Living Generously

Living

GENEROUSLY LEGACY EDITION 2018

IN THIS ISSUE: Meet Beth Wain Brandon, Steve Monto, Ellen Ticktin, the Meisel Family, and the Weintraubs.

Roe Green deepens her investment in the arts for generations to come.

Learn how the Endowment Fund provides a safety net in times of crisis.

You can create a lasting legacy with the Jewish Federation of Cleveland to benefit your children, grandchildren, and future generations, while supporting the causes you care about. Using a current or deferred endowment gift, you can become part of Federation’s Legacy Society.

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A MESSAGE FROM GARY GROSS AND STEVE HOFFMAN

T

he Jewish Federation of Cleveland’s Endowment

insurance policy against challenging times but also

has a proud history. Minutes from a 1904 Board

allows us to undertake innovative programs which

of Trustees Meeting reflect a $2,500 check from the

could not be funded through annual giving alone.

estate of Mrs. H. Black to support students pursuing higher education. As far as we are aware, this bequest

It is through the generosity of our donors that all of

was Federation’s first endowment gift.

this is possible. Because of you we are able to care for one another now and in the future. If you have

In 1955, the Jewish Federation of Cleveland was the

questions about how you can Create Your Jewish

first Federation in the country to create a formal

Legacy, please give us a call. We are here for you. We

Endowment Program. The safety net created by our

are here for the community.

Endowment has placed our Cleveland community in a position of strength – the Endowment provides an

GARY L. GROSS BOARD CHAIR

May we go from strength to strength.

STEPHEN H. HOFFMAN PRESIDENT

CONTENTS 4 Meet Our Create Your Jewish Legacy Co-Chairs

14 Like Mother Like Daughter

5 Leaving a Lasting Legacy

18 Excerpts From The Endowment Book of Life

6 A Family Affair 8 A Positive Impact for Generations to Come 10 Inspiration Through the Arts 12 The Safety Net When Disaster Strikes

16 A Special Evening of Thanks

20 The Legacy Society 22 A Win-Win for All!

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MEET OUR CO-CHAIRS C R E AT E YO U R J E W I S H L E G A C Y

D A R A YA N O W I T Z

STEPHEN WEINBERG

“Creating this endowment is a milestone on

“We are both grateful for the opportunity

my Jewish journey. It will allow me to fulfill

to sustain our rich heritage. As well, the

my obligation and create a legacy to ensure

lessons learned from the Jewish Federation

our community and our people will go from

of Cleveland will help guide our charitable

strength to strength.”

commitments and serve as an example

From Dara Yanowitz’s Endowment Book of Life statement

for our children, grandchildren and future generations.”

From Stephen and Penni Weinberg’s Endowment Book of Life statement

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Legacy

Leaving a Lasting

A gift of insurance provides the opportunity to make a substantial legacy gift for a relatively modest outlay.

G

rowing up, Steve Monto absorbed the message that giving to the Jewish community was an obligation — Jewish people must care for their fellow Jews. As an adult, his experiences led him to carry out that obligation, which still remains, but is now combined with a true desire to give.

A job opportunity in finance brought Steve to Cleveland 15 years ago. At that time he had a basic understanding of the Jewish Federation of Cleveland, but was not yet involved. His connection with Federation began with an impactful mission to Israel, which led to participation in the Young Leadership Division (YLD), then the Cash Committee, Allocations Committee, and, as he says, “The rest is history!”

Steve will become the Board Chair of Cleveland Hillel, a Federation beneficiary agency, in June 2018.

Steve first considered a legacy gift to Federation when the topic was raised at a National Young Leadership Cabinet meeting. Upon reflection, Steve decided that he wanted to make an impactful gift, and after consultation he determined that an insurance policy would be the best way to make that happen.

“The insurance policy was a perfect vehicle — there was a financial reason why I chose this option — I wanted to make an impactful gift but didn’t have the resources to just write a check.”

Steve reflected that creating the policy was simple.

The advisor he worked with “handled everything in such a professional manner, he made it easy. He did a great job of explaining how it works.”

When asked why Steve chose to leave his legacy gift to Federation’s unrestricted endowment fund, he shared, “From my volunteer work I appreciate the importance and value of unrestricted funds. It is so hard to predict what the needs of our community will be in 50 to 100 years. Making the gift unrestricted allows the future leadership of the Cleveland Jewish community to make those decisions.”

Steve hopes his gift helps the work of the Federation continue far into the future. “Federation speaks to both my heart and my head. I feel in my heart the great work of Federation’s agencies. And in my head, there is the appreciation of the thoughtful planning and process of Federation which gives me a high degree of confidence that the money will be spent well and thoughtfully.”

MEET CAROL WOLF For more information, contact Carol Wolf at 216-593-2805 or cwolf@jcfcleve.org.

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A Family AFFAIR

Supporting Foundations provide unique opportunities for multi-generational family involvement in philanthropy.

“C

hildren Will Listen” is a song by Steven Sondheim from the musical Into the Woods. We hope our children will listen, especially when we pass on the Jewish values of giving back to the community and helping people in need. The Meisel children listened well, and the result is three generations of Meisel and Pesses family members who are living grandparents Bobby and Stanley’s philanthropic values.

Kim Meisel Pesses and Peter Meisel remember that as young children, their parents, Bobby and Stanley, took them and their siblings to deliver meals to needy families on Thanksgiving and volunteer at soup kitchens on Christmas. “They never actually talked about why they were doing it, they just did it — and they took us along with them.” The Meisels would read about families in need in The Plain Dealer during the holidays and together, their family would try to help others in need. Peter remembers that the

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first significant and permanent gift by his parents was a scholarship fund at Glenville High School. “Dad was very involved in choosing the recipients and very proud of being able to help the students. The scholarship is still being presented today and helping even more students.”

How did the Meisels ensure that their children would inherit their philanthropic values? They led by example, involving their children and asking them for input from the beginning. Bobby and Stanley’s only daughter Kim, remembers that when her parents created a Donor Advised Fund at the Jewish Federation of Cleveland, they engaged their children in making grant recommendations. “We were always a part of the decision making and were proud of our choices. This is how we learned which organizations were important to our parents, and we continue to support these charities to continue our parents’ legacy,” said Kim.

SUPPORTING FOUNDATIONS

With a gift of cash, securities, or other property worth a minimum of $1 million, you can create a supporting foundation at the Jewish Federation of Cleveland. Each supporting foundation’s board of trustees is comprised of a majority of trustees appointed by the Federation.

Federation foundation managers serve as a resource to each supporting foundation in the comprehensive management of its philanthropic activities. Federation staff establish the foundation, and then oversee the investments and make necessary tax filings. The foundation manager works with you to create a policy statement, develop goals and plans, and facilitate the communication of values and legacy to your family. In addition, Federation serves as the central point for evaluation of grant requests and distributions from the foundation.

Trying to decide between a private foundation and a supporting foundation at the Federation? Consider the following:

SUPPORTING FOUNDATIONS

PRIVATE FOUNDATIONS

All recordkeeping done by the Federation

Foundation is responsible for recordkeeping

No tax on the foundation’s income

Excise tax of 2% or 1% on investment income

No minimum distribution amount

Minimum 5% distribution

Required IRS and state filings done by the Federation

Required IRS and state filings done by donor, foundation manager or advisor

Federation and donor elect trustees

Donor elects trustees

Later, Bobby and Stanley decided to establish a supporting foundation at the Federation. They continued to involve their children and, as time went on, their children’s spouses. When asked why her parents chose a supporting foundation at the Federation, Kim explained. “We wanted to concentrate on making grants and leave the administrative duties to someone else. The Federation was the natural choice, because all of us have a high level of trust and comfort with Federation and its staff.”

family members volunteer and it considers grants to other charities that fit the Foundation’s mission.

Initially funded by Bobby and Stanley, the Meisel Family Foundation is now guided by their children and actively involves their eight grandchildren as they are ready. Kim explained, “Some grants go to the same organizations every year. The trustees are mindful of and remain committed to the organizations that our parents were passionate about. Because we have been involved all along, we know what they care about most.” The Meisel Family Foundation also supports the organizations where

With years of respectful listening by the adults and active participation by the children as they grew, the third generation of the Meisel Family Foundation is ready to inherit the responsibility of the family’s philanthropy when their time comes.

Each of the Meisel grandchildren is encouraged to submit a one-page grant request for $1,000 for the charity of their choice. The Meisel Family Foundation trustees consider the requests as they do from any other organization. Last Thanksgiving, when the family met to suggest revisions to the Foundation’s policy and mission statement, each family member was ready and eager to give their input.

MEET ANN GARSON For more information, contact Ann Garson 216-593-2814 or agarson@jcfcleve.org.

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Generations to Come A POSITIVE IMPACT FOR

A bequest of retirement plan assets is a simple way to leave a meaningful legacy.

F

or Gail and Ed Weintraub, giving to their community is a way of life. Gail spent most of her career at Montefiore and Jewish Family Service Association (JFSA) working with seniors as a social worker. “There is no population that needs more of our support than the elderly. Working with hospice patients felt like a gift to me — to help people on that journey.” Ed counts Gail as his inspiration, “From the time we met she was always involved with Jewish communal work. She set the tone in our home.”

While busy with their careers and raising three children, Gail and Ed found time for community involvement. They were active at Anshe Chesed Fairmount Temple where Ed served as the president for several years. Ed was also a campaigner for the Jewish Federation of Cleveland’s Campaign for

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Jewish Needs. And as members of Federation’s Silver Circle* they donated to the Federation’s campaign every year. Gail explained, “It is a given in our life.

The Federation is the umbrella over our community.

We support it so that all of the beneficiary agencies can thrive.”

When asked what motivated them to create a Jewish legacy at the Federation, Gail and Ed explained that with their adult children now independent and selfsufficient, the timing felt right to consider a bequest to the Federation. They found the experience of arranging the gift an easy one, “From a mechanical standpoint, it’s just about the easiest thing when you donate assets from your IRA. You just make a change to the beneficiary form. Friends who had done this set the example and it was really simple.”

Gail and Ed’s children have been inspired by their parents’ foresight. They were moved and proud when Gail and Ed shared the statement they wrote for the Endowment Book of Life. And the message of tzedakah has been passed down to the next generation as well. Gail and Ed’s grandchildren established Donor Advised Funds** at the Federation when they became Bar and Bat Mitzvahed.

The Weintraubs are glad to be leaving their legacy in Cleveland. Ed explained, “This is where I was born.

This is where we earned our living, and this is the community that has impacted us. We have a deep sense of appreciation and we feel a debt of gratitude.”

“This is the community that has impacted us.

We have a deep sense of appreciation and we feel a debt of gratitude.”

They hope their bequest will inspire family and friends and that it makes a positive impact for generations to come.

“We hope that our gift is our legacy. That we are part of good things that will happen after we are gone that will positively impact not only our children, grandchildren, and great grandchildren, but also the entire community.” *Silver Circle Members are donors to the Jewish Federation of Cleveland’s annual Campaign for Jewish Needs who have contributed for 25 years or more. ** Donor Advised Funds are named funds of the Jewish Federation of Cleveland in which the donor retains the privilege to make charitable grant recommendations.

MEET MICHAEL COLE For more information, contact Michael Cole 216-593-2795 or mcole@jcfcleve.org.

RETIREMENT ASSETS When you designate the Jewish Federation of Cleveland as a beneficiary of your retirement assets, you create a legacy that enables the Federation to support the Jewish future in Cleveland and around the world.

How does it work?

You notify your plan administrator of your desire to name the Jewish Federation of Cleveland as a full or partial beneficiary of your retirement assets and complete a change of beneficiary form.

What are the benefits?

All gifts entitle you to membership in Federation’s Legacy Society*.

Your retirement assets are a tax-wise asset to use for charitable giving as they could be subject to both estate tax at the time of your death and income tax when distributed to beneficiaries. *The Legacy Society of the Jewish Federation of Cleveland recognizes those who have helped ensure the well-being of our Jewish community by supporting the Federation’s endowments now or through their estate plans.

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Inspiration THROUGH THE

ARTS Providing for our community now and in the future.

“If I had five oranges, I’d eat one, save one, and I’d give the other three away” is a philosophy that Roe Green lives by.

T

he arts provide a common language spoken by every culture, which is why Roe Green deepened her investment in the arts by creating an endowment to support the Jewish Federation of Cleveland’s Cleveland Israel Arts Connection program (CIAC).

Roe also created an endowment to support the Federation’s Campaign for Jewish Needs.

“I am deeply committed to the work of the Federation and want this work to continue for generations to come. By endowing my support to the annual Campaign for Jewish Needs, I am ensuring that the Federation will have the resources necessary to help those in need and to keep our local and international Jewish communities strong and vibrant.”

Working closely with the Federation team and her advisors, Roe decided to do something truly unique. Not only did she endow her gifts to the Federation and CIAC, but also she is providing

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ongoing operational support to both the Federation and CIAC in the amount that her endowment will ultimately provide. For the CIAC program especially, this generous support creates opportunities for immediate programmatic enhancements and sustainability.

Roe’s commitment to the Federation and the arts is long-standing. Roe’s support was instrumental in establishing the Federation’s Roe Green Gallery in addition to launching CIAC back in 2008.

CIAC brings world-class Israeli arts and culture to Cleveland by partnering with the finest local arts organizations and institutions. Each year, thousands of people from diverse backgrounds are able to explore the beauty of Israel and the talent of Israeli artists through dance, music, film, theater, visual arts and literature. Thousands more visit the Roe Green Gallery in the Federation’s Jack, Joseph and Morton Mandel Building.

Since its inception, CIAC has deepened the connections between our Cleveland community and Israel. Roe said, “This program has given a new audience to so many Israeli artists. I think of myself and this program as a catalyst — creating opportunities for artists that would not otherwise exist.”

When asked what inspired her to leave such a meaningful legacy to our community, Roe

Roe Green with her caricatured collage created by Israeli mixed media artist, Hanoch Piven.

responded, “To me, the arts are like breathing. They make us human and nourish our soul. My hope is that others will visit the Roe Green Gallery, see the exhibits, feel inspired, and support the arts for generations to come.”

MEET HEDY MILGROM For more information, contact Hedy Milgrom at 216-593-2850 or hmilgrom@jcfcleve.org.

Steve Hoffman and Roe Green dedicate the Roe Green Gallery at the Federation’s Jack, Joseph and Morton Mandel Building in 2011.

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THE SAFETY NET WHEN

DISASTER STRIKES The Jewish Federation of Cleveland’s Endowment Fund

T

HE IMAGES FLASHING ACROSS OUR TELEVISION SCREENS WERE NOTHING SHORT OF DEVASTATING. HOMES UNDER WATER AND FAMILIES WHO HAD LOST EVERYTHING.

More than 70% of Houston’s Jewish community lives in the area that was flooded by Hurricane Harvey, including nearly 12,000 Jewish elderly. Eight major institutional facilities in the Jewish community sustained catastrophic damage, including synagogues just weeks before the High Holidays.

Because of the strength of the Jewish Federation of Cleveland’s Endowment Fund, we were able to take care of our fellow Jews and others suffering in Houston, and provide immediate financial support.

Funds sent by the Federation were used for immediate cash grants for flood victims’ essential needs: extended day-camp programming to make up for delayed school openings, expanding the capacity of Jewish Family Services to provide onestop assistance, grants to synagogue discretionary funds for specific congregational needs, and trauma counseling.

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Weeks later, Hurricane Irma made landfall on Florida.

Luckily the damage was less than feared but still, some communities were shattered. Again, Federation sent funds to support to those who were affected.

Then, after Hurricane Irma, Hurricane Maria hit Puerto Rico and the damage resulted in a humanitarian disaster. The Federation’s Endowment Fund again enabled us to send support to storm victims in Puerto Rico.

In these and other times of crisis, our Endowment Fund is a vital safety net. This is just one of the many ways that our Endowment Fund makes a difference.

The Endowment Fund also supports our Jewish community in Cleveland by meeting needs that go above and beyond what can be supported by our annual fundraising effort, the Campaign for Jewish Needs.

Last year alone, the Endowment Fund provided financial aid for college students, helped families afford Jewish camp for their children, aided children with special needs who seek a Jewish day school education, and supported Israel by providing tools to those encountering the anti-Israel Boycott Divestment and Sanctions movement (BDS) on college campuses and elsewhere.

We cannot foresee what the needs of our community will be — which is why it is crucial that our Endowment Fund continues to grow. You can help by including the Jewish Federation of Cleveland’s Endowment Fund in your estate plan. By supporting our Endowment Fund, you will ensure that whatever the future brings, we will be able to respond as a strong, vibrant Cleveland Jewish Community.

MEET MATTHEW KALIFF For more information, contact Matthew Kaliff 216-593-2831 or mkaliff@jcfcleve.org.

ENDOWMENT FUND FAST FACTS

More than 70% of Houston’s Jewish community lives in the area that was flooded by Hurricane Harvey.

We were the first Federation in the country to create an Endowment Fund. Today, we have one of the leading programs in North America.

Originally created as a safety net, Endowment Fund resources are used to benefit the community today. We support innovation, developing new ideas, and ground-breaking programming.

Endowment Fund gifts represent a commitment to the health and welfare of our Jewish community and provide security for future generations.

In times of crisis, resources are used to make emergency grants to assist victims of natural disasters and terror attacks, and for humanitarian aid in the United States, Israel, and around the world.

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Mother LIKE Daughter

LIKE

A Lion of Judah Endowment Fund will ensure that your support of community needs will go on forever.

BY BETH WAIN BRANDON

M

y family practiced giving tzedakah for as long as I can remember. We spent holidays delivering food and blankets to those in need. Each child in my family had a tzedakah box in their room, and every holiday my dad would pass one around. My parents expressed how important it was to be grateful for what we had, and to always

Nina Wain z”l with her daughter Beth Wain Brandon

Both of my parents were involved in the Jewish Federation of Cleveland, my father as a Chair of the Campaign for Jewish Needs, and my mother as a Lion of Judah* for as long as I can remember. She loved being a Lion, and wore her pin proudly. One of her favorite Lion stories occurred at an airport while she was travelling. She was wearing her pin and a harried mother holding a baby saw her and exclaimed, “Oh! You are a Lion! Can you please help me?” And handed her the baby to hold!

“It is great to see women coming together with philanthropy serving as the common bond.” give something back to the community in which we lived. This lesson reached far back for my father to his childhood in New York City’s Lower East Side where he grew up in a small apartment above a grocery store. He saw how those from his father’s small community in Russia would gather to pass a hat around collecting money for families who struggled the most. This was the model of “Federated Giving” that my father grew up with.

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I became deeply involved in Federation

after I stopped working full-time. It was then that I gained an appreciation for all that Federation does. I especially enjoy being part of Women’s Philanthropy. I value the idea of women giving gifts in their own names, and it is great to see women coming together with philanthropy serving as the common bond.

I became a Lion of Judah after my mother passed away. I proudly wear her pin and feel such a strong and meaningful connection to her.

At first I didn’t understand the significance of the flame on her pin, and later I learned it meant that she

had endowed her Lion of Judah gift*. She didn’t talk about it much, but knowing that she had endowed her gift inspired me to do the same.

It took just two phone calls to change the beneficiary on an insurance policy to create my Lion of Judah Endowment (LOJE)**. The Federation development professionals were helpful, and they worked together with my financial advisor. My husband Bob was happy for me to do this and was very supportive.

In recent years Women’s Philanthropy has started a new tradition. At the annual Signature Event*** we light candles in memory of those who created LOJEs but are no longer with us. It is such a warm feeling to know that my mom is being remembered by the Federation, and it is especially meaningful because my sisters and I are there, and many of my mom’s friends are there, too.

Just as my mother set an example for me, I hope I am setting an example for my three daughters. It is wonderful to know that my LOJE will keep on giving to our community — beyond me and my family, and for generations to come.

LION OF JUDAH

ENDOWMENT Thank you to the women who have perpetuated annual campaign gifts by creating a Lion of Judah Endowment.

Terry Adelman

Carol Lader

Karen B. Altschul

Fran Lasky

Nancy Wilkoff Bell

Sharon Effron Lebovitz

Loretta R. Borstein in Memory of Jerome Borstein

Sandra Lipman*

Beth Wain Brandon Marilyn B. Cagin Florence Chelm Reneé Chelm Nan Cohen Lois J. Davis Carol Franklin Feig* Beatrice Franklin Jane L. Friedman Mady Friedman Beverly Gans Peggy Garson

*Lions of Judah are women who make individual gifts of $5,000 or more to the annual Campaign for Jewish Needs.

** A Lion of Judah Endowment (LOJE) perpetuates a Lion of Judah gift to the annual Campaign for Jewish Needs.

Eleanor Gerson* Holly B. Gertman* Adrienne Goldberg Toby Goldfinger Francine M. Gordon

***An annual event for Lion of Judah & Pomegranate Society donors (women who make individual gifts of $1,800 or more to the annual Campaign for Jewish Needs).

Tamra F. Gould Roe Green Penny Greenberger Erica Hartman-Horvitz Anita Heller

MEET LISA HACKER For more information, contact Lisa Hacker at 216-593-2792 or lhacker@jcfcleve.org.

Michelle Hirsch

The Marianna Luxenberg Lion of Judah Endowment in Memory of Herbert Luxenberg Tamar Maltz Cookie Marcus Lois Marcus Shelley Milin Marcus Barbara J. Meckler Anne Miller* Shari S. Perlmuter Cathy Randall Susan Rubin Evie Safran Eileen W. Sill Karen Lipman Steiger Peggy Gries Wager Nina Wain* Betty Weintraub Judith Weiss Trudy Wiesenberger Judy Klein Willensky Sandra Wuliger Dara G. Yanowitz Donna Yanowitz Paula Zeisler

Ann Nickman Jacobson*

Ellen Potiker Zelman

Suellen Kadis

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SPECIAL EVENING

of thanks A LEGACY SOCIETY THANK YOU EVENT

T

he Jewish Federation of Cleveland recognized our Legacy Society’s contribution to our community’s future at a Special Evening of Thanks, an event featuring Josh Knerly, Partner at Hahn Loeser & Parks LLP, who joined us to discuss “Nazi Looted Art: People and Their Stories.” The event was co-chaired by Fran and Jules Belkin.

Members of our Legacy Society are the lifeline of this community — because of their commitments, we are able to take care of our Jewish and general community, today and in the future.

Thank you to our Legacy Society!

CLOCKWISE FROM LEFT: Nancy Bell, Steve Hoffman and Larry Bell Co-chairs Fran and Jules Belkin Terry Kovel and Iris November 1 6 | L I V I N G G E N E R O U S LY

A few moments captured CLOCKWISE FROM LEFT: Guests enjoying the evening.

Speaker, Josh Knerly Phyllis Goldrich, Rabbi Stephen Goldrich, Elaine Gross Fran Belkin, Allison Levine, Jules Belkin Charlotte Guggenheim, Anita Pupa

WHEN YOU INVEST IN THE FUTURE OF THE JEWISH COMMUNITY, YOU SERVE AS A ROLE MODEL FOR FUTURE GENERATIONS.

todah!

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Excerpts from THE

ENDOWMENT “Over the years, my work at the Federation transformed my prior, more widely held concept of “giving ‘til it hurts,” to the more personal one of ‘giving ‘til it feels good!’

Ultimately, it is that feeling which has led me to make a substantial Legacy commitment to the Jewish Federation of Cleveland.”

RICHARD BOGOMOLNY

“Life According to Vic and Ellen: Tikkun Olam, Grandchildren, Children, Self & Spouse, Self.”

ELLEN AND VIC COHN

“Just like this community has nurtured our Judaic commitment, it is our hope that this gift will benefit those who follow us, both our loving family and the Greater Cleveland Jewish community.”

GAIL AND ED WEINTRAUB

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BOOK OF LIFE “It is our hope that this legacy gift will benefit this Jewish community that has so enriched our lives and will inspire a continued family tradition of tzedakah for generations to come.”

LOIS AND HENRY GOODMAN

“Having family members who perished in the Holocaust and others who survived, we recognize the importance of maintaining and strengthening our faith in Judaism and Jewish values, and the importance of giving back and caring for the Jewish community.”

SHARON AND JAMIE LEBOVITZ

THE ENDOWMENT BOOK OF LIFE is a collection of personal statements written by donors who have made commitments of $100,000 or more to the Federation’s Endowment Funds. Donors are given the opportunity to sign their statements during the Legacy event. The Endowment Book of Life is on permanent display at the Federation’s Jack, Joseph and Morton Mandel Building. Video statements may be viewed online at www.jewishclevelandgifts.org

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Legacy Society THE

We thank and honor our living Legacy Society members who are creating their Jewish legacies by supporting the Federation’s endowments now or through their estate plans.

With your foresight, our traditions will remain bright for generations to come.

Anonymous (38)

Shirley and James Chessin

Tom Isaac and Abby Goulder Abelson

Jonnie Clark*

Dan Abrams and Nan Cohen+

Victor and Ellen Cohn+

Sheldon and Terry Adelman+

Sally Cohen Bonnie and Michael Cole Rand and Beth Curtiss

Earl R. and Barbara Corwin Franklin

Charlotte & Armin Guggenheim*

Harvey A. and Harriet D. Freiman+

Sheldon Guren

Jane Friedman+

Lee and Dolores Hartzmark

Mady Friedman+ Adele Fuerst

Bill and Phyllis Hartstein Anita and William Heller+ Rebecca and J. David Heller

Hedy and David Adler+

Bernice Sapirstein Davis+

Joanie and Tom Adler+

Lois Joan Davis+

Norman Adler+

Ken and Linda Dery

Harold and Charlotte Agrast

Reuven and Naomi Dessler

Karen B. Altschul+

Harlan Diamond

Nate Arnold

Jim and Nathalie Diener+

George and Roma Aronoff+

Mel and Wendy Dinner

Stephany and Jonathan Bass

Stephen S. Douglass and Amy J. Rothenfeld

Jules and Fran Belkin+

Chicky Drost+

Mike and Annie Belkin

Bob and Darlene Duvin+

Nancy Wilkoff Bell+

Sheila Eckstein

Allan Bellin

Larry Edelman

Linda Cortell Benjamin+

Pepe and Mary Edelstein

Leona Berkowitz

Sibyl Eigner+

Toby and David A. Goldfinger+

Dr. Brian and Nora Krasney Berman+

Peggy Nathan Einstein

Richard Goldsmith*

Bob Immerman+

David Biegel and Ronna Kaplan

Carol K. Eisenberg

Alan Goldstine

Lynda and Don Insul

Steven and Toby Eisenberg+

Bruce H. Goodman*

Robert and Suzanne Englander

Henry and Lois Goodman+

Ronnen Isakov and Lara Danziger Isakov+

Louis and Jean Bloomfield+

Bernice Gans Beverly Gans+

Bruce Hennes

Brian K. Garson+

John E. and Laura P. Herman+

Ann and Scott Garson

Robert Hexter

John and Peggy Garson+

Edith F. Hirsch

Phyllis Asquith Gary

Michelle Hirsch+

vic and joan gelb+

Carol and Ken Hochman

Albert and Norma Geller+

Amy and Stephen Hoffman+

Stuart A. Gertman+

Etty Hoffman+

Myrna and Warren Gill

Andrew and Debbie Hoffmann

Sheldon and Lynda Gillinov Adrienne Metz Goldberg and Philip N. Goldberg+

Lee Ann Holstein Richard Horvitz and Erica Hartman-Horvitz+ Susan and Robert Hurwitz+

Judith Goodman+

Sally Weinberg Isenstadt

Susan and Bernard Goodman

Pamela and Scott Isquick+

Sherry Stein Epstein

Orry and Sheila Jacobs+

Marjorie Evans+

Francine M. Gordon+

Judith M. Jacobson+

Michael and Susan Borstein+

Harriet and Alfred Fader

Tamra F. Gould+

Dr. Jack W. Jaffe

Steven and Donna Borstein+

Ralph Faigen

Ed and Joan Goulder

Barbara Bellin Janovitz

Beth Wain Brandon+

Paul and Barbara Feinberg

Alvin Gray+

Nina Josephs

Marjorie Brock

Barry S. Feldman+

Roe Green+

Suellen and Larry Kadis+

Florence Brofman

Joel and Ronna Fox

Penny Greenberger+

David and Gloria Kahan

Jane C. Busch+

Gita Frankel

Bob and Sally Gries+

Julian and Etole Kahan+

Lois L. Butler

Dr. Lawrence and Bonnie Frankel+

Andrea Kanter Grodin

Ida Kahn

Elaine Gross

Amy and Ira Kaplan

Joan and Alan Gross

Dr. Richard A. and Roberta B. Katzman Family+

Richard J. Bogomolny and Patricia M. Kozerefski+ Loretta Borstein in memory of Jerome Borstein+

Viki and Marc Byrnes+ Marilyn Cagin+ Michael and Mimi Charnas Florence Chelm+ ReneĂŠ Chelm+ 2 0 | L I V I N G G E N E R O U S LY

Natalie Epstein+

Mitch and Sue Frankel+ Morton S. Frankel+ Samuel and Rina Frankel+ Beatrice Franklin+

Shelley and Ronald Gross+ Toby and Morton J. Gross

Jack and Judy Kaufman Adelle Kendis

Lenore Golden Kessler

Milton and Tamar Maltz+

Beth and Brian Robbins

Lorelei Stein-Sapir

Mendy and Ita Klein

Mort and Barbara Mandel+

Marjorie R. Stern

Ruth Klein

Cookie Marcus+

Rabbi Daniel Roberts and Elaine Rembrandt

Howard A. Kline+

Greg and Shelley Milin Marcus+

Dan Rocker

Will and Jan Sukenik+

Terri and Stuart Kline+ Malvina Klopman Maxine Koblenz+ Nancy and Rik Kohn Lee Kohrman+ Sharon Koppelman Vivian Koppelman Noreen KoppelmanGoldstein

Lois and Martin Marcus+

Jacob and Marjorie Rosenbaum+

Jim and Kathe Mayer+

Enid and David Rosenberg+

Donald and Barbara Meckler+

Frank and Beth Rosenberg Barbara S. Rosenthal

Stan and Bobby Meisel+

Betty Rosskamm+

Marjorie Melamed+

Harriet Roth+

Elaine and Beno Michel M.D.

Robert and Margo Roth+

Joan Milder

Jerry and Marcia Rothschild+

Edward and Roslyn Kowit+

Michael and Hedy Milgrom

Milton A. and Charlotte R. Kramer Charitable Foundation

Barbara Rauch Miller* David P. Miller

Joan and Byron Krantz

Shirley Stern Harold and Ellen Ticktin+ Ronna Uhrman+ Seth Uhrman Lori Schor Ulanow Dolores Urdang Kathy Urdang Mulcahy* Peggy Gries Wager+ Norman Wain+ Lori Ellen Wald+

Eric Rubin

Renetta K. Waldman

Patty Rubin

Ruth Warner

Edith D. Miller+

Susan Rubin+

Connie and Neil Waxman+

Dr. Joseph Miller and Mary G. Miller

Peter and Aliki Rzepka+

Muriel Weber*

Celine Krashin

Gordon and Evie Safran+

Steve and Penni Weinberg+

Gertrude Krause

Stephen A. Monto+

Mary and Joseph Sanders

Betty Weintraub+

Larry & Barbara Kronick*

Irv and Beryl Moore

Gail and Ed Weintraub+

Gerald Kurland

Allan and Marguerite Morris

Donald Sayre and Nancy R. Wurzel+

Dr. David M. Kushner & Rabbi Lucy Rebecca Kushner

Paul and Sylvia Morrison

Richard Schanfarber

Helene Weiss

Dr. Irving and Enid Kushner Stephen Kushnick Sanford Kutash* Elayne and Robert Kwait Marvin and Carol Lader+

Bonnie Myers Hal and Nora Myers David & Helen Nagusky*+ Marjorie E. Newman+ Iris November+ David B. Orlean Rita Orpett

Elliott and Gail Schlang Kyla and Mitchell Schneider+

Annabelle Weiss Judith Weiss+

Carol Schoenewald

Stanley E. and Sally H. Wertheim+

Diane and Harvey Scholnick +

Marcia J. Wexberg

Barbara Schreibman

Steven and Trudy Wiesenberger+

Carol and Lawrence Schreibman+

Steven and Judy Willensky+

Bob and Anita Seidemann

Abe and Idelle Wolf+

Jane and Lee G. Seidman+

Carol F. and Michael L. Wolf

Amy Sheon and Marvin Krislov

Clifford and Linda Wolf

Shari S. Perlmuter+

Bradley and Elisabeth Sherman+

Jane G. and Jordan R. Lefko

Kim Meisel Pesses and Paul Pesses+

Charna E. Sherman

Anne Marie and Renny Wolfson+

Elin Leonard

Florence K Z pollack

Allison and Les Levine

Julia and Larry Pollock+

Marcia Levine+

Terry Pollack and Barbara Gross

Carolyn Lampl+ Mark Landau+ Fran and Sidney Lasky+ Ellen & Jeffrey Leavitt* Sharon and Jamie Lebovitz+ Jonathan Leebow

Walter Leyser

Lenore Oscar Edith Merlin Paller Bonnie Marks and Carol Paull*+

Nancy and Keith Libman+

Jill Renee Pupa

William and Sandra Lieberman

Leonard and Heddy Rabe Cathy Randall+

Evelyn Lissauer

Hal and Cindy Reisenfeld+

Barry and Mary Livingston

Sylvia and Bob Reitman+

Irwin Lowenstein+

Sidney Rheuban

Annette Gilbert Lusher

Bob, Eleanor and Kathy Risman+

Mickey Luxenberg+ Lawrence Mack

Roger and Lynn Ritvo Carol Rivchun+

Jane and James B. Wolf, Jr.+

Michael and Anita Siegal+

Sandra and Timothy F. Wuliger+

Robert and Eileen Sill+

Dara and Alan Yanowitz+

Dan K. Silverberg

Donna Yanowitz+

Harriet Simon

Iris and Jerry Zahler+

Sidney Simon+

Paula Zeisler*+

The Simon Family Foundation+

Dan and Ellen Zelman+

Naomi and Ed Singer+

Jill Miller Zimon*

Sydelle Spero Barbara Spevack+ Karen Lipman Steiger+ Lenny and Karen Steiger Eleanor B. Steigman Terri and Howard Steindler

Ruth Zilber+

*New member since December 2016 +Member of Endowment Book of Life We regret the omission of any names.

L I V I N G G E N E R O U S LY | 21

Learn more about

CHARITABLE GIFT ANNUITIES

A charitable gift annuity enables you to contribute to the Jewish Federation of Cleveland and the community, and at the same time enjoy a fixed annual income.

Gift Annuity Interest Rates*

A Win-Win

FOR ALL! A Charitable Gift Annuity supports your community and provides you with income for life.

BY ELLEN TICKTIN

I

worked at the Jewish Federation of Cleveland for almost a decade. I felt privileged to have been able to develop an insider’s look at everything the Federation does to support our community. I was proud of the reputation of excellence that pervades the beneficiary agencies. I was inspired by working on the Campaign for Jewish Needs with volunteers, as it allowed me to see first-hand how transformative that experience was for them. I felt lucky to have had the opportunity to work with so many members of our community towards a common goal.

I began thinking about creating a Jewish legacy just before my 70th birthday when I received mailings from multiple organizations asking for legacy gifts. I knew that I wanted to do something for the Federation, and I know that the Federation will continue to be here long into the future. I experienced the high standards of the organization: the emphasis on confidentiality and the way it treated its donors, and that all added up to a strong element of trust.

2 2 | L I V I N G G E N E R O U S LY

Age

Interest rate

70

5.1

74

5.7

78

6.4

82

7.2

84

7.6

88

8.4

90+

9.0

* American Council on Gift Annuities, as of 1/1/2018

After sharing my philanthropic goals with Federation staff, I decided to create a Charitable Gift Annuity.

I felt comfortable doing it because they gave me a detailed understanding of what it entailed. The process went perfectly; Federation staff kept me up to date and did a great job of staying in touch.

My experience has shown me that you do not have to be wealthy to be able to do something like this.

If you are even thinking about it, I encourage you to reach out to the Federation to discuss it. My main motivation in creating a Charitable Gift Annuity was to be able to do something for the community — but receiving income for life and the tax benefits made it even more appealing! It is a win-win all around.

MEET JENNIFER SCHWARZ For more information, contact Jennifer Schwarz at 216-593-2816 or jschwarz@jcfcleve.org.

MEET THE TEAM

Our team of Development Professionals can help you achieve your philanthopic goals.

STEVE HOFFMAN

HEDY MILGROM

CAROL WOLF

ANN GARSON

216-593-2900

216-593-2850

216-593-2805

216-593-2814

MATTHEW KALIFF 216-593-2831

JANET SHAPIRO JENNIFER SCHWARZ MICHAEL COLE 216-593-2875

216-593-2816

216-593-2795

LISA HACKER 216-593-2792

A Thank You to Alan Gross, for Dedicated Service to Our Community.

For the past 34 years, Alan Gross has been a passionate and devoted Vice President of Endowment Development at the Jewish Federation of Cleveland. An attorney, Alan left the private sector in 1984 to join the Federation and found his niche – a place where he could work hard and “do good.” Alan practiced the high standards that his predecessor and mentor, Howard Berger z”l, demonstrated every day. Not only does Alan possess broad and deep knowledge of charitable gift planning, endowment development and federal and state tax policy related to charitable giving and exempt organizations, but he also has the desire to give of himself to benefit his community.

Alan’s lasting legacy will be his role as the consummate “trusted advisor” to everyone who crosses his path whether they are donors, colleagues, young attorneys or even professionals at other organizations. His “donor-first” perspective is the guiding force that defines his relationships with the hundreds of individuals and families he assists as they plan their legacies. The Federation is a better organization because of Alan. Although we will deeply miss him, we wish him Mazel Tov on his past achievements and the best of everything as he moves on to his next chapter.

L I V I N G G E N E R O U S LY | 23

Jack, Joseph and Morton Mandel Building 25701 Science Park Drive Cleveland, Ohio 44122-7302

LEGACY SOCIETY AND MAJOR GIFTS JOSHUA SOCIETY DONORS:

SAVE THE DATE

HERSHEY FELDER IRVING BERLIN AS

Wednesday, June 13, 2018 | 7:30 pm Playhouse Square – Allen Theatre 1407 Euclid Avenue, Cleveland, OH 44115

A virtuoso performance by award-winning showman and Cleveland favorite Hershey Felder (George Gershwin Alone, Maestro: Leonard Bernstein), as he brings to life the remarkable story of American composer, Irving Berlin.

More information coming soon!

Questions? Contact Shelley Milin Marcus at smarcus@jcfcleve.org or 216-593-2847.

The Jewish Federation of Cleveland (license # CH22328) is registered to solicit charitable donations within Florida and provides disclosure as required by Chapter 496 of the Florida Solicitation of Contributions Act as follows: “A COPY OF THE OFFICIAL REGISTRATION AND FINANCIAL INFORMATION MAY BE OBTAINED FROM THE DIVISION OF CONSUMER SERVICES BY CALLING TOLL-FREE (800-435-7352) WITHIN THE STATE OR BY VISITING WWW.800HELPFLA.COM. REGISTRATION DOES NOT IMPLY ENDORSEMENT, APPROVAL OR RECOMMENDATION BY THE STATE.”