Danielle Minson — Dollars at Work
February Legacy News: CYJL 2016 Successes, David & Abby Schwartz video; JPAN event; legacy wisdom; more
Our February News:
Create Your Jewish Legacy Announces “Ridiculously Successful” 755 Legacy Commitments
On February 7 at a packed seminar at Rockdale Social Hall, David Harris, Manager of the Create Your Jewish Legacy (CYJL) program, announced the program’s successes as of January 2017. The twelve teams participating in the first cohort achieved their 2016 goals, specified as the number of people who committed to leave gifts through wills, trusts, retirement accounts, or other mechanisms. As nationally recognized charitable gift expert and guest speaker Bryan Clontz told the gathering, “Your program here has achieved a ridiculously successful number of gifts: 755 commitments through 435 donors in the last two years.” Second, as of January 2017, all 12 teams have hit the LIFE & LEGACY goal for their second year in a row, and should each receive the Grinspoon Foundation’s $10,000 incentive grant for the second year. “That’s $120,000 for our Jewish community now,” said Harris. “In addition, two teams—Jewish Cemeteries of Greater Cincinnati and Cincinnati Hebrew Day School—achieved 100 percent board participation. Mazal tov!” More >
JPAN, the Jewish Federation’s Jewish Professional Advisor Network, invites everyone to a breakfast and conversation on “The Landscape of Philanthropy,” with the 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. It will be held Tuesday, March 7 at the Mayerson JCC. For more information and to RSVP, please contact Debra Steinbuch, firstname.lastname@example.org or 513-985-1593.
Meet David and Abby Schwartz and watch their video
“We have five grandchildren. What I would want our grandchildren or great-grandchildren to know about us is that we cared enough to think about the future of the community.” —Abby Schwartz
David and Abby have led passionate careers in medicine (obstetrics) and art education, respectively. Together, they have given generously of their time and resources to Jewish causes in Cincinnati and nationally. They have aimed to leave the world a better place—and will.
Charitable gift planning expert Bryan Clontz was in town on February 7 to talk to our Create Your Jewish Legacy teams. He had some real, practical wisdom—he has given over 2,000 presentations, published over 20 articles, and has advanced degrees in the field. When I asked if I could share it with you, he readily agreed:
Leaving a gift to an organization you love is not hard. This gift guarantees a continuation of support that you have provided to an organization over many years. It can simply be a gift in your will, retirement account, or insurance policy. You often don’t even need a lawyer. More >