OPY HR HILANT starts WITH YOU

2013 ANNUAL REPORT jcfphoenix.org

2013annual report | pg. 1 Table of Contents

A Message from the Foundation Leadership...... 3 Ensuring a Strong and Vibrant Community...... 4-11 • Fund for Jewish Philanthropy • Economic Crisis Response Program • Field of Interest Funds • Grant Distributions from all Foundation Funds Empowering Tomorrow’s Philanthropists...Today...... 12-13 • B’nai Tzedek Youth Philanthropy Program Giving Life to the Future...... 14-15 • Endowment Book of Life Create Your Fund at the Jewish Community Foundation...... 16-17 Ways to Give...... 18-20 Setting the “PACE”...... 21 • Harold & Jean Grossman PACE Society Forward Thinkers...... 22-27 • Donor Advised Funds • B’nai Tzedek Funds • Charitable Gift Annuities • Designated and Field of Interest Funds • LOJE and PACE • Agency & Funds • Fund for Jewish Philanthropy • 10/30 Society The Foundation of the Foundation...... 28 • JCF Board of Directors, Committees & Staff Foundation Financials...... 29 Friends of the Foundation...... 30 A Message from the Foundation Leadership Organizational Background Welcome to the 2013 Annual Report of the Jewish Community Foundation of Greater Phoenix. In 2013, For more than 40 years, the Jewish the Jewish Community Foundation of Greater Phoenix continued its established role as the region’s Community Foundation has been center for long-term Jewish philanthropy. During the past year, the Foundation made 914 grants, valued helping people support the Jewish and at $3,652,757 in support of 375 Jewish programs, agencies and other organizations in , Israel and secular causes that are important to around the world. them. We provide resources to make 2013 was also a year of significant change for the Foundation. After seven years at the Foundation’s the community’s vision a reality and helm, and capping a career of more than 40 years in philanthropy, Stu Turgel announced his retirement from his position as President of the Foundation. Following two exceptional years as chair of the we respond to emergencies facing the Foundation’s board, Bryan Kort passed the mantle of volunteer leadership to David Weiner. As the year Jewish people. The Jewish Community ended, the Foundation concluded a national search by hiring Richard Kasper as its new President and Foundation is the largest resource for Chief Executive Officer. And through a combination of new gifts and sound investment management, Jewish philanthropy in the Greater Phoenix by the close of 2013, the Foundation experienced a nearly 20% growth in assets under management, area. We have earned the trust of our signaling a return to pre-recession vitality. donors and the community of professional The Foundation’s role as grant maker and steward of community philanthropic funds is its primary focus, but we are proud also of the programs and initiatives the Foundation has brought to the Valley. Through advisors - attorneys, estate planners, the B’nai Tzedek Youth Philanthropy Program, the Jewish Community Foundation has engaged more trust officers, insurance professionals, than 300 young people, grooming them to become our community’s next generation of strategically accountants and financial advisors - who focused leaders and philanthropists. And the community continues to benefit from the Foundation’s work with us to help donors achieve their Jewish Technical Assistance Program which, though formally concluded, brought critical knowledge charitable and financial goals. and skills to hundreds of local Jewish individuals and organizations, which is helping them thrive and compete in the ever challenging world of non-profit leadership and management. Our Mission Though individual leaders and programs may come and go, the Jewish Community Foundation remains Sustained by our heritage, the Jewish committed to its mission of more than 40 years: to ensure and sustain a strong, vibrant and enduring Community Foundation strives to Jewish community, locally and abroad. As ever, we remain grateful to those who have placed their create a permanent legacy for a strong, confidence in the Foundation, to steward and manage their philanthropic legacies. For those who are vibrant, enduring Jewish community new to the Foundation, we invite you to join us, to let the Foundation help you fulfill your philanthropic goals and secure a bright future for our community. locally and abroad.

Bryan Kort David Weiner Richard Kasper Board Chair President and Board Chair annual report | pg. 3 2011-2013 2013-2015 Chief Executive Officer 2013 Ensuring a Strong and Vibrant Community Through Grantmaking

Each year the Jewish Community Foundation’s at the Cutler Plotkin Jewish Heritage Center and a grants committee, comprised of Foundation board year-long series of educational programs. members and community volunteers, determines Bureau of Jewish Education: how best to award grants for new and innovative Making Marriage Work, $5,400 programs locally, nationally and in Israel. That task This educational program aims to help people of all may sound simple but any member of the grants ages and stages of married life/relationships, build committee will tell you otherwise as grant requests a stronger home life in the context of Jewish living. far exceed the available funds. This year the grants East Valley Jewish Community Center for the Photo provided by the East Valley Jewish Community Center for the committee selected programs ranging from outreach Center for Holocaust Education: Holocaust Center for Holocaust Education in the far West Valley, renovating a Holocaust era Railcar Restoration, $25,070 railcar, a program targeting single mothers from To preserve the visual history of the Holocaust for the ultra-Orthodox community, camp inclusion for future generations and enable the railcar to be used children with special needs, to the Economic Crisis to educate students and the general public on the No ACT OF Response Program, which addresses the growing lessons of the Holocaust. number of Jewish households experiencing financial KINDNESS hardship. Economic Crisis Response Program - $32,000 The Foundation’s grant making program plays a crucial Jewish Free Loan: Jewish Community Burial role in the community, providing seed money for Fund - $15,000 however small programs and services that may not come to fruition Working collaboratively with Sinai Mortuary, various without grant support and enabling organizations to and rabbis, and appropriate community is ever wasted -Aesop implement programs and projects that offer unique organizations, this program will provide interest-free opportunities. This year’s grantees are: loans to the Jewish community for Jewish burials. Local Grants East Valley and Valley of the Sun Jewish Community Centers - $8,500 each Arizona Jewish Historical Society: Early childhood education scholarships: To provide in the Desert, $10,000 scholarships to off-set the direct cost of providing A collaboration between the Arizona Jewish early childhood education services to families Historical Society, the Board of Rabbis of Greater experiencing a new need for scholarship support. Phoenix, Valley Beit Midrash and several local Scholarship support from this grant is used exclusively congregations, this program documents the history for full-time students for whom participation in the of Greater Phoenix’s Jewish congregations and preschool is vital to the family’s ability to work. makes it available to the public through an exhibition Jewish Community Foundation - $10,000 the first hotline for English speaking teens in Israel, Discretionary Reserve as the other major hotlines are in Hebrew.

Jewish Family and Children’s Service: Hillel – the Right to Choose: Support for Former Haredi Single Mothers in Their New Intimacy Project, $6,500 Beginning, $10,000 Comprised of two workshops, Focus on Talking to Weekend seminars for former Haredi single mothers Your Children, and Focus on Your Marriage, and and their children, to help them develop life skills conducted in partnership with the Orthodox Union and self-help strategies, and form a support network and the Shalom Center, this community education of former Haredi single mothers. Workshops include program focuses on educating Jewish women about personal and financial empowerment classes, as well how to discuss sexuality and intimacy with their as preparation for entering the work force. children and spouses. : Eretz Yisrael – A Keren Malki: Therapists on Wheels, $15,000 Zionist Curriculum, $8,000 This program sends “mobile” paramedical therapists This new curriculum developed by the Lookstein to children living with severe disabilities, who without Center of Bar Ilan University, provides comprehensive the organization’s assistance would not receive the lessons for students that addresses the themes of therapies they require. Funding is to expand the Israel, its history and Zionism, to address the issues program to provide services to families living in of Jewish continuity and help students develop a Israel’s northern region. spiritual connection to Israel. Mesila: Empowerment and Financial Education Temple Gan Elohim: for Single Mothers, $10,000 Southwest Valley Outreach, $10,000 A comprehensive program to address four key unmet Research and outreach to identify living in the needs experienced by single mothers from the ultra- far Southwest Valley, including Avondale, Goodyear, Orthodox community: management of personal Laveen, Litchfield Park and Tolleson, who do not finances and financial rights, employment, personal have access to services in their area. The program will empowerment and parenting skills. The program will provide access to services, including High Holiday help single mothers acquire the skills and knowledge and Shabbat Services in the far Southwest Valley. they need to ensure a secure future for themselves and their children. Israel Crossroads: Crisis Hotline, $7,500 annual report | pg. 5 A hotline to provide crisis intervention for Anglo 2013 teens visiting, residing or studying in Israel. This is Ensuring a Strong and Vibrant Community Through Grantmaking

2013 Field of Interest Fund Paul Vermes Endowment For Recommendations Disabled Youth in Israel Jewish Women’s Endowment Shekel Community Services for People with Special Needs: Medical Supervision at Fund Grants Hettena Day Center, $10,353 Achy: A Second Chance, $6,000 Hettena is a residential home for severely A program to help National Service girls from developmentally disabled children. immigrant and underprivileged backgrounds improve their scores and complete the requirements Max Schlissel Education Fund for a matriculation certificate during their year or EVJCC for the Center for Holocaust Education: two years of national service. Foundation funding is Holocaust Railcar Restoration, $2,930 specifically for a women’s empowerment course as part of this program. To learn how you can establish a fund to benefit a IT Works: Women’s Empowerment Track, program, organization, specific area of interest or the $10,000 Foundation’s Fund for Jewish Philanthropy, please This program, specifically for women in Israel’s contact us at 480-699-1717. Sharon region (Netanya, Kfar Yona and Kadima) where there is a high Ethiopian population who are at risk of extreme poverty, provides eight months Grants Committee of technological training leading to recognized Adrien Herzberg, Joe Freeman Mark Sklar certificates and follow-up support to ensure job Chair placement. Jeff Geyser Karen Spiegel Sharon Briskman Physically Disadvantaged Nancy Moffitt Berry Sweet Howard Cabot Children’s Fund Robert Roos Council for Jews with Special Needs: Summer Bradley Dimond Rabbi Tracee Camp Inclusion Resources, $2,400 Rosen To enable children with special needs to attend typical day camp programs. Supporting Community Needs

Grant distributions from funds held by the Foundation support a wide variety of charitable organizations, agencies and synagogues, locally, nationally and abroad. These allocations enhance the Jewish Community Association’s annual campaign, enable students to attend programs in Israel, provide scholarships for education and summer camp, enrich the lives of those in need, and respond to man-made and natural disasters around the world. In 2013, the generosity of our donors enabled the Foundation to award 914 grants for a total of $3,652,757 to the 375 organizations listed below. Grant Distributions from all Foundation Funds A New Leaf American Friends of Meir Panim Americans United for Separation Abortion Access Nework of American Friends of Puah Institute of Church & State Arizona American Friends of Rabin Animals Benefit Club of Arizona Act One Medical Center Anti-Defamation League Actors Theater American Friends of Shalva Foundation

Afikim - Care for Israel American Friends of SULAM Anti-Defamation League 2009, Stephen Shames// The Jewish Federation of North America. Ahavas Torah American Friends of Tel Aviv Anytown at the Y All other rights reserved. Aish.com - “Essentials of University Arachim America Judaism” American Friends of the Israel Arizona Animal Welfare League AJC Kippelman Inst. on American Sports Center Arizona Children’s Association are not required Jewish-Israeli Realtions American Friends of Yad Eliezer Arizona Humane Society YOU Alliance for Middle East Peace Inc. American Heart Association Arizona Jewish Historical Society ALS Association, Arizona Chapter American Israel Education Arizona Justice Project to complete the work, American Cancer Society Foundation Arizona Microcredit American Committee for the American Jewish Committee Arizona Museum for Youth but neither are you Weizmann Institute American Jewish Congress Arizona Opera American Jewish World Service American Friends of Chasdei Yosef Arizona School for the Arts - Pirkei Avot, free The Ethics to of our abandon Fathers it. American Friends of Darchei Binah American Lung Association of Arizona Small Dog Rescue American Friends of Ezra Arizona Arizona State University L’Marpeh American Physicians Fellowship Arizona Suicide Prevention American Friends of Hebrew for Medicine Coalition University American Red Cross Arizona Theatre Company American Friends of Keren Malki, Inc. American Society for Technion Arthritis Foundation American Friends of LIBI, Inc. American Society for Yad Vashem ARZA American Friends of Magen American Support for Israel ASPCA David Adom Americans for A Safe Israel Association for Promotion of 2013annual report | pg. 7 Jewish Secularism Grant Distributions from all Foundation Funds ASU Foundation Bureau of Jewish Education Committee for the Rescue of Israel ASU Foundation, Herberger California Autoharp Gathering Babies College of Fine Art Camelot Therapeutic Congregation Bais Gavriel ASU Foundation, Jewish Studies Horsemanship, Inc. Congregation Beth Israel ASU Foundation, Presidents Club Camp Charles Pearlstein Congregation Or Chadash of the ASU Gammage Camp Daisy and Harry Stein NE Valley Arizona Chess Central Camp Sabra Congregation Tifereth Israel of Back To School Clothing Fund Drive Camp Swift San Diego Bais Chana Minnesota Camp YTT Council for Jews with Special Needs Ballet Arizona Center for Biological Diversity Creating Connected Communities Ballet Program for School Children Center for Humane Living Crisis Nursery Banner Alzheimers Foundation Central Arizona Shelter Services Desert Botanical Gardens Banner Alzheimers Institute Central Fund of Israel Desert Mission Inc. Banner Health Foundation Chabad at Union College Desert Voices Oral Learning Center BBYO Passport to Israel Chabad Lubavitch Dian Fossey Gorilla Fund Ben Gurion University of Chabad of Arizona International The Negev Chabad of Coronado Diskin Orphan Home of Israel Beth El Congregation Chabad of Flagstaff Doctors Without Borders Inc. Beth Emeth Congregation Chabad of Mesa Dror for the Wounded, Inc. Beth Joseph Congregation Chabad of The East Valley DUET (formerly Beatitudes Big Brothers Big Sisters of Chabad Terror Victims Project Center DOAR) Central Arizona Chabad West Valley E. 55th St. Conservative Synagogue Birthright Israel Foundation Chai Lifeline East Valley Jewish Community Center B’nai B’rith Foundation Challenged Athletes Foundation Ezer Mizion B’nai B’rith International Children’s Action Alliance Facts and Logic About the Middle East B’nai B’rith Youth Organization, Children’s Hospital Los Angeles Fans Across America Charitable Phoenix Chofetz Chaim Heritage Foundation B’nai Vail Congregation Foundation FJC Bnei Akiva Chrysalis Shelter for Victims of Florence Immigrant & Refugee B’not Torah Institute Domestic Violence Rights Project Boys & Girls Clubs-Metro Phoenix City of Hope Food Allergy Network Boys & Girls Clubs-Scottsdale CLL Global Research Foundation Fresh Start Women’s Foundation Boys Town Jerusalem Foundation Coalition For The Accuracy In Friends of Akim USA, Inc. of America Middle East Reporting Friends of Channel 8 Brandeis University Colel Chabad, NY Friends of Independence Pass Bread and Roses Colorado Mountain Club Friends of Ir David Brophy College Preparatory Grant Distributions from all Foundation Funds

Friends of Israel Defense Forces Institute for Policy Studies Jewish National Fund Friends of Israel Disabled International Planned Parenthood Jewish Theological Seminary Veterans, Inc. Federation Jewish Tuition Organization Friends of Israel Scouts Investigative Project on Terrorism Jewish Women’s Archive Friends of the Herberger Theater Foundation Job Katif Friends of Yad Sarah Israel Cancer Research Fund John C. Lincoln Health Foundation Friends of Yeshivat Yesodei Israel Emergency Alliance KAET HaTorah Israel Special Kids Fund Kardon Institute for Arts Therapy General Israel Orphan Home for Israel Sport Center for the KBAQ 98.5 Public Radio Girls Disabled KBY Congregations Together Germantown Jewish Centre J Street Education Fund Kehillah of Arizona Gesher Foundation Jacobson Jewish Community Keren-Or, Inc. Gift of Life Bone Marrow Foundation Kivel Campus of Care Foundation James A. Michener Museum of Art KJAZZ 2013, Stephen Shames/ The Jewish Federation of North America. All Girls Town Or Chadesh Jerusalem Foundation Inc. Kupath Rambahn Kolel Polin other rights reserved. Grand Canyon Youth Jewish Agency for Israel Lekovod Shabbos Grayhawk Classic Residence Jewish Arizonans on Campus Maccabi USA Sports for Israel Foundation Jewish Association on Aging McDowell Sonoran Land Greater Phoenix Jewish Film Jewish Community Association Conservancy Festival Jewish Community Foundation - Make-A-Wish Foundation of Habitat for Humanity Prescott America Hadassah Jewish Community of Sedona & Maxies House Happy Minyan Verde Valley Mazon Har Zion Congregation Jewish Family & Children’s Service Meir Panim, Inc. Hebrew Free Burial Association Jewish Family and Children’s Merkos Chabad Lubavitch Hebrew Immigrant Aid Society Services of Southern Arizona Mesila International, Inc. Herberger Theater Center Jewish Federation of Metropolitan Mesorah Heritage Foundation High Atlas Foundation Chicago Middle East Media & Research Hillel at Arizona State University Jewish Federation of Southern Institute Hillel Foundation Arizona Museum of Jewish Heritage Homeward Bound Jewish Genetic Diseases Center of Museum of Tolerance Honest Reporting Greater Phoenix Musical Instrument Museum Hospice by The Sea Jewish Heritage for the Blind NAACP Legal Defense and Hospice of The Valley Jewish Institute for the Blind Education Fund Ina Levine JCCLLC Jerusalem National Center for Science annual report | pg. 9 Indiana University Foundation Jewish Life at Duke Education 2013 YOU shall not Grant Distributions from all Foundation Funds National Center for Synagogue Phoenix Holocaust Survivors’ Sierra Club Foundation close your hand Youth Association Simon Wiesenthal Resource National Jewish Center for Phoenix Jewish Free Loan Center for your fellow man Learning and Leadership Association Smithsonian Institution National Jewish Council for the Phoenix Rescue Mission Sojourner Center Deuteronomy 15:7 who is poor. Disabled Phoenix Suns Charities Playmaker Southern Poverty Law Center National Jewish Education Phoenix Symphony Southern Utah Wilderness Alliance Foundation Phoenix Symphony Guild Southwest Autism Research National Jewish Health Phoenix Theatre and Resource Center National Stuttering Association Planned Parenthood Arizona Special Olympics National Trust for Historic Planned Parenthood Federation of St. Mary’s Food Bank Preservation of the U.S. America Inc St. Vincent De Paul Neve Yerushalayim Point Defiance AIDS Project Susan G. Komen for the Cure New Israel Fund Population Connection Teen Challenge New Song Center (for Grieving Power Paws Assistance Dogs Teentrak USA Children) P’TACH Tel Aviv University NFTY In Israel Ramah Israel Seminar Tempe Community Action Northwest Philadephia Interfaith Ramah Programs In Israel Agency, Inc. Hospitality REACH Council, Inc. Temple Beth Shalom, Sun City O’Connor House Rodeph Shalom Congregation Temple Beth Sholom East Valley Ohr Ha Torah Rofeh Cholim Cancer Society Temple Chai One Family Fund Roosevelt University Temple Gan Elohim One Israel Fund Rosalind Franklin University of Temple Kol Ami Operation Smile Medicine and Science Temple Solel Orphan Hospital Ward of Israel Rosie’s House Tesseract School Orthodox Union East Coast Rutgers University Foundation TGen Foundation P.E.F. Israel Endowment Funds, Inc. Ryan House The Davis Memorial Fund Paamonim Salvation Army The Family School Pardes Jewish Day School SANZ Institutions Israel The Friendship Circle Partners In Torah Scottsdale Center for the Arts The Home of the Sages of Israel P’eylim Ev’Achim Scottsdale Healthcare Foundation The Jewish Braille Institute of Phoenix Art Museum Scottsdale Preparatory Academy America, Inc. Phoenix Boys Choir Shiloh Israel Children’s Fund The Jewish Guild for The Blind Phoenix Childrens Hospital Shir Hadash The Nature Conservancy Phoenix Community Kollel Shoah Foundation The New Shul Phoenix Hebrew Academy Shriners Hospital for Children The Schechter Institutes, Inc. Grant Distributions from all Foundation Funds

The Shalom Center World Jewish Congress The Trust for Public Land Foundation The Westminster Schools World Wildlife Fund The Wilderness Society Yad Ezra V’Shulamit Tourette Syndrome Association, Yad L’Achim Inc. Yeshiva High School of Arizona TRRFCC Horsemanship Yeshiva Sh’or Yoshuv T’ruah Yiddish Book Center Tzedakah Fund, Inc. YMCA - Valley of the Sun UJA-Federation of New York Young Israel of Century City UMOM New Day Centers Young Judea Global Union for ZAKA Rescue and Recovery United Synagogue Youth Zionist Organization of America University at Buffalo Foundation University of Arizona Foundation/ 375 Charitable organizations | 914 Grants College of Public Health University of Arizona Foundation/ $3,652,757 Granted Communications Department University of California Davis M.I.N.D. Institute University of Pittsburgh University of Texas Foundation URJ Camp Newman Scholarship Fund US Holocaust Memorial Museum Vaad Hoeir of St. Louis Valley Beit Midrash Valley of the Sun Jewish Community Center Valley of the Sun United Way Valley Youth Theatre Wellness Community Central Arizona Womens American ORT Womens Jewish Learning Center Includes Grant Cycle Grants 2013annual report | pg. 11 WHAT’S YOUR PASSION? The B’nai Tzedek Youth Philanthropy Program is redefining what it means to be a Jewish philanthropist by showing young people that they have the power to make change in the world through a personal and engaged relationship to lifelong giving. Considered a national model for youth philanthropy, this program is a tool for teens to give tzedakah, deepen their commitment to social action and be part of a program that models youth leadership.

B’nai Tzedek Strives To: • Help every Jewish teen in the community establish a charitable endowment fund in their name. • Empower Jewish teens to change the world through Jewish philanthropy, tzedakah and tikkun olam. • Provide Jewish teens with skills and knowledge in the area of Jewish sources on giving, financial literacy and modern philanthropy. • Help Jewish teens establish relationships with Jewish organizations in our community and abroad. • Offer the opportunity to network with other Jewish teens locally and nationally.

2013 B’nai Tzedek Highlights • B’nai Tzedek teens learned about the needs of teens in the Jewish Family & Children’s Service Foster Care program and hosted an event to collect and wrap holiday gifts for the teens. • Hundreds of teens and their parents attended the first annual Tzedakah Shuk programs which aimed to match teen volunteers and philanthropists with local non-profit organizations, and hands-on volunteer opportunities. •. B’nai Tzedek Funds, many of which were started with $500, grew in value to over $315,000.

B’nai Tzedek Grantmaking • Since the inception of the program in 2005, the 275 B’nai Tzedek Youth Philanthropists have recommended $19,612 from their individual funds to over 140 non-profit organizations all over the world. The average grant amount is $50.00. • The high school members of the Youth Philanthropy Board have granted $61,750 into the local, Phoenix HOW will you community since 2008. give something Jewish Community Foundation Youth Philanthropy Board 2013 Grants 2012 – 2013 Mission (as stated in the Youth Board Grant Guidelines): The Youth Philanthropy Board will award grants to organizations and programs that are helping our community. This year, we wish to fund BEAUTIFUL organizations that are promoting the development and delivery of education and educational opportunities in to the world? the Greater Phoenix area. Anti-Defamation League: Peer Links, $2,250 To support a day-long summit where high school students from throughout Arizona break down communication barriers as they engage in activities that address bias and prejudice. This summit complements the year-long Peer Training program. Bureau of Jewish Education: Baby and Me Shabbat, $1,200 EMPOWERING To fund the staff person for this free, once-a-month, program that both encourages and teaches parents how to engage in the celebration of Shabbat. Tomorrow’s Bureau of Jewish Education: Mother’s Circle, $600 To fund the staff person of an educational program that supports non-Jewish moms who are dedicated to raising their children Jewish. Philanthropists Camp SWIFT Foundation: Middle School Enrichment and Summer Camp, $2,100 This grant will enable five children from low-income families to attend the Camp SWIFT summer program. Today Additionally, this grant will provide funding to support a new initiative to engage middle school age students in year-round programming. Jewish Community Association (as a fiscal agent for): PJ Library, $1,250 To support the ongoing efforts of the PJ Library to engage young, Jewish families in Jewish learning by providing monthly books and music to families with children up to age 5. Temple Beth Sholom of the East Valley: Technology Integration, $1,600 To enable the religious school to purchase a portable Smart Board to enhance their educational programming with more engaging teaching strategies. TOTAL FUNDING: $9,000

Thank you to the following youth philanthropists who served on our 2013 Youth Philanthropy Board:

Amy Baer Dan Pressman Mariel Sokolov Rachel Baer Adin Roemer Alex Stoken Arielle Barrow Scott Rubenstein Connor Svetly Karri Bernstein Benjamin Shultz Jenny Swift Sage Knapp Molly Shultz Gennifer Unell Jessica Mishlove Danya Sherman Mitchell Victor Ben Nach Jessica Sherman

2013annual report | pg. 13 Giving Life to the Future Endowment Book of Life The Endowment Book of Life contains the personal statements of those individuals or businesses who have established or have promised to create, a permanent endowment through the Jewish Community Foundation to ensure a strong and vibrant Jewish community for future generations. These statements reflect the values, hopes and visions for the future. When bound together, the pages serve as a philanthropic archive for future generations. Click here to view the Endowment Book of Life pages.

Endowment Book of Life Signers

ABLE Financial Group Jack Bromfield* Dee and Jay Epstein Judy Ackerman and Richard Virginia and Jack Brooks* Evelyn and Ralph B. Feffer, Jr. Epstein Karen and Jay Bycer Avi Feller Wendy and Ian Ackerman Vicki and Howard Cabot Sharona and Daniel Feller Hannah and Philip Adelman Sheila Cascade Jonathan Feller Helaine and Mitchell Adler George Cohen Jess Finerman* Rebecca* and Rabbi Louis Barish Renee and Lawrence Cohen Lory and Ron Fischler Ted Barkin and Dr. Roberta Sue and Joseph (Rich) Cohen Jeannette R. Flom* Richards Beth Cohn and Alan English Sandy Fox Daron and Ron* Barness Francine Coles Sharyn and Stuart Frankel Barbara and Kenneth Batko Sheila and Milton* Corwin David and Joan* Frazer Ann Baumrind Mona and Sol Crandell Marilyn and David Frazer Sandy and Harvey Belfer Ada and Charles Creighton * Phyllis and Leonard Friedel* Kendra and Benjamin Benedict Bradley Dimond Cheryl Hintzen-Gaines and Ira Elaine and Joel Bernick Toni Lipsky Smeltzer and Larry* Gaines Beatrice Bernstein* Smeltzer Reda and Ronald Garlikov Fredda and Rabbi Mark Bisman Diane and John Eckstein Linda and Steve Geringer Carmen and Michael Blank Max Effron* Yvette Gilburne* Phillip Block* Judy M. and David Efron Barbara Gold and Mark Jones Lainy and Ron Bookbinder Corinne Ehrlich* Leslie and Richard Goldman Mim and Mel Bottner Ann Eliscu Rabbi Rafael Goldstein Sandy and Mark Bregman Judith Engelman and Harry Naomi and David Goodell Rubinoff Endowment Book of Life Signers

Dottie and Murray Goodman Leo Kelman* Andi and Sherman Minkoff Lenore and Eugene* Schupak W. David Weiner Marcia and Norman Goodman Ellen and Marc Kelman Shannon and Keith Mishkin Cecille and Mark Schwartz Naomi* and Gerald Weiner Judi and Robert* Gottschalk Elaine and Rudolph Kirschner Esta and Robert Mitchell Rana and Joseph Schwartz Marcia and Max Weisberg Thelma and Jerry* Gross Trudy and Mark Klein Nancy and Larry Moffitt Sheila Schwartz Henny Weiss Joan Blau Gross Elaine and Ted Kort Marilyn and David* Morris Ruth and Edward* Schwarz Inez and Alexander White Jean and Harold* Grossman Michelle and Bryan Kort Beverly and Alfred Mutchnik Winkie and Ethan Schwartz Sybil and Shelby Yastrow Helen and Stephen Gubin Donna and Joel Kramer Erika Schupak Neuberg and Carol and Ken Seidberg Lois and Edward Zachary Anita and Jerome Gutkin Karen Glaser Kravitz and Steven Neuberg Julee Landau Shahon Beth Jo Zeitzer and Adam Nach Susan and Nestor Guzman Kenneth Kravitz Harriet Newman Ellie and Donald* Shapiro Evelyn and Leon Zeitzer Cheryl and Stan Hammerman Bobbi* and Neal Kurn Aileen* and Meyer Osofsky Tina and Irwin Sheinbein Barbara and Barry Zemel Barbara Harel and Ron Blau Marlene and Lanny Lahr Marvin Patack Jan and Mark Shore Ann and Ted Zinman Sharlene D. and Irwin Harris Wendy and Wayne Laskin Annette and Irvin Pearlstein* Irving Shuman* Hadassah and Harold Ziskin* Victoria Corwin Harris Judy and Nathan Laufer Ruth Pearson Sharon and Garry Shuster Audrey Zuckerman SandraLou and Harold Hatkoff Lisa and Nelson Lerner Helen Pezdirtz Barbara and Barrett Silver Lois and Max Zuckerman Adrien Herzberg Anne Leventhal* Daniel Pollack* Sara and Bob Silver * of blessed memory as of June 2014 Peggy and Neil Hiller Eleanor and Fred* Levey Odette and Rabbi Warren Silver* Benee Hilton-Spiegel in loving memory of Howard HoneyLou and Morris* Reznik Edna Ora-Sitelman and Arthur I. Jerome Hirsch Alan Levey Sandra and Seymour Rife Sitelman Judith and Phillip* Hirsch Sheri and Tom Levin Laurie and Gary Ringel Clare and Milton Small Rachel and Jonathan Hoffer Kelly Lieb Ann Ritt* Paul Solomon* Norma and Elliot Hoffman Eleanor and Irwin* Light Ruth Marks Rosen Susan and Paul Stander Nancy and Murray Hollenberg Seema and Herbert Liston Verne and Morley Rosenfield Wayne Stutzer Penny and Arnold Horwitch Irene and Donald Lubin Joan Roth* Florence and Sanford Sunkin Eva Hubschman Rabbi Alicia Magal and Itzhak Maddy L. Roth Berry and Errol Sweet Stephanie and Frank Jacobson Magal Susie and Bob Roth Suzanne and Richard Swift Bonnie Kabin and Steve Risa and Bruce Mallin Sheldon Roth Selma and Jerome Targovnik Weitzenkorn Sylvia Mallin* Fran and Al Sachs Roslyn and Murray* Vinnik Shari and Irwin Kanefsky Recky Maltenfort Dale and Nate Sachs Susan Waldbaum Carolyn and Morris Kaplan Barbara Mark Dreyfuss Roberta and Rabbi Martin Scharf Andrea and Michael Waxman Sue and Robert* Karatz Irene and E. David* Metz Lois and Steve Scheiner Caryll and Gerald Webner Shirlee and Earl Katz * Susan and Herbert Miller Diane and Arnold Schoen In Memory of Jonathan David Kazan* Phyllis and Leonard Miller Diane and Aaron Scholar Weinberger Elaine and Leonard* Millman Claire and Seymour Schonwetter Libby and Bernie Weiner Elaine and Saul Schreiber Create Your Fund at the Jewish Community Foundation The Jewish Community Foundation is here to help you fulfill your charitable goals and build a strong, enduring community. We have created a number of attractive, flexible giving options, and we are ready to assist you in determining which one best matches your needs.

Donor Advised Funds: Convenience. Ease. Flexibility. Think of a donor advised fund as your charitable checking account! It allows you to streamline and maximize your charitable giving. For many donors it can take the place of a private family foundation, with none of the headaches and a fraction of the cost. Easily established with a gift of $10,000 or more and a simple agreement, you recommend grants to your favorite causes – locally, nationally and internationally – and the Jewish Community Foundation handles all the paperwork. You make tax- deductible contributions when it most suits you, and recommend grants from your named fund whenever the time is right. At tax time, all your annual charitable giving is condensed into a single report, eliminating the need to maintain separate records for all the organizations you support. You can even leave a charitable legacy for your children by making them successor advisors to your fund.

Permanent Endowment Funds: You can create a named, permanent endowment fund during your lifetime or by making a provision in your estate plan. Either way, the Jewish 2014, Jonathan Levine/The Jewish Federation of North America. All Community Foundation invests your contributions to ensure that your endowment fund remains other rights reserved. a relevant, vital source of support for the causes you hold dear, for generations to come. You may choose from among the following types of endowment funds, or you may even combine them:

Designated Endowment Funds: With a designated endowment, you create a permanent fund to support one or more named charitable organizations. Each year the Jewish Community Foundation grants 5% of the accumulated fund balance to the charities you select. These organizations can count on your support forever.

Field of Interest Fund: With a field of interest fund, you set the priorities for funding, such as education, the environment, senior services, or any other area of concern. Through its competitive grants process, the Foundation annually awards 5% of these funds to organizations best serving your priority areas. Fund for Jewish Philanthropy: You may choose to have your named fund contribute to this unrestricted endowment fund, which supports the Jewish community’s ever-changing needs by funding innovative programs and projects. This fund also provides the community with much needed financial reserves, which can be drawn upon in times of crisis or natural disaster. Named gifts to the Fund for Jewish Philanthropy provide an indelible link between today’s needs and the promise of a strong and vibrant Jewish community for future generations.

Jewish Women’s Endowment Fund: You also may elect to have your named fund support the Jewish Women’s Endowment Fund. Established in 2000 by a visionary group of concerned women, the Jewish Women’s Endowment Fund promotes social change by funding projects that expand and improve opportunities in all aspects of the lives of Jewish women and girls.

Supporting Foundation: Most donors prefer the simplicity of a donor advised fund or a permanent endowment fund, enjoying all the benefits of philanthropy, and leaving the work to the Jewish Community Foundation. But for donors contemplating substantial charitable gifts, who seek active involvement in governance, investment and grant making, a supporting foundation may be the right answer – and a perfect alternative to a private foundation. Supporting foundations work through the Jewish Community Foundation, but they have their own boards of directors and direct their own grant making. Unlike private foundations, supporting foundations enjoy the tax preferred treatment of a public charity and receive all of the benefits of associating with the Jewish Community Foundation. It’s the best of both worlds!

Perpetual Annual Campaign Endowments (PACE): The Annual Campaign of the Jewish Community Association remains the cornerstone for the Jewish community’s fundraising efforts, providing the vast majority of funds necessary to serve the needs of Jews everywhere. The endowment of one’s Annual Campaign gift through a bequest, outright gift, life insurance, trust, gift annuity or some other means, is critical to the continued success and vitality of the Annual Campaign for generations to come.

Lion of Judah Endowments (LOJE): Women in the Greater Phoenix Jewish community proudly wear their Lion of Judah pins, which symbolize a strong commitment to the current needs of the Jewish people through a contribution of at least $5,000 annually to the Annual Campaign of the Jewish Community Association. A Lion of Judah Endowment is the type of fund established by women who endow at least this amount to the Annual Campaign. These special women are recognized with the symbol of the “Or L’Atid” (light unto the future), which is the flame affixed to their Lion of Judah pins, reflecting their commitment to a thriving Jewish future. 2013annual report | pg. 17 Ways to Give You may choose any number of ways to give through the Jewish Community Foundation, and we are ready to assist you. Current Gifts • Cash: Gifts by check or credit card are the simplest way to make a charitable gift. • Stocks, Bonds and Mutual Funds: Gifts of appreciated stocks, bonds and mutual funds give you a char- itable deduction for the full market value of the assets, regardless of the price you paid. By donating to the Jewish Community Foundation you may also avoid capital gains taxes. • Life Insurance Policies: When you transfer ownership of a life insurance policy to the Jewish Community Foundation, you receive a tax deduction for the current value of the policy. If future premium payments must be made, you receive a charitable deduction for the amount of the premium paid to the Foundation. • Closely Held Stock: You may receive a charitable deduction for the fair market value and you may avoid capital gains taxes by donating the stock of your business. • Real Estate: You may donate your home or other real estate to the Jewish Community Foundation. You may even be able to continue living in your home, or derive an income stream from your gift of real estate. Future Gifts • Bequest: When you name the Jewish Community Foundation in your will or trust to receive all or a portion of your estate, you create a permanent charitable legacy in your name. • Retirement Accounts: Your IRA, 401(k), or other retirement assets are typically subject to double taxation that can greatly reduce their value to your heirs. By gifting other assets to your family and making the Jewish Community Foundation a beneficiary of your retirement accounts, you can reduce (or eliminate!) taxes and increase the impact of the assets you’ve worked your whole life to grow. • Charitable Gift Annuity: Make a charitable gift to the Foundation, and receive an income stream for life, much of it tax-free. On your passing, the remainder goes to your fund at the Foundation, for the purposes you designate. • Charitable Trusts: Charitable lead trusts and charitable remainder trusts can provide considerable tax savings, significant charitable gifts, and assets for family. • Life Insurance: Naming the Jewish Community Foundation as a beneficiary of your life insurance policy allows you to leave a meaningful charitable legacy without reducing other assets you may wish to leave for family. • Real Estate: You can give your home, ranch or farm to the Jewish Community Foundation, continue to occupy the property for life, and enjoy an income tax deduction equal to the present value of the remainder interest in the property.

2013, Jeffrey Lamont Brown/ The Jewish Federation of North America. All other rights reserved.

2013annual report | pg. 19 Establishing an Endowment Fund with a Bequest Whether you fund your endowment during your lifetime or not, almost anyone can create an endowment through their estate. The steps are similar to those listed on the previous page but the funds are gifted after your passing when you no longer need them. Contact the Jewish Community Foundation for assistance, and we will ensure a gift agreement is written so your exact charitable wishes are fulfilled.

How Do I List The Jewish Community Foundation In My Estate? Creating an endowment through your will or trust is among the easiest ways to leave a lasting legacy to the community. Your estate may also benefit from substantial tax savings. You can designate a specific dollar amount, a particular asset, or a percentage of your estate as a bequest to the Jewish Community Foundation. These funds underwrite the future of the Jewish community. With a charitable bequest, you can strengthen our community without sacrifice in your lifetime.

The following are examples of language you may consider for your will or trust: 2014, Valley of the Sun Jewish Community Center

TO ESTABLISH AN UNRESTRICTED ENDOWMENT: I give ______percent of my estate (or a specified dollar amount or property) to the Jewish Community Foundation of Greater Phoenix (Tax ID# 47-0874376) to be held and administered What will you as part of the Jewish Community Foundation, with distributions to be made in accordance with the policies plant for those of the governing Board of the Foundation. TO ESTABLISH AN ENDOWMENT FOR A SPECIFIC PURPOSE: I give ______percent of my estate (or a specified dollar amount or property) to the Jewish WHO WILL COME Community Foundation of Greater Phoenix (Tax ID# 47-0874376) to be held and administered as an endowment fund named ______with distributions to be made in accordance with the gift agreement after you? on file and with the policies of the governing Board of the Foundation.

TO ADD TO AN ESTABLISHED FUND: I give ______percent of my estate (or a specified dollar amount or property) to the Jewish Community Foundation of Greater Phoenix (Tax ID # 47-0874376) to be held and administered as an endowment fund, in the name of ______, according to the gift agreement on file.

Note: Seek independent legal or tax advice when determining your own estate plans. Setting the PACE The Harold and Jean Grossman PACE Society The individuals listed below have endowed or made plans to endow their Annual Gift to the Jewish Community Association, by creating a Perpetual Annual Campaign Endowment (PACE) for the Jewish Community Association of Greater Phoenix of at least $100,000. These generous men and women will leave a lasting legacy that will transcend generations to help the Association and the Greater Phoenix Jewish community respond to the challenges of an ever-changing world. Donors listed on this page that have established an individual or family gift of $200,000 or more are recognized as members of the national Star of David Society of Jewish Federations of North America.

Benefactors of our Future: Joan Sparber Schocket and Randi Friedel Jablin Harold* and Jean Grossman Gifts of $2,000,000 + Olin Schocket Judy and Nathan Laufer Jean and Harold* Grossman Elaine and Saul Schreiber Ina Levine * Phyllis and Leonard Friedel* Lenore and Eugene* Schupak Phyllis and Leonard Miller To make a difference Cheryl Hintzen-Gaines and Julee Landau Shahon Nancy and Larry Moffitt Ira Gaines Berry and Erroll Sweet Harriet Newman is not a matter of Guardians of Our Heritage: Caryll and Gerald Webner Aileen * and Meyer Osofsky Gifts of $1,000,000+ Inez and Alexander White Ruth Pearson Marlene and Lanny Lahr Barbara and Barry Zemel Sandra and Seymour Rife casual occurrence Ann Ritt * Claire and Seymour Schonwetter Builders of Our Community: Verne and Morley Rosenfield Protectors of Our Tradition: Gifts of $100,000+ of the tides.PEOPLE Joan Roth * Gifts of $200,000+ Joan Anderman Maddy Roth Judy Ackerman and Richard Sandra and Harvey Belfer Fran and Al Sachs choose to make Epstein Linda Benaderet Sandra Sheinbein Sally Leafman Appelbaum Bernice and Sanford Berg* Benée Hilton Spiegel -Maya Angelou a difference. Daron and Ron* Barness Elaine and Joel Bernick Susan Waldbaum Sheila Cascade Mim and Mel Bottner Irene and Alan Weinberg Sharyn and Stuart Frankel Francine Coles Naomi * and Gerald Weiner Reda and Ronald Garlikov Mona and Sol Crandell W. David Weiner Anita and Jerome Gutkin Corinne Ehrlich * Marcia Weisberg Shari and Irwin Kanefsky Ann Eliscu Sybil and Shelby Yastrow Bobbi * and Neal Kurn Judith Engelman Ann and Ted Zinman Irene and E. David* Metz Jeanette Flom * Linda and Steven Geringer * of blessed memory Andi and Sherman Minkoff Lion of Judah Endowment (LOJE). Harry Rosenzweig* Yvette * and Jack Gilburne This list reflects Harold and Jean Helen Gubin Grossman PACE Society members as of annual report | pg. 21 Sheila Schwartz June 2014 2013 Donna and Joel Kramer Forward Thinkers Leaders in Philanthropy For thousands of years, the Jewish people have taken responsibility for the survival and well-being of our community and the world through education, tzedakah and acts of loving kindness. We assume this responsibility for ourselves, our families and for countless others whom we will never meet, knowing that our actions today will impact tomorrow. With heartfelt appreciation, we acknowledge the individuals, families, foundations and estates whose contributions prove that philanthropy is a powerful agent of change and indispensable to the future of our community.

Donor Advised Funds Jonathan Feller Jeffrey C. & Cynthia S. David & Lisa Pinkus Family ABLE Financial Group Sharona & Daniel Feller Kleiman Arnold & Elodee Portigal AJ’s Fund Allan J. Flader Bryan & Michelle Kort Herschel & Valerie Richter Belfer Family Esther Fogel* & Sharon Family Rogoff Family Jessica Biliack Grossman Kelty* Robert & Nancy Kravetz Alfred D. & Frances T. Memorial Bernard Fogelson Family Family Sachs Family Michael & Carmela Blank Cheryl Hintzen-Gaines & Kur Family Steve & Diane Sandler Family Ira Gaines Neal Kurn & Sue Yaffee Family B’Lev Ari-The Ari David Reda & Ron Garlikov Kurn Gene* & Lenore Schupak Block Foundation Lillian, Jacob, & Hyman Sue Yaffee Kurn Jennifer & Steven Schwarz Ronald S. Bookbinder Goldstein Memorial Lanes Family Scult Family Family Gottschalk Family Betty Leibsohn Dean E. Donald* & Merle Richard & Laura Bricker Irving* & Rita Greenberg Bernard & Shirley Levine Shapiro Family Dr. Jack & Virginia Lynn B. Greenberg Family Shir Hadish Pear Family Brooks* Jerry* & Thelma Gross Pnina Levine & Alan Gold Nancy Silver Sumner* & Corrine Brooks Family William S. & Ina* Levine Silver Family Buseck Family Harold* & Jean Grossman Steffen & Jenna Lipofsky Silver Hendricks Cabot Family Gubin Family Lodestar Jewish Silver Philanthropic Fallen Celniker Family Susan & Jonathan Harris Robert J. Lord Family Daniel J. & Evelyn G. Simon Jared Celniker Family Daniel N. Lucas Maggie & Jack Stein Family Jay Chernikoff Benée J. Hilton Family Lustiger Family Stuart Turgel Haley Brooke Coles Shari Hilton Max Mallin* Dr. Murray* & Roslyn Vinnik Samuel Brandon Coles Steven J. Hilton Family Jonathan D. & Martha F. Webner Family Zachary Adam Coles Philip* & Judith Hirsch Mann Libby & Bernie Weiner Jay M. Cooper Memorial Rachel & Jonathan Hoffer Barry & Lori Markson Naomi* & Gerald Weiner Sheila & Milton* Corwin Family Irene & E. David* Metz Henny Weiss Dr. Michael & Carol Dean Alan & Randi Jablin Michels Family Dr. Alexander & Inez White Paul & Flo Eckstein Bernard & Dora D. Keith Mishkin Sybil & Shelby Yastrow Arthur D. Ehrenreich Jacobs* Mitchell Family Family Evelyn & Ralph Feffer Jr. Morris & Carolyn Kaplan Colette & Benjamin Myers Young Jewish Funders Ira S. & Susan B. Feldman David & Bernice Kazan* Myland Family of AZ Family Kirschenbaum Family New Hope Partners Lee Zeitouni Scholarship Avi Feller Ruth B. Pearson Fund Forward Thinkers

Zeitzer Family Charitable Samuel Blitz Elena Gold Gregory Lamden Trust Ethan Blyn Noah Gold Nathan Landau Barry & Barbara Zemel Miasha Bodin Eric Goldman Andrew Laufer Family Michael M. Bodin Jessica Goldman Rachel Laven Ann & Ted Zinman Alisa Boninger Jacob Goldstein Zachary Laven Cary* & Gail Zucker Dayna Broder Noah Goldstein Jordan Lee Anonymous Kari Broder Sara Goldstein Daniel Leibsohn Jordan Brooks Aaron Gonsher Joey Lernor B’nai Tzedek Funds Julia Chugerman Jessica Gordon Andy Levin Louis Aaron Jacob Cohen Michael Groetsch Tess Levin Simon Essig Aberg Jordan Cohen Chelsea Gulinson Zack Levin Mollie Adatto Maxwell Cohen Jacob Gulinson Benjamin Lieb Daniel Anderson Hannah Cooper Alexandria Guthart Daniel Luber Alexandra Arkules Jared Cooper Gabrielle Hafalia Danny Marsh Jeremy Arkules Nathaniel Cooper Elexa Hammer Kayla Martin Victoria Arkules Sarah Damsky Haley Hammer Jacob G. Matney Samuel L. Aronowitz Grace Dimond Jaclyn Hammer Erica Mayer Michaela Asher Jack Dimond Sarah M. Harris Jackie Mendelson Rebecca Asher Adam Dobrusin Reed Heller Michael Anthony Dean Avrahami Daniel Dodell Eva Hilton Shanice Anthony Joseph Bacal Kyle Dominy David Holden Benjamin Miller Rosalyn Bacal Rachel Dominy Alec Horne Hannah Miller Amy Baer Joshua Eggler Eli Horne Joel Miller David Baer Zachery Eggler Mackenzie Horne Jared Mishlove Rachel Baer Joshua Ellis Ethan Kahn Jessica Mishlove Braden Bailie Doug Elson Jacob Kannel Jordan Mishlove David Banen Gregory Elson Haley Kaplan Shira Mizel Louis Banen Andrea Ference Jordan Kaplan Lauren Motzkin Jordana Barness Aaron Flegenheimer Adam Kasper Leah Motzkin Arielle Barrow Grant Frailich Sydney Kasper Molly Mychaels Max Barkley Amanda Freed Ryan Kates Aaron Nach Jillian Bassett Jason Friedman Ben Kaufman Ben Nach Steven Bassett Sarah Friedman Joshua Kaufman Reuben Nach Madeline Beck Isaac Gealer Faith Kessler Arielle Nagle Risa Beliak Benjamin Joseph Gelbart Renee Kessler Maia Nagle Rachel Berger Julia Gellman Shlomo Grafstein- Rachel Neuberg Abrie Berkowitz Cole Geringer Klemow Josh Nowak Tiffany Berman Levi Gettleman Sage Knapp Rachael Nowak Karri Bernstein Alana Gitt Aliza Kravitz Alison Ochs Sam Bessen Jake Gitt Jordan Kravitz Jessica Padover Austen Blackwell Jonathan Gitt Hannah Ladin Aaron Blitz Jenna Glickman Jacob Ladin Dara Lamden 2013annual2013annual report report | pg. | pg. 23 23 Forward Thinkers Lee Padover Adam Sherman Rachel Underhill S. Jack Bromfield* Camp Emma Paikowsky Danya Sherman Gennifer Unell Karen & Jay Bycer Coby Palivathukal Jessica Sherman Mitchell Victor Francine L. Coles Ari Chaim Pantiliat Liana Sherman Chloe Vitof Roy & Marcia Corwin* Aaron Patterson Lyndsi Sherman Ben Waitkus Family Dylan Patterson Mat Sherman Ben Walker Ada & Charles Creighton* Spencer Patterson Emily Shore Samara Walker Michael & Carol Dean Max Pernick Jacob Shore Gabi Wasserman Michael & Carol Dean Avery Polster Eden Shuster Hannah Wasserman Teaching Excellence Julien Polster Gahl Shuster Jonathan K. Wasserman Amy & Jacob Dominy Daniel Pressman Adam Silver Daniel Waxman Jay & Dee Epstein Rachel Pressman Jeffrey Silver Sam Waxman Rosanna Bodanis Farber Samantha Quen Doris Lynn Singer Leah Weich Memorial Zachary Quen Noah Sinykin Jake Weinbaum Sharona & Daniel Feller Gideon Rafal Geoffrey Slepian Justin Weinbaum Sandy Fox & Jess Rebecca Red Horse Rachel Slepian Brett Weiss Finerman* in loving 2013, Jeffrey Lamont Brown/ The Jewish Federation of North America. Adam Redleaf Scott Slepian Jeremy Winkelman memory of Marcy All other rights reserved. Rachel Redleaf Ariana Sokolov Flori Witenstein Finerman Lewis* Rebecca Reiben Mariel Sokolov Ileyna Witenstein David & Marilyn Frazer Alex Ricciardelli Lanni Solochek Matthew Witenstein Endowment Michelle Riffer David Spiegel Amanda Zucker Joan M. Frazer* Be Strong, Be Stong Breana Roberts Liam Spiegel Memorial Jaclyn Roberts Addi Steinberg Charitable Gift Ira Gaines Adin Roemer Joshua Steinberg Annuities Sol & Ester Geller and let us Danielle Rosenberg Sari Stein Ann Eliscu Memorial Annie Rosenthal Ben Stock Mort Lippman Gift of Israel Program - Gabby Rozio Alex Stoken JCA STRENGTHEN Jesse Rozio Molly Stoneman Designated & Field of Gift of Israel Program - Scott Rubenstein Arianne Y. Storch Interest Funds Pooled Zachary Rubenstein Emanuel Storch Hannah & Philip Adelman Barbara Gold & Mark each other. Aaron Sachs Julianna Storch Paul & Norma Agranoff Jones Ian Sachs Carly Straus Rabbi Louis & Rebecca* Naomi & David Goodell Ethan Schnaid Elana Straus Barish Endowment Molly Schultz Conner Svetly Ted Barkin Family Murray & Dottie Joshua Schwartz Joey Svetly Kennth & Barbara Batko Goodman Endowment Jack Schwimmer Jenny Swift Myra & Jim Baum Gottschalk Family Max Schwimmer Naomi Tasky Helen Bender Joseph & Fay Gross* Max Schwarz Jordan Teitelbaum Rabbi Mark & Fredda Harold* & Jean Alex Segal Sean Titus Bisman Grossman Israel Arin Segal Eli Tyre Michael & Carmela Blank Experience Andrew Shalen Sally Tyre Family Nestor & Susan Guzman Hannah Shanken Emily Ulan Philip* & Sandra Block Harold & SandraLou Hatkoff Adrien Herzberg Kenneth Maltenfort Clare & Milton Small Judith Engelman Leo & Rita Hiller* Memorial Jacqueline & Paul Jeannette Flom* Babette Himler Adult Mandel Family Music Solomon* Sharyn Frankel Education Memorial Scholarship Stander Family Phyllis J. Friedel* Babette Himler Memorial E. David* & Irene Metz Dr. Abraham Tamis Cheryl Hintzen-Gaines Hoffer Family Jewish Education Memorial Linda Geringer Bernard & Dora Jacobs* E. David Metz* Labe Eric Targovnik* Yvette Gilburne* Sidney R. & Antoinette Scholarship Scholarship Jean Grossman Jacobs Memorial Youth Susan & Herbert Miller Dr. Sylvain Van de Rijn Helen Gubin Scholarship Larry & Nancy Moffitt Memorial Anita Gutkin JCA Interfaith Mission David* & Marilyn Morris Paul Vermes Memorial Benée Hilton-Spiegel Photo provided by Hettena Fund Aileen Osofsky* Disabled Youth in Randi Friedel Jablin Jewish Day School Jewish Women’s Israel Shari P. Kanefsky Scholarship Passages Fund Walk To Israel Bobbi Agron Kurn* Jewish Women’s Marvin Patack Harry & Jeanette Marlene Lahr Endowment Dezso & Ilona Peter Weinberg* Foundation Judy F. Laufer Just as my fathers Philip & Elaine H. Katzke* Memorial Webner Family Ina Levine* Leo & Evelyn Kelman* Helen Pezdirtz Naomi* & Gerald Weiner Irene Metz Marc & Ellen Kelman Physically Disadvantaged Dr. Max & Lillian Weiner* Phyllis S. Miller Kennedy AZA Jonathan Jewish Children Inez & Alexander White Andi Minkoff planted for me, Weinberger Memorial Shirley Pleskow Youth Endowment Harriet J. Newman Bryan & Michelle Kort Aliyah Memorial Constance Wolf Aileen Osofsky* Elaine & Ted Kort Laurie & Gary Ringel Zeitzer Nach Family Ruth B. Pearson SO TOO Alvin S. Kraus* Robert & Susan Roth Zucker Girls Sandra Kent Rife Endowment Raymond & Helen Anonymous Ann Ritt* L’aretz Israel Scholarship Sarocco* Verne Rosenfield WILL I Belle Latchman* Rabbi Marty & Roberta Lion of Judah Funds Joan Roth* Community Service Scharf (LOJE) Maddy Roth Award Scheiner Family Judy Ackerman Fran Sachs plant for those Nelson & Lisa Lerner Max Schlissel* Education Joan Anderman* Claire Schonwetter Howard A. Levey Olin Schocket & Joan Sally Leafman Elaine Schreiber Memorial Sparber Schocket Appelbaum Lenore Schupak ~ Talmud who Ta’anit will23a follow. Sara Levitz* Study In Ruth & Edward Schwarz Daron Barness Sheila Schwartz Israel Jennifer & Steven Sandra Gurland Belfer Julee Landau Shahon Kelly Lieb Schwarz Dr. Linda Benaderet Sandra Sheinbein Dr. Herbert & Seema Carol & Kenneth Seidberg Elaine Bernick Berry Sweet Liston Endowment Irwin & Tina Sheinbein Mim Bottner Susan Waldbaum Donald & Irene Lubin Family Sheila Cascade Caryll Webner Daniel N. Lucas Barbara & Barrett Silver Francine L. Coles Irene F. Weinberg Rabbi Alicia & Itzhak Silver Family Mona Crandell Naomi Weiner* Magal Allen H. Simon Corinne Ehrlich* Marcia Weisberg Daniel J. & Evelyn G. Simon Ann Eliscu Inez White 2013annual2013annual report report | pg.| pg. 25 25 Forward Thinkers

Sybil Yastrow Daniel Lucas Congregation Beth Israel National Jewish Barbara Zemel Max Mallin* Second Century Education Fund Ann Zinman Sylvia & Sol Mallin* Congregation Or Temple Beth Shalom/ E. David Metz* Chadash of the NE Valley Melvin Levin Perpetual Annual Sherman Minkoff • Barbara Mark-Dreyfuss Endowment Fund Campaign Funds (PACE) Nancy & Larry Moffitt Spiritual Specialist Fund Temple Chai Paul & Norma Agranoff Irvin & Annette • Roz Goodell Fund • Barbara Chulew Scholar- Rabbi Louis & Rebecca* Pearlstein* Council for Jews with In-Residence Fund Barish Dr. Morley Rosenfield Special Needs • Charles Jacob Coles Ron Barness* Jacques & Ida Ina Levine Jewish Scholarship Fund Sanford & Bernice Berg* Rosenman* Community Campus, • Eckstein Adult Cabot Family Harry Rosenzweig* LLC Education Endowment Sylvia Chase* Rosa & Isaac • Operations & Fund Faye Chodor* Rosenzweig* Maintenance Fund • Ruth Freedman Ada & Charles Creighton* Olin Schocket & Joan Jewish Community Memorial Torah Max & Mildred Effron* Sparber Schocket Association of Greater Endowment Fund Jay & Dee Epstein Jennifer & Steven Phoenix • Paul & Judi Glass Beit Leon & Martha Felder* Schwarz • Reserve Fund Midrash Fund Brandy Fishman* Florence & Sanford D. • Ronald Roth • Lauren Kaye Memorial Leonard Friedel* Sunkin Jewish Community of Special Needs Charles Friedman* Errol & Beryl Sweet Sedona & the Verde Scholarship Endowment Ira Gaines Dr. Abraham & Lillian Valley Fund Ronald & Reda Garlikov Tamis* • Endowment Fund • Melanie Schulman Louis & Joan Blau Gross Estelle Victor* • Cultural Endowment Fund Memorial Endowment Harold* & Jean David Weiner Jess Schwartz College Fund Grossman Dr. Max & Lillian Weiner* Prep Endowment Fund • Program Fund Gutkin Family Dr. Alexander White Phoenix Jewish Free Loan • Schwimmer Schenkein Harold & SandraLou Barry Zemel • Operations & Loan Fund Endowment Fund for Hatkoff Anonymous • Perpetuity Fund the Arts In Honor of Sidney R. & Joan F. Jewish Family & Cantor Sharona Feller Jacobs* Agency & Synagogue Children’s Service • Shirley & Al’s Passover Irwin Kanefsky Family Funds • Philip & Judith Hirsch Pantry Endowment Robert H. Karatz* Arizona Jewish Historical General Fund Fund Earl & Shirlee Katz* Society • R. Tannenbaum • Sisterhood Youth Group David Kazan* Beth El Congregation Bereavement Fund Endowment Fund Joel & Donna Kramer Bureau of Jewish Jewish Genetic Diseases Temple Kol Ami Neal Kurn Education Center of Greater Valley Beit Midrash/ Lanny Lahr • Aaron Scholar Fund Phoenix Seymour Sacks Lecture Shirley Langerman • Joseph Rubin* Israel • Kathy Ehrlich Memorial Fund Irwin* & Eleanor Light Scholarship Endowment Fund Albert Linstad • Ziskin* Family • Harvey & Marge Kaplan Donald & Irene Lubin Designated Fund Fund Funds for Jewish Sidney R. & Antoinette Rabbi Marty & Roberta Star Sacks* Philanthropy Jacobs Memorial Scharf Esther & Irvin Sattler* Merrill & Rhoda Bernard & Dora Jacobs* Joseph & Rana Schwartz Sheinbein Families Abeshaus Esther & Sam Kates Irv Shuman Memorial Irving Shuman* Ian & Wendy Ackerman Memorial Warren M. & Judith G. Janice & Herb* Sperber Helaine & Mitchell Adler Philip & Elaine H. Katzke* Silver Memorial Helen & Jerry* Wisotsky Paul & Norma Agranoff Richard G. Kinsler Paul & Jacqueline Marcia Horn & Randy Rabbi Louis & Rebecca* Dr. Rudolph & Elaine Solomon* Yavitz Barish Kirschner Barry Starr* Anonymous Ann Baumrind Dr. Kathryn Klein Dr. Sylvain Van de Rijn Daron & Ron* Barness Memorial Memorial Helen Bender Mark & Trudy Klein Naomi* & Gerald Weiner Dr. Joseph E. Bernstein* Bryan & Michelle Kort Wendy Sternberg Some Funded through a Family Family Weinberg Family deferred gift. Michael & Carmela Blank Bertha & Jack Ladin Dr. Max & Lillian Weiner* * of blessed memory as Philip* & Sandra Block Memorial Webner Family of June 2014. Dr. Jack & Virginia Ruth Landau Morris Wildman Brooks* Samuel Langerman Memorial Faye Chodor Memorial Memorial Sidney & Bette Wolfe George Cohen & Anne Leventhal Memorial Barry & Barbara Zemel Amanda Weaver Herbert* & Harriet Max & Lois Zuckerman Milton Corwin Memorial Leviton Ada & Charles Creighton* Tom & Sheri Levin 10/30 Society Sylvia Dimond Memorial Frank Lewis Diane & John Eckstein Lory & Ronald Fischler Dr. Herbert & Seema Ursula & Burt Freireich Zdenka Fischman Liston Naomi & David Goodell 2007, Jonathan Levine/The Jewish Federation of North America. Memorial Sam & Selma Mackoff I. Jerome Hirsch All other rights reserved. Martha Flom Memorial Sylvia & Sol Iva & Lawrence Hirsch Joe Fuchs Memorial Mallin Memorial Karen Hirsch Norman J. Fuchs Family Leonard & Elaine Millman In Memory of S. Walter Sam & Cappy Gallant Mitchell Family Hirsch Memorial Nancy & Larry Moffitt Robert H. Karatz* Rabbi Rafael Goldstein Eleanor Nacheman Esther & Samuel Kates Family Memorial James H. Kaufman Naomi & David Goodell Marvin Patack Evelyn & Leo Kelman* William & Barbara Greif Daniel Pollack* Samuel Langerman* Victoria Harris David Rich* Zoe & Harrison Levy Neil Hiller Family Valerie & Herschel Irene & E. David* Metz Babette Himler* Richter Aileen* & Meyer Osofsky Rachel & Jonathan Hoffer Laurie & Gary Ringel Ruth B. Pearson Family Dale & Nate Sachs Newton Rosenzweig* Arnold Horwitch Family Joan* & Sheldon Roth 2013annual report | pg. 27 The Foundation of the Foundation The JCF Board of Directors, Committees & Staff Comprised of highly respected leaders in our community, the Jewish Community Foundation’s Board of Directors ensures that we adhere to our mission, goals and guiding principles, while exploring innovative ways in which the Foundation can serve as a resource to the Jewish community. We take this opportunity to thank the members of our Board for their invaluable assistance and guidance and to acknowledge the numerous volunteers that give of their time and talents as members of the JCF’s various committees. The longevity and impact of the Jewish Community Foundation of Greater Phoenix are the direct result of the vision and dedication of these remarkable individuals. 2013-2014 BOARD OF DIRECTORS W. David Weiner, Chair Daniel Feller, Vice Chair Berry Sweet, Secretary Richard Kasper, President and Nora Mandel, Treasurer How Chief Executive Officer

WONDERFUL Michael Blank Past Chairs Alan Gold Victoria C. Harris, CPA Howard Cabot Milton H. Corwin* Bryan Kort Neil H. Hiller, Esq. Lee Eisinberg Steve Geringer David Weiner Jeff Kravetz it is that nobody Daniel Feller Naomi Goodell Nora Mandel Allan Flader Neil H. Hiller Investment Committee Deborah W. Miller, Esq. Jeff Geyser I. Jerome Hirsch Jeffrey Kravetz (Chair) Andrew L. Plattner needs to wait Alan Gold Robert Karatz* Allan Flader Gary Ringel, CGREA Naomi Goodell Bryan Kort, Immediate Neil H. Hiller Dean Scheinert Victoria C. Harris Past Chair Bryan Kort W. David Weiner a single MOMENT Adrien Herzberg Neal Kurn Nora Mandel Sharon Zeidler Neil H. Hiller Saul Lebeau* Sherman Minkoff Jonathan Hoffer I. Harrison Levy Dean Scheinert Foundation Staff before starting Bryan Kort Leonard Miller Bob Silver Richard Kasper, JD Jeff Kravetz Irvin Pearlstein* W. David Weiner President and to improve the Nora Mandel Harold Shapiro* Barry Zemel Chief Executive Officer Nancy Moffitt Warren M. Silver* Professional Advisory Donna Corcoran, CPA Gary Ringel Mark N. Sklar Committee Director of Finance and world. Robert Roos * of blessed memory Bradley S. Dimond, CPA, Operations Julee Landau Shahon Sheryl Quen Audit Committee (Chair) -Anne Frank Mark N. Sklar Benjamin Benedict Director of Grants and Berry Sweet Victoria C. Harris, Chair Communications Neil Hiller Mark Bregman W. David Weiner ® Andrea Cohen, MSW W. David Weiner Adam M. Brooks, CFP Beth Jo Zeitzer Lee Eisinberg Director of Youth Philanthropy Honorary Board Finance Committee Steven Fox Nora Mandel (Chair) Lauren Garner Ernie Muntner Member Administrative Assistant Neal Kurn Mitch Adler Alan Gold Foundation Financials Investment Performance The Foundation’s investment portfolio showed a return to double digit earnings, totaling 19.3% in 2013. The portfolio’s ongoing recovery from market volitility can be seen in the following illustration of market return by year: Despite several years of negative return in these volatile years, the portfolio has earned a cumulative 7.5%, consistenly beating our investment benchmarks. Throughout all market volatility, it is important to remember that as a Foundation, we invest for the long-term. We employ prudent investment strategy, sound asset allocation, solid investment guidelines, keen oversight and quality leadership. We are confident that the Foundation’s investment portfolio, along with our national econcomy, will continue on its current upward trajectory.

Market Return: 2002 - 2013

2013, Jeffrey Lamont Brown/ The Jewish Federation of North America. All other rights reserved.

2013

2013annual report | pg. 29 The true meaning Friends of the Foundation We extend our grateful appreciation to the following companies for their financial support of the Jewish of life is to Community Foundation of Greater Phoenix and this publication. PLANT TREES Friends of the Foundation Memberships & Affiliations Henry & Horne, LLP We are proud of our organizational and staff memberships and affiliations with the following Pacific Alternative Asset Management Company organizations: under whose SMS Financial, LLC American Institute of Certified Public The Northern Trust Company Accountants shade you do not Weiner Insurance Arizona Grantmakers Forum Westfield Capital Management expect to sit. Association of Fundraising Professionals Jewish Funders Network ~ Nelson Henderson Maricopa County Local Board, Emergency Food & Shelter Program Partnership for Philanthropic Planning Planned Giving Roundtable of Arizona State Bar of Arizona

To receive our monthly electronic newsletter, please click here or contact the Foundation office. If your company is interested in becoming a Friend of the Foundation, please contact us at (480) 699-1717. 12701 N. Scottsdale Road, Suite 202 Editor: Sheryl Quen Scottsdale, Arizona 85254 Design: Nicole La Cour Design Tel: (480) 699-1717 | Fax: (480) 699-1807 We apologize for any errors or omissions in Email: [email protected] | www.jcfphoenix.org this report. Click here to access our Facebook page.