2008 Annual Report - Jewish Foundation of Memphis

Your Link To Jewish Giving
J e w i s h F o u∂n d a t i o n o f M e m p h i s
2 0 0 8 A N N U A L R E P O R T

Ronna Newburger
Board President
Your link to Jewish giving begins with the Jewish Foundation
of Memphis.
We are pleased to present the 2007/2008 annual report. Since
1995, we have proudly served as the premier fund raising resource for our
community, linking hundreds of families with the needs of the Jewish
community.
As we complete our “Bar Mitzvah” year, we are grateful for the
confidence of our 11 partner agencies, our hundreds of fund
holders, the professional advisor community and those donors
who, in the coming year, will turn to the Foundation.
Throughout the pages of this annual report we have
highlighted ways that the Jewish Foundation can link you to the
pathways for fulfilling your charitable goals. You will also find
Laura Linder
Executive Director
personal stories of donors and organizations that have partnered
with the Foundation to fulfill their charitable goals. We hope you
will take a few minutes to read through the report and consider your own
charitable plans.
We are especially proud of the Foundation’s Create Your Jewish Legacy
initiative which encourages donors to include the Jewish community in
their estate plans through deferred gifts (gifts that take place after your
lifetime). Through a deferred gift, you can make a significant impact on
organizations you care about without costing anything today. On page 11
we have listed families who have created a Jewish legacy. Through their
current gifts to an agency endowment fund or through future gifts that will
come after their lifetimes, these donors have helped ensure the future of
our community.
Whether you’re 13 and getting started in our B’nai Tzedek program or
83 and considering ways you can Create Your Jewish Legacy, the Jewish
Foundation of Memphis is your link to meeting your charitable goals.
Thank you for your confidence and support.
Ronna Newburger
Laura Linder
The Mission
of the Jewish Foundation of Memphis is to serve as the central endowment fundraising resource
in support of Memphis area Jewish institutions, agencies and communal needs.
The Foundation, in partnership with communal agencies, will assist individuals and families
to achieve their philanthropic goals.
The Foundation will develop protocols for grant requests and allocations,
and will assist agencies in obtaining grants.

Tae Of Contents
2
Linking You with The Needs
of the Jewish Community
◗ Partner Agencies
Agency Funds
4
Linking You to the Pathways for
Meeting Your Philanthropic Goals
◗ Designated Endowment Funds
Donor Advised Funds
8
2007 Grantee Organizations
10
Linking Past, Present and Future
◗
◗
◗ Deferred Giving
11
Create Your Jewish Legacy
◗ Legacy Society
12
Linking Our Youth to
a Life of Philanthropy
◗ B’nai Tzedek
14
Linking Professionals
to the Needs of
the Jewish Community
◗ Professional Advisory Group
16
2007 Financial Report
1

Linking You With The Needs
The Jewish Foundation of Memphis works in partnership with eleven local Jewish
organizations to build their permanent endowment funds. We are grateful for all they
do to enhance the lives of Jews throughout our community and thankful for their
involvement and financial support of the Foundation.
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 High School
Memphis Jewish Home
Temple Israel
Services Provided To Our Partner Agencies
◗ Planning and implementation of endowment
fund raising strategies
◗ Charitable estate planning expertise
◗ Marketing support
◗ Grant research and writing
◗ Investment of endowment assets
◗ Promotion of projects and programs through
quarterly “grant opportunity” list
A desire to support the Jewish
community led Allen and
Kay Iskiwitz to make a gift in
support of the Memphis Jewish
Community Center’s Capital
and Endowment Campaign.
The Foundation was
involved in helping them
connect with the MJCC
and the campaign.
They donated funds to build
a Free Motion Exercise Room in
the new fitness center
at the MJCC which will be
named in their honor.
“Kay and I are pleased to support the
Community Center with this gift. After
several meetings with Barrie Weiser of
the MJCC and Laura Linder from the
Foundation we decided that a gift in
support of this effort is a good way
to show our support to the
community and provide for
future generations.”
Photo generously donated by Steve
Conroy of Conroy Studio
State-of the-art
Free Movement
Fitness Room
in the new
MJCC Fitness Center
2

Of The Jewish Community
Endowment Funds are permanent assets of the Jewish community in that the principal of
the fund is never touched. Several of the Foundation’s partner agencies have chosen to
invest their endowment assets or a portion of them with the Foundation’s funds while
others service their own. All are governed by stringent investment, spending and gift acceptance
policies. As a service to these funds, the Foundation ensures that policies are appropriately in
place and enforced.
Agency Funds Held At
The Jewish Foundation
of Memphis
Baron Hirsch Congregation
Endowment Fund
The Memphis Jewish High School,
a partner agency of the Jewish
Foundation of Memphis since 2007,
established the Marilyn and Jack
Belz Education Fund of Kadima
Memphis Jewish High School to
provide opportunities for its
students, develop programs
and curricula, and help
each student develop a
passion for academic
excellence. Each
quarter, agencies that
have placed their funds
with the Foundation,
receive a report detailing
fund activity including:
contributions, distributions
and earnings. Agencies that
place their funds with the Jewish
Foundation maintain ownership
of the funds, share proportionately
in the investment fees and appoint
one representative to the Foundation’s
investment committee.
Photo by Lisa Buser
Nate & Minnie Bernstein Scholarship Fund
for Jewish Family Service
Beth Sholom Endowment Fund
Beth Sholom Kaplan Challenge Fund
Beth Sholom Memorial Gardens Fund
Bornblum Solomon Schechter Educational
Specialist Endowment
Bornblum Solomon Schechter School Fund
Harry K. Danziger L’Dor Vador Fund
Jewish Family Service Endowment Fund
Jewish Family Service
Shalom Taxi Program
Jewish Foundation of Memphis
Legacy Society
Endowment Fund
Jewish Foundation of
Memphis Operating
Endowment Fund
Jewish Foundation of
Memphis Unrestricted
Endowment Fund
Jewish Teen Philanthropy
Endowment Fund
Marilyn & Jack Belz Education
Fund of Kadima Memphis
Jewish High School
Margolin Hebrew Academy/
Feinstone Yeshiva of the
South General
Endowment Fund
Margolin Hebrew Academy/Feinstone
Yeshiva of the South Irby Cooper
Learning Endowment Fund
Mildred H. and Edgar C. Haas, Sr. Family
Endowment for Education
at Temple Israel
Plough Towers Endowment Fund
Temple Israel Museum Fund
3

Linking You To The Pathways For
More than 200 local, Jewish families have turned to the
Jewish Foundation of Memphis as their partner in
charitable giving. Our wide-range of services can be
tailored to meet the individual philanthropic needs and aspirations
of each of our fund holders. Many donors simply want to show their
appreciation and give back to the organizations that are especially
meaningful to them, others hope to bring their family together
through tzedakah, while others aim to support a Jewish
organization that has touched their lives in a meaningful way.
The “donor centered approach” taken by the Jewish Foundation
professionals puts the Foundation in a unique position to help link
every donor with his or her personal interests and goals.
Whatever your motivation for giving, the Jewish Foundation
of Memphis aims to put you on the pathway to meeting your
charitable goals.

Meeting Your Philanthropic Goals
Individual donors and groups of donors are encouraged to create funds through the Jewish
Foundation that reflect their unique charitable interests, honor loved ones or express their
desire to give something back to the community. These funds may be restricted for a
particular organization or for a specific cause such as education or the elderly.
The Greenblatt Education Fund
was created by numerous
Memphis families to
celebrate the impact that
Rabbi Efraim and Miriam
(of blessed memory)
Greenblatt had on
Jewish Education
in our community.
The Margolin
Hewbrew
Academy/
Feinstein Yeshiva
of the South (MHA/
FYOS) is the biggest
beneficiary of annual
earnings from this fund.
In addition to the MHA/FYOS,
each year the earnings on the
fund support: Anshei Sphard-
Beth El Emeth Synagogue,
Beth Sholom Synagogue,
Bornblum Solomon
Schechter School,
Jewish Family Service,
and Memphis Jewish
Federation.
Designated Endowment Funds
Elaine Ames Senior Outreach Services Fund
Suellen Brenner Blen Temple Israel Pre-School Book Fund
Bornblum Scholarship Endowment Fund for Bornblum Solomon
Schecter School
Boy Scouts of America Troop 25 Endowment Fund
Central High School Designated Fund
Captain Mark Elster Israel Youth Fund
Milton Q. & Jeanne G. Ford Scholarship Fund to
Benefit Temple Israel
The Goldsmith Family Fund
Gorden Family Scholarship Fund
The Miriam & Rabbi Efraim Greenblatt Jewish Education
Scholarship Fund
Iuliu Herscovici Designated Fund
Hilary and Mitch Hodus Fund for Family Enrichment at Beth
Sholom Synagogue
Housing Assistance Fund
Kadima Memphis Jewish High School Endowment Fund
Makowsky Greenberg Scholarship Fund for Bornblum
Solomon Schecter School
Iris and Ronald Harkavy Fund for the Margolin Hebrew Academy/
Feinstone Yeshiva of the South
The Larry Morrison Jewish Medical Ethics Fund
Marty Olswanger Memorial Endowment Fund
Dr. Maurice E. Petrovsky Memorial Fund for the Benefit of
MJCC Camp Scholarships
Ringel Educational Computer Fund to Benefit Temple Israel
Evelyn and William Robbins Holocaust Education Fund
Axel and Rita Robins Music Fund to Benefit Temple Israel
Jane Ross College Scholarship Fund
Deanna & Irvin Serenco Fund for Children with Hearing Disorders
Mary S. Shainberg Fund for Bornblum Solomon Schecter School
Abe and Goldie Walter Memorial Fund for Jewish Education
Curt and Hedi Ward Designated Fund for Temple Israel
Eric and Marc Wolf Young People’s Fund
Mickey and Warren Wurzburg Family Fund for Temple Israel

Linking You To The Pathways For
The Foundation links donors to charitable giving through its Donor Advised Philanthropic
Fund program. These “charitable bank accounts” are among the most popular fund types
because they are a cost-effective and flexible way for donors and their families to become
actively engaged in the rewarding art of grant making.
Once a fund is established with a
minimum gift of $5,000, donors
recommend and the board of
directors approves grants to
support local and national
qualified charities. The
Foundation maintains grant
records and monitors
distributions to ensure that
recipient charities are utilizing
grant dollars appropriately.
Donor Advised Philanthropic Funds
Herta and Dr. Justin H. Adler
Philanthropic Fund
Michael and Karen Alabaster Family
Philanthropic Fund
Samantha and Lon Alperin Tzedekah Fund
ANASHIM
Anonymous Fund
Arney Family Fund
Valerie Kaplan Arnold Fund
Carol and Philip Aronoff
Philanthropic Fund
Isadore and Miriam Baer Family
Philanthropic Fund
Joan and Phillip Baum Philanthropic 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
Kara and Paul Bierman Family
Tzedekah Fund
Dot and Stanley Bilsky Fund
Bloch Family Fund
Mary and Maury Bronstein Family Fund
Rose Merry Brown and Aron Livnah
Philanthropic Fund
Janet H. Brueck Philanthropic Fund
Carvel Family Philanthropic Fund
Sam and Patricia Chafetz
Philanthropic Fund
Barry and Susan Chase Fund
Hallie and Jay Cohen Fund
Rachel Cohen Endowment Fund
Ted I. Cohen Endowment Fund
Robert and Joanne Cohen
Philanthropic Fund
Aileen and Pace Cooper Torah Fund
Debra L. Cooper Philanthropic Fund
Irby and Bernice Cooper
Philanthropic Fund
Tova and David Cooper Philanthropic Fund
Helga R. and Eric H. Cornell Fund
Barbie and Ray Dan Philanthropic Fund
Terry and Sharon Dan Philanthropic Fund
Myrna and Arnold Drake
Philanthropic Fund
Emerson Family Philanthropic Fund
Epstein Segal Philanthropic Fund
Jonathan and Leslie Epstein
Charitable Fund
Leonard and Rhonda Feiler
Philanthropic Fund
Avron and Wendy Fogelman Charitable
Foundation
The Martha and Robert Fogelman Fund
David J. Forgosh Philanthropic Fund
Sara and Leonard Frey Philanthropic Fund
Shirley and Bernard Frisch Family
Philanthropic Fund
Elroy and Dorothy Gellerman
Philanthropic Fund
Rhonda and Lenny Feiler have a
heart-felt desire to promote reading
and Judaism to our community’s
children. Thanks to their
generosity, every child from
birth to age six will be able
to receive a book of Jewish
content each month
through Memphis
Jewish Federation’s
PJ Library.
“We were so pleased to play
a role in linking the Feilers
with a program that meets their
personal philanthropic interest,”
—Laura Linder, Jewish Foundation
executive director.
Bob and Brenda Gold Philanthropic Fund
Goldsmith Family Philanthropic Fund
Dora T. Goldstein Memorial
Endowment Fund
Edward J. Goldstein Philanthropic Fund
Jeff and Bunny Goldstein Fund
Jerome and Sondra Goldstein Family Fund
Michael and Sharon Goldstein Family Fund
David Goodman Fund
Donna and Bob Goodman Fund
Jack and Roseanne Goodman
Philanthropic Fund
Graber Family Fund
Evelyn and Marlin Graber
Philanthropic Fund
Glenn and Pamela Graber
Philanthropic Fund
Jerrold J. and Martha S. Graber
Philanthropic Fund
Roy and Tova Graber Family Fund
Steve and Esther Graber
Philanthropic Fund
Teri and Larry Graber Fund
Edward Grauman Philanthropic Fund
Ron and Mimi Grossman
Philanthropic Fund
Leslie and Faylese Gruber Family Fund
Margo and Todd Gruen Philanthropic Fund
Diane and Mark Halperin
Philanthropic Fund
Jan and Marc Hanover Family
Philanthropic Fund

Meeting Your Philanthropic Goals
Iris and Ronald Harkavy
Philanthropic Fund
Laura and Lee Harkavy Philanthropic Fund
Allan and Marcia Hayden
Philanthropic Fund
Sigmund F. Hiller Fund
Ellen and Steven Hirsch
Philanthropic Fund
Allen & Kay Iskiwitz 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 Heritage Fund
John and Hilda Kapell Philanthropic Fund
The Bene and Saul Kaplan Fund
Cheryl and Gary Kaplan Fund
Judy E. Katz Fund
Joel and Karin Katz Philanthropic 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
Geri and Hal J. Lansky Philanthropic Fund
Joyce and Bernard Lansky
Philanthropic Fund
Roselyn and Harold Lapides
Philanthropic Fund
Debbie and Stuart Lazarov Family
Philanthropic Fund
Joyce and Buddy Lazarov Family Fund
Sidney and Roselle Lazarov
Philanthropic Fund
Suzanne and Paul Lazarov
Philanthropic Fund
Nancy and Michael Levinson Fund
Levit Family Fund
Donny and Shelley Levy
Philanthropic Fund
Sandy and Kirke Lewis Philanthropic Fund
Joan and Michael Lightman Family
Philanthropic Fund
Laura and Jimmy Linder Family Fund
Bernard and Sue Ann Lipsey
Philanthropic Fund
Lewis Loskovitz Fund
Magdovitz Children’s Fund
Barbara and Earl Magdovitz Tzedekah Fund
Gary and Dinah Makowsky
Philanthropic Fund
Jerome and Evelyn Makowsky
Charitable Fund
May Lynn and Charles Mansbach
Philanthropic Fund
Sally and Herman Markell
Philanthropic Fund
Markowitz Family Fund
Jonathan and Stephanie Marks Family
Philanthropic Fund
Alyne and George Matz Philanthropic Fund
Terri and Larry Mendelson
Philanthropic Fund
Jeffrey and Laurie Meskin Family
Philanthropic Fund
Rachel and Anthony Morrison
Charitable Fund
Rose L. Morrison Fund
Newburger Family Fund
Alvin and Marcia Notowich
Philanthropic Fund
Marilyn and Herb Notowich
Philanthropic Fund
Deborah Smith Ognibene
Philanthropic Fund
Erin Ostrow Philanthropic Fund
Parker Family Foundation
Lyda G. Parker Philanthropic Fund
Barry and Billie Pelts Family Fund
Linda and Don Pelts Philanthropic Fund
Arnold and Mary Lynn Perl Family
Philanthropic Fund
Marvin and Eileen Posner
Philanthropic Fund
Maury and Elaine Radin
Philanthropic Fund
Rosie M. and Mannie Riesenberg Fund
Judy and Neil Ringel Fund
Joe and Jennifer Roberts
Philanthropic Fund
Rita and Axel Robins Charitable Fund
Nancy and Richard Robinson
Philanthropic Fund
Meryl Shahun Rosen Philanthropic Fund
Jacob and Miriam Rosensweig
Philanthropic Fund
Jessica H. Rosenthal Memorial Fund
Wendy and Cary Rotter Family Fund
Judith E. Royal Philanthropic Fund
Debra and Alex Saharovich
Philanthropic Fund
David Alan Samuels Charitable Fund
Andy and Betsy Saslawsky Family
Foundation
Kay Usdan Saslawsky Philanthropic Fund
Rhonda and Mark Saslawsky Family
Philanthropic Fund
Marty and Jackie Scheinberg
Philanthropic Fund
Schneider Family Fund
Allan and Julie Schoenberger
Philanthropic Fund
Freya and Anthony Segal
Philanthropic Fund
Irvin L. and Deanna S. Serenco
Philanthropic Fund
Shainberg Lawson Philanthropic Fund
Barbara and Terry Shainberg Family Fund
Raymond and Toby Shainberg
Philanthropic Fund
Connie and Mike Sherman Family Fund
Stacy and Jerry Siegler Family Fund
Silver Family 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
Jill and Ken Steinberg Philanthropic Fund
Morris and Bea Steinberg Family
Philanthropic Fund
Harriet W. Stern Philanthropic Fund
The Sunshine Fund
Myrna and Myron Thomas Fund
Alyse Michelle Wagner Philanthropic Fund
Warren Family Charitable Fund
Wein Family Philanthropic Fund
Ira and Deborah S. Weinstein
Philanthropic Fund
Danny and Saralyn Weiss Fund
Jeanne and Irving Weiss
Philanthropic Fund
Patti and William Weiss Family
Philanthropic Fund
Elliot and Penina Wender
Philanthropic Fund
Jill Wender Philanthropic Fund
Mark and Sally Wender Family
Philanthropic Fund
Razelle and Stanley L. Wender
Philanthropic Fund
Molly and Jason Wexler Family Fund
Michael Wilons Philanthropic Fund
Andy and Tricia Woodman
Philanthropic Fund
Harold and Judy Wormser
Philanthropic Fund
Dena and Gary Wruble Philanthropic Fund
Lawrence and Diane Wruble
Philanthropic Fund
Jocelyn Dan Wurzburg Philanthropic Fund
Stuart and Carol Zalowitz
Philanthropic Fund

2007 Grantee Organizations
826 SEATTLE (Seattle, WA)
Abraham Joshua Heschel School (NY)
Adoptions by Lorie (Brunswick, TN)
Al Chymia Temple
Alpha Epsilon Pi Foundation (Indianapolis, IN)
Alpha-One Foundation, Inc. (Miami, FL)
ALS Association, Tennessee Chapter
Alzheimers Association (St. Paul, MN)
America-Israel Cultural Foundation (NY)
American Association Ben Gurian University of the
Negev (NY)
American Cancer Society
American Civil Liberties Union Foundation, Inc (NY)
American Committee for Shaare Zedek (NY)
American Diabetes Association Serving Tennesse
American Farmland Trust (Washington, DC)
American Forest Foundation (Washington, DC)
American Friends of Beth Hatefutsoth (NY)
American Friends of the Hebrew University (NY)
American Friends of Bar-Ilan University (NY)
American Friends of Wingate (Potomac, MD)
American Friends of
Sanhedrin-Jerusalem, Inc. (Teaneck, NJ)
American Friends of Beit Morasha (NY)
American Friends of Sha’arei Mevaseret (New
Hempstead, NY)
American Heart Association
American Jewish Committees (NY)
American Jewish Committees (Milwaukee, WI)
American Jewish Congress, Inc. (NY)
American Jewish Historical Society (NY)
American Jewish World Service (NY)
American Red Cross
American Red Magen David for Israel (NY)
American Society for Yad Vashem (NY)
American Society for Technion (NY)
American Society for the Prevention of Cruelty
to Animals (NY)
Americans for Peace Now (Washington, DC)
Americans for UNFPA (NY)
Amnesty International (NY)
Animal Protection Association
Animal Welfare Institute (Washington, DC)
Anshei Sphard–BethEl Emeth Synagogue
Anti-Defamation League (NY)
Appalachian Trail Conference (Harpers Ferry, WV)
Arkansas Bar Foundation (Little Rock, AR)
ArtsMemphis
Audubon Society of Greater Denver (Littleton, CO)
AVODAH The Jewish Service Corps Inc (NY)
B’nai B’rith Foundation of the U.S. (Washington, DC)
B’nai B’rith International (Washington, DC)
B’nai B’rith Youth Organization
B’nai B’rith Youth Organization, Inc. (Washington, DC)
B’nai Zion Congregation (Chattanooga, TN)
Ballet Memphis
Bardavon Opera House/Hudson Valley
Philharmonic (Poughkeepsie, NY)
Barnard College (NY)
Baron Hirsch Congregation
Barrington Stage Company (Pittsfield, MA)
Beis Medrash of Harborview (Lawrence, NY)
Berkshire Theatre Festival (Stockbridge, MA)
Beth Aaron V’Israel (Brooklyn, NY)
Beth Shalom (Raleigh, NC)
Beth Sholom Religious School
Beth Sholom Sisterhood
Beth Sholom Synagogue
Beth Sholom Youth Commission
Beyond Pesticides (Washington, DC)
Big Brothers Big Sisters of Greater Memphis, INC
Bikur Cholim Machzikay Synagogue (Seattle, WA)
Bornblum Solomon Schechter School
Boston Ballet (Boston, MA)
Boston Symphony Orchestra (Boston, MA)
Boy Scouts of America
Boys & Girls Clubs of Greater Memphis
Brady Center To Prevent Gun Violence (Washington, DC)
BRIDGES
Buckingham Friends School (Lahaska, PA)
Burma Border Projects (Worcester, MA)
Business Leaders for Sensible Priorities (NY)
Camp Dream Street (Utica,MS)
Camp Nebagamon Scholarship Fund (East Troy, WI)
Camp Sternberg (NY)
Campbell Foundation
Camperships for Nebagamon (East Troy, WI)
Canine Companions for Independence (Santa Rosa, CA)
Carnegie Hall Society (NY)
Carol Kestenbaum Foundation (Bellmore, NY)
Center for Maine Contemporary Art (Rochport, ME)
Center for Southern Folklore
Central High School
Central Institute for the Deaf (St. Louis, MO)
Common Hope Corporation (Mendham, NJ)
The Chabad House at Emory University (Atlanta, GA)
Chabad Lubavitch of Tennessee
Chabad Lubavitch of Boca Raton (FL)
Chabad on Campus (Brooklyn, NY)
Chai Lifeline (NY)
Children’s Defense Fund (Washington, DC)
Children’s Museum of Memphis
Childrens Bridge of Zichron Menachem, Inc. (NY)
Christian Brothers High School
Church Health Center
Circuit Playhouse, Inc.
Citizens Scholarship Foundation of Wakefield
INC (Wakefield, MA)
City of Germantown
Civil War Preservation Trust (Baltimore, MD)
CLAL-National Jewish Center for Learning &
Leadership (NY)
Coloarado Coalition for the Homeless (Denver, CO)
Colonial Middle School
Colorado Public Radio (Centennial, CO)
Committee for Accuracy in Middle East
Reporting (Boston, MA)
Community Foundation of Greater Memphis
Concerts International
Congregation Ahavath Torah (Englewood, NJ)
Congregation Ahavath Rayim (Greenwood, MS)
Congregation Aish Kodesh (Woodmere, NY)
Congregation Ansche Chesed (NY)
Congregation B’nai Israel (Baton Rouge, LA)
Congregation Beth Jacob (Atlanta, GA)
Congregation Knesset Israel (Pittsfield, MA)
Congregation Simchat Tzion–Libi Bmizrah (Monsey, NY)
Cotton States BBYO
Covenant Network of Presbyterians (San Francisco, CA)
Creative Aging Mid-south
Cross County Foundation Inc. (Wynne, AR)
Cross County Library (Wynne, AR)
Crossroads Hospice Charitable Foundation
Dance Works, Inc.
Delta Axis, Inc.
Delta State University (Cleveland, MS)
Derech Chaim, Inc. (Baltimore, MD)
Diversity Memphis
Dixon Gallery and Gardens
Doctors Without Borders (NY)
Duke University (Durham, NC)
Earth Island Institute (San Francisco, CA)
Eldridge Street Project (NY)
Elting Memorial Library (New Paltz, NY)
Emory Hillel (Atlanta, GA)
Emory University (Atlanta, GA)
Emunah of America (NY)
Enchanted Circle, Inc (Holyoke, MA)
Environmental & Energy Study
Institute (Washington, DC)
Environmental Defense (Washington, DC)
Eruv of Memphis, Inc.
Evergreen Historic District Association, Inc.
Evergreen Presbyterian Church
The Exchange Club Family Center
Exchange Club of East Memphis
Ezer Yoldot Hamercazi (Brooklyn, NY)
Facing History and Ourselves
William A. Farnsworth Library and Art Museum
INC (Rockland, ME)
FINCA International, Inc. (Washington, DC)
First Presbyterian Church
First Unitarian Church of Memphis
FJC–A Foundation of Donor Advised Funds (NY)
Forest Heights Lodge (Evergreen, CO)
Forest Trends (Washington, DC)
Foundation for Jewish Culture (NY)
Foundation for the Library
Francis W. Parker School (Chicago, IL)
Friends of Gush Katif (Teaneck, NJ)
Friends of Israeli Scouts (NY)
Friends of Jerusalem College of Technology (NY)
Friends of McGill University, Inc. (New Rochelle, NY)
Friends of the Israel Defense Forces (NY)
Germantown Performing Arts Center
Gilbert & Sullivan Musical Theatre
Company (Poughkeepsie, NY)
Girl Scouts of the Mid-South
Girls Incorporated of Memphis
Girls Preparatory School (Chattanooga, TN)
Grahamwood Parents Association
Grameen Foundation USA (Washington, DC)
Greek Orthodox Church Annunciation
Greenpeace, Inc. (Washington, DC)
Griffin School, Inc. (Austin, TX)
Gush Etzion Foundation (Manchester, NH)
Habitat for Humanity of Greater Memphis
Habitat for Humanity International, Inc. (Americus, GA)
Hadassah–Boca Raton (FL)
Hadassah Foundation Inc. (NY)
Hands on Memphis
Hardeman County (Bolivar, TN)
Harvard Law School (Cambridge, MA)
Harwood Center
Hattiloo Theatre
Hazon (NY)
Hebrew Academy of Long Beach (Cedarhurst, NY)
Hebrew Immigrant Aid Society (NY)
Hebrew International Aid Society (NY)
Hebrew Union College (Cinciannti, OH)
Heifer Project International, Inc. (Little Rock, AR)
Henry S. Jacobs Camp (Utica, MS)
Herb Kosten Pancreatic Cancer Charitable Fund
The Heritage Foundation (Washington, DC)
Highland Heights Methodist Church
Highland Lakes Beit David Synagogue (Aventura, FL)
Penn Hillel (Philadelphia, PA)”
Hillel Day School of Boca Raton (FL)
Hillel: The Foundation for Jewish Campus
Life (Washington, DC)
Honest Reporting (NY)
Hope House Day Care Center
Puddy Tat Protectors, Inc.
Human Rights Watch, Inc. (NY)
Humane Society of Eastern Arkansas (Marion, AR)
Indiana University Foundation (Bloomingotn, IN)
InMotion Musculoskeletal Institute
Institute for Justice (Washington, DC)
Institute of Southern Jewish Life (Jackson, MS)
International Planned Parenthood Federation (NY)
Invisible Children (Sprig Valley, CA)
Iris Orchestra, Inc,
Isabella Freedman Retreat Center (NY)
Israel Cancer Research Fund (NY)
Israel Food Distribution (Passaic, NJ)
Jacob’s Pillow Dance Festival (Lee, MA)
Jaffa Institute (Flushing, NY)
Jazz Foundation of Memphis, Inc.
The Jerusalem Foundation (Milwaukee, WI)
Jewish Chautauqua Society (NY)
Jewish Children’s Regional Service (Metairie, LA)
Jewish Communal Fund (NY)
Jewish Community Center Association (NY)
Jewish Community Federation of Greater
Chattanooga (TN)
Jewish Community Foundation of San Diego (CA)
Jewish Enrichment Center (NY)
Jewish Family Service
Jewish Family Service of Colorado (Denver, CO)
Jewish Federation Council of Greater Los Angeles (CA)
Jewish Federation of South Palm Beach (Boca Raton, FL)
Jewish Federation of the Berkshires, Inc. (Pittsfield, MA)
The Jewish Foundation for the Righteous (NY)
Jewish Historical Society of Memphis
The Jewish Museum (NY)
Jewish National Fund (Atlanta, GA)
Jewish United Fund of Metropolitan Chicago (IL)
Dana Farber Cancer Institute, Inc. (Brookline, MA)
Joint Distribution Committee (NY)
Junior Achievement of Memphis
Kaboom! (Washington, DC)
Kadima Memphis Jewish High School

KBDI TV-12 (Denver, CO)
KGNU-FM (Boulder, CO)
Team Kollel of Memphis, Inc.
KUNC–Community Radio (Greeley, CO)
Lambi Fund of Haiti (Washington, DC)
Lamplighter School, Inc.
Lane College (Jackson, TN)
Latino Memphis, Inc.
Lausanne Collegiate School
Leadership Institute of Memphis
LeBonheur Children’s Medical Center
Lebonheur Foundation
LeMoyne Owen College
Leukemia and Lymphoma Society (Nashville, TN)
LSU Alumni Association (Baton Rouge, LA)
Maccabi USA Sports (Philadelphia, PA)
Machanayim, Inc.
Madonna Learning Center
Maine Children’s Health Program (Portland, ME)
Make-A-Wish Foundation of the Mid-South
Margolin Hebrew Academy/FYOS
Mary Meyer School (Chicago, IL)
Massachusetts Institutte of Technology (Cambridge, MA)
Mazon–A Jewish Response to Hunger (Los Angeles, CA)
The MED Foundation
Meharry Medical College (Nashville, TN)
Memorial Sloan Kettering Cancer Center (NY)
Memphis Academy of Science & Engineering
Charter School
Memphis Area Legal Services, Inc.
Memphis Botanic Gardens
Memphis Brooks Museum of Art
Memphis Cancer Foundation
Memphis Child Advocacy Center
Memphis College of Art
Memphis Family Shelter
Memphis Food Bank
Memphis Friends of American Red Magen David
for Israel
Memphis Hadassah
Memphis Humane Society
Memphis Interfaith Hospitality Network
Memphis Jewish Community Center
Memphis Jewish Federation
Memphis Jewish Home
Memphis Museum System
Memphis Opportunity Scholarship Trust
Memphis Oral School for the Deaf
Memphis Orchestral Society
Memphis Planned Parenthood
Memphis School of Servant Leadership
Memphis Soccer Education, Inc.
Memphis Symphony Orchestra
Memphis Theological Seminary
Memphis Union Mission
Memphis University School
Memphis Urban League, Inc.
Memphis Zoological Society
Methodist Healthcare Foundation
Metropolitan Inter-Faith Association
The Metropolitan Museum of Art
The Metropolitan Opera (NY)
Michigan State University Hillel (East Lansing, MI)
Mid-South Interfaith Network
Mid-South Jazz Foundation
Mosdos Pittsburgh Yad Isomar, Inc. (Brooklyn, NY)
Mothers Against Drunk Drivers (Irving, TX)
Muscular Dystrophy Association
Museum of Arts & Design (NY)
N E Miles Jewish Day School (Birmingham, AL)
NAACP–National Association for the Advancement
of Colored People
National Ability Center (Park City, UT)
National Civil Rights Museum
National Conference of Synagogue Youth (NY)
National Conference of Jewish Women
National Council of Jewish Women
National Jewish Medical Research Center (Denver, CO)
National Kidney Foundation of West Tennessee
National Meningitis Association, Inc. (Marietta, GA)
National Multiple Sclerosis Society Mid-South
National Parks Conservation
Association (Washington, DC)
Natural Resources Defense Council (NY)
Nature Conservancy (Fairfax, VA)
Ner Israel Rabbinical College (Baltimore, MD)
American Friends of Netsach (Chicago, IL)
New Ballet Ensemble and School
New England Conservatory of Music (Boston, MA)
New England Institute of Jewish Studies (Brighton, MA)
New Israel Fund (Washington, DC)
The New York Public Library (NY)
New York Road Runners Foundation (NY)
North American Federation of Temple Brotherhood (NY)
North American Folk Alliance
Northeast Arkansas for Animals (Jonesboro, AR)
Northwestern Annual Fund (Evanston, IL)
Northwestern Univeristy / Feinberg School of
Medicine (Chicago, IL)
Oberlin College (Oberlin, OH)
Ohr Chaim Synagogue (Miami Beach, FL)
Opera Memphis
Operation Embrace Foundation, Inc. (Potomac, MD)
Oprah’s Angel Network (Chicago, IL)
Orphan Foundation of America (Sterling, VA)
Memphis Development Foundation dba The Orpheum
Theatre
Orthodox Union (NY)
Osteogenesis Imperfecta
Foundation, Inc. (Gaithersburg, MD)
P.E.F. Israel Endowment Funds, Inc. (NY)
Parents, Families & Friends of
Lesbians (Washington, DC)
Park City Performing Arts Foundation (Park City, UT)
Park Friends, Inc.
Partners in Excellence
Partners in Public Education
PeaceJam Foundation Headquarters (Arvada, CO)
Philadelphia Region BBYO (Philadelphia, PA)
Pink Palace Family of Museums
PKD Foundation
Planned Parenthood Federation of America (NY)
Plough Towers
Porter Leath Home
Presbyterian Church (USA) (Pittsburgh, PA)
Project HOPE–The People-to-People Health
Foundation (Millwood, VA)
Rabbi David L Silver Yeshiva Academy (Harrisburg, PA)
Ramah Darom (Atlanta, GA)
Rashi School (Newton, MA)
Reform Jewish Appeal (NY)
Religious Action Center of Reform
Judaism (Washington, DC)
Religious Zionists of America (NY)
Rhodes College
Rider University (Lawrenceville, NJ)
Rocky Mountain PBS (Denver, CO)
The Rollin College Fund (Orlando, FL)
Ronald McDonald House
Rooftop Ministries (Galax, VA)
Rotary International/Memphis
The Salvation Army
Sam Schloss Lodge of B’nai B’rith
Samaritan Counseling Center
Save-the-Redwoods League (San Francisco, CA)
Scholarship America (Minneapolis, MN)
Second Presbyterian Church Foundation, Inc.
The Selfhelp Home (Chicago, IL)
The Service Guild of Washington (Potomac, MD)
Shaare Zedek Hospital (NY)
Shakespeare and Company (Lenox, MA)
Shearis Israel (Brooklyn, NY)
Shelby Residential and Vocational Services, In
Shriners Hospitals for Children (Tampa, FL)
Sierra Club Foundation (San Francisco, CA)
Simon Wiesenthal Center (Los Angeles, CA)
SMFA Boston(MA)
Soulsville
South Jersey Region BBYO (Cherry Hill, NJ)
Southern Communications Volunteers
The Southern Jewish Historical Society (Atlanta, GA)
Southern Poverty Law Center (montgomery, AL)
Special Olympics Tennessee (Nashville, TN)
St. Albans School (Washington, DC)
St. George’s Schools
St. Jude Children’s Research Hospital
St. Louis Hillel (St. Louis, MO)
St. Louis University (St. Louis, MO)
St. Mary’s Episcopal School
St. Peter Home for Girls
St. Peter Villa
Stand For Children Action Fund, Inc. (Portland, MA)
Stop Violence (Kansas City, MO)
SUNY New Paltz Foundation (New Paltz, NY)
Susan G. Komen Breast Cancer Foundation Memphis
The Susan G. Komen Breast Cancer Foundation (NY)
The Telluride Foundation (Telluride, CO)
Telluride Society for Jazz (Telluride, CO)
Temima High School (Atlanta, GA)
Temple Adas Israel (Brownsville, TN)
Temple B’nai Israel (Monroe, LA)
Temple Beth Sholom (Las Vegas, NV)
Temple Beth Sholom (Framingham, MA)
Temple Etz Chaim (Thousand Oaks, CA)
Temple Har Shalom (Park City, UT)
Temple Israel
Tennessee Clean Water Network (Knoxville, TN)
Tennessee Holocaust Commission, Inc. (Nasville, TN)
Tennessee Medical Foundation (Brentwood, TN)
Thanks to Scandinavia (NY)
Theatre Memphis
Tikvah Children’s Home (NY)
Torah Day School of Atlanta, Inc. (Atlanta, GA)
Toward Tradition (Mercer Island, WA)
Trezevant Manor Foundation
True Story Pictures
Trustees of the University of
Pennsylvania (Philadephia, PA)
Trustees of Tufts University (Medford, MA)
Tulane University (New Orleans, LA)
U.S. Holocaust Museum (Washington, DC)
U.S. Ski Team Foundation (Park City, UT)
United States Fund for UNICEF (NY)
Union for Reform Judaism (NY)
United Cerebral Palsy of the Mid-South, Inc,
United Methodist Neighborhood Centers
United Negro College Fund, Inc. (Fairfax, VA)
United Way of the Mid-South
Univerity of Tennessee Health Science Center
The University of Chicago Hospitals (Chicago, IL)
University of Memphis Foundation
University of Memphis Tiger Club
University of Memphis
University of Michigan (Ann Arbor, MI)
University of Pennsylvania (Philadelphia, PA)
University of Tennessee Annual Fund (Knoxville, TN)
University of Tennessee Foundation
University of Tennessee (Knoxville TN)
University of Tennessee
UrbanArt Commission
USO World Headquarters (Washington, DC)
Vanderbilt Law School (Nasville, TN)
Verde Valley School (Sedona, AZ)
Volunteers for Outdoor Colorado (Dever, CO)
WAMC Arts Center (Albany, NY)
Washington and Lee Hillel (Lexington, VA)
Westminster Academy
Williamstown Theatre Festival (Williamstown, MA)
Wings Cancer Foundation
WKNO–TV
WKNO-FM
WMHT-FM (Troy, NY)
Wolf River Conservancy
Women of Reform Judaism (NY)
Women’s Foundation of Greater Memphis
World Confederation of Jewish Community Center (NY)
World Jewish Congress (NY)
World Union for Progressive Judaism (NY)
World Wildlife Fund (Washigton, DC)
WUMR Gift Fund
WXEL Television & Radio (West Palm Beach, FL)
Yad L’Achim (NY)
Friends of Yad L’Kashish -Lifeline for the
Old (Englewood, NJ)
Yale Alumni Fund (New Haven, CT)
Yale Law School Fund (New Haven, CT)
American Friends of Yeshivat Kerem
B’Yavneh (Brooklyn, NY)
YMCA Memphis & Shelby County
National Council of Young Israel (Miami Beach, FL)
Young Israel of Memphis
Young Israel Programs (NY)
Youth Villages

Linking Past, Present And Future
Jewish tradition teaches that one of our key duties is to make the world
a better place for future generations. Create Your Jewish Legacy is a
three-year gift initiative designed to secure deferred gifts – gifts that take
place after your lifetime–to support long-term funding needs of Memphis’
Jewish agencies and institutions; the cornerstones of our community.
Create Your Jewish Legacy is for
every member of the Memphis Jewish
community. By including the Jewish
community in your estate plan, you
can help ensure the future of the
community; linking the traditions of
the past with the ideals that make us
who we are today.
Through the Create Your
Jewish Legacy initiative, donors
are encouraged to leave a legacy
reflecting their priorities. The
Turning Your Gift Into A Legacy
Bequest
A bequest is the simplest way to
make a gift after your lifetime. You
may name the Jewish Foundation of
Memphis or other Jewish agencies
as beneficiaries in your will for a
specific amount, or you may state the
bequest in terms of a percentage of
your estate or in terms of the residue,
or unused portion, of your estate.
Your taxable estate is reduced by the
amount of the charitable bequest.
Life Income Gift
If you wish to make a charitable gift
but would like to provide income
for yourself or a loved one, you may
establish a charitable remainder
trust or a charitable gift annuity
to pay income to you or another
beneficiary for life or a term of years.
The trustee will then distribute the
Jewish Foundation of Memphis is
equipped to serve as a key resource,
advisor, and guide throughout the
process and can help donors
identify community needs
and potential beneficiaries.
Ultimately, a donor’s
legacy will be structured
in a way that is most
advantageous to
their personal
situation.
Brenda and Bob Gold sign
their family message in the
Endowment Book of Life as part
of their membership in the Legacy
Society. The book is on permanent
display in the Foundation’s offices.
remaining trust assets to the Jewish
Foundation of Memphis or another
Jewish agency. Another option,
which is the reverse of the charitable
remainder trust, is a charitable
lead trust. Under this type of trust,
the agency receives income for a
specified period of time. At the end
of the trust the assets are distributed
to your heirs. Both the charitable
remainder trust and the charitable
lead trust may be established in your
will to take effect after your lifetime.
These trusts offer tax advantages to
you and your estate.
Life Insurance
You may make a charitable gift to
the Jewish Foundation of Memphis
or another Jewish agency by
purchasing life insurance for the
benefit of that agency or by naming
the agency as the irrevocable owner
and beneficiary of an existing policy
that you no longer need. You are
generally entitled to a tax deduction
for the amount of the premiums as
well as the cash surrender value of
the policy.
Retirement Gift
Estate and income taxes assessed on
qualified retirement plans (IRAs,
401(k) plans, 403(b) plans, etc.)
can be as high as 80% or more of
the total value. Rather than see your
retirement assets absorbed by taxes,
consider using these to make a gift to
the Jewish Foundation of Memphis
or another Jewish agency and direct
other funds to family members,
possibly resulting in more assets
going to your family.
10

Create Your Jewish Legacy
Legacy Society Members
Grace Aarons*
Herta Adler
Anonymous in honor of Ronald Harkavy
Carol and Philip Aronoff
Larisa and Ben Baer
Miriam and Isadore* Baer
Sally and Richard S. Baer
Joan and Phillip Baum
Suzanne and Scott Baum
Sylvia A . Beck
Marilyn and Jack Belz
Bert Bornblum
David Bornblum*
Ann and Felix L. Caldwell
Hallie and Jay Cohen
Allen E. Cohen
Myrna and Marc Cohen
Harry Cooper Humanitarian Fund
Aileen and Pace Cooper
Bernice Cooper
Laurie A . Cooper and Donald Emerson
Tova and David Cooper
Frieda and Sam* Cooper
Helga Cornell
Barbie and Ray H. Dan
Annie and Michael S. Dragutsky
Oscar Dumont Youth Fund
Cindy and Bart Ehrenkranz
Rhonda and Leonard B. Feiler
W. H. Feinstone
Abigail and Ross Felt
Fredrika and Joel Felt
Amy and Lee A . Filderman
Jeanne and Milton Q. Ford*
Marlene and Herbert E. Gerson
Brenda and Bob Gold
Goldsmith Family Fund
Elias Goldsmith*
Edward Goldstein
Sharon and Michael Goldstein
Sondra Goldstein
Evelyn and Marlin Graber
Martha and Jerrold Graber
Alvin Green
Sheril and Rabbi Micah D. Greenstein
Mimi and Ronald Grossman
Diane and Mark J. Halperin
Iris and Ronald M. Harkavy
Marcia and Allan E. Hayden
Iuliu Herscovici
Hilary and Mitchell Hodus
Janice and Benjamin Isenberg
Kay and Allen Iskiwitz
Monique and Charles Jalenak
Natalie and Jimmy Jalenak
Peggy and L.R. Jalenak Jr.
Audrey and Jack Joffre
Anna and Shimon Kaminetzky
Bene and Saul Kaplan
David Kaplan
Linda and Edward S. Kaplan
Howard 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
Anna S. and Samuel L. Lansky Scholarshipin-Residence
Fund
Debbie and Stuart J. Lazarov
Suzanne and Paul Lazarov
Joyce and Sidney Levine
Nancy and Michael Levinson
Myrna and Joe S. Levy
Gail and Myron Lewis
Jeanette and Lawrence Lewis
Sandy and Kirke* Lewis
Laura and James S. Linder
Sue Ann and Bernard Lipsey
Thom E. Lobe and Diane L. Woodall
Betty and William I. Loewenberg
Rena W. Loskovitz*
Judith Kaplan McCown
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
Programming
Sylvia G. Marks
Alyne and George Matz
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
Maurice Plough
Elaine and Maury Radin
Rhea & Ivy, P.L.C.
Judy and Nick 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
Flora and Harry Samuels
Sherry and Alan Samuels
Andrea and Craig J. Sander
Kay Usdan Saslawsky
Caryn and Rudi Scheidt Jr.
Honey and Rudi Scheidt Sr.
Lawrence Schneider
Arlyne Schwartz
Hedda A . Schwartz
Deanna and Irvin Serenco
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
Saul and Adele Sorg
Jill and Kenneth Steinberg
Shara Stock
Erik Sussman
Susan Adler Thorp
Ray Underberg*
Martha and Howard Wagerman
Abe and Goldie Walter Memorial Fund
Harold G. Walter
Rabbi Roy Walter
Hedi* and Curtis Ward
Deborah and Ira Weinstein
Razelle and Stanley Wender
Sally and Mark Wender
Eileen and Steve Wishnia
Diane L. Woodall & Thom E. Lobe
Diane and Lawrence Wruble
Mary and Charles Wurtzburger
Barrie and Kenneth Wurzburg
Jeanne and Warren Wurzburg, Jr.
Reginald Wurzburg Foundation
Sandra Wurzburg
Warren Wurzburg Sr.*
Mavis Zuckerman
* of blessed memory
If you have created a Jewish Legacy and your name does not appear on this list, please call us, 901.374.0400.
11

Linking Our Youth To
The Memphis B’nai Tzedek program, launched in 2002, is the premier teen
philanthropy program in the Memphis community. A 2005 Crystal Award winner,
Memphis B’nai Tzedek has impacted 180 Memphis teens and introduced them
to the world of philanthropy.
Teens join B’nai Tzedek by donating $250 of their Bar/Bat Mitzvah money to the Jewish
Foundation of Memphis to set up an individual named charitable fund. The gift is matched 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.
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.
B’nai Tzedek Fund Holders
Tali Abdun
Max Abraham
Andrew Adler
Wendi Albert
Alex Alpert
Max Alpert
Louis Ashner
Matthew Ashner
Daniel Back
Elisa Paige Barrack
Stephanie Barrack
Max Barzel
Brittany F. Baum
Hannah Baum
Melanie Baum
Elizabeth Belz
Joshua Belz
Lindsey Belz
Logan Belz
Faryn Bierman
Reed Billings
Rochelle Bouchard
Molly Brakha
Sydney Buring
Stephanie R. Clein
Ajay Cohen
Ellen Cohen
Ted Cohen
Dylan Cooper
Ethan Cooper
Jeremy Cooper
Abigail Durham
Rebekah Durham
Jonathan Edelman
Melanie Egerman
Brandi Eiseman
Monte Eiseman
Michael R. Eisenstatt
Terry Eleazer Jr
Rayna R. Exelbierd
Madeline Faber
Ben Finan
Charlie Finan
Deborah Finestone
Ali Fishman
Jake Franklin
Nathan Ari Franklin
Caroline Frisch
Jacob Geiger
Shayna Giles
Rachel Glazer
Eli Goldstein
Sam Goldstein
Emily Greenberg
Josh Greenberg
Sara Greenberg
Cara Greenstein
Jake Greenstein
Sydney Gruber
Hayley Gruwer
Mason Paul Gudelsky
Alexander Harkavy
Annie I. Harkavy
Charlotte Harkavy
Gabrielle Harkavy
Juliana L. Harkavy
Evan Harris
Jeremy Himmelstein
Bradley M. Jackson
Haley Kaplan
Joshua Kaplan
Laura E. Kaplan
Jamie Katz
Celia King
Zachary Kloville
Elianna Landau
Ethan Landau
Harper Landau
Erica Lansky
Judy Lansky
Ellee Lazarov
Lindsey Lazarov
Cara Levi
Jordan Levi
Joseph Levy
Adam Libby
Margo Libby
Jonah Linder
Laura Lohnes
Ariana Lutterman
Natalia Lutterman
Jason Manis
Leah Florence Mendelson
Sara Mendelson
Mallory Moskovitz
Joel B. Moss
Alex Nahon
Joey Notowich
Samantha Notowich
Benjamin Orgel
Megan Orgel
Lauren B. Pelts
Rachel Pelts
Aaron W. Poulin
Raffi Radin
Harrison Rea
Remy Rea
Daniel Reef
Leor Reef
Jeremy Reisman
Bradley Ringel
Brian Ringel
Eliza Roberts
Adam Saharovich
Ryan Saharovich
Joel Saslawsky
Jordan Saslawsky
Maddie Scharff
Logan Scheidt
Carey Segal
Zach Sherman
Emily Siegler
Megan R. Singer
Shoshana Somer
Abby Stein
Karen L. Stein
Michael B. Stein
Corey Steinberg
Eli Steinberg
Jodie Struminger
Noah Thomas
Emily Trotz
Ethan Trotz
Andrew Vogel
Ashley Vogel
Hillary Weiss
Max Weiss
Alexa Wender
Jordana B. Wender
Kevin Wender
Aaron M. Wolf
12

A Life Of Philanthropy
B’nai Tzedek Facts and Figures 2002-2008
Cumulative Individual Grants by Type of Organization
Local Jewish 59%
Local Non-Jewish 23%
National Jewish 4%
National Non-Jewish 12%
Israel 2%
594 grants have been awarded totaling $49,224
Cumulative Cooperative Fund Grants
Through the student co-op fund, grants totaling $24,000 have been
awarded since 2002 to the following local Jewish organizations:
Anshei Sphard Beth El Emeth
Baron Hirsch Congregation
B’nai B’rith Men
Bornblum Solomon Schechter School
Hadassah
Hillel of Memphis
Jewish Family Service
Memphis Jewish Community Center
Memphis Jewish Federation
Memphis Jewish High School
Memphis Jewish Home
Plough Towers
Temple Israel
Young Israel
13

Linking Financial Professionals To
Professional advisors play an important role in helping clients make tax-wise charitable
gifts. The Foundation’s Professional Advisory Group (PAG) is comprised of professional
advisors in various legal and financial fields who support the mission of the Foundation.
They assist by promoting charitable planned giving, participating in educational programs and
consulting with and providing direction to Foundation staff and leadership regarding technical
tax and legal issues.
Pictured is Frederick Stukenborg,
J.D. and Rabbi Joel Finkelstein
in the sanctuary of
Anshei Sphard-Beth El
Emeth Synagogue.
Mr. Stukenborg’s client,
Ms. Sarah Weinberg,
left a charitable
bequest to the
synagogue.
“This bequest is a reflection of
the centrality of the shul in
Ms. Weinberg’s life,”
—Rabbi Joel Finkelstein,
senior rabbi, Anshei
Sphard-Beth El Emeth
Synagogue.
“Ms. Weinberg was a
client for over twenty
years. In designing
her estate plan
she wanted
to include
Anshei as a
beneficiary. There
were tax benefits, but
primarily Sarah wanted
to leave a legacy to Anshei
for what the congregation
meant to her all of
these years,”
—Frederick Stukenborg, J.D.,
PAG member.
Photo generously donated by Steve Conroy of Conroy Studio
Benefits Of Joining The
Professional Advisory Group
◗ Professional listing in all Foundation publications
◗ Opportunities for professional continuing education
◗ Opportunities to speak at Foundation programs & author
articles in Foundation publications
1

The Needs Of The Jewish Community
Professional Advisory Group
Celie Althoff
Morgan Stanley
Charles Auerbach,CFP,ChFc,CLU,EA
Wealth Strategies Group Inc.
Edward T. Autry, J.D.
Williams, McDaniel, Wolfe &
Womack PC
Jon A. Barrack
Stanford Group Company
Stanley L. Bilsky
Morgan Stanley
Sanford J. Blockman, CPA
Watkins Uiberall PLLC
Robert P. Blumenthal, J.D.
Siegel, Hooper & Blumenthal PLC
Gregory Bostian, CPA
Rhea & Ivy PLC
Larry H. Bryan, Principal & CEO
Diversified Trust Company
John B. Burns, J.D.
Baker, Donelson, Bearman,
Caldwell & Berkowitz, P.C.
Andrew B. Carter, J.D.
Williams, McDaniel, Wolfe &
Womack, P.C.
Renee E. Castle, Esq.
Pfrommer & Castle
Harvey Cook WMA
Merrill Lynch
Jimmy Dickey, J.D., CPA, MBA
Thompson Dunavant PLC
Dennis S. Drexler, Vice President
Wunderlich Securities Inc.
Allen C. Dunstan,J.D.
Harkavy Shainberg Kaplan &
Dunstan, PLC
Bart Ehrenkranz
Ehrenkranz & Associates, LLC
Louise W. Ellis, Senior Vice President
First Tennessee Private Client
Shepard Fargotstein, VP Investments
UBS Financial Services Inc.
Vera R. Feldman, CFP,
Senior Financial Advisor
American Express Financial Advisors
Inc.
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
Jerrold J. Graber
Samuel N. Graham, Principal & COO
Diversified Trust Company
Virginia W. Griffee, J.D.
Griffee Law Offices
Leon H. Griffin Sr., CLU
Ms. Sarah R. Haizlip MA
Summit Asset Management
William B. Howard Jr.
William Howard & Co. Financial
Advisors, Inc.
Teresa R. Hurst, J.D., LL.M.
The Hurst Law Firm
Thomas Hutton, J.D.
Martin, Tate, Morrow & Marston, P.C.
Charles Jalenak
Jalenak Capital Management Inc.
James B. Jalenak, J.D.
Manis & Salomn, PC
Gene Katz
Wachovia Securities, LLC
Elliot Kiersky
Smith Barney
Mitchell I. Lansky, J.D.
Marks, Shipman & Lansky
Mr. John Norfleet Laughlin MBA
Summit Asset Management
Ronald Lazarov, CFP
Kelman-Lazarov Inc.
Steve Leib, CPA
Watkins Uiberall PLLC
Brook H. Lester
Deloitte Tax, LLP
Don Levy, Senior VP Investments
A.G. Edwards
Hal F. Lewis
Avraham S. MacConnell, LUTCF
Howard B. Manis, J.D.
Lewis & Knowlton
Michael L. Matthews
Smith Barney
John A. May Jr., CPA
Rhea & Ivy PLC
Ashley M. Mayfield, Principal
Diversified Trust Company
Steve McCleskey, J.D.
Glankler Brown
A. Stephen McDaniel, J.D., AEP, EP.L.S.
Williams, McDaniel, Wolfe
& Womack, P.C.
Anthony A. Morrison
Morgan Keegan
Scott Notowich
Stanford Group Company
Max Notowitz, CLU, ChFc
Paul R. Padawer, CPA
Padawer & Associates, CPAs
Ilinda Parham, CPA
Financial Strategy Group
Michael R. Parham, J.D., LLM
Williams, McDaniel, Wolfe &
Womack, P.C.
J. Vincent Perryman, J.D.
Law Offices of J. Vincent Perryman
Brona E. Pinnolis
Waddell & Reed Financial Services
R. Michael Potter
Burch, Porter & Johnson PLLC
Carl Raff, CFP
CPIC, Connecting People Ideas
and Capital
Mr. Stephen H. Rhea MBA
Summit Asset Management
Boyd L. Rhodes Jr., J.D.
Wyatt Tarrant & Combs LLP
David J. Ross CLU, CPCU
State Farm Insurance
Jason D. Salomon, J.D.
Richard Scharff
Merrill Lynch
Raymond M. Shainberg, J.D.
Harkavy Shainberg Kaplan &
Dunstan PLC
Arleen L. Siegel, J.D., LL.M.
Siegel, Hooper & Blumenthal PLC
Steven J. Silver, CFP, CDP
Wealth Strategies Group Inc.
Madeline R. Simonetti CFP
Ameriprise Financial
Robert Smithwick III, Principal
Diversified Trust Company
Dan R. Snow, CPA
Thompson Dunavant PLLC
Gene Stallings
Stallings & Associates CPA’s, PLLC
Andrew S. Stark
Suntrust
Michael Stein, Senior Vice President
Wachovia Securities
Frederick Stukenborg J.D.
Mr. Alex Thompson CLU, ChFC
Summit Asset Management
Cynthia J. Tobin, J.D.
Williams, McDaniel, Wolfe &
Womack, P.C.
John W. Ueleke, CFP
Legacy Wealth Management
Michael D. Uiberall, CPA
Watkins Uiberall PLLC
Christopher J. Ward, CPA
Suntrust Private Wealth Management
P. Preston Wilson, J.D.
Gotten, Wilson, Savory & Beard PLLC
Mike Wood, CLU, AEP
Northwestern Mutual Financial
Network
Harold Wormser, CPA
The Wormser Firm
Stuart Zalowitz, CLU, AEP
Zalowitz Frisch Benefits Group
15

2007 Financial Report
Statement of Financial Position
The following statement of position was obtained from audited financial
statements. A copy of the entire audit, prepared by Cannon & Company,
CPA is available by contacting the Jewish Foundation of Memphis.
DECEMBER 31, 2007
Assets
Assets
Cash and Cash Equivalents $ 239,179
Contributions Receivable 2,996
Investments 19,560,553
Charitable Remainder Unitrust - Temporarily Restricted 526,452
Furniture and Equipment,
Less Accumulated Depreciation 83,460
Cash Surrender Value of Life Insurance 553,907
Total Assets $ 20,966,547
Liabilities and Net Assets
Liabilities
Accounts Payable and Accrued Expenses $ 9,364
Assets Held for Others 7,604,023
Liability Under Unitrust Agreement 303,527
Annuity Liability 102,113
Total Liabilities $ 8,019,027
Net Assets
Unrestricted: Donor Advised $ 11,448,720
Temporarily Restricted 1,498,800
Total Net Assets $ 12,947,520
Total Liabilities and Net Assets $ 20,966,547
2007 Grant Distributions by Type of Organization
Partner Agencies (list on page 2) 63% $ 2,264,100
Local Jewish (non-partner agencies) 4% 138,696
Local Secular Organizations 14% 599,439
National and Out-of-State Jewish Organizations 17% 426,126
National and Out-of-State Secular 4% 157,677
100.00% $3,586,040
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 at torney, certified public
accountant, or chartered life underwriter .
16

Leadership
Board of Directors
Ronna Newburger
President
Marlin Graber
Vice President
Kay Usdan Saslawsky
Vice President
Nick Ringel
Treasurer
Sanford Blockman
Secretary
Stanley Bilsky
Maurice Buring
Sam Chafetz
Hallie Cohen
Robert B. Cohen
Laurie A. Cooper
Pace Cooper
Michael Dragutsky
Jeff Goldstein
Sandy Goldstein
Jerrold J. Graber
Roy Graber
Andrew J. Groveman
Alan Harkavy
Laura Harkavy
Charles Jalenak
James Jalenak
Richard S. Kessler
Steven H. Leib
Bernard Lipsey
Diane Mendelson
Rose L. Morrison
Joe Roberts
Richard Rossen
Judy Royal
Andy Saslawsky
Irvin Serenco
Bobbie Shainberg
Jerry Sklar
Joel Sklar
Andrew Stark
Mike Stein
Ken Steinberg
Morris Thomas
Ira Weinstein
Mark Wender
Past Presidents
Ronald Harkavy
L.R. Jalenak, Jr.
Jerome Makowsky
Nathaniel Landau
Executive Officers
Front Row (l to r)
Ronna Newburger, President
Kay Usdan Saslawsky, Vice President
Back Row (l to r)
Marlin Graber, Vice President
Nick Ringel, Treasurer
Sanford Blockman, Secretary
Staff
Laura K. Linder
Executive Director
laura.linder@jewishfoundationofmemphis.org
Sheri G. Gadberry
Business and Donor Advised Fund Manager
sheri.gadberry@jewishfoundationofmemphis.org
Josie Ballin
Marketing and Communications Coordinator
josie.ballin@jewishfoundationofmemphis.org
Molly J. Wexler
Director of Programming
molly.wexler@jewishfoundationofmemphis.org

6560 Poplar Avenue, Memphis, TN 38138-3656 | 901.374.0400 | 901.374.0451 fax
www.jfom.net | jfom@jewishfoundationofmemphis.org