Planned Giving: Hillel’s Legacy Society

Your legacy: generations of Jewish college students will experience flourishing Jewish life on campus.

You support Hillel of San Diego year after year, because you care about equipping today’s Jewish college students to be the leaders of tomorrow’s Jewish community. You want to ensure that Hillel will always be there to help shape their lives at this formative time through meaningful engagement.

Through a planned gift to Hillel you can make a lasting impact for generations to come.

There are multiple estate planning vehicles you can use for a legacy gift, such as a bequest in your will or trust or simply designating Hillel as a beneficiary in your IRA. No matter which plan you make, the most important thing is not to wait. Today is the best time to start making these plans.

The best place to start is by asking yourself the question, “what do I want my legacy to be?”

To inspire you, some of Hillel of San Diego’s Legacy Society members have shared their answers to this question on this page.

Hillel of San Diego’s professional and volunteer team is available at any time to have a heartfelt conversation with you and your family about the legacy you wish to leave and the role that Hillel of San Diego can play in fulfilling your vision. Please contact Lisa Kalal, Director of Development, at lkalal@hillelsd.org to learn more.

Create a Jewish Legacy – Plan Your Charitable Estate

Hillel of San Diego has been a proud participant in the Jewish Community Foundation of San Diego’s Create a Jewish Legacy Program since 2004.

Learn more about the Jewish Community Foundation’s complimentary legacy planning services, which they provide with the utmost confidentiality to all community members.

When you are ready, you can print, complete and return this form to us so that we can document your  intentions. We are delighted to welcome you as a new Legacy Society member.

Marie and I support Hillel in our legacy plans in order to continue our tradition of education and to ensure that Jewish students have the benefit of community to foster an enduring commitment to Jewish life.
Robert Rubenstein
Legacy Society Chair
We both grew Jewishly through Hillel while at college. We want to fulfill our obligation and ensure the next generation of college students has the opportunity to explore their Judaism, connect to Israel, and make lifelong friends.
Jaclyn & Todd Kirschen
Through its presence and engagement on college campuses in San Diego, Hillel of San Diego is the place where Jewish college students of all backgrounds come together and meet, thrive, and learn to become our next generation of Jewish leaders. Our legacy gift will ensure that future generations of Jewish college students will have the same opportunity as those who came before them.
Naomi & Wayne Harris
Youth are the future of Judaism and of a strong U.S.-Israel relationship. An investment in Hillel of San Diego promotes that and fosters Jewish continuity.
Mitch & Elizabeth Siegler

What are my options for creating my legacy commitment?

There are many estate planning vehicles available, but the two easiest and most common are the bequest and retirement plan beneficiary designation. Both are options available to anyone at any age.

Charitable Bequest

a gift from your will or trust

A bequest is among the most common ways to make a legacy gift. In your will or trust, include the following information:

“My executor/trustee shall distribute X
to Hillel of San Diego (EIN 33-0519225).”

The X can be:

  • a percentage of your estate/trust;
  • a specific dollar amount;
  • specific assets; or
  • a combination of the above.

Retirement Assets

name a beneficiary to your investments

Donating part or all of your unused retirement assets, such as your IRA, 401(k), 403(b), pension, or other tax-deferred plan, is an excellent way to help Hillel of San Diego.
To leave your retirement assets to Hillel of San Diego, you will need to complete a beneficiary designation form provided by your retirement plan custodian. You can list Hillel of San Diego (EIN 33-0519225) as a beneficiary.

If you designate Hillel as beneficiary, we will benefit from the full value of your gift because your IRA assets will not be taxed at your death. Talk to your financial advisor about how your estate may benefit from an estate tax charitable deduction for the gift.

For information about other estate planning vehicles, please contact your financial advisor or schedule an appointment with our partners at the San Diego Jewish Community Foundation.

Hillel of San Diego Legacy Society Members

We acknowledge with gratitude all Legacy Society members for their generosity and foresight.

Anonymous (13)
Jodi & Glenn Abel
Janet & Larry Acheatel
Pam & Stan Amundson                                              Ruth M. Aronoff z”l                                                      Amy Bebchick and Rabbi Jeffrey Brown
Leslie & Jacob Bercovitz
Carla & Geoffrey Berg
Michelle & Kevin Berkowitz                               Lynda and Mark Better
Hollie & Evan Bierman
Terri Bignell
Laurie Black
Lori (z”l) and Howard Bolotin
M. Robert Breslauer
Breslauer-Levine Family
Yoni & Jessi Breziner
Kimberly Carnot.                                                                       Elaine Chortek z”l                                                     Susan Chortek Weisman
Yedidya Cohen
Betty & Mel Cohn z”l
Keri & Shaun Copans
Julie and Paul Datnow
Claire & David Ellman
Morey A. Feldman and Jeanne D. Feldman   Kira Finkenberg
Teresa (z”l) & Merle Fischlowitz 
Nettie Fisher z”l
Richard & Sharon Fogg
Laura Galinson and Jodi Diamond
Jean & Franklin Gaylis
Joseph & Beverly Glickman z”l
Linda & Jerold Goldberg
Myrice & Roland Goldberg
Rabbi Lisa Goldstein                                                     Mark (z”l) and Vicki Madden Gordon
Judy Gumbiner
Dor Gwieta
Barbara & Gordon (z”l) Haworth
Naomi & Wayne Harris
Marcia Hazan (in memory of Lori Bolotin z”l)
Scott Jablow
Jerri-Ann & Gary Jacobs
Emily & Chris Jennewein
Anthony & Natalie Josephson
Doug & Lisa Kalal
Marjorie Kalmanson
J.J. Surbeck & Marjory Kaplan
Jodie & Robert Kaplan                                                     Larry M. Katz
Jerome & Miriam Katzin z”l
Debbie & Sol Kempinski
Todd & Jackie Kirschen                                            Andrew C. Kummel
Gary Kornfeld & Theresa Dupuis
Susan and Robert Lapidus                                          Michael Levinson
Sandy & Arthur (z”l) Levinson
Yiftach Levy & Jennifer Tabak Levy
Miriam Lincoff z”l                                                                  Dr. Frances Lobman
Tina Malka
Wendy McCreary
Rabbi Scott & Jennifer Meltzer                        Jessica Meyer
David & Rashel Michan
Michelle & Lance Miller
Sophie Needelman Bloch
Nancy & Alan Nevin
Robert Novick                                                            Lyndsi Sherman Okh
Joseph (z”l) & Sima Oppenheimer
Felicia Palmer
Karen & T.J. Parry
Jennifer Paul
Bill & Edith Perlman z”l
Michael Rabkin
Cheryl Rattner-Price
Joshua Richman
Ellin & Alan Rosenthal
Emily Rosenthal
Jami & Adam Rosenthal
Dr. Bob Rubenstein & Marie G. Raftery
Glenda Sacks Jaffe                                                        Maya Satnick
Shari & Frederick Schenk
Amy & Bret Scher
Jane & Colin Scher
Morris Showell Trust
Mitch & Elizabeth Siegler
Rabbi David Singer & Danielle Rugoff
Neal Singer & Debbie Broida
Herbert J. Solomon
Esther & Steven Solomon
Jim Lewis (z”l) & Andrea Stein
Stern Leichter Foundation
Amy & Michael Stern
Bernard & Marlo Surovsky
Jackie Tolley & Mark Berger
Cathy and John (z”l) Weil                                                 Bryan and Sheava Wax
Josef Zoldan

We regret any errors or ommissions. Please notify Lisa Kalal to ensure that we can make a correction as soon as possible.

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