

Shaya Katz

B’nai Tzedek Fund

Lisa and Seth Kaufman

Tzedakah Fund

Ida and Louis Kessler

Family Fund

Robert H. Kessler

Memorial Fund

Barbara and Scott Klazmer

Philanthropic Fund

Minette and Jay Kochman

Philanthropic Fund

Toba and Leslie Kornberg

Philanthropic Fund

Judy and Morris Kriger

Philanthropic Fund

Krueger Family

Charitable Fund

Heidi Kulbersh

Memorial Endowment Fund

The Sunshine Fund

Elianna Landau

B’nai Tzedek Fund

Harper Landau

B’nai Tzedek Fund

Olivia Landau

B’nai Tzedek Fund

Geri and Hal J. Lansky

Philanthropic Fund

Joyce and Bernard Lansky

Philanthropic Fund

Roselyn and Harold Lapides

Philanthropic Fund

Joyce and Buddy Lazarov

Family Fund

Sidney and Roselle Lazarov

Philanthropic Fund

Suzanne and Paul Lazarov

Philanthropic Fund

Jewish Foundation of Memphis

Legacy Society Endowment Fund

Diane and Steven Leib

Philanthropic Fund

Harrison Leitner

B’nai Tzedek Fund

Cara Levi

B’nai Tzedek Fund

2nd Generation – Mary Lynn and Arnold Perl

“We have been truly blessed in our happy and healthy life together,

and we feel blessed to make a difference through our legacy gifts to

Temple Israel and the Lion of Judah Endowment of Memphis Jewish

Federation to help ensure the future of our Jewish community at

home in Memphis, in Israel, and throughout the world.”

-Jewish Foundation of Memphis Endowment Book of Life, April 6, 2003

Daniel Levin

B’nai Tzedek Fund

Samuel Levin

B’nai Tzedek Fund

Nancy and Michael Levinson Fund

Levit Family Fund

Donny and Shelley Levy

Philanthropic Fund

Justin Libby

B’nai Tzedek Fund

Katie Libby

B’nai Tzedek Fund

Margo Libby

B’nai Tzedek Fund

Joan and Michael Lightman Family

Philanthropic Fund

3rd Generation – Laurie and Jeff Meskin

Through grants from their Donor Advised Fund, Laurie and Jeff are able

to support their favorite charitable organizations. During the past year,

Laurie established a deferred gift that will endow her annual Lion of

Judah gift to Memphis Jewish Federation.

Eliana Linder

B’nai Tzedek Fund

Jonah Linder

B’nai Tzedek Fund

Laura and Jimmy Linder

Family Fund

Bernard and Sue Ann Lipsey

Philanthropic Fund

Segall Livnah

Memorial Fund

Lewis and Debra Loskovitz Fund

Ariana Lutterman

B’nai Tzedek Fund

Natalia Lutterman

B’nai Tzedek Fund

Magdovitz Children’s Fund

Barbara and Earl Magdovitz

Tzedekah Fund

Magdovitz Family Foundation

Makowsky Greenberg Scholarship

Fund for Bornblum Solomon

Schechter School

Gary and Dinah Makowsky

Philanthropic Fund

Jerome and Evelyn Makowsky

Charitable Fund

Tyler Malkin B’nai Tzedek Fund

May Lynn and Charles Mansbach

Philanthropic Fund

MHA/FYOS General Endowment


MHA/FYOS Irby Cooper

Learning Endowment

Iris and Ronald Harkavy Fund

Designated for the Margolin

Hebrew Academy/FYOS

Sally and Herman Markell

Philanthropic Fund

Markowitz Family Fund

Jonathan and Stephanie Marks

Family Philanthropic Fund

Jaime Marquis

B’nai Tzedek Fund

Noah Mayer

B’nai Tzedek Fund

David and Tracey Mendelson

Tzedekah Fund

Hannah Meskin

B’nai Tzedekah Fund

Jake Meskin

B’nai Tzedekah Fund

Jeffrey and Laurie Meskin

Family Philanthropic Fund

Mirvis Family Fund

Hannah Leigh Morris

B’nai Tzedek Fund

The Larry Morrison

Jewish Medical Ethics Fund

Rachel and Anthony Morrison

Charitable Fund

Julia C. Morrison

Endowment Fund

Rose L. Morrison Fund

Matthew Moskovitz

B’nai Tzedek Fund

Jeri and Mitch Moskovitz

Family Fund

Carly Nahon

B’nai Tzedek Fund


Family Fund

Newburger Fund

Knobelburger Foundation

Nat Newburger

Philanthropic Fund

Alvin and Marcia Notowich

Philanthropic Fund

Marilyn and Herb Notowich

Philanthropic Fund

Samantha Notowich

B’nai Tzedek Fund


Scott and Jill Notowich

Philanthropic Fund

Marty Olswanger Memorial

Endowment Fund

Hannah Orgel

B’nai Tzedek Fund

Megan Orgel

B’nai Tzedek Fund

Erin Ostrow

Philanthropic Fund

Sophie Ostrow

B’nai Tzedek Fund

Lyda G. Parker

Philanthropic Fund

Barry and Billie Pelts

Family Fund

Linda and Don Pelts

Philanthropic Fund

Rachel Pelts

B’nai Tzedek Fund

Arnold and Mary Lynn Perl Family

Philanthropic Fund

Dr. Maurice E. Petrovsky Memorial

Fund FBO MJCC Camp


The Billie and Joseph Pierce Family

Charitable Fund

Plough Towers

Endowment Fund

Memphis Jewish Housing

Development Antenna Fund

Marvin and Eileen Posner

Philanthropic Fund

Jacob Radin

B’nai Tzedek Fund

Maury and Elaine Radin

Philanthropic Fund

Raffi Radin

B’nai Tzedek Fund

Remy Rea

B’nai Tzedek Fund

Stephanie Richman Memorial

Scholarship Fund

Ringel Educational Computer

Fund to Benefit Temple Israel

Brian Ringel

B’nai Tzedek Fund

Judy and Neil Ringel Fund

Evelyn and William Robbins

Holocaust Education Fund

Joe and Jennifer Roberts

Philanthropic Fund

Jonah Roberts

B’nai Tzedek Fund

Axel and Rita Robins

Music Fund to Benefit Temple


Rita and Axel Robins

Charitable Fund

Nancy and Richard Robinson

Philanthropic Fund

Meryl Shahun Rosen

Philanthropic Fund

Jacob and Miriam Rosensweig

Philanthropic Fund

Emily Rosenthal

B’nai Tzedek Fund

Evan Rosenthal

B’nai Tzedek Fund

Jessica H. Rosenthal

Memorial Fund

Jane Ross College

Scholarship Fund

Jacob Rotter

B’nai Tzedek Fund

Rachel Rotter

B’nai Tzedek Fund

3rd Generation– Stephanie and Jonathan Marks

Stephanie and Jonathan have joined 240 generous families to establish

a Donor Advised Fund with the Jewish Foundation. They are able to

recommend grants from their fund to qualifi ed charities of their choice

as often as 2 times per month.

Wendy and Cary Rotter

Family Fund

Judith E. Royal

Philanthropic Fund

Julia Rubnitz

B’nai Tzedek Fund

Rebecca Rubnitz

B’nai Tzedek Fund

Zach Rubnitz

B’nai Tzedek Fund

S & N Fund

Cindy and Bill Sacharin

Charitable Fund

Adam Saharovich

B’nai Tzedek Fund

Daniel Saharovich

B’nai Tzedek Fund

Debra and Alex Saharovich

Philanthropic Fund

David Alan Samuels

Charitable Fund

Alan and Sherry Samuels Fund

Andy and Betsy Saslawsky

Family Foundation

Erin Saslawsky

B’nai Tzedek Fund

Kay Usdan Saslawsky

Philanthropic Fund

Kevin Saslawsky

B’nai Tzedek Fund

Rhonda and Mark Saslawsky Family

Philanthropic Fund

Mimi Scheidt

B’nai Tzedek Fund

Amanda Scheidt

B’nai Tzedekah Fund

Marty and Jackie Scheinberg

Philanthropic Fund

Michael Scilken

B’nai Tzedek Fund

Schneider Family Fund

Allan and Julie Schoenberger

Philanthropic Fund

Adam Scilken

B’nai Tzedek Fund

Deanna & Irvin Serenco Fund for

Children with Hearing Disorders

Irvin L. and Deanna S. Serenco

Philanthropic Fund

Emunah Serman

B’nai Tzedek Fund

Tamar Serman

B’nai Tzedek Fund

Mary S. Shainberg Fund for Bornblum

Solomon Schechter School

Shainberg Lawson

Philanthropic Fund

Barbara and Terry Shainberg

Family Fund

Raymond and Toby Shainberg

Philanthropic Fund

Rachel and Stephen Shankman

Philanthropic Fund

Eli Shankman

B’nai Tzedek Fund

Sam Shankman

B’nai Tzedek Fund

Leah Sherman

B’nai Tzedek Fund

Connie and Mike Sherman

Family Fund

Jacob Shermer

B’nai Tzedek Fund

Jared Shermer

B’nai Tzedek Fund

Shomre Yisrael Fund

Zachary Shulkin

B’nai Tzedek Fund

Larry and Jody Shutzberg

Family Fund

Darren Shwer

B’nai Tzedek Fund

Hayley Shwer

B’nai Tzedek Fund

Adam Siegler

B’nai Tzedek Fund

Stacy and Jerry Siegler

Family Fund

Silver Family

Philanthropic Fund

Brett Silver

B’nai Tzedek Fund

Matthew Silver

B’nai Tzedek Fund

Carly Singer

B’nai Tzedek Fund

Megan Rebecca Singer

B’nai Tzedek Fund

Jerry & Louise Sklar

Philanthropic Fund

Ron and Linda Ellen Sklar Family

Philanthropic Fund

Elaine Wagner Skopp

Philanthropic Fund

Sheldon and Laurie Smith

Family Fund

Robert and Jackie Solmson Fund

Shayna and Brad Somer

Philanthropic Fund

Shoshana Somer

B’nai Tzedek Fund

Eve Sorin

B’nai Tzedek Fund

Special Needs Jewish Adult

Programming Fund

Eli Steinberg

B’nai Tzedek Fund

Jill and Ken Steinberg

Philanthropic Fund

Morris and Bea Steinberg Family

Philanthropic Fund

Ryan Steinberg

B’nai Tzedek Fund

Jodie Struminger

B’nai Tzedek Fund

Temple Israel Museum Fund

Myrna and Myron Thomas Fund

Noah Thomas

B’nai Tzedek Fund

Mariette and Joel Turetzky

Tzedekah Fund

Michael and Andrea Uiberall Fund

Linda and David Usdan Family

Philanthropic Fund

Stacy and Scott Vogel

Charitable Fund

Alyse Michelle Wagner

Philanthropic Fund

Abe and Goldie Walter

Memorial Fund for

Jewish Education


4th Generation – Hannah and Jake Meskin

Hannah and Jake recently joined 150 other Memphis teens as members of

B’nai Tzedek, the Jewish Foundation’s award-winning teen philanthropy

program. In celebration of their recent b’nai mitzvah, Hannah and Jake

each made a $250 donation which was matched to create a philanthropic

fund of $500. Hannah and Jake will make annual grants from their fund

through their high school graduation in 2017.

Curt and Hedi Ward

Designated Fund

for Temple Israel

Warren Family

Charitable Fund

Ira and Deborah S. Weinstein

Philanthropic Fund

Cathy and Craig Weiss

Family Fund

Danny and Saralyn Weiss Fund

Jeanne and Irving Weiss

Philanthropic Fund

Max Weiss

B’nai Tzedek Fund

Michael and Marcia Ann Weiss

Philanthropic Fund

Patti and William Weiss Family

Philanthropic Fund

Alexa Wender

B’nai Tzedek Fund

Jill Wender

Philanthropic Fund

Ariel Sarina Wexler

B’nai Tzedek Fund

Molly and Jason Wexler

Family Fund

Michael Wilons

Philanthropic Fund

Brooke Talia Winestone

B’nai Tzedek Fund

Rachel Sarah Winestone

B’nai Tzedek Fund

Eric and Marc Wolf

Young People’s Fund

Andy and Tricia Woodman

Philanthropic Fund

Jacob Woodman

B’nai Tzedek Fund

Rachel Woodman

B’nai Tzedek Fund

Harold and Judy Wormser

Philanthropic Fund

Dena and Gary Wruble

Philanthropic Fund

Lawrence and Diane Wruble

Philanthropic Fund

Jocelyn Dan Wurzburg

Philanthropic Fund

Mickey and Warren Wurzburg

Family Fund for Temple Israel

Stuart and Carol Zalowitz

Philanthropic Fund

Belz 2008 Foundation


of Giving -


families with 3

or more generations



2012 Grantee Organizations

2 Million Dogs


ACT for America

Agudas Yisrael of Long Island

Agudith Israel

Al Chymia Temple

Albert Einstein College of Medicine

ALS Association, Tennessee Chapter

Alzheimer’s Disease Research

Alzheimers Association

American Association Ben Gurion

University of the Negev

American Cancer Society

American Civil Liberties Union

Foundation, Inc

American Committee for Shaare Zedek

American Diabetes Association

American Friends of Bet El Yeshiva


American Friends of Yeshivt

American Friends of Beit Hatfutsot

American Friends of the Hebrew


American Friends of Bar-Ilan University

American Friends of Wingate

American Friends of Beer Hatorah Inc

American Friends of Magen David


American Heart Association

American Humane Association

American Jewish Committee

American Jewish Committee

American Jewish Congress, Inc.

American Jewish World Service

American Red Cross

American Society for Yad Vashem

American Society for Technion

AMIKids Beaufort

Amnesty International USA, Inc.


Anshei Sphard - BethEl Emeth


Anti-Defamation League

Arts Engine


Atlanta Scholars Kollel

Audubon Society of Greater Denver

Ave Maria Foundation

B’nai B’rith Foundation of the U.S.

B’nai B’rith International

B’nai B’rith Youth Organization, Inc.

B’nai Brith Beber Camp

B’nai Zion Congregation

The Baddour Center

Bais Yaakov of Baltimore

Bais Yaakov of Western Monmouth


Ballet Memphis

Baptist Memorial Health Care


Barnard College

Baron Hirsch Congregation

Barrington Stage Company


Beacon School Parent Association

Beanstalk Foundation

Benign Essential Blepharospasm

Research Founda

Berkshire Theatre Festival

Beth Sholom Brotherhood

Beth Sholom Sisterhood

Beth Sholom Synagogue

Beth Tfiloh Congregation

Birthright Israel Foundation


Bluffton Self Help

Bluffton-Jasper Volunteers in Medicine

Boca West Foundation

Bornblum Solomon Schechter School

Boston Symphony Orchestra

Boy Scouts of America

Boys & Girls Clubs of Greater Memphis

Bradley University

Brady Center To Prevent Gun Violence


Bronx High School of Science Parents


The Brotherhood Sister Sol, Inc.

Committee for Accuracy in Middle East


Camp Dream Street

Camp Nebagamon Scholarship Fund

Camp Ramah in New England

Campbell Foundation

Camperships for Nebagamon

Center for Southern Folklore

Central Fund of Israel

Central High School

Chabad at Tulane

Chabad for Young Professionals

Chabad Lubavitch of Tennessee

Chabad Lubavitch of Boca Raton

Chabad on Campus

Chai Lifeline

Charlotte Maxwell Complementary


Children’s Town

Childrens Bridge of Zichron Menachem,


Childrens Cancer Research Fund


Christ United Methodist Church

Christian Brothers High School

Christians United for Israel

Church Health Center

Circuit Playhouse, Inc.

Clarion Fund, Inc.

Collat Jewish Family Services

Colorado Coalition for the Homeless

Colorado Public Radio

Colorado Rocky Mountain School

Community Foundation of Greater


Community Foundation of the

Lowcountry, Inc.

Community Shares

Concerts International

Congregation Ansche Chesed

Congregation B’nai Israel

Congregation Beth Israel

Congregation Beth Jacob

Congregation Mickve Israel

Congregation Rodef Sholom Of Marin

Congregation Yeshiva Toldos Yitzchok

Consumer Reports Foundation

Covenant Network of Presbyterians

Creative Aging Mid-south

Crime Stoppers

Crisis Center, Inc.

Cross County Foundation Inc.

Denver Urban Gardens

Dixon Gallery and Gardens

Doctors Without Borders

Dogs 2nd Chance

East Tennessee State University

The Educational Alliance

Edward Berg Memorial Eye Clinic


The American Friends of C.R.I.B. -



Elephant Sanctuary in Tennessee

Emory University

The Eroica Ensemble

Eruv of Atlanta

Etzion Foundation

Exceptional Foundation

The Exchange Club Family Center

Ezer Yoldot Hamercazi

Facing History and Ourselves

Family Safety Center of Memphis and

Shelby County

Farm & Wilderness Foundation, Inc.

Farnsworth Art Museum

FINCA International, Inc.

First Presbyterian Church

First Unitarian Church of Memphis

The Fistula Foundation

Florence & Chafetz Hillel House at

Boston University

Florida Atlantic University

Forrest Spence Fund

Foundation Fighting Blindness

Foundation for the Library

Francis W. Parker School

Frayser Community Development


Freedom Prep Charter School

French Camp Academy

Fresh Air Fund

Friends of Israeli Scouts

Friends of the Israel Defense Forces

Friends of the U of Memphis Libraries

Gann Academy

Germantown Fine Arts Foundation

Germantown Performing Arts Center

The Gesher Foundation

Girl Scouts of the Mid-South

Girls Incorporated of Memphis

Memphis Goodwill Industries, Inc.

Grameen Foundation USA

Greenpeace, Inc.

Guardian Angel Pet Rescue

Gush Etzion Foundation

Habitat for Humanity of Greater


Habitat for Humanity International, Inc.

Hadassah Foundation Inc.

Hadras Yerushaliyim

Harvard Law School

Harwood Center

Hattiloo Theatre

Hazon, Inc.

Healthy Memphis Common Table

Hebrew Immigrant Aid Society

Hebrew Union College

Heifer Project International, Inc.

Henry S. Jacobs Camp

Herb Kosten Pancreatic Cancer

Charitable Fund

The Heritage Foundation

Heroes on Horseback

High Country News Research Fund

B’nai B’rith Hillel Foundation

Hillel at the University of Alabama

Hillel of Memphis

Hillel: The Foundation for Jewish

Campus Life

Honest Reporting

Hope House Day Care Center

Hospitality Hub of Memphis

Humane Society of Eastern Arkansas

Humane Society of New York

Huntington Museum of Art, Inc.

Hutchison School

Imagination Productions, Inc.

Indiana University Foundation

Institute for Justice

Institute of Southern Jewish Life

International OCD Foundation

Iris Orchestra, Inc.

Israel Always

Israel Cancer Research Fund

Israel Food Distribution

The Israel Project

Friends of Israel Scouts Friendship


Jacob’s Pillow Dance Festival


Jaffa Institute


Jewish Education Service of North

America, Inc

Jewish Agency for Israel

Jewish Arizonans on Campus

Jewish Children’s Regional Service

Jewish Community Center Association

Jewish Community Center of Southern


Jewish Community Federation of

Greater Chattanooga

Jewish Community Foundation of

Greater Kansas

Jewish Family Service

Jewish Family Service of Colorado

Jewish Federation Council of Greater

Los Angeles

Jewish Federation of South Palm


Jewish Federation of Nashville &

Middle Tennessee

The Jewish Foundation for the


Jewish Historical Society of Memphis

Jewish National Fund

Jewish Women’s Foundation of South

Palm Beach

John Brockington Foundation

Joint Distribution Committee

Junior League of Memphis

Juvenile Diabetes Research Foundation

Katherine Delmar Burke School


Keren Yehoshua V Yisroel, Inc.

The Khabele School

Kollel Torah MiTzion of Memphis

KU Hillel

KUNC - Community Radio

KUT Radio

Lausanne Collegiate School

The Leadership Academy

The League of Women Voters

LeBonheur Children’s Medical Center

Lebonheur Foundation

Leukemia & Lymphoma Society, Inc

Friends of the Levitt Pavilion Memphis

Lezion B’rina Institute

Maccabi USA Sports

Madonna Learning Center

Make-A-Wish Foundation of the Mid-


March of Dimes

Margolin Hebrew Academy/FYOS

Massachusetts General Hospital

Cancer Center

Maternal League of Memphis

May River Montessori

Mazon - A Jewish Response to Hunger

Meharry Medical College

Memorial Sloan Kettering Cancer


Memphis & Shelby Couty Bar


Memphis Area Legal Services, Inc.

Memphis Area Women’s Council

Memphis Botanic Gardens

Memphis Brooks Museum of Art

Memphis Center for Reproductive


Memphis Charitable Foundation

Memphis Child Advocacy Center

Memphis City Schools

2012 Grants



Local Jewish 2.25%

Local Secular 17.10%

National Jewish 5.15%

National Secular 6.71%

Partner Agencies 67.97%

Memphis City Schools Foundation

Memphis College of Art

Memphis Crisis Center

Memphis Family Shelter

Memphis Friends of American Red

Magen David for Israel

Memphis Friends of Israel

Memphis Gay and Lesbian Community


Memphis Hadassah

Memphis Humane Society

Memphis Jewish Community Center

Memphis Jewish Federation

Memphis Jewish Home and Rehab

Memphis Museum System

Memphis Opportunity Scholarship


Memphis Oral School for the Deaf

Memphis Orchestral Society

Memphis Planned Parenthood

Memphis Prep Program

Memphis Redbirds Foundation

Memphis Rotary Foundation

Memphis Symphony Orchestra

Memphis Theological Seminary

Memphis Union Mission

Memphis University School

Memphis Urban League, Inc.

Memphis Zoological Society

Memphis/Shelby County Fire Fighters




Methodist Healthcare Foundation

Metropolitan Inter-Faith Association

The Metropolitan Museum of Art

The Metropolitan Opera

Miami University Foundation

Mid-South Food Bank

Mid-South Peace and Justice Center

Mitzvah Heroes Foundation

Mothers Against Drunk Drivers

Multiple Myeloma Research

Foundation, Inc.

Muscular Dystrophy Association

Museum of Arts & Design

N E Miles Jewish Day School

National Breast Cancer Coalition

National Civil Rights Museum

National Conference of Synagogue


National Foundation for Cancer


National Jewish Medical Research


National Multiple Sclerosis Society


National Multiple Sclerosis Society

National Ornamental Metal Museum

National Outdoor Leadership School

$ 30,002.50

$ 82,031.94


$ 187,530.11

$ 244,144.90

$ 2,474,021.62

TOTAL $ 3,640,034.52

National Parks Conservation


Natural Resources Defense Council

Nature Conservancy

Neve Michael Children’s Village

Neve Yerushalayim

New Ballet Ensemble and School

New England Institute of Jewish


New Israel Fund

KBY Congregations Together, Inc.

Nora’s Life Gift Foundation, Inc.

Northwestern Annual Fund

Norwood School

Ohavay Zion Synagogue

Ohr Torah Stone Institutions

Opera Memphis

Operation Lifeshield Inc.

Memphis Development Foundation dba


The Orthodox Union

Osher Marin JCC

Osteogenesis Imperfecta Foundation,


P.E.F. Israel Endowment Funds, Inc.

PA of the Bronx High School of Science


The Penn Fund

Philadelphia Yearly Meeting of the

Religious Society of Friends

Pink Palace Family of Museums

Pitching in for Kids

Planned Parenthood Federation of


Playback Memphis

Plough Towers

Poetry Society of America

Poets House

Porter Leath Home

Presbyterian Church (USA)

Presbyterian of the Midsouth

Proclaiming Justice to The Nations

Ramah Darom

Real Good Dog Rescue


Religious Action Center of Reform


Religious Zionists of America

Revision International

Rhodes College

Rider University

Rocking the Boat, Inc.

Rocky Mountain PBS

Ronald McDonald House

The Salvation Army

Sam Schloss Lodge of B’nai B’rith

American Friends of Sanhedria-


Seattle Hebrew Academy

Seattle Music Partners

Shaaray Torah Synagogue

Shaare Zedek Hospital

Shakespeare and Company


Shearis Israel

Shelby County Books from Birth, Inc.

Shriners Hospitals for Children

Sierra Club Foundation

Sigma Alpha Mu Foundation

Simon Wiesenthal Center

Sisters in Service Foundation, Inc.

Skidmore College

Society of Entrepreneurs


Southern Communications Volunteers

The Southern Jewish Historical Society

Special Olympics Tennessee

St John’s United Methodist Church

St. Agnes Academy

St. George’s Schools

St. Jude Children’s Research Hospital

St. Louis Hillel

St. Louis University

St. Mary’s Episcopal School

Standish Foundation for Children


Supporting Riley Children, Inc.

The Susan G. Komen Breast Cancer


Syracuse University

The Taft School

Teach for America, Inc.

Teen Challenge of Memphis

The Temple - Hebrew Benevolent


Temple Adas Israel

Temple B’nai Israel

Temple Beth Israel - Beth Zion

Temple Beth Or

Temple Beth Sholom

Temple Etz Chaim

Temple Israel

Temple Israel Museum Fund

Tennessee Medical Foundation

Theatre Memphis


Torah Day School of Atlanta, Inc.

Tri City Jewish Center

Temple Israel Boy Scout Troup 25

Tufts Hillel

Trustees of Tufts University

Tulane University

Tunica Humane Society

U.S. Holocaust Museum

Jay Uiberall Legacy Fund

Union for Reform Judaism

United Way of the Mid-South

University of Central Florida

University of Colorado Foundation

University of Memphis Foundation

University of Mississippi

University of Pennsylvania

University of Tennessee Annual Fund

Urban Adamah

USO World Headquarters

V & E Greenline

Ben Schulman Center for Jewish Life

Vanderbilt Law School

Voices of the South

Volunteer Memphis

Volunteers for Outdoor Colorado

Washington University

Washington & Lee University

Washington and Lee Hillel

The Westminster Schools

White Station Middle School

William Breman Jewish Home

Williamstown Theatre Festival

Wings Cancer Foundation



Wolf River Conservancy

Women of Reform Judaism

Women’s Foundation of Greater


Workers Interfaith Network

World Jewish Congress Foundation

World of Children Inc

World Union for Progressive Judaism

World Wildlife Fund

Worldwide Fistula Fund

WUMR Gift Fund

Yachad, The National Jewish Council

for Disabilities

Yad L’Achim

Yad L’Yad Charity, Inc.

Yale Alumni Fund

Yale Law School Fund

Friends of Yashar LaChayal

Yellowstone Park Foundation

Yeshiva Toras Chaim Toras Emes

YMCA of the Rockies

Young Israel of Memphis

Youth Villages


ZACH Theater

Zionist Organization of America

Create Your Jewish Legacy

Create Your Jewish Legacy is a bequest effort that aims to encourage long-time

donors to remember their favorite Jewish organizations in their estate plans. Over

the next three years the Foundation’s partner agencies will work to build their

knowledge and will reach out to donors to raise endowment funds through bequests,

life insurance policies and other deferred gift vehicles.

Stacy and Scott Vogel


Tami and Bob Eiseman

As successor advisors to the Sandy and Kirke Lewis Donor Advised Fund,

Tami and Bob Eiseman (pictured right) and Stacy and Scott Vogel (left)

recommended the Foundation purchase two charitable life insurance

policies for the benefit of Memphis area Jewish organizations.

“My parents loved this community and were committed to its

survival. My sister and I learned from their example and hope

to pass their values on to our children as well.”

- Scott Vogel

The Jewish Foundation’s Legacy Society recognizes donors who have helped secure the financial future of

the Memphis Jewish community by including the Jewish community in their estate plan or by making a

contribution of at least $10,000 to a permanent endowment fund of one of our partner institutions.

Legacy Society members are given the opportunity to write a personal family message in the Foundation’s

Endowment Book of Life.

Legacy Society

Grace W. Aarons*

Herta Adler*

Anonymous in Honor

of Ronald Harkavy

Carol and Philip M. Aronoff

Larisa and Ben Baer

Miriam and Isadore* Baer

Sally and Richard S. Baer

Joan and Phillip Baum

Suzanne and Scott L. Baum

Sylvia A. Beck

Marilyn and Jack Belz

Kara and Paul Bierman

Bert Bornblum

David Bornblum*

Ann and Felix L. Caldwell

Hallie and Jay Cohen

Allen E. Cohen

Myrna and Mark Cohen

Harry Cooper Humanitarian Fund

Bernice Cooper

Tova and David Cooper

Frieda and Sam* Cooper

Laurie A. Cooper and Donald S.


Aileen and Pace Cooper

Helga R. Cornell

Barbie and Ray H. Dan

Michael S. Dragutsky

Mary Dumont

Oscar Dumont Youth Fund

Cindy and Bart Ehrenkranz

Tami and Robert M. Eiseman

Rhonda and Leonard B. Feiler

W. H. Feinstone*

Abigail and Ross Felt

Fredrika and Joel Felt

Amy and Lee A. Filderman

Wendy and Avron Fogelman

Margo and Mark Fogelman

Jeanne and Milton Q. Ford*

Lisa and Jonathan Frisch

Marlene and Herbert E. Gerson

Brenda and Robert H. Gold

Rose* and Wesley A. Goldfarb

Goldsmith Family Fund

Elias Goldsmith*

Edward Goldstein

Sharon and Michael Goldstein

Sondra Goldstein

Martha and Jerrold Graber

Evelyn and Marlin Graber

Alvin Green

Sheril and Rabbi Micah D. Greenstein

Mimi and Ronald Grossman

Diane and Mark J. Halperin

Laura and Lee Harkavy

Iris and Ronald M. Harkavy

Marcia and Allan E. Hayden

Iuliu Herscovici

Hilary and Mitchell Hodus

Janice and Benjamin Isenberg

Kay and Allen N. Iskiwitz

Monique and Charles Jalenak

Natalie and James B. Jalenak

Peggy and Leo R. Jalenak Jr.

Audrey and Jack Joffre

Mollie Johnson

Anna and Shimon Kaminetzky

Bene and Saul Kaplan

David Kaplan

Linda and Edward S. Kaplan

Harold Karoll

Karin and Joel Katz

Lena and Kolman Katz*

Sally and Frederic* B. Kesselman

Janis and Brian Kiel

Barbara and Scott Klazmer

Amelia and S.L. Kopald, Jr.

Mildred S. Krasner

Judy and Morris Kriger

Elaine and David A. Krueger

Rebecca and Alvin Labens

Leslie and Nat Landau

Anna S. and Samuel L. Lansky

Scholarship-in-Residence Fund

Suzanne and Paul Lazarov

Debbie and Stuart J. Lazarov

Joyce and Sidney Levine

Nancy and Michael Levinson

Myrna and Joe S. Levy

Jeanette and Lawrence* Lewis

Sandy and Kirke Lewis*

Gail and Myron Lewis

Laura and James S. Linder

Sue Ann and Bernard Lipsey

Aron Livnah

Betty and William I. Loewenberg

Rena W. Loskovitz*

Barbara and Earl Magdovitz

Dinah and Gary Makowsky

Evelyn and Jerome Makowsky

Pam and Gary W. Malkin

Sally and Herman Markell

Jack Markowitz Fund for Family


Sylvia G. Marks

Alyne and George Matz

Judith K. McCown


Laurie and Jeffrey Meskin

Rose Morrison

Ronna and Hal Newburger

Barbara and Bruce S. Newman

Marcia and Alvin Notowich

Fannie and Max Notowitz

Keith A. Novick

Eunice and Edward T. Ordman

Lyda and Joseph* Parker

Linda and Don Pelts

Mary Lynn and Arnold E. Perl

Bailie Perlman*

Rochelle and Frank* Pierce

Mrs. Rae Plitman

Maurice Plough

Elaine and Maury Radin

Rhea & Ivy, P.L.C.

Judy and Neil E. Ringel

Evelyn and William Robbins

Holocaust Education Fund

Rita Robins

Betty and Frank* Robinson

Nancy and Richard M. Robinson

Meryl Shahun Rosen

Patricia and Lester A.* Rosen

David Rosenberg Endowment Fund

Jane* and David J. Ross

Judy Royal

Diane Goodman Sachs

Debra and Alex Saharovich

Sherry and Alan Samuels

Flora and Harry Samuels

Andrea and Craig J. Sander

Kay Usdan Saslawsky

Honey and Rudi Scheidt, Sr.

Caryn and Rudi E. Scheidt, Jr.

Lawrence Schneider*

Arlyne Schwartz

Hedda A. Schwartz

Deanna and Irvin Serenco

Dessie and Lester* Sewel

Suzanne and Leon Shahun*

Bobbie Shainberg

Mary Shainberg

Toby* and Raymond Shainberg

Alayne Shoenfeld

Marlene and Marty Silver

Jerry Sklar Family

Joel Sklar Family

Louise Sklar

Ron Sklar Family

Jackie and Robert Solmson

Adele and Saul* Sorg

Margie and Harold Steinberg

Jill and Ken Steinberg

Shara Stock

Susan Adler Thorp

Mary and Corey B. Trotz

Mariette and Joel Turetzky

Ray Underberg*

Stacy and Scott Vogel

Martha and Howard Wagerman

Abe and Goldie Walter Memorial Fund

Harold G. Walter

Rabbi Roy Walter

Hedi* and Curt Ward

Debbie and Ira Weinstein

Sally and Mark Wender

Razelle and Stanley Wender

Eileen and Steve Wishnia

Diane L. Woodall and Thom E. Lobe

Diane and Lawrence Wruble

Mary and Charles Wurtzburger

Barrie and Kenneth J. Wurzburg

Jeanne and Warren Wurzburg, Jr.

Reginald Wurzburg Foundation

Sandra Wurzburg

Warren Wurzburg, Sr.*

Mavis Zuckerman

Generations of Giving Families

* of blessed memory

Have you

remembered the

Jewish community

in your estate plan?

Let us know so we

can welcome you

as a member of the

Legacy Society.


Professional Advisory Group

Professional advisors play an important role in helping their clients make tax-wise

charitable gifts. The Foundation’s Professional Advisory Group (PAG) is comprised

of professional advisors in various legal and fi nancial fi elds who support the mission

of the Foundation. These legal and fi nancial advisors help clients make informed

decisions about charitable giving and advise them of the tax and fi nancial benefi ts

that can be gained by making these gifts.

C. Michael Adams, Jr.,


Lisa & Jonathan Frisch


Lisa and Jonathan Frisch grew up in Memphis

and are active members of the Memphis

Jewish community. Their passion for

Judaism and our local Jewish community led them

to include a charitable bequest in their will to a

Donor Advised Fund at the Jewish Foundation

of Memphis. At the time of their death, several

local Jewish organizations will benefit from the

Frisch’s generosity.

“It’s a very simple step with truly rewarding


“Leaving a bequest in

our estate plan was easy.

Our attorney, Mike Adams,

guided us through the process

and the Foundation took

care of the rest”

- Jonathan Frisch

Local attorney Mike Adams, with Wyatt Tarrant & Combs PLLC, worked with the couple on their

estate plan. Adams is a member of the Jewish Foundation’s Professional Advisory Group and is a

certified specialist in estate planning. He enjoys guiding his clients through the charitable planning

process and is a long-time friend of the Jewish Foundation of Memphis.

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


Wyatt Tarrant & Combs PLLC

Celie Althoff, First VP - Wealth


Morgan Stanley Smith Barney

Robert Alvarez, J.D.

Bourland, Heflin, Alvarez, Minor

& Matthews, PLC

Charles Auerbach, CFP®, ChFc, CLU,


Wealth Strategies Group Inc.

Edward T. Autry, J.D.

Wyatt Tarrant & Combs PLLC

Mr. Olen M. Bailey, Jr. J.D., AEP

The Bailey Law Firm

Shelly Baker, CFP®, CTFA, CDFA

Legacy Wealth Management, Inc.

Steve Balton, CPA

Cannon Wright Blount

Mr. Brian I. Barrach, LUTCF, CLTC

Stanley L. Bilsky, CIMA®

Morgan Stanley Smith Barney

Sanford J. Blockman, CPA

Watkins Uiberall PLLC

Robert P. Blumenthal, J.D.

Siegel, Hooper & Blumenthal PLC

Gregory Bostian, CPA

Dixon Hughes

Becky L. Bridgmon, CFP®

Morgan Stanley Smith Barney

Larry H. Bryan, Founder & Director

Diversified Trust Company

Reneé E. Castle, Esq.

Pfrommer & Castle

Larry C. Clayton, CLU, ChFC, AEP

CFH Financial Services, Inc.

Harvey Cook, WMA

Merrill Lynch

Jimmy S. Dickey Jr., J.D., CPA, MBA

Marston Group, PLC

Dennis S. Drexler, Vice President

Wunderlich Securities Inc.

Allen C. Dunstan, J.D.

Harkavy Shainberg Kaplan &

Dunstan, PLC

Bart Ehrenkranz, LUTCF

Ehrenkranz & Associates, LLC

Louise W. Ellis, Sr. VP

First Tennessee Bank - Private

Client Services

Shep Fargotstein, First VP -


Wells Fargo Advisors, LLC

PAG Benefi ts

Vera R. Feldman, CFP®, Sr. Financial


Ameriprise Financial

David D. Franks, CTFA

Regions Morgan Keegan Trust

Jonathan Frisch

Zalowitz Frisch Benefits Group

Katina H. Gaines, J.D.

Gaines & Associates PLLC

T. Lee Gibson, Principal

Diversified Trust Company

Samuel N. Graham, CEO & Director

Diversified Trust Company

Harvey F. Greer, Jr., CPA, J.D.

Belz Investco GP

Virginia W. Griffee, J.D.

Griffee Law Offices

Leon H. Griffin Sr., CLU

Audrey J. Grossman, J.D.

Harkavy Shainberg Kaplan &

Dunstan PLC

Sarah R. Haizlip, MA

Summit Asset Management LLC

Sharon Hammer, J.D., CTFA

Merrill Lynch

Jay Healy, CFP, MBA

Century Wealth Management

William B. Howard Jr., ChFC, CFP®

William Howard & Co. Financial

Advisors, Inc.

Teresa R. Hurst, J.D., LL.M.

The Hurst Law Firm

Thomas Hutton, J.D.

Martin, Tate, Morrow & Marston,


Jim Isaacs, CFP®

Legacy Wealth Management, Inc.

E. Charles Jalenak

Legacy Wealth Management, Inc.

Gene Katz

Wells Fargo Advisors, LLC

Martin Kelman, CFP

Kelman - Lazarov, Inc.

Elliot Kiersky

UBS Financial Services, Inc.

Milton L. Knowlton, CLU, ChFC, AEP,


Lewis and Knowlton Financial

Group, Inc.

Mitchell I. Lansky, J.D., LLM

Marks, Shipman & Lansky

John Norfleet Laughlin, MBA

Summit Asset Management LLC

• Opportunities for professional continuing education

• Professional listing in Foundation publications

• Opportunities to speak at Foundation programs and write articles in Foundation publications


Ronald Lazarov, CFP®

Kelman - Lazarov, Inc.

Steve Leib, CPA

Watkins Uiberall PLLC

Brook H. Lester, CPA

Deloitte Tax, LLP

Don Levy, Managing Director


Wells Fargo Advisors, LLC

Hal F. Lewis

Morgan Stanley Smith Barney

Avraham S. MacConnell, LUTCF

Robert D. Malin, Esq.

Wyatt Tarrant & Combs PLLC

Howard B. Manis, J.D., CFP®

Kelman - Lazarov, Inc.

Manis Law Firm

Michael L. Matthews

UBS Financial Services, Inc.

John A. May Jr., CPA

Dixon Hughes PLLC

Ashley M. Mayfield, Director

Diversified Trust Company

Steve McCleskey, J.D.

Glankler Brown

A. Stephen McDaniel, J.D., A.E.P;


Wyatt Tarrant & Combs PLLC

Anthony A. Morrison, Vice President

Raymond James & Associates,


Max Notowitz, CLU, ChFc

Bill Overcast, CFP®

Legacy Wealth Management, Inc.

Paul R. Padawer, CPA

Padawer & Associates, CPA’s

Ilinda Parham, CPA

Financial Strategy Group

Michael R. Parham, J.D., LLM

Parham Estate Law

J. Vincent Perryman, J.D., LLM

Law Offices of J. Vincent


R. Michael Potter, J.D.

Burch, Porter & Johnson PLLC

Carl Raff, CFP®

Business Enhancement Associates

J. Martin Regan,JR.

Thomason, Hendrix, Harvey,

Johnson & Mitchell, PLLC

Boyd L. Rhodes, Jr., J.D.

Wyatt Tarrant & Combs LLP

David J. Ross, CLU, CPCU

State Farm Insurance

Jason D. Salomon, J.D.

Wyatt Tarrant & Combs PLLC

Richard Scharff

Merrill Lynch

J.L. Schifani, CPA

Cannon & Company, CPAs

Raymond M. Shainberg, J.D.

Harkavy Shainberg Kaplan &

Dunstan PLC

Todd Shapiro, MSM

Innovative Financial Group

Peter Shea, MBA

Quantitative Solutions, LLC

Arleen L. Siegel, J.D., LL.M.

Siegel, Hooper & Blumenthal PLC

Madeline R. Simonetti, CFP®

Ameriprise Financial

Robert Smithwick III, Managing


Diversified Trust Company

Dan R. Snow, CPA

Thompson Dunavant PLLC

Gene Stallings, CPA

Stallings & Associates CPA’s, PLLC

Michael Stein, Senior VP

Wells Fargo Advisors, LLC

Frederick Stukenborg, J.D.

Alex Thompson, CLU, ChFC

Summit Asset Management LLC

Cynthia J. Tobin, J.D.

Wyatt Tarrant & Combs PLLC

Blanchard E. Tual, J.D.

Tual Graves, PLLC

John W. Ueleke, CFP®

Legacy Wealth Management , Inc.

Michael D. Uiberall, CPA

Watkins Uiberall PLLC

David Waddell, CFP

Waddell & Associates, Inc

Joseph B. Walker, J.D.

Adams and Reese LLP

Christopher J. Ward, CPA

SunTrust Private Wealth


P. Preston Wilson, J.D.

Gotten, Wilson, Savory & Beard


Mike Wood, CLU, AEP

Northwestern Mutual Financial


Harold Wormser, CPA

The Wormser Firm

Stuart Zalowitz, CLU, AEP

Zalowitz Frisch Benefits Group

Investment Program

The Jewish Foundation launched a new

investment platform in February, 2012 after a

6-month process of research and review by its

Investment Committee (pictured below).

The new platform offers 8 different strategies, each of

which is available to Foundation fund holders. A

complete description of the different strategies can be


accessed at www.jfom.net. Donors are given the

opportunity to recommend an investment strategy at

the time his/her fund is established. The platform was

designed in such a way that donors can take into

account their time horizon and risk tolerance.

The Investment Committee of the Jewish Foundation of Memphis meets quarterly to review investment performance and manager

selection. Pictured is its Chairman Charles Jalenak (third from right) with several members of the committee (l to r - Stanley Bilsky, Andy

Saslawsky, Sarah Thomas, Anthony Morrison, Steve Leib, Mr. Jalenak, Gary Kaplan and Jerome Makowsky)

“The Investment Committee ensures that policies and procedures are in

place to ensure the responsible oversight and management of community

dollars. Their diligent work has resulted in the development of a unique

platform that off ers a variety of options to fund holders.”

- Laura Linder, Executive Director

Ways to Make a Gift

Assets that can be used for charitable giving through the Jewish Foundation of Memphis


Cash contributions are always accepted and are fully deductible

up to 50% of a donor’s adjusted gross income (AGI).


The Jewish Foundation of Memphis has accounts at nearly

every local brokerage firm and is equipped to accept charitable

gifts of securities. Gifts of securities that have been held for

more than one year are fully deductible – up to 30% of AGI -

based on the fair market value of the gift. Donors receive a

charitable deduction for the full fair market value of the gift,

and, if the securities have appreciated, can generally avoid the

capital gains tax that would be due if the asset was sold by the


Real Estate - Minimum $25,000

(or $15,000 for vacant land)

JFM Realty, Inc. was established to accept charitable gifts of

real estate in support of local Jewish organizations. A board of

directors made up of 5 community members carefully evaluates

each potential real estate gift and works closely with donors to

facilitate the transaction. Property with an appraised value of

$25,000 ($15,000 for vacant land), good marketable title, and

with no environmental problems make ideal charitable gifts.

Collectibles - Minimum $10,000

Gifts of collectibles can encompass a variety of items including

artwork, coins and sports memorabilia. In an ideal situation,

gifts of collectibles should be made to a

charitable organization whose

function is related to the items

being donated. If this is the

case, the charitable tax

deduction is equal to the fair

market value of the collection.

If the collection is unrelated

to the intended charity then

the charitable deduction is

limited to what the donor paid

for the item(s). How the donor

attained the item is also a factor in

determining the deduction value.

This coin was part of a larger collection given to the Foundation in 2012.

Sale proceeds will support programs in the local Jewish community.


Life Insurance

Gifts of life insurance are an excellent way to leave a lasting

legacy for the community. This can be accomplished by

purchasing a new life insurance policy or by naming a favorite

charity (or the Foundation) as the owner and beneficiary of an

existing policy. Donors are generally entitled to a tax deduction

for the amount of the premiums or the cash surrender value of

an existing policy. The Jewish Foundation of Memphis is

owner of approximately 30 life insurance policies with a

combined death benefit of $6 million.


Bequests are fully deductible for estate tax purposes, and a

bequest may be included in a new will or added to an existing

will through a simple codicil. Gifts may be stated in terms of a

specific amount or asset, a percentage of one’s estate, or the

remainder of one’s estate after all debts, taxes, expenses and

other bequests have been paid.

Retirement Assets

Retirement plan assets left to children, grandchildren and

other beneficiaries at the death of the account owner often are

subject to both income tax and estate tax. With the growth in

retirement and pension plan investments, many donors are

naming charitable organizations as beneficiary of their

retirement accounts. This is a simple and tax-wise way to

establish a legacy gift.

Life Income Gifts - minimum $100,000

($25,000 for Charitable Gift Annuities)

Donors wishing to make a gift that provides income for

themselves or a loved one may establish a Charitable

Remainder Trust or a Charitable Gift Annuity. These gifts will

pay income to the donor (or a named designee) for life or a

term of years. The trustee will then distribute the remaining

assets to the Foundation or to the charity of the donor’s


Charitable Lead Trusts - minimum $500,000

Donors wishing to make lifetime gifts to charity, accelerate

charitable deductions and maximize the children’s inheritance

may consider a Charitable Lead Trust. Assets are transferred

into an irrevocable trust and a charitable beneficiary is named

to receive fixed annuity payments from the trust for a specified

number of years. At the end of the trust term, the balance of

the trust passes to heirs.

Statement of Financial Position

The following statement of position was obtained from audited fi nancial statements. A copy of the entire

audit, prepared by Cannon & Company, CPA is available by contacting the Jewish Foundation of Memphis.



Cash and Cash Equivalents

Contributions Receivable


Charitable Remainder Unitrust - Temporarily Restricted

Furniture and Equipment, Less Accumulated Depreciation

Cash Surrender Value of Life Insurance

Accrued Interest Receivable

Pledges Receivable

Real Estate

Liabilities and Net Assets


Accounts Payable and Accrued Expenses

Assets Held for Others

Liability Under Unitrust Agreement

Annuity Liability

Net Assets

Unrestricted: Donor Advised

Temporarily Restricted


DECEMBER 31, 2011

408, 588









Total Assets 49,055,785





Total Liabilities 6,487,662



Total Net Assets 42,568,123

Total Liabilities and Net Assets 49,055,785

The Jewish Foundation of Memphis is not engaged in rendering legal or tax advisory services. Individuals considering

endowment gifts to the Foundation or to participating organizations should obtain the services of a financial advisor,

such as an attorney, certified public accountant, or chartered life underwriter.

Jewish Foundation

of Memphis

Offi cers

Kay Saslawsky,


Sandy Blockman,

Vice President

Pace Cooper,


Diane Mendelson,


Nick Ringel,

Immediate Past


The Jewish Foundation of Memphis has 42 board positions and 5 officer positions

for a total of 47 members. The Foundation’s by-laws require that each partner

agency (currently there are 10) appoint 3 members to the board of directors for

a total of 30. The remaining 12 positions are elected by the board of directors. Elected

for three year terms, a board member can serve up to nine years consecutively.

Board of Directors

Ron Belz

Bruce Feldbaum

Jeff Goldstein


Julie Levy

Marc Reisman

Debbie Weinstein

Jewish Family


Pat Chafetz

Richard Kessler

Cary Rotter

Alyson Chensasky

Director of Legacy Gifts

At-Large Board Members

Charles Jalenak

Steve Leib

Earl Magdovitz

Beth Sholom

Stanley Bilsky

Gary Kaplan

Skip Rossen

Agency Appointments

Margolin Hebrew


David Cooper

Marlin Graber

Seth Kaufman

Memphis Jewish Home

and Rehabilitation Center

Eliot Cohen

Jerrold Graber

Andy Saslawsky

Jewish Foundation Staff

Sheri G. Gadberry

Business and Donor

Advised Fund Manager


Rose Morrison

Rudi Scheidt

Irvin Serenco

Baron Hirsch

Bobby Cohen

Bernard Lipsey

Lyda Parker

Memphis Jewish

Community Center

Kara Bierman

Ken Steinberg

Morris Thomas

Temple Israel

Jonathan Frisch

Paula Jacobson

Nancy Robinson

Laura K. Linder

Executive Director

Raymond Shainberg

Jerry Sklar

Andie Uiberall

Bornblum Solomon

Schechter School

Mark Fogelman

Noah Sabin

Louise Sklar

Memphis Jewish


Sam Chafetz

Laurie Cooper

Hal Newburger

Josie S. Ballin

Director of Marketing,

Programming and Teen Philanthropy


6560 Poplar Avenue

Memphis, Tennessee 38138

(P) 901.374.0400 | (F) 901.374.0451

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