PLANNING FOR THE FUTURE

 

You Can Help Create a Jewish Legacy

by Eileen Heltzer, JCF Development Officer, and Karen Secular, JCF Create a Jewish Legacy Program Coordinator

Rose Rosen was a long-time member of JCC MetroWest, a Federation partner agency. She was especially active with the Margulies Senior Center, and had a deep love of music. Her family knew about this passion, and when Mrs. Rosen died they established an endowment to create and fund in perpetuity the Rose Rosen Memorial Concert, an annual musical event the entire community now enjoys.

This gift is a wonderful example of collaboration between donors, the JCC, and the Jewish Community Foundation of Greater MetroWest NJ (JCF).

JCF’s mission has always been to help people find ways to support the causes they care about. Now JCF, the planned giving and endowment arm of Federation, has a new set of tools to share with members of the community through the Create a Jewish Legacy program.

Greater MetroWest is proud to be one of only 15 communities across the country selected to participate in the Harold Grinspoon Foundation’s LIFE & LEGACY partnership program (known locally as Create a Jewish Legacy).

JCF’s history of strong leadership and commitment to endowing the future were important factors in the selection process and we’ve hired a seasoned nonprofit professional, Karen Secular, to run the program.

Why should you be as excited about Create a Jewish Legacy as we are? Because this program is going to help you ensure your synagogue, and the agencies you care about, are strong and vital today and long into the future.

How, you ask?

Create a Jewish Legacy will teach staff and volunteer leaders how to have these important conversations to secure donations that will live on. It will also increase our community’s awareness of the power of planned giving. The Harold Grinspoon Foundation is making it possible for us to provide incentive grants to partner organizations to encourage these types of gifts.  

“We are delighted that Greater MetroWest NJ is joining LIFE & LEGACY,” said Arlene D. Schiff, national director of the LIFE & LEGACY program. “We look forward to working with leaders in your community to obtain commitments of legacy gifts from donors of all ages, life stages, and interests to benefit your local organizations.”

The Grinspoon Foundation has developed an application process to identify 10-15 local organizations to participate in the first wave of the program. The most successful partners around the country are those that have dedicated lay leadership, strong professional staff, and a passion for endowing their future.

How can you get involved?

The program will have its official kick-off on March 17 with a presentation by Arlene titled, “Why Legacy? Why Now?” All Jewish organizations in Greater MetroWest have been invited. Please encourage the professional and volunteer leaders from the synagogues and agencies you are connected with to attend.  

“This is a wonderful opportunity to participate in a highly-successful national program. Our goal is to have planned gifts become as much a part of our fundraising culture as annual gala dinners and High Holiday appeals,” said long-time community leader Ken Heyman, Create a Jewish Legacy chair. “JCF is very pleased to offer this level of support to our community partners.”

We are confident Create a Jewish Legacy will strengthen legacy giving and connect people even more deeply with their synagogues, social service agencies, and other beloved organizations. In doing so, we will achieve our shared goal of a vibrant Jewish life in Greater MetroWest now and for future generations.

We look forward to our March 17 program. To learn more, contact Karen Secular, Create a Jewish Legacy program coordinator, at (973) 929–2918 or ksecular@jfedgmw.org