TWIN CITIES IT’S YOUR LEGACYCelebrationThursday, November 15, 2018St. Paul JCCEVENT SPONSOR
IT’S YOUR LEGACY is a collaborative endowmentprogram that benefits St. Paul and MinneapolisJewish community organizations, schools, andcongregations. This program is funded by theJewish Federation of Greater St. Paul and theMinneapolis Jewish Federation in partnershipwith the Harold Grinspoon Foundation’s LIFE &LEGACY initiative, and enables donors to fulfiltheir philanthropic goals while strengtheningthe Twin Cities Jewish community, now andin the future. Legacies left by members of ourcommunity help sustain vital programs, services,and institutions that assist the vulnerable andadvance Jewish life locally, in Israel, and aroundthe world.Page 2 Twin Cities It’s Your Legacy Celebration
CelebrationWELCOMEBARRY GLASER & LORI FRITZIT’S YOUR LEGACY Co-ChairsLOCAL UPDATEJULIANA SELLERSIt’s Your Legacy CoordinatorINTRODUCTION OF KEYNOTEJAMES A. COHENChief Executive OfficerMinneapolis Jewish FederationKEYNOTERABBI DANIEL COHENCLOSINGBARRY GLASER & LORI FRITZBOOK SIGNINGRABBI DANIEL COHENTwin Cities It’s Your Legacy Celebration Page 3
Thank you for your commitment!Anonymous (114)Sally and Michael AbramsSuzanne and Joshua AbramsDavid H. and Joyce AbramsonCarolyn and Sanders z’’l AckerbergTracey and Ken AgranoffLys Akerman-FrankDr. Patricia J. AletkyRabbi Sharon Stiefel andDavida AlperinLydia and Lee AndrenMark AppelbaumAlvin AppleGary Swartz and Kristi BaderRonald and Shari BarryCarolyn BelleJerry Waldman and Judith BelzerGary J. BenedictSharon Benmaman and John AllenJudge and Mrs. Jerome J. BerkowitzLisa and Alan BernickShirley and Marshall BesikofAaron BielGeorge and Cheryl BierBob Karasov and Hanna BloomfieldYiscah BrachaGail and Steve BrandEileen and Howard z”l BreamEric and Sally BresslerDr. Arnold M. Brier and Judith BrierDavid and Sheila H. BrodKevin BroderSteven BrowneCapp Family FoundationLinda Goldman CherwitzSusan Berg CobinLisa and James CohenKathy Conner and Jeff ObermanJudy and Richard CookCharles Levine andMarjorie R. Dana-LevineThe Davidman FamilyLois and Sherman DevittAllie and Mark DivineJames DockmanStacy and Michael DockmanDavid and Karen DubinskyJean K. Quam and Bonnie DudovitzDavid Brauer and Sarah DuniwayBob EdelsteinBarry EpsteinJoan and Elliott FarberJon and Holly Brod FarberTom and Corrine FeinbergAndrea FeshbachSherri FeuerRabbi Jeremy and Jessica FineCantor/Educator Joshua andAndrea FineblumAndy and Barb FishmanTed and Jackie FlaumMari ForbushDana FoxNeal FrankAmalie FrankelJan FrischDeborah and Tom FrishbergJim, Renee and Joan GainsleyNeal and Sandy GaleKristin and David GantmanJudy GaviserRosalie and Andrew GellmanBeth GendlerBarry and Rena GlaserMimi GleekelDr. Stanley M. and Luella GoldbergLeslie and Bernie GoldblattShelly and Ira GoldenRhonda Stein andStuart GoldenbergGoldman Family FoundationRenae and Philip GoldmanDavid and Venessa GollinKaren and Fred GordonJill and Steve GottliebMitzi GramlingBeth Silverwater andNorman A. GreenbergMichael and Teri GreensteinDarla Kashian and Samantha GrosbyErwin and Arlis GrossmanBob and Nancy HartmanElissa J. HeilicherAnn Ginsburgh Hofkin andMichael HofkinFrank HornsteinHarriet HorwitzVicki and David ItzkowitzRob Jacobs & Elizabeth DavisSteve and Eve KafitzPage 4 Twin Cities It’s Your Legacy CelebrationPhyllis KahnDick and Diane KaitzDr. Janice Linden KalinSteven A. KalinHoward and Marlee KaminskyMorton and Merle KaneMarla J. KapperudMarilyn KarasovAlvin and Audrey KaufmanJim Jacobson and Andrea KaufmanMicki Herman KayIra G. KippPeggy KippDavid and Eileen KohnStephen M. KrauseDiane LadensonHarriet LaneStephen and Nancy LaneJane Newman and Amy LangeCynthia Launer and Will ThomasSteven and Sheri LearLynn LedermanArlene LeibovichLisa and Mark LermanIrving and Gwen LernerDeb Grossfield and Seth LeventhalSteve and Laura LeventhalJimmy and Stephanie LevineSandra LevineRobin LeVineJeffrey A. LevySusan LewisCarol F. LichtermanSuzanne Fenton and Dan LiebermanMarilyn and Martin LipschultzLee LitmanAnn LonsteinEllen Goldberg Luger andAndrew LugerAnita Lurye-SilverGary Cohen and Margaret MacnealeP. T. and B. B. MageeSarah and Ben MalakoffJeffrey L. Mandel, MDDebbie and Gil MannJudy and Alfie MarcusMarcia and Philip Marcus
Jacob MarsRobert and Florie MarvyRon and Karen MatzAnn E. MatzaBruce and Annie MatzaJennifer Melin MillerGail and Howie MilsteinSusan and Michael MinsbergDeborah MosesNeil and Susan Moses-ZirkesJack MoskowitzCarin MrotzMicki and Mort NaimanMaggie and Doug NathanBeth NelsonBruce and Bobby NemerRichard and Joan NewmarkRabbi Gail NordJill and David OrbuchCharles and Marjorie OstrovBarbara and Larry ParksJon and Robin ParritzEric and JoAnn PasternackKathryn Klibanoff andJeremy Edes PeirottiBob and Linda PerrySharyn E. PessesWalter PistnerRenee and Michael PopkinRoxanne and Gary PortnoySteven Foldes and Riv-Ellen PrellNancy and James PromanIvan and Tina RafowitzEdward andAnne-Monique RapoportDebra RappaportLynne and Andrew RedleafRabbi Harold J. Kravitz andCindy ReichNancy and Kevin RheinIrving and Mildred Rein HerzlCamp EndowmentEthan RobertsWilliam and Susan RobinerSteve Hunegs and Jenifer RobinsScott and Carrie RodmanGay Rosenthal and Jules RosenthalSusan RosenthalVic and Chris RosenthalSue RosnerBarry and Francie RossMarc RothJoseph and Lee-Ann RubensteinDana RubinRuss and Karen RubinWendy and Steve RubinBarbara Rubin-GreenbergAllen and Linda SaeksMichael and Polly SaxonRobyn and Ben ScheinJessica and Matt SchererJosef SchermannBart and Marjorie SchneiderJoel Mintzer and Heidi SchneiderRosalyn and Yoav SegalJuliana and Jacob SellersBrian K. SerleSteven J. ShallerJudy and Jerel ShapiroSusan and Neal ShapiroDelores E. Silver z”lJudy Sharken Simon andChris SimonJoel Shinder and Nancy ShinderAndrei ShofmanDr. James and Joyce SidmanSheila and Steven SigelMelissa Cohen Silberman andSheldon SilbermanDaniel and Myndal SilverJanny and Alan SilverAmy SilvermannHoward and JoAnn SilversBetsy and Steve SitkoffEli Skora and Miriam SkoraCharley Smith and Shaked DanaiWendy Lovell-Smith and Colin SmithDavid and Dede SmithIrving and Nancy SmithJill SmithDr. Richard and Diane SmooklerDavid and Kristy SnyderCraig and Debbie SpencerDaniel and Jennifer Spiller FamilyBen and Maxine SteinbergCantor Rachel and Rabbi AdamStock SpilkerSusan RosenthalSusan S. SteinbergSharron SteinfeldtEvan SternZoe SternLeslie and Jim StrohmAlene and Anthony SussmanAlison SuzukamoChaya Levmore TannorMemorial FundSharon ThalerAlex TreitlerJodi and Jeffrey UpinMark Usem and Lynn Mandle UsemJohn and Rachael VegasJennifer and Michael WallBruce Walonick and FamilyJackie Henning and Jim WatersMiriam WeinsteinJanet and Luke WeisbergMarjorie WeiserLisa L. WeismanDeborah D. WeissNicolas WerszhaarFremajane and Blair z”l WolfsonHoward and Kathy ZackBrian ZaidmanAlan and Bonnie ZiskinGayle ZofferPhilip Oxman and Harvey ZuckmanJulian Fisher and Naomi Zuk-FisherWe apologize if we inadvertently omitted your name.Please tell us so we can correct it for the future.
ACHIEVEMENTS IN LEGACYThese legacy commitments (LOIs) have come in the form of cash giftstoday, bequests, retirement plan assets, life insurance policies and otherplanned giving vehicles.28LOCAL JEWISHORGANIZATIONS819LEGACYCOMMITMENTS13 Cohort partners: 627 LOIs15 Audit partners & 17 write-in orgs: 192 LOIs 32,440,000 ESTIMATED VALUE OF FUTURE LEGACY GIFTS TO THETWIN CITIES JEWISH COMMUNITYSome endowment gifts were previously funded. 11,081,240 is alreadyinvested in the future of our Jewish Community at endowments with ourAgency Partners.
ON LEAVING A LEGACYAs part of the IT’S YOUR LEGACY celebration, we asked donors abouttheir desire to leave a legacy gift to the local Jewish community and howIt’s Your Legacy helped shape that process. Here’s what they said:"Leaving a legacy,making theannouncement,making thecommitment,was veryvaluable to us. Itprovided clarityin our lives."— Sheri & SteveLear"We alwaysplanned to leavemoney to thethings we caremost about. It'sYour Legacyformalized that." — Karen & RussRubin"We only hopethat we canhelp providethe means foreach generationto reinvent thecommunity in away that suitsthem.""Legacy—forus—is aboutmaking sure theinstitutions andorganizationsthat provide forthe communitywill continue tobe here."— LeeAnn & JoeRubenstein — Rosalyn & YoavSegalLEGACY IMPACTAs part of the celebration, we asked our partners to share the impactIT’S YOUR LEGACY has had on their organizations:“Our legacy donors have strengthenedour ability to communicate theimportance and relevance of ourmission, especially during thesechallenging times for social justiceorganizations. The training, inaddition to helping us connect withour donors, has strengthened ourrelationships with our communitypartners and has contributed tobuilding a stronger and more unitedJewish community in Minnesota.”“The program has created a communityof Legacy supporters of the JCRCwhere none existed before. Thishelps remind us that while much ofour JCRC work is urgent in naturewe are also building the future. Weare so proud to be a part of thisprogram because it has helped ushave our Legacy conversations froma universal perspective about ourlarge, diverse and wonderful Jewishcommunity. Hazak, Hazak.”— Beth GendlerExecutive Director— Holly Brod FarberCo-DirectorJCRC Speakers Bureau
MENTOR, GUIDE, AND MOTIVATORRabbi Cohen shares his unique blend of wisdomand spiritual insight.In a world in flux, Rabbi Cohen’s engaging andcaptivating style draws on timeless stories andstrategies enabling you to maximize every momentwhile leading a life of impact and legacy.His personal experience as a Rabbi, sharinghundreds of life-affirming moments from birth to death, combined withhis humor and humanity, provide him with a compelling narrative andnavigational guide for your life.Rabbi Cohen is the author of What Will They SayAbout You When You Are Gone? Creating a Life ofLegacy. He is co-host of the nationally syndicatedradio show, The Rabbi and the Reverend, withReverend Greg Doll, writes for the Huffington PostBlog, and is a Bottom Line Inc. Expert. He servesas Senior Rabbi of Congregation Agudath Sholom,the largest modern orthodox synagogue in NewEngland.
The vibrancy of Jewish life around the worldis a testament to those who came before us.Every noisy chorus of Purim groggers, everysenior cared for, and every basketball game atthe Jewish community center delivers a messagepassed on for thousands of years:“Let’s build community that lasts.”Twin Cities It’s Your Legacy Celebration Page 9
A special thank you to Tamra L. Dollinfor your guidance and support!Tamra Dollin is a Legacy Community Consultantfor the Harold Grinspoon Foundation’s LIFE &LEGACY initiative, providing training and supportto communities across North America to securemeaningful after-lifetime gifts and integrate legacygiving into the philanthropic culture of organizations.Working in the Jewish non-profit community forover 25 years, Tammy most recently directed theestablishment of summer camp Ramah in theRockies, where she led the effort to create the camp’sorganizational, financial, and physical infrastructure.She is a certified professional Co-Active coach. Tammy holds Masters Degreesfrom Columbia University (MSW) and the Jewish Theological Seminary, and anundergraduate degree from UC Berkeley. Tammy is an alumna of the WexnerGraduate Fellowship.Page 10 Twin Cities It’s Your Legacy Celebration
A SPECIAL THANK YOU TO OUR PARTNERSENISES SETHKJewish Family and Children’sService of MinneapolisR AEL
Endowment ManagementGrant AdministrationPlanned Gift AdministrationPhilanthropic ConsultingFamily Philanthropy ServicesImpact InvestingAlex BakkumVice President Senior Philanthropic Advisor The Charitable Services GroupO:651-466-8706 C: 612-719-9331 [email protected] GodfreyVice President Senior Philanthropic Advisor The Charitable Services GroupO:651-466-8710 [email protected] Bank101 5th St. E., Suite 1200 St. Paul, MN 55101
business representation commercial litigation class action litigationpersonal injury wills, estates, trusts & probate criminal defensetownhome/condominium law real estate law employment lawliquor law trademark/copyright elder law DUIswww.chestnutcambronne.com 612.339.7300
FINANCIAL ADVISORSYour family. Your career. Your legacy.Financial advice to see you through every stage of life.Bring your entirefinancial life together.Interactive Financial PlanningFiduciary Investment AdviceTax Planning & CoordinationRetirement Plan ServicesInsurance & Estate PlanningCharitable Giving & TrustsFamily Office ServicesAs one of the nation’s leading CPA-affiliated wealth management firms, weconstantly challenge ourselves to find better solutions for our clients — andwe’re prepared to tackle the tough questions. Together, we’ll design a powerfulfinancial and investment plan that instills the confidence you need to achieveyour goals, on your own terms.Ready to get started? Contact Noah Marell, CFP , Sr. Financial Advisor [email protected] or 952.548.3328.Wipfli Financial Advisors, LLC (“Wipfli Financial”) is an investment advisor registered with the U.S. Securities and Exchange Commission (SEC) under the Investment Advisers Act of 1940. Wipfli Financial is aproud affiliate of Wipfli LLP, a national accounting and consulting firm. Information pertaining to Wipfli Financial’s management, operations, services and fees is set forth in Wipfli Financial’s current Form ADVPart 2A brochure, copies of which are available upon request at no cost or at www.adviserinfo.sec.gov. Wipfli Financial does not provide tax, accounting or legal services.2018 Twin Cities Its Your Legacy Ad HalfPage.indd 18/17/18 6:03 PM
CONGRATULATIONS TO OUR PARTNERSCOHORT PARTNER ORGANIZATIONSAdath Jeshurun FoundationBeth Jacob CongregationJewish Community ActionJewish Community Relations Councilof Minnesota and the DakotasJewish Family and Children’s Service of MinneapolisJewish Family Service of St. PaulJewish Federation of Greater St. PaulMinneapolis Jewish FederationMount Zion TempleNational Council of Jewish Women MinnesotaShir TikvahTemple IsraelTemple of AaronAUDIT PARTNER ORGANIZATIONSBeth El Synagoge FoundationBet Shalom CongregationCamp Ramah in WisconsinHeilicher Minneapolis Jewish Day SchoolHerzl CampJewish Community Center ofthe Greater St. Paul AreaKenesseth IsraelLubavitch Cheder Day SchoolMayim Rabim CongregationMinnesota HillelSabes Jewish Community CenterSharei ChesedSholom FoundationTorah AcademyYeshiva of MinneapolisA SPECIAL THANK YOU TO OUR CORPORATE SPONSORSPLATINUM CORPORATE PARTNERGOLD CORPORATE PARTNERSSILVER CORPORATE PARTNERBRONZE CORPORATE PARTNERS
Melissa Cohen Silberman and Sheldon Silberman Daniel and Myndal Silver Janny and Alan Silver Amy Silvermann Howard and JoAnn Silvers Betsy and Steve Sitkoff Eli Skora and Miriam Skora Charley Smith and Shaked Danai Wendy Lovell-Smith and Colin Smith David and Dede Smith Irving