2023 FIRST QUARTER NEWSLETTER

BECKERMAN FAMILY PACE CHALLENGE 

Perpetual Annual Campaign Endowment 

Planting the seeds for a long-lasting legacy

Made possible by a grant form the Beckerman Family Foundation 

THESE FAMILIES HAVE MET THE BECKERMAN FAMILY PACE CHALLENGE 

(as of 1/26/2023) 

Norman & Caron Alderman** 

Richard Amerling** 

David & Karen Astrachan* 

Rosalind & Stephen Atkins* 

Steve & Judy August* 

Gerry & Debbi Barker* 

Brad Beckerman** 

Linda & Leonard Bell* 

Rob & Stacey Bland* 

Richard Brodner* 

Mark & Linda Caplan* 

Nancy Cohen* 

Rhoda Cohen* 

Jody Ellant** 

Rick & Debbi Epstein* 

Dale & Robert Felice** 

Emily Fine & Stephen Stein* 

Andrea & Steven Fleischman* 

Claire Frankel** 

Suzanne Gallant** 

Dena Schulman-Green & Eric Green** 

Betsy & Jeffrey Hoos** 

Cari & Keith Kaplan** Edward Konowitz* 

Jackie Koral* 

Bill Loftus* 

Lisa Martin** 

Hap & Stacey Perkins** 

Jodi & Richard Pollack** 

Paul & Rita Portnoy* 

Eric Ravid** 

Stephen Saltzman** 

Shirley Scholder** 

Jimmy Shure** 

Susan & Doug Skalka* 

Mark & Judy Sklarz** 

Jeffrey & Robyn Teplitzky* 

Barry & Hyla Vine** 

*= new fund established 

**= added funds to existing PACE/LOJE 

ABOUT THE CHALLENGE 

Established in partnership with the Beckerman Family Foundation, the $2 million Beckerman Family PACE Challenge is a 1:1 match intended to secure the future of the Greater New Haven Jewish community through newly established and increased Perpetual Annual Campaign Endowment (PACE) funds: $1 million to be comprised of new PACE funds, and the other million dollars to be from additions to existing PACE funds. 

WHAT IS PACE? 

A Perpetual Annual Campaign Endowment (PACE) fund is a permanent endowment fund of the Jewish Federation of Greater New Haven established in your name to perpetuate your annual commitment to the Federation’s Annual Campaign. As an endowment fund, principal is not touched and the fund is invested with the Jewish Foundation of Greater New Haven. Each year, the interest earned from the fund is distributed to the Federation’s Annual Campaign. The annual distribution will be made in perpetuity in your name. 

Did You Know: A Women’s Philanthropy gift can also be endowed as a special type of PACE fund called a LOJE (or Lion of Judah Endowment)! 

HOW DOES IT WORK? 

Anyone can start an endowment fund, no matter your financial situation. The minimum amount required to start a fund is $10,000, but it doesn’t need to be fully funded up-front. An endowment can be funded over time through periodic donations (a great way to mark a milestone or special occasion!) or with a single gift. Donations can be made in the form of cash, stock, and/or planned gifts such as a bequest in your will, or an IRA or life insurance designation. 

The money contributed is used to establish a Perpetual Annual Campaign Endowment fund in your name. The fund is invested in Federation’s Endowment Foundation for long-term growth. Each year, a distribution is made from your PACE fund to Federation to perpetuate your annual support. 

“PACE is insurance for the community. Without it, the future of the community promises to be very, very challenging.” 

WHY SHOULD I OPEN A PACE FUND? 

Reason #1: PACE Funds Account for a Sizeable (and Growing!) Portion of Federation’s Annual Campaign 

When David and Ruthann Beckerman first helped launch PACE in the Greater New Haven community back in 1999, PACE fund disbursements accounted for just under $20,000 towards a $3.17 million annual campaign, or a little more than 0.6% of all donations to that year’s campaign. Last year, PACE funds paid out $517,000 into a $2.39 million campaign, or nearly 22% of all monies raised! And if you start a PACE fund today, we can ensure that number continues to grow to provide a strong foundation for our community’s future. 

Reason #2: Starting a PACE Fund Is a Win-Win Scenario! 

When you open a PACE fund at the Jewish Foundation, not only does it provide benefits to the Jewish community for decades to come, it also benefits you! Here are some of the ways: 

  • Recognition. You are recognized as a PACE donor when you announce your commitment to make this enduring gift. 
  • Tax Benefits. You may receive estate and/or income tax benefits depending on your specific situation and the funding method chosen. 
  • Impact. Your gift will generate future income to support Federation. 
  • Values. This gift makes a statement to your children and grandchildren about your Jewish values and commitment to Jewish life and continuity. 

HOW DO I ESTABLISH A PLANNED OR LEGACY GIFT? 

There are a variety of vehicles you can use, such as securities, retirement plan assets, real estate, charitable gift annuities, charitable remainder trusts, and gifts of life insurance. 

Here are just some of the options available to you: 

  • Donate cash or securities during your lifetime 
  • Leave a gift to Federation in your will 
  • Gift a new or existing life insurance policy by naming “Federation” as owner and beneficiary of the policy 
  • Complete a “Beneficiary Designation Form” with your IRA administrator which lists Federation as a beneficiary 
  • Include Federation as a charitable beneficiary of your Donor-Advised Fund after your lifetime 

CAN THE FEDERATION WORK WITH MY FINANCIAL ADVISORS? 

Absolutely! It’s important to consult with your financial advisor before making any planned or legacy gifts. In partnership with the Jewish Foundation of Greater New Haven, Federation will work with you and your professional advisors to plan a gift that achieves your personal financial and charitable goals. We are available to meet and consult with you and your advisors throughout the process. 

“It’s a question of priorities. Our priority is to ensure the future of our Jewish community. What we need to do is to build a very stable and strong foundation. And that comes from an endowment fund.” 

Sid and Donna Levine Fund in Memory of Morris Levine and Max Romanoff
for the Benefit of the Jewish Historical Society Established at the Jewish Foundation

Donna and Sid Levine established a new fund at the Jewish Foundation of Greater New Haven in honor of and in memory of their fathers, Morris and Max.

The Fund was established to support the important work of the Jewish Historical Society including maintaining and expanding its extensive archives and providing community educational programs.

“As a 3rd generation New Havener, I appreciate the Society’s remarkable fifty year history of documenting Jewish stories and lives. My father Morris Levine and Donna’s father Max Romanoff were both World War Two Veterans who worked together at Chepovsky’s Food Market on Legion Ave. When Max was dating Estelle Gold he took Morris to meet her. Estelle became Donna’ mother. Both Morris and Max had a lot of affection for New Haven and its Jewish History. The fund is named in honor of Morris and Max,” explained Sid Levine.

To find out how you can create a legacy for the Jewish Historical Society and/or for other New Haven institutions, contact Lisa Stanger at the Jewish Foundation, lstanger@jewishnewhaven.org.

2022 Financial Summary

Total Foundation Assets $71.9 million
Contributions (in gifts received) $2,930,773
Charitable Distributions/Grants $3,958,953

Top 5 Distributions

PACE Distributions to Federation Annual Campaign $519,247
Security Grants $287,400
Jewish Elderly Grants $219,000
Jewish Federation of Greater New Haven—Community Impact $174,750
Scholarships for Jewish Overnight Camps $29,700

82%

was distributed to local Jewish organizations and synagogues $3,245,196

2023 Scholarship Opportunities

COLLEGE SCHOLARSHIPS

The Jewish Foundation offers needs-based and needs-blind scholarships for high school seniors from Jewish households. All applications must be completed online by May 15, 2023. All applications are confidential and anonymously reviewed. Awards range from $500 to $3,000.

This is a competitive application process. Most years there are more applicants than money available. Therefore, awards are based on the strength ofthe application.

SYNAGOGUE SCHOOL SCHOLARSHIPS

The Jewish Foundation offers needs-based assistance for New Haven area synagogue schools. The deadline for the online application is October 2, 2023.

ONE HAPPY CAMPER

The Jewish Foundation offers needs-blind incentive grants for first-time campers to Jewish overnight camp and needs-based aid for first-time and returning campers.

There are over 200 traditional and specialty Jewish overnight camps to choose from. Application deadline is June 9, 2023.

ISRAEL EXPERIENCE SCHOLARSHIPS

The Jewish Foundation Israel Experience Program enables Jewish students, ages 15–20, the opportunity to participate in an Israel experience to develop, enrich, and reinforce their Jewish education and identity.

Scholarships are for short-term (minimum of 3-week program) and long-term organized Israel educational programs. For 2023 summer trips, applicationsare due by April 7, 2023. For 2023 gap or academic year programs, applications are due by June 9, 2023

An essay and 2 recommendations are required. All applications are confidential and anonymously reviewed by the Israel Experience Scholarship committee. These scholarships are needs-blind.

This is a competitive application process. Most years there are more applicants than money available. Therefore, awards are based on the strength of the application.

For more information and applications, visit

Create a Jewish Legacy

We all strive to leave the world a better place through

our children, our good deeds, our generosity.

Create a Jewish Legacy is a program sponsored and presented by the Jewish Foundation of Greater New Haven and is a collaborative effort of our area agencies and synagogues to secure the future of the New Haven Jewish community.

Create a Jewish Legacy for:

Jewish Federation of Greater New Haven (PACE)
Temple Beth Tikvah
Beth Israel Synagogue
Westville Synagogue
Congregation Mishkan Israel
Temple Beth David
Congregation Or Shalom
Temple Beth Sholom
Temple Emanuel
Congregation Beth Shalom Rodfe Zedek
Congregation B’nai Jacob
Congregation Beth El–Keser Israel
Orchard Street Shul
Jewish Family Service
Camp Laurelwood
Towers at Tower Lane
Ezra Academy
Southern Connecticut Hebrew Academy
Jewish Community Center of Greater New Haven
UConn Hillel
Jewish Cemetery Association of Greater New Haven
Jewish Historical Society of Greater New Haven
New Haven Mikveh Society

Be forever remembered by our community for the legacy you leave.

Make YOUR legacy a brighter Jewish tomorrow. 

Susan Voight created a legacy for her synagogue, Congregation Beth El-Keser Israel.

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“I am excited to leave a two-fold legacy. My greatest legacy is having 3 children and now 7 grandchildren. As the daughter of Holocaust survivors, I can say, ‘We live on! We thrive!’ My second legacy is to my shul, Congregation Beth El–Keser Israel. I created a legacy for BEKI in my estate plans so that it can continue to be a place for families to learn and grow.”

Susan Voight

JEWISH FOUNDATION BOARD OF TRUSTEES

Scott Hurwitz
Chair

Norman Alderman
Nan Birdwhistell
Linda Caplan
Marty Cobern
Nancy Cohen
Women of Vision
President
Suzanne Frisch
Development Chair
Eric Green
Vice-Chair
Glen Greenberg
Erica Gross

Eric Grubman
David Hass
Jackie Koral
Sarah Nuland
Michael Price
Linda Randell
Eric Ravid
Treasurer
Lewis Shaffer
Doug Skalka
Kal Watsky
Richard Weiss

ADVISORY

Gerry Barker
Federation President

EX-OFFICIO

Rabbi Benjamin Scolnic
Board of Rabbis Appointee

EX-OFFICIO/PAST CHAIRS

Steve Fleischman
Steve Glick
Betsy Hoos
LOJE Chair
Jeffrey Hoos
John Levy
Stephen Saltzman
Craig Sklar
Investment Chair & Jewish Elderly Grants Chair
Mark Sklarz
Governance Chair
David Trachten

PROFESSIONAL TEAM

Lisa Stanger, JD, LL.M.
Executive Director
lstanger@jewishnewhaven.org
(203) 387-2424, x382

Tiberius Halai
Grants & Gifts Manager
thalai@jewishnewhaven.org
(203) 387-2424, x312

Beth Kupcho
Scholarship & Philanthropy Manager
bkupcho@jewishnewhaven.org
(203) 387-2424, x316

Stephanie Licsak
Controller
slicsak@jewishnewhaven.org
(203) 387-2424, x327

Tamara Schechter
Create a Jewish Legacy Manager
tschechter@jewishnewhaven.org
(203) 387-2424, x325

Open a donor-advised fund with the Jewish Foundation.

Think of a donor-advised fund as your charitable bank account. When you contribute cash or securities to your DAF, you are eligible to take an immediate tax deduction. Those funds can be invested for tax-free growth, and you can recommend grants to any IRS-qualified public charity over time.

1. Establish a special charitable fund in your name with the Jewish Foundation.

2. Contribute cash or appreciated securities.

3. Foundation sells the assets and credits your fund with the sale proceeds.

4. You receive a tax receipt for charitable deduction purposes—no capital gains taxes are payable.

5. The proceeds are invested and continue to work for you, tax free.

6. Request distribution to qualified charities—at your convenience.

Jewish Legacy Initiative

Let’s Start a Conversation

The Jewish Foundation can help you explore charitable opportunities that work for you. 

The Jewish Foundation is a trusted and expert resource for charitable gift planning and endowments and serves as a partner and resource for synagogues, local Jewish agencies, professional advisors and donors.

When you make a current gift or leave a bequest to the Jewish Foundation of Greater New Haven, you not only benefit our community, but you can also support the causes that are important to you.  You can designate that your gift be used to provide unrestricted funds to help meet community needs now and in the future or to endow a permanent fund to aid identified programs, your synagogue, agencies, organizations, or initiatives (Jewish or not Jewish, in Greater New Haven, Israel or beyond) that are of particular interest to you and your family.

Lisa Stanger, Esq., Executive Director
Tiberius Halai, Grants and Gift Manager
Beth Kupcho, Scholarship and Philanthropy Manager
Stephanie Licsak, Controller
Sarah Domena, Marketing and Communications Director
Tamara Schechter, Create a Jewish Legacy Manager

Jewish Foundation of Greater New Haven
360 Amity Road
Woodbridge, CT 06525
203-387-2424, ext. 382
203-387-1818 (fax)
foundation@jewishnewhaven.org
newhavenjewishfoundation.org

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