Danielle Minson — Dollars at Work
March Legacy News: Why I Volunteer: Jay Price, Landscape of Philanthropy, Judith Roth video; Deb’s Tip; more
Our March Create Your Jewish Legacy News:
Welcome to those of you seeing the Create Your Jewish Legacy newsletter for the first time. With the help of our new database, we have now added many Silver Circle members (those who have made annual gifts to the Jewish Federation for 25 or more years). This Federation newsletter is to keep Silver Circle members, Create Your Jewish Legacy team members, and others interested in sustaining our community’s future up to date. Thank you for your commitment to the work of supporting the Jewish people locally and around the world.
Sustainers Event: The Federation’s Sustainers Event, honoring Silver Circle, Abraham Moss Society, those who have made a commitment through Create Your Jewish Legacy, and/or those who have made legacy commitments to Jewish organizations and congregations in Cincinnati, will be June 12. Invitations to follow.
Why I Volunteer: Jay Price
For the Federation’s new Why I Volunteer series, a volunteer in Cincinnati’s Jewish community is asked for a one-sentence answer to the question: “Why do you do this work, why do you volunteer?”
“I really feel if Jews don’t take care of each other then no one else will.”
Jay Price is a Create Your Jewish Legacy Steering Committee member and Vice President, Jewish Federation of Cincinnati. At the February 28 Create Your Jewish Legacy seminar
Insights from JPAN’s “Landscape of Philanthropy”
March 7—Experts from across the Jewish Federation of Cincinnati shared insights at a breakfast and conversation on the “Landscape of Philanthropy,” organized by the Jewish Professional Advisors Network (JPAN), and held at the Mayerson JCC. JPAN, a diverse group of Jewish professionals working in the fields of law, financial planning, insurance, taxes, or accounting, is an affinity group of the Jewish Federation.
The chair of JPAN, Jody Brant, introduced the three speakers: the Jewish Federation’s Chief Development Officer, Danielle Minson; Jay Price, the Federation’s Vice President of Development; and John Silverman, the Federation’s Vice President of Planning & Allocations. A delicious spread, with lox, was served. Below are highlights from each talk:
Takeaways from the overview—Danielle Minson, Chief Development Officer, Jewish Federation:
“Every generation gives differently. In broad terms the older donors tend to trust organizations. Younger donors tend to focus on issues, on causes. We need both to make a vibrant community.” More >
Meet Judith Roth and watch her video
“I feel it’s a moral responsibility to give—my mother always felt that you gave until it hurt. I hope to pass on to my children the idea of giving. You need to help and you need to keep it going.”
Judith was born and raised in Cincinnati to caring, involved parents who set an example of giving. After living in several other cities, Judith returned to Cincinnati. She believes that it is a responsibility and moral obligation to help others and provide for the next generation.
You have completed a will and perhaps a revocable living trust. Your durable power of attorney for healthcare and a living will are accompanied by a HIPAA release. All of your records are safely in place and carefully organized.
So you now are finished with your estate planning. Or are you? Will there be changes in your circumstances or your family that should lead to a review of your plan? Could some events cause you to need to revise or update the plan. Yes, there are a number of reasons to consider revising or updating your plan.
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