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Making an Impact Around the Kitchen Table

How Michael and Caren Merlin share their love of philanthropic giving with their children

Growing up in Atlanta, in the Briarcliff/Lavista and Dunwoody neighborhoods, Michael Merlin was raised with philanthropy, as he puts it, “in my family DNA.” Passed down from his grandparents to his parents and then to him – l’dor v’dor – he was surrounded by examples of commitment to helping the Jewish community here thrive

What this looked like: His dad served as president of Shearith Israel, his mom was active with the Jewish day school he attended, Hebrew Academy, and his grandmother was a regular volunteer with the Mizrachi Women at the JCC.

 “Giving back is something that is innate to the Jewish ethic and Jewish identity,” Michael said. “It’s the reason Caren and I feel so passionately about Jewish education and Jewish day schoolbecause they teach you about Tikkun Olam from a very early age.”

No surprise then that Michael and his wife Carena board member and Vice President of the Epstein Schoolhave instilled their own children with an ethos of helping others, starting when they were just totsAnd when the Merlin family gathers around the kitchen table, they frequently discuss how to give strategically through their Donor-Advised Fund (DAF) with Atlanta Jewish Foundation (AJF).

Their sons, 15-year-old Jonathan and 12-year-old Ryan, are especially precocious when it comes to philanthropyMichael can remember one winter when six-year-old Jonathan asked what Jewish Family & Career Services (JF&CS) didThe youngster had been watching his parents spending lots of time there as volunteers, and it had piqued the kindergartner’s curiosity.

“They help people,” Michael recalls explaining. They feed hungry people and clothe homeless people.”

Because it was so cold outside, Jonathan left and returned with a $5 bill and instructed Michael and Caren to give that money to JF&CS. Michael proudly recalls his small son explaining: Because it’s cold outI want to keep people warm.”

Fast forward almost a decade, and both boys still feel strongly about addressing homelessness in Atlanta – frequently hosting lunch drives for the Zaban Paradies Center.  Jonathan, a freshman at Pace Academy, and Ryan, a 6th grader at the Epstein School, have also broadened their philanthropic involvement as they’ve gotten older. 

 Jonathan is leading a fundraising campaign for the Leukemia and Lymphoma Society and has raised to date over $157,000.  He and Caren also serve as members of the Sandy Springs Chapter of the Young Men’s Service League.  Additionally, Jonathan has been nominated for citizenship award at Pace, where he also serves as an ambassador to prospective students.

Ryan is especially passionate about environmental stewardship, and will no doubt be addressing his concerns in this area with his upcoming bar mitzvah project.

Together, the Merlin family gives to around 15-16 charities a year through their DAF, each voicing and validating the causes that are nearest and dearest to their hearts, framed within their DAF’s mission and purpose statement.

These causes include The Epstein School, University of Haifa (Judaics Studies Teacher Exchange Program)Congregation B’nai Torah, the ML4 Foundation, JF&CS, Hank Aaron Chasing the Dream Foundation, Emory Winship Cancer Centerand many, many more.

“It is clear to me that having a Jewish education helped us instill a culture of giving back in our boys,” Michael said. With that foundation the Merlin Family had many fun and rewarding conversations in setting their philanthropic priorities together. “When I asked my kids about their three highest priorities, they said homelessness, Israel, education,” Michael 

Empowering Our Daughters

Taking Family Philanthropy To New Heights

A native of Long Island, New York, Valerie Weitzner grew up in a community with a strong Jewish presence and two hardworking parents. She noticed that her parents always made small philanthropic donations to charities that had personal meaning to them. This was the spark that ignited a lifelong path of philanthropy for Valerie — a value that she’s now passing on to her own children. Valerie and her husband Peter, whose mother was a Holocaust survivor, established the habit of giving early in their marriage and were committed to developing a strong Jewish identity for their children.

After moving to Atlanta, they became members of Temple Sinai. Eventually, both daughters, Gillian, now a high school senior, and Zoe, a college sophomore, attended religious school at Congregation Or Hadash. Valerie expressed that it was “very important to give our girls the Jewish education we never had access to growing up.” The family-centered approach to Jewish education at Congregation Or Hadash inspired Valerie to become a Bat Mitzvah along with her youngest daughter Gillian.

“We have an amazing community in Atlanta. I’ve made friends with so many smart, warm and generous women and families in the community here,” Valerie said. Those connections have led to mission trips abroad, board involvement, and philanthropic opportunities for their entire family.

Over the years, the Weitzners have used their Donor-Advised Fund to make charitable donations to a far-reaching list of organizations, including AIPAC, Atlanta Scholars Kollel, Alzheimer’s Association, Birthright, Congregation Or Hadash, Friends of the IDF, Jewish Educational Loan Fund (JELF), Jewish Federation of Greater Atlanta, Planned Parenthood, Temple Sinai, the Zaban Couples Center, and many others. And they’ve kept their girls in the loop every step of the way.

Just before Hanukkah last year, Valerie was inspired to give her daughters Donor-Advised Funds to manage on their own. “Peter and I have laid the groundwork for our girls to take philanthropy into their own hands and enjoy seeing them become engaged,” Valerie said. Recently, Peter and Zoe met in Washington, D.C. to attend the AIPAC Policy Conference together. The Weitzners have taken their daughters on two trips to Israel, and Zoe will travel with a group of summer camp friends to Israel on Birthright this summer.  It’s a source of pride to see all their years of charitable giving, volunteerism and community involvement being reflected in their daughters’ philanthropic priorities.

“We chose DAFs for the girls because it captures all donations in one place and makes tracking charitable gifts simpler for all of us,” said Valerie. The option to see fund balances and recommend grants online will make it easy for Gillian and Zoe to manage their philanthropic involvement and take it to the next level.

A Focus on NextGen Philanthropy

Lindy and Norm Radow: Giving Thoughtfully and Strategically

For Lindy and Norman Radow, philanthropy is about gratitude, of course. But even more, it’s about making an impact and leaving a legacy that expresses their highest values. By establishing The Radow Family Foundation and a donor-advised fund at Atlanta Jewish Foundation, they sat down with their adult children and did the thoughtful work of hammering out mission and vision statements and articulating the four pillars that support their generosity. It reads:

“Inspired by Jewish tradition and values, the mission of the Radow Family Foundation is to help improve the world by investing in organizations that lift up individuals through impactful programming and needs-based initiatives. The focus of our giving is defined within these pillars: educational, communal, pro-Israel and the arts. Priority is given to those causes which help support the continuity of our Jewish people.

“We both grew up in pretty humble surroundings,” Norman says. “I lived in public housing in Brooklyn, in the same neighborhood as investment banker Lloyd Blankfein. I guess we both did okay as adults,” he laughs.

Lindy lived in Mexico City, Ohio, and Europe before coming to Atlanta. Here she built a successful career selling telecommunications products and only retired two years ago, largely to focus full time on philanthropy and Jewish community building.

A committed couple since 2007, Norman and Lindy have been married for just three years. Lindy’s decision to join the Jewish people only amplified and accelerated the Jewish dimensions of their philanthropy.

“Early in our relationship, Norman asked me to go to synagogue with him, and I did. I immediately felt comfortable at Congregation Etz Chaim and felt a natural pull to Judaism. I also came to love the peace of Shabbat and the cycle of the Jewish holidays. It was important for me to have a Jewish wedding, so I studied with Rabbi Shalom Lewis and in time I became the first person to immerse for conversion at MACoM, Atlanta’s non-denominational community mikvah which I helped found.”

As a couple, the Radows also feel deeply bound to Israel. When Norman’s son left Atlanta to join the Israel Defense Forces as a “lone soldier,” they became ardent supporters of Friends of the IDF. Norman’s son made Aliyah and is raising a family in Israel — now that they have become grandparents, they visit Israel even more often.

Passing the philanthropic torch to the next generation is a top priority. Norman and Lindy’s daughter, Lisa Rose Hurd and her husband Joe live in Sandy Springs and are officers in the Radow Family Foundation. Joe has joined the Innovation Committee at Federation and the whole family is involved in something new from Atlanta Jewish Foundation.  “They’ve launched the Jewish Foundation Forum, which gives a group of us who have family foundations, large-scale DAFs and supporting foundations, a way to gather and discuss community issues and trends in philanthropy,” Norman says. “We’ve seen that some of the ways we give that were once the holy grail of charity have all but disappeared  — think the March of Dimes. Now that polio has been eradicated, it seems less relevant. Our group is excited about new ways and new vehicles to support the Jewish people. We know that millennials give differently and are excited about organizations like OneTable, InterfaithFamily, Honeymoon Israel, and other organizations that provide fresh connections to the tradition.”

As sophisticated investors, the Radows see Atlanta Jewish Foundation as an essential tool for managing wealth and leaving a legacy. They want to see more and more people use AJF’s expertise. Norman is upbeat about the special philanthropic advantages of donor-advised funds. He funded his DAF with partnership interests in his projects, which allowed him to take tax deductions at market value. As his projects sold, the DAF was the beneficiary of the cash distributions.

“I love how our investment in AJF supports the whole Atlanta Jewish community. It amazes and humbles me that such a relatively small Jewish community has created so many institutions and such a robust infrastructure from camps, to synagogues, to day schools, the Jewish Home and more! It’s rare and wonderful to see the love and commitment of so many people combine to build our future.”

Sparking Conversations to Leave a Legacy

Sparking Conversations to Leave a Legacy
Fueled by a lifetime of volunteerism, fundraising and Jewish community advocacy, Stephanie Abes found it easy to say “yes” when asked to represent Federation Women’s Philanthropy in the LIFE & LEGACY® initiative of the Harold Grinspoon Foundation. LIFE & LEGACY, now in its second year in Atlanta, provides training, support and incentives to secure endowments for Atlanta’s Jewish future.

“It was the right time in my life to help spark and steer conversations with my peers about leaving a legacy gift to our community,” Stephanie says.  “As I’ve progressed in my commitments as a Jewish woman, I can see that all I’ve worked for over the years leads to this. There are so many motivations to support LIFE & LEGACY. When I see the outstanding education my grandchildren enjoyed in our Jewish day schools, and as I watch my grown children step up and serve on the boards of our backbone agencies, I want all these organizations to be strong and sustainable going forward. It’s up to me and my family to ensure that these Jewish institutions continue for future generations.”

LIFE & LEGACY is a joint venture between Atlanta Jewish Foundation and the Harold Grinspoon Foundation with a goal to build robust endowments that will support the financial future of Atlanta’s synagogues, day schools, and core Jewish organizations. Currently, 18 different Atlanta Jewish organizations are in training with fundraising professionals from LIFE & LEGACY, learning how identify potential donors and have values-based conversations with them to secure legacy commitments to the places they care about most. By participating in these trainings, Stephanie has discovered there are many ways to leave a legacy.

Abes underscores that anyone can make a legacy gift, not just the wealthy. “LIFE & LEGACY gifts can be after lifetime gifts, enabling the donor to give more than they ever thought possible during their lifetime.  The trainings have opened my eyes to the many options that exist for planning and ultimately committing to a legacy gift.  For example, a person can designate a portion of their IRA to organizations they care about so they can continue doing their amazing work into the future.”

Stephanie was moved by a story presented in training of a woman with modest assets. The woman wanted to support her synagogue’s future but didn’t think she had the means. She realized that her small condo was a possible resource, so she checked in with her kids to ask if, upon her death, making that asset a legacy gift was OK with them. Her children let her know that they’d be fine if she did it.

“Stories like that give me the tools to open up conversations with friends about making a legacy gift. I tell them, I’m not your financial planner, but through Atlanta Jewish Foundation, you can get the advice you need. They can help you look at your assets and determine what makes sense for you.

“My experiences co-chairing Federation’s Community Campaign, plus serving on the overseas allocations committee took me to our sister city of Minsk many times. Seeing the magnitude of human need for Jews in Minsk, made me realize how important it is to support Jewish infrastructure there. And of course, it reminds me that we should be proud and grateful for the incredible Jewish institutions we have in Atlanta. They need our support, too. If I can be an influencer to help someone make a gift that ensures the Jewish future here, I’m happy to do it.”

ALEF Made Day School Possible

Educated and Empowered, Thanks to ALEF Fund

J. is a single parent and a survivor of domestic violence. She receives no financial support from her ex-husband, who was her abuser, and works very hard to make ends meet. One of the joys of her life is that her daughter is getting an incredible Jewish day school education at Atlanta Jewish Academy, thanks to scholarship support from ALEF Fund.

“When I moved back to Atlanta from out of state, I was pretty broken from my marriage,” she remembers. “As we looked at school options, I had concerns. Our zoned public school has an open campus and it worried me that someone could easily walk into the building off the street. When you’ve been in an abusive marriage you learn to be hyper vigilant and protective. I was thrilled to find a position at Atlanta Jewish Academy.  The school was everything I dreamed of for my daughter — amazing facilities, Hebrew language instruction, Jewish values, and great campus security, with gates and intercoms and a culture of vigilance. But the cost of tuition put it out of reach.  Then I heard about ALEF Fund.”

“When I learned about the ALEF Fund state tax credit, I opted in right away. “It makes me so happy to know that by participating in ALEF Fund I am paying it forward for others like me who depend on tuition help for Jewish schools. My small contribution helps fund substantial scholarships, so it feels like a win-win! I don’t know why everyone doesn’t do it!”

“My daughter is thriving at her school and every day she teaches me something new about Judaism. We were at Six Flags recently and she heard a family speaking another language, which she recognized as Hebrew. She went right up to them and introduced herself in Hebrew! The father was so impressed with her language skills. I was blown away!”

“I was lucky to attend Hebrew Academy as a child in Atlanta. It gave me foundational Jewish literacy and taught me to read and write Hebrew. Now my daughter has surpassed me in her Jewish education. I am so grateful to ALEF Fund, for opening these doors for my daughter. Knowing that she is educated and empowered is everything to me!”

Georgia taxpayers have until December 31, 2019 to make a 2020 pledge to ALEF Fund and redirect a portion of their GA state taxes to become scholarships at 18 Jewish day schools, preschools and high schools. Questions? Contact Nicole Flom right away!

Federation Women in Cuba

Federation Women Support Nutrition and Education in Cuba

Cuba’s Jewish population, once 15,000 strong, is now a tiny remnant estimated at about 1,100 people. Since the government lifted the ban on religious practice, they are thriving as a community, however they remain economically fragile. Like all Cubans, Jews live with food rationing and lack many basic resources. Milk, which has so many nutritional benefits, is a commodity in short supply and is only provided to children under the age of seven. That’s why, on their recent Federation and Joint Distribution Committee (JDC) mission to Cuba, Atlanta women took on the mitzvah of supporting a milk program and a Sunday school for Cuban Jewish children and teenagers. The Sunday school is held at El Patronato, Havana’s Jewish Community Center and Conservative synagogue. Children learn about Jewish holidays, and culture, study bible and learn Hebrew. Adults have classes at the nearby Sephardic Hebrew Center. “Cuba’s Jews are so vulnerable,” said Debbie Schafer, Director of Women’s Philanthropy. “The Atlanta women chose the milk project because they are mothers! It was a simple and satisfying way enhance the educational and nutritional needs of children and teens.”

In Cuba, the government provides 1 kg. of powdered milk per month per child through its ration stores. Thanks to the generosity of our Women’s Mission, extra powdered milk is now given to all Jewish students (under age 25) who attend classes at El Patronato, are enrolled in school during the week and do not have jobs. The same 1 kg. of milk is also given to the fourteen Sunday school teachers. In addition, all students — children, teens, youth and adults — are offered a glass of milk with their snack during a break in Sunday school.

This October 10-14, Federation and JDC are offering another Atlanta community mission to Cuba to shine a light on Jewish community needs. Like all JDC-sponsored trips, participants will also have opportunities to support ongoing projects in Cuba to make the lives of Cuban Jews better. Reservations are on a first-come-first-served basis. If you would like more information about the trip, please contact Staci Eichelbaum, Director of Philanthropy.

Conversations With Local Pandemic Heroes

large audience of 189 people logged onto Zoom to hear Dr. Howard Silverboard, Pulmonologist and Critical Care Physician at Northside Hospital anTony Levitas, a COVID-19 survivor, share their experiences on the frontlines of the pandemic. Sponsored by the Maimonides Society, Federation’s network for medical professionals, this was the first in a series of upcoming programs that will look at how people in our community are responding to urgent needs now. If you missed it, watch the video here

Next in the series, Thursday, May 7, from 45 pm, Jenny Levison, owner of Souper Jenny, and Jean Millkey, Manager of the JF&CS Kosher Food Pantry, will share how they are helping meet the demand for food. Register and join this Zoom conversation to learn how Jenny and Jean are working to make a difference during this crisis and how nonprofits and businesses can partner to meet the challenge. 

If you missed Dr. Silverboard and Tony Levitas in conversation, watch the video here

On the Maimonides Society call, Dr. Silverboard described his mounting fear as COVID-19 was gaining strength in Italy and threatened to overwhelm the U.S. healthcare system. By March 15 it was clear that a surge was coming, and Atlanta began to prepare for COVID-19 patients,” he said. Disaster management is something critical care doctors are trained for but most of us had never truly experienced it. It’s been harrowing to treat patients while wearing gas masks under strict protective protocols. There’s a routine for staying safe now, and I am less concerned about bringing the disease home, but ware learning as we go. Thankfully, we are not in a situation like New York City.

Tony Levitas, a psychologist and musician, is the father of two children. He was admitted to Northside Hospital on March 17, was on a ventilator for 18 days, and was not discharged until April 13. Tony is slowly gaining strength and recuperating at home. His doctors have told him that he had received medication at “veterinary levels” while in the hospital, and it clearly saved his life.

Medical Mission Inspires Jewish Innovators

A group of Atlanta medical professionals who are passionate about medical innovation – have just returned from Federation’s inaugural Medical Mission to Israel. The week-long trip showcased Israeli medical achievements and exposed participants to the many ways Israelis think out of the box to solve complex problems. “Innovation appears to be woven into the fabric of Israeli life,” said James Rains, PE, Professor of Practice at Georgia Tech. “Seeing the underground hospital at Rambam that can handle 2,000 patients, or learning how Israel sets up field hospitals in disaster areas, demonstrated an amazing level of preparedness. I was also blown away by the maturity of Israeli young people. After investing 2-3 years in army service, they are problem solvers and team players who are ready to launch careers. We can learn from that.”

Dr. Zachary Bercu, Assistant Professor of Interventional Radiology at Emory, helped plan the trip along with Roey Shoshan, Federation’s Israel and Overseas Director. Dr. Bercu has lived in Israel, and his Israeli-American wife, Sivan, is a physician who specializes in geriatrics and palliative care. “I wanted this group to witness the unusual drive and creativity of Israel’s medical innovation infrastructure and take that spirit home,” he said. “Between Emory and Georgia Tech we already have an incredible innovation ecosystem in Atlanta. Trips like this one help deepen our professional relationships, and the possibilities for future medical innovation are exciting.”

Starla Longfellow, Director of Technology & Innovation at Emory Healthcare, Department of Radiology, was struck by Israel’s capacity to handle adversity. “Visiting the Israel Trauma Center, we saw that Israel uniquely understands trauma and PTSD and shares that knowledge with communities in crisis around the world,” she said. Asked why Israel is known as Startup Nation, Longfellow said her biggest takeaway from the trip was that “Israelis always figure out a way to say ‘yes.’ In the U.S. we often unconsciously look for ways to say ‘no.’ But it’s in the Israeli culture to make the impossible possible.”

The medical mission was such a hit that a second trip is planned for next year, possibly timed to coincide with Israel’s annual Innovation in Cardiology Intervention (ICI). “We met with top level ICI presenters on our trip,” said Dr. Bercu. “It brought us closer to the people who are on the forefront of change, and next year I hope to have twice as many people on the mission.”

40 Under 40 Trip to Israel

Our 40 Under 40 Mission to Israel is Federation’s first trip of its kind. Right before Rosh Hashanah, 40 talented young adults will embark on a week-long journey throughout Israel and experience dimensions seldomly explored on a mission. These participants from our NextGen community are a diverse mix of recent college grads living Intown and those just beginning their professional careers; young parents and single professionals working in fields like law, medicine, finance, non-profit, marketing and more. Eight have never been to Israel before, eighteen are Birthright alumni — more than half of whom have not been back since. They want to deepen their connections to Israel and to the Jewish community in Atlanta when they return. They’ve met in advance and prepped for the trip, knowing they’ll be encountering Israel’s innovation leaders in tech, business, government, and spirituality. In addition to experiencing the beauty of Israel, they’re also ready to encounter the tough issues around pluralism and geo-politics that make everything in Israel “complicated.” We’re invested in building their leadership capacity and their advocacy for Israel and Jewish values.

I Found My Superpower in Israel

By Juli Itzkovitz, Creative Director at Federation

As I walked through Tel Aviv this spring, traffic humming, Israeli flags waving in the wind, it dawned on me that I was walking through a modern city built on timeless Jewish values. This insight is where my journey of self-discovery began, on the Jewish Women’s Renaissance Project trip. Though JWRP has now been officially rebranded as Momentum, the goal is the same — to empower women to change the world by connecting with the deeply Jewish values that transform ourselves, our families, and our communities.

On Momentum I accepted the challenge of changing the world, realizing that in order to do that I needed to change myself.  The amazing result was that during my time in Israel, I discovered a courage I never knew I had, and it became my superpower.

On this trip to Israel I found:

  • Courage to travel to Israel with 40 women I had never met before. Courage to talk publicly about the amazing work Federation does in Yokneam. Courage to cry with others at Yad Vashem.
  • I found the courage to touch the wall at the Kotel and accept the incredible energy I felt. I found the courage to stand and speak and become a bat mitzvah, an experience I never had as a child.
  • I found the courage to intimately share my fears, hopes, dreams, challenges and victories with strangers who had become confidants and friends.
  • I found the courage to let myself celebrate and embrace being Jewish and to accept my brand new feelings and appreciation of Israel.
  • Courage to take on a leadership role; courage to stand up for values I hold dear; courage to be vulnerable and authentic and to lead a life based on integrity and core values.
  • Since my return to my life as I know it, I have brought this newfound courage home to Atlanta. I now have the courage to accept and talk about where I have been and where I now need to be going; the courage to be quiet and listen; the courage to step out of my comfort zone
  • I also found courage to abandon ideas that no longer serve me.

Thank you, Momentum for providing the momentum to grow and change.

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