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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.
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.
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.
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.
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.
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:
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.
We acknowledge with gratitude all Legacy Society members for their generosity and foresight.
Anonymous (12)
Jodi & Glenn Abel
Janet & Larry Acheatel
Stan & Pam Amundson
Ruth M. Aronoff (z”l)
Clarice Estrada Barrelet
Amy Bebchick & Rabbi Jeffrey Brown
Leslie & Jacob Bercovitz
Carla & Geoffrey Berg
Michelle & Kevin Berkowitz
Mark & Lynda Better
Hollie & Evan Bierman
Terri Bignell
Laurie Black
Lori (z”l) and Howard Bolotin
Breslauer-Levine Family
M. Robert Breslauer
Yoni & Jessi Breziner
Kimberly Carnot
Elaine Chortek (z”l)
Susan Chortek Weisman
Yedidya Cohen
Keri & Shaun Copans
Julie & Paul Datnow
Jodi Diamond
Claire & David Ellman
Morey A. Feldman and Jeanne D. Feldman
Kira Finkenberg
Teresa & Merle Fischlowitz (z”l)
Laura Galinson
Jean & Franklin Gaylis
Joseph & Beverly Glickman (z”l)
Jerold & Linda Goldberg
Myrice & Roland Goldberg
Rabbi Lisa Goldstein
Herman & Jean Gordon (z”l)
Mark (z”l) & Vicki Madden Gordon
Judy Gumbiner
Naomi & Wayne Harris
Amy Hart
Barbara & Gordon (z”l) Haworth
Marcia Hazan (in memory of Lori Bolotin z”l)
Scott Jablow
Jerri-Ann & Gary Jacobs
Emily & Chris Jennewein
Anthony & Natalie Josephson
Lisa & Doug Kalal
Marjorie Kalmanson
J.J. Surbeck & Marjory Kaplan
Jodie & Robert Kaplan
Avra Kassar
Larry M. Katz
Jerome & Miriam Katzin (z”l)
Sol & Debbie Kempinski
Todd & Jackie Kirschen
Debbie & Rabbi David Kornberg
Gary Kornfeld & Theresa Dupuis
Andrew C. Kummel
Susan & Robert Lapidus
Michael Levinson
Sandy & Arthur (z”l) Levinson
Jennifer Tabak Levy & Yiftach Levy
Thomas & Alina Levy
Miriam Lincoff (z”l)
Dr. Frances Lobman
Nina Madden Sabban
Tina Malka
Wendy McCreary
Rabbi Scott & Jennifer Meltzer
Jessica Meyer
David & Rashel Michan
Michelle & Lance Miller
Sophie Needelman Bloch
Nancy & Alan Nevin
Lyndsi Sherman Okh
Joseph (z”l) & Sima Oppenheimer
Felicia Palmer
Karen & TJ Parry
Jennifer Paul
Michael Rabkin
Cheryl Rattner-Price
Joshua Richman
Ellin & Alan Rosenthal
Emily Rosenthal
Jami & Adam Rosenthal
Dr. Bob Rubenstein & Marie G. Raftery
Glenda Sacks
Maya Satnick
Shari & Frederick Schenk
Amy & Bret Scher
Jane & Colin Scher
Jon Segal & Dr. Glen Brodowsky
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
Jackie Tolley & Mark Berger
Bryan & Sheava Wax
Sharon & David Wax
Cathy & John (z”l) Weil
Josh Wortman
Josef Zoldan
Hillel of San Diego Headquarters
5717 Lindo Paseo
San Diego, CA 92115
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