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, Senior Advancement Officer, 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.
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.
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.
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 (15)
Glenn and Jodi Abel
Janet and Larry Acheatel
Stan and Pam Amundson
Ruth Aronoff (z”l)
Clarice Estrada Barrelet
Leslie and Jacob Bercovitz
Geoffrey and Carla Berg
Mark Berger and Jackie Tolley
Kevin and Michelle Berkowitz
Mark and Lynda Better
Evan and Hollie Bierman
Terri Bignell
Howard and Lori (z”l) Bolotin
Michael Breslauer and Stefanie Levine
M. Robert Breslauer
Yoni and Jessi Breziner
Julie and George Bronstein
Amy Bebchick and Rabbi Jeffrey Brown
Kim Carnot
Peter and Elaine Chortek (z”l)
Eddie Cohen
Suzanne Cohen
Shaun and Keri Copans
Julie and Paul Datnow
Rick and Lara Davis
Jodi Diamond
Theresa Dupuis and Gary Kornfeld
David and Claire Ellman
Jessica England
Morey and Jeanne Feldman (z”l)
Kira Finkenberg
Merle Fischlowitz (z”l)
Teresa Fischlowitz (z”l)
Elizabeth Reid Flowers Laura Galinson
Jean and Franklin Gaylis
Joseph and Beverly Glickman (z”l)
Jerold and Linda Goldberg
Roland and Myrice Goldberg
Rabbi Lisa Goldstein
Zelda Goodman (z”l)
Herman and Jean Gordon (z”l)
Mark Gordon (z”l) and Vicki Madden Gordon
Judy Gumbiner
Naomi and Wayne Harris
Amy Hart
Gordon (z”l) and Barbara Haworth
Marcia Foster Hazan
Ronald and Susan Heller
Scott and Heather Jablow
Gary and Jerri-Ann Jacobs
Emily and Chris Jennewein
Anthony and Natalie Josephson
Lisa and Doug Kalal
Marjorie Kalmanson
Robert and Jodie Kaplan
Avra Kassar
Kate Kassar Larry M. Katz
Jerome and Miriam Katzin (z”l)
Solomon and Debbie Kempinski
Alyse and David Kirschen
Todd and Jackie Kirschen
Rabbi David and Debbie Kornberg
Andrew C. Kummel
Noad and Stephanie Lahat
Robert and Susan Lapidus
Laurie Black and Robert Lawrence (z”l)
Jacob Leibowitz
Rick and Jessica Lemoine
Michael Levinson
Sandy and Arthur (z”l) Levinson
Thomas and Alina Levy
Yiftach Levy and Jennifer Tabak-Levy
Jim Lewis (z”l)
Miriam Lincoff (z”l)
Dr. Frances Lobman
Tina Malka
Wendy McCreary
Rabbi Scott and Jennifer Meltzer
David and Rashel Michan
Lance and Michelle Miller
Sophie Needelman Bloch
Alan and Nancy Nevin
Joseph (z”l) and Sima Oppenheimer
Felicia Palmer
Karen and T.J. Parry
Jennifer and Thomas Paul
Bill and Edith Perlman (z”l)
Cheryl Rattner Price
Michael and Naomi Rabkin
Joshua Richman
Adam and Jami Rosenthal
Ellin and Alan Rosenthal
Emily Rosenthal
Robert Rubenstein and Marie Raftery
Nina Madden Sabban
Glenda Sacks
Maya Satnick
Shari and Frederick Schenk
Amy and Bret Scher
Colin and Jane Scher
Jon Steven Segal
Lyndsi Sherman Okh
Morris Showell (z”l)
Mitchell and Elizabeth Siegler
Rabbi David Singer and Danielle Rugoff
Neal Singer and Debbie Broida
Herbert J. Solomon
Esther and Steven Solomon
Harold Stern (z”l)
Amy and Michael Stern
Mitch Surowitz Bryan and Sheava Wax
David and Sharon Wax
John (z”l) and Cathy Weil
Eric and Susan Chortek Wesiman
Josh Wortman
Josef Zoldan
We regret any errors or ommissions. Please notify Lisa Kalal at lkalal@hillelsd.org to ensure that we can make a correction as soon as possible.
