2008 Annual Report - Jewish Foundation of Memphis

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
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