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Atlanta Jewish Foundation

Because It’s Our Turn: Thoughts on NextGen Philanthropy

By Atlanta Jewish Foundation, COMMUNITY, NextGen, PHILANTHROPY

Jonathan Arogeti always heard his parents and grandparents say that giving back to the community was a central family value. “They told us, you have three options with money — spend it, save it, or give it away. And they believed by far that giving it away, if you are able, was the very highest value. During this time in my life, I’m doing all I can to encourage my peers to get involved in philanthropic giving. It’s our generation’s time to build on and sustain this incredible Atlanta community.”

Arogeti vividly remembers how his family’s support for Hillels of Georgia brought the commitment home. “We all attended the dedication ceremony of the new Hillel building at Emory,” Jonathan says. “It was just a few years after my grandfather’s death, and there was so much meaning to see my grandmother’s pleasure at the depth and impact of this gift. I was in college, and it felt so relevant to my stage of life.”

Now, when he can direct his philanthropic giving, Jonathan works closely with Staci Eichelbaum, Atlanta Jewish Foundation’s Director of Philanthropic Advising. He serves as a mentor to Atlanta young adults who have grown up blessed with family resources. With Eichelbaum, Arogeti has led two cohorts of a four-month NextGen Legacy group that helps NextGen donors clarify their own philanthropic interests — and equally important, teaches them to initiate discussions about where they would like to see family resources allocated and how they can participate.

Arogeti explains, “When you are coming of age in a family with the capacity to be generous, we want you to think about what your philanthropic interests look like from a structural and decision-making standpoint. In the group, we ask, ‘Does your family let you speak up and participate in philanthropic decisions? If not, how can you get more involved?’ “

He adds, “When the COVID-19 Emergency Response Fund was gearing up last year, we encouraged our Legacy participants to ask their parents if they were participating.  Some had never asked about these decisions before.”

Arogeti also empowers the NextGen Legacy groups to be very specific about their personal priorities. “For example, tell your family, ‘I’m interested in environmental projects that lower carbon footprint. How can you support me in that?’” Jonathan is a founding member of the Repair the World Advisory Council and makes his own gift, but he also asks his family to make a gift to amplify the commitment. “They do it because I asked them,” he says. “It’s tremendously empowering!”

“We’re a fortunate group, but we agree that talking about money is always hard — even with your parents. The idea is to get these conversations started. The first thing I ask each new group is, ‘How many of you told your families that we asked you to participate in NextGen Legacy?’ I’m frequently surprised by how many have not! Having peers on the same journey as you takes away some of the hesitancy and helps you learn what is possible.”

To learn more about NextGen Legacy, and upcoming cohorts, contact Staci Eichelbaum, Director of Philanthropic Advising, Atlanta Jewish Foundation.

Raising Kids Who Are Grounded, Generous, and Smart About Money

By Atlanta Jewish Foundation, COMMUNITY

Ron Lieber is a financial journalist who not only talks the talk, also walks the walk about family philanthropy. His keynote address at last week’s 15th Annual Balser Symposium underscored something many high net-worth families know to be true — raising generous kids cannot be left to chance. It requires real intention to teach and to model philanthropic giving. Too few families know how.

Lieber learned it early. He was a Jewish kid from Chicago whose middle-class family experienced a series of big financial setbacks. His parents divorced. Then, one parent lost their job. Suddenly there wasn’t an adequate income stream to send three children to private school. Fortunately, his private school literally passed the hat to raise tuition assistance for Ron and his siblings. “It was the nicest thing anybody has ever done for me,” he says.  When it was time to apply for college, a savvy financial counselor shared tricks and tips that got Ron into Amherst College. That education, in turn, led to a journalism career at the Wall Street Journal and the New York Times. Ron never forgot the people who helped him along the way.

So, when his 3-year-old daughter asked out of the blue, “Daddy, why don’t we have a summer house?” Lieber realized he had work to do.

Kids aren’t born spoiled, Ron Lieber asserts. They’re made that way. Parents can seize teachable moments simply by sharing their own family stories about gratitude. In Lieber’s case it went beyond his own scholarship story. His daughter didn’t know the story of her own grandmother, who helped create a breast cancer research foundation. Or that his wife’s mother was a Holocaust survivor whose family got on its feet in America with help from refugee aid organizations. Those family stories illustrate philanthropy in a deeply personal way. Once she knew that story, Ron’s daughter got up in front of 1,500 people at a charity dinner and made the ask for her grandma’s breast cancer foundation. “She killed it,” he says.

Other tangible techniques Lieber discussed: Create a Generosity Jar for coins where very young children can see money collected and then donate it, preferably in person, to something they care about. Teach philanthropic budgeting with 100 Beans. Tell your kids that each bean equals $100 and show them where and how YOU decide what each charity will receive. Then give them a few beans of their own to allocate to things they care about.

Lieber told of a Jewish day school where parents created a policy that instead of individual bar and bat mitzvah gifts, students put money into a single pot and then decided what charities were deserving. “They pooled $25,000 in the first year,” Lieber said. “Suddenly charities started pitching the kids with grant proposals. They became foundation trustees!”

Start to schedule a formal discussion with your children and grandchildren and introduce them to your philanthropic decision-making process. Let them participate as they mature. Show what you’re giving and why! Lieber’s advice can have profound results and can help create the next generation of givers, right in your own family.

Frances Bunzl Family Trust Gifts $5.6MM to Atlanta Jewish Community 

By Atlanta Jewish Foundation, CARING, COMMUNITY, JEWISH JOURNEYS, LIFE & LEGACY, People in Need, PHILANTHROPY

In 1939, shortly after Kristallnacht, 19-year-old Frances Bertha Hamburger escaped Germany and eventually made it to Atlanta. The Jewish community here helped her connect with other European Jewish immigrants. A few years later, she met Walter Bunzl and three months later they were married. The family never forgot the support of the Atlanta Jewish community and now, the Frances Bunzl Family Trust will disburse an approximately $5.6MM gift in equal shares to Jewish Federation of Greater Atlanta and Jewish Family & Career Services of Atlanta (JF&CS). It is the largest endowed gift in both Federation and JF&CS’s history. 

“Frances was a visionary and a pioneer in communal service. Her personal experience as a lay leader inspired her desire to make a lasting imprint on our community,” noted Beth A. Warner, Federation’s Chief Philanthropy Officer. “This gift was many years in the making. Federation professionals and communal leaders met with Frances to discuss community priorities and goals to help her create a legacy that reflected her life-long philanthropic passions,” she explained.   

At Federation, the endowed funds will be directed for three initiatives. This includes funding the lead fundraising professional for the organization – the Frances Bunzl Chief Philanthropy Officer – the first time a Federation position has been endowed; the creation of the Frances and Walter Bunzl Perpetual Annual Campaign Endowment (PACE), which will ensure a major gift to Federation’s annual community campaign in perpetuity; and funding the Frances Bunzl NextGen initiative to support Jewish journeys for the next generation of Jewish community leaders. “It is also our hope that this endowment will inspire others to consider gifts of this magnitude and impact,” said Warner.

Generosity has always been a core value for the Bunzl family.   

“Throughout her life, my mother spoke of growing up in a family (both in Germany and here in Atlanta) that was focused on helping others,” said Suzy Wilner. “We believe her gifts to Federation and JF&CS will continue that legacy.” 

Jeff Alperin, Chair of the JF&CS Board commented, “This gift increases the JF&CS Foundation by 50%. This will have a direct impact on the agency’s ability to serve the needs of the Atlanta community. We are honored to receive this gift and will make sure these dollars are used to deliver the greatest impact.” 

At JF&CS, the generosity of Frances Bunzl will live on in perpetuity through its continued support of the nonsectarian agency’s operations. In honor of this generous gift, JF&CS will name its Clinical Service practice, ‘The Frances Bunzl Clinical Services.’ This service area provides mental health support for people of all ages and from all walks of life, offering both individual and group therapies across a broad spectrum of issues. “Naming this practice for the late Frances Bunzl honors the tremendous impact her gift will have on the health and well-being of our community,” said Chief Development Officer, Amanda La Kier.  

JF&CS CEO, Terri Bonoff said, “The challenges of the past year underscore the importance of planning for the unknown and ensuring vibrant Jewish life for generations to come. Choosing to spotlight the importance of mental health support by naming this service area in Frances Bunzl’s honor reflects the deep commitment JF&CS has to providing best-in-class support for the health and well-being of this community. Legacy gifts such as this one support Jewish Atlanta long into the future.” 

“This gift is indicative of the generosity we hope to inspire as part of our LIFE & LEGACY initiative, in which participating organizations embark on a legacy building program benefiting the entire Jewish community,” said Federation President and CEO, Eric Robbins. 

In the first two years of this four-year program, more than 270 local donors have made legacy commitments which will support Atlanta’s Jewish community with more than $23.3 million in future gifts. Worldwide, the LIFE & LEGACY program has motivated more than 17,000 donors in 63 communities across North America to commit more than a billion dollars in current as well as after-lifetime assets to the Jewish organizations which shaped their lives. For those interested in creating a legacy for the Jewish community, contact the Atlanta Jewish Foundation at foundation@jewishatlanta.org or www.atlantajewishfoundation.org. 

Photo courtesy of the William Breman Jewish Heritage Museum.

Atlanta Jewish Foundation Expands Team & Services

By Atlanta Jewish Foundation, CARING, COMMUNITY

We are proud and excited to announce a significant expansion of the Atlanta Jewish Foundation (AJF) professional team and services as we seek to grow philanthropic assets for the Jewish community. In 2020 the Foundation spearheaded a massive philanthropic response to help stabilize and support the Jewish ecosystem throughout the coronavirus pandemic and beyond. Our fundholders gave more than $38 million in grants to over 1,000 organizations, much of it directed to.

We have added two newly created positions and an enhanced mix of service offerings to serve our fundholders better in 2021. “There is huge growth and investment happening in the Jewish community,” says Christy Butler Eckoff, Chief Foundation Officer and Managing Director of AJF. “People are seeing first-hand how their generosity sustains the causes they care about today and for generations to come, ensuring a more vibrant, vigorous Jewish Atlanta and a better future for the world.”

Jori Mendel has been named Deputy Director where she will bring her sales, marketing, and innovation experience to lead efforts on direct outreach to potential individual fundholders and grow and steward the Foundation’s planned gift portfolio. Staci Eichelbaum has been named Director of Philanthropic Advising where she will bring her expertise and training on family philanthropy, philanthropic advising, giving circles, and NextGen engagement to lead efforts with existing fundholders on their personal philanthropy, family philanthropy, educational events, and collaborative giving.

They strengthen our team of experienced professionals. Kathy Evans, Director of Foundation Operations, brings several years of operations and finance experience in the for-profit sector and leads operations for the Foundation. Cindy Weik, Donor Services Associate, has been with the Foundation for 14 years providing excellent customer service and leading gift acknowledgment and grants. Rachel Rosner, LIFE & LEGACY® Coordinator, brings years of executive experience at large retailers and leads efforts around the LIFE&LEGACY program and Foundation marketing.

AJF currently manages and stewards $330 million in assets for the Jewish community and has a goal to grow its portfolio to managing $1 billion over the next decade. “Our goal is to make AJF the go-to place for philanthropic funds, family and personal philanthropy, planned giving, asset management, and Jewish generosity,” Christy Eckoff explains. “AJF has a deep understanding of community needs and the organizations that are addressing them.”

Gifts That Continue Grow

By Atlanta Jewish Foundation, CARING, COMMUNITY

Elaine and Jerry Blumenthal’s oldest son Matthew was five years old when he was diagnosed with Muscular Dystrophy. Matthew’s special needs, and a deepening commitment to Jewish life set a chain of events in motion that had a profound impact on the whole family.  

“I grew up in a warm, orthodox Jewish family in Savannah,” Jerry says. “Elaine grew up in Topeka, Kansas where there were only about 100 Jews in the whole town, but she was active in NFTY, the Reform youth movement. It wasn’t until we attended a retreat at Camp Barney where Rabbi Irving (“Yitz”) Greenberg was the scholar in residence, that our family began to walk a road to greater Jewish observance. It became clear to us that Matthew and all our kids really belonged in Jewish day school. The Hebrew Academy, which is now Atlanta Jewish Academy, was the community day school that made sense for us. Matthew attended from first grade through graduation. Eventually, with the encouragement of Rabbi Goodman at the Ahavath Achim Synagogue, we decided to have a kosher home.”

“Matthew’s positive experience showed us how day school could knit a Jewish community together,” says Elaine. “Hebrew Academy enrolled kids from every denomination. When Matthew was in his bar mitzvah year,he attended his classmates’ simchas (celebrations) at every single synagogue in town. When it was his turn to become a bar mitzvah, we were members of Temple Sinai, but even the more observant students came. They took a hotel room together so they could walk to synagogue and celebrate with us. They were among Matthew’s best friends.”

“After Matthew died at age 24, the head of school at Hebrew Academy knew we were looking for a way to memorialize him. Mathew’s grandparents, Saul and Adele Blumenthal, z”l, donated the seed money to start up the Matthew Blumenthal M’silot (Pathways) Program supporting children with special needs. With their sustaining gift, and support from our endowment fund at Atlanta Jewish Foundation, the M’silot program continues at Atlanta Jewish Academy.”

“To this day we depend on Atlanta Jewish Foundation to manage and grow our investments, not only for M’silot, but for The Jewish Home, JF&CS, Birthright Israel, Hillels of Georgia, Limmud Atlanta, and non-Jewish charities as well. When you have your funds put away in an endowment you can continue to support the things you care about. You don’t have to worry that the funds won’t be there or that current income won’t be adequate. You can use stocks, bonds, and appreciated assets to build a solid foundation for your charitable portfolio.”

“Federation supports things we don’t even know about! By using the tools provided by Atlanta Jewish Foundation like donor-advised funds and endowments, we feel like we’re securing the Jewish future.”

Using Foundation Tools to Build the Jewish Future

By Atlanta Jewish Foundation, CARING, COMMUNITY, PHILANTHROPY

Elaine and Jerry Blumenthal’s oldest son Matthew was five years old when he was diagnosed with Muscular Dystrophy. Matthew’s special needs, and a deepening commitment to Jewish life set a chain of events in motion that had a profound impact on the whole family.  I grew up in a warm, orthodox Jewish family in Savannah,” Jerry says. “Elaine grew up in Topeka, Kansas where there were only about 100 Jews in the whole town. It wasn’t until we attended a retreat at Camp Barney where Rabbi Irving (Yitz”) Greenberg was the scholar in residence, that our family began to walk a road to greater Jewish observance.It became clear to us that Matthew and all our kids really belonged in Jewish day school. The Hebrew Academy, which is now Atlanta Jewish Academy, was the community day school that made sense for us. Matthew attended from first grade through graduation. Eventually, with the encouragement of Rabbi Goodman at the Ahavath Achim Synagogue, we decided to have a kosher home.”

“Matthew’s positive experience showed us how day school could knit a Jewish community together,” says Elaine. “Hebrew Academy enrolled kids from every denomination. When Matthew was in his bar mitzvah year, he attended his classmates’ simchas (celebrations) at every single synagogue in town. When it was his turn to become a bar mitzvah, we were members of Temple Sinai, but even the more observant students came. They took a hotel room together so they could walk to synagogue and celebrate with us. They were among Matthew’s best friends.”

After Matthew died at age 24, the head of school at Hebrew Academy knew we were looking for a way to memorialize him. Mathew’s grandparents, Saul and Adele Blumenthal, donated the seed money to start up the Matthew Blumenthal M’silot (Pathways) Program supporting children with special needs. With their sustaining gift and support from our endowment fund at Atlanta Jewish Foundation, the M’silot program continues at Atlanta Jewish Academy.”

To this day we depend on Atlanta Jewish Foundation to manage and grow our investments, not only for M’silot, but for The Jewish Home, JF&CS, Birthright Israel, Hillels of Georgia, Limmud Atlanta, and non-Jewish charities as well. When you have your funds put away in an endowment you can continue to support the things you care about. You don’t have to worry that the funds won’t be there or that current income won’t be adequate. You can use stocks, bonds, and appreciated assets to build a solid foundation for your charitable portfolio.”

“The Foundation supports things we don’t even know about! By using the tools provided by Atlanta Jewish Foundation like donor-advised funds and endowments, we feel like we’re securing the Jewish future.”

 

 

 

Anyone Can Be A Philanthropic Champion

By AgeWell Atlanta, Aging, Atlanta Jewish Foundation, CARING, COMMUNITY, JEWISH JOURNEYS

Anyone Can Be A Philanthropic Champion 
By Etta Raye Hirsch

One of the best things that has happened in Jewish Atlanta is the consolidation of resources that make life better for older adults. Finally, with AgeWell Atlanta, we’ve pulled together all the supportive programs of Jewish Family & Career Services, the care of Jewish HomeLife, and the social opportunities of the MJCCA, into one entity. It took guidance from Federation to spearhead the effort, but the result is a much-needed coordination of services that makes me really proud! 

With the pandemic, our older population is struggling as never before. If you don’t make it easy for people to find the help they need, they give up. Now through AgeWell Atlanta, if you’re a caregiver or an older adult needing help, you just dial one number 1-866-AGEWELL and you can speak to a real live person who can guide you to the right resources. It’s just what our community needs now.  

For me, philanthropy is both a habit and a family imperative. Our family foundation is something my grown children are involved with as decision-makers, and something my grandkids are becoming well aware of. If you want to know how to leave your necklace to a family member, your attorney or financial advisor can set that up. But if you want to truly be a change agent, become an investor in the things you really care about. You can be a philanthropist at any level! 
I give to a wide range of nonprofits in our region, yet I rely on experts to advise me on my gifts. In truth, Atlanta Jewish Foundation (AJF) has educated me about opportunities I didn’t even know existed. I’m almost embarrassed to mention this, but I was “old” before I even knew what a donor-advised fund (DAF) was! Now I use my DAF as a tool for making grants and I want everyone to know about them. We have to say to folks, “Let’s make philanthropy easy for you.  

Atlanta Jewish Foundation makes it simple to support AgeWell Atlanta, and other older adult supportive programs, through your donor-advised fund. The Foundation can also guide you on how you can make long-term “legacy” commitments through the Jewish Future Pledge and the LIFE & LEGACY program. Both are vehicles to build up endowment reserves in our synagogues, schools, and organizations, to sustain their future. I’m on board!  

There are many ways you can donate, but why not do it through AJF? I can make grants online, or just call the Foundation and say, “Here’s where I want my gift to go, and they take care of it. They have the right people with the right skills and relationships to connect the dots and really amp up your impact.  

Etta Raye Hirsch was Atlanta Association of Fundraising Professionals’ 2019 Philanthropist of the Year. She currently serves as Honorary Chair of Federation’s AgeWell Atlanta Targeted Philanthropy giving opportunity.   

 

Make Your Giving Mean More

By Atlanta Jewish Foundation, CARING

I grew up in Cincinnati in a family of wonderful role models. I came to Atlanta to attend law school at Emory and practiced until my second daughter was born. Yet I found over the years, that my community engagements were incredibly fulfilling replacements for my law career.  The missions of our local nonprofits, and their impact on the community is profound. That’s why I’m thrilled to be the new chair of the advisory board of Atlanta Jewish Foundation. I deeply believe that the Foundation is the future of our Federation and that growing its assets is the best way to strengthen the Jewish community.

The time is right because Atlanta is a place of tremendous generosity of heart. People here don’t just wear one hat, and they aren’t territorial. They move between organizations and share their leadership skills and bring new energy to their volunteer work. I also love how Atlanta invests in young leadership. I am a product of that leadership incubator, and now my daughters have become active stakeholders in our Jewish future. Their generation has inherited an extremely different world than what we grew up in. They have new solutions and ideas that are ripe for innovation. What a strength!

My goal is to help build AJF into one of the best community foundations in the Southeast. We are now retooling the foundation of the Foundation and building the brand as a strong, capable investment vehicle.

I’d like to see more people open donor-advised funds (DAFs) and endowed funds. Your DAF is your philanthropic checkbook, no matter what your capacity to give. It’s also a great tax vehicle for people with highly appreciated assets who want tax advantages, and top tier customer service. As we grow, Atlanta Jewish Foundation will truly become an incubator for new ideas, and people looking for ways to make their giving mean more.

Making an Impact Around the Kitchen Table

By Atlanta Jewish Foundation, PHILANTHROPY

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

By Atlanta Jewish Foundation, PHILANTHROPY

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.