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LEAVE A JEWISH LEGACY - GOOD NEWS TO BENEFIT OUR DOR L' DOR SOCIETY
By Stuart Simmons, Executive Director
The Jewish Community Foundation (JCF) recently established a new program known as "Leave a Jewish Legacy." This is a three-year training program wherein the JCF has partnered with 12 local Jewish organizations with the goal of helping these groups speak to their supporters about establishing bequests and other legacy gifts in our community. We are proud that Congregation Beth Israel was selected as one of the participating organizations.
The JCF recognizes that during the last decade, our San Diego Jewish Community has built a magnificent infrastructure of community organizations and synagogues with many modern new facilities that offer quality programs to enrich our lives. Additionally there are many dedicated professional and lay leaders who oversee and are involved at these institutions we have built and funded.
We can think of them as the places where Jews do mitzvot and perform acts of tikkun olam taking care of the world. The Leave a Jewish Legacy program was established to meet the challenge of ensuring that these organizations and synagogues continue to thrive long into the future after we are gone.
CBI has appointed a team whose members are receiving high quality training from the JCF. Our team includes Amy Corton, CBI Vice President for Endowment, Ann Mound, Betty Byrnes, CBI Past President, and me. President Jeffrey Silberman and President-Elect Barbara Haworth are supporting us and are actively involved in our effort. We have each made a three-year commitment as individuals on behalf of our Congregation, to meet specific goals and objectives established for participating agencies. This will make CBI eligible for a $36,000 incentive grant payable over the three years, to be used to promote the program.
Our team has already participated in three of the training sessions intended to further the objectives of our own Congregation Beth Israel Dor L' Dor Society. Dor L' Dor means Generation to Generation. In 2002, the Dor L' Dor Society was formed to recognize those members and friends of CBI who have made a commitment to our Endowment Fund by naming CBI in their will or by making an outright gift of cash, stocks, life insurance, real estate or other assets.
As our former Board President Jerry Goldberg said, "Our synagogue cannot sustain itself. In order to fulfill the many needs of our community, and the community of the future of our children and grandchildren, Congregation Beth Israel requires deep financial roots just as sturdy and durable as the concrete foundation that support our incredible new home. That is the mission of our endowment. That is our charge as the generation that connected the links of Jewish history from the 20th to the 21st Century."
The message of the Leave a Jewish Legacy program is simple. It emphasizes the opportunity each of us has to help guarantee the future of the institutions we support and cherish by naming one or more Jewish organizations in our estate planning.
Is Congregation Beth Israel named in your will or trust? Naming Beth Israel in your will or trust can help assure the continuation of our synagogue even after you are gone. It has been said that a bequest touches the lives of those we know and benefits others we have never known and we do this Dor L' Dor , from generation to generation.
If you have questions about the CBI Endowment Fund, the Leave a Jewish Legacy program or you are interested in exploring ways to make an endowment gift, call me at 858-535-1111 ext. 3113.
Shalom ,
Stuart Simmons
Executive Director
Congregation Beth Israel
If you are interested in a confidential appointment to explore ways in which you may wish to make an endowment gift, please contact Stuart Simmons, Executive Director, at 858-535-1111 ext. 3113.
Merle Brodie, a member of our congregation and our Endowment Committee, serves as Director of Philanthropy at the Jewish Community Foundation. If you are interested in learning more about tax saving strategies through charitable giving, please call Merle at 858-279-2740.Return to articles about endowment go to top
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