Create Your Legacy
Creating your Jewish legacy starts simply and can proceed at your own pace. After you have thought about your personal and family needs, think about sharing a portion of your assets either now or in the future with your community — the organizations and causes that are most important to you. A legacy plan is a proactive way to continue supporting your favorite charitable organizations and causes after your lifetime.
The Jewish Community Foundation of New Mexico is here to help you make the planning experience meaningful and gratifying. You’ll be surprised at how simple and gratifying the process is!
Here are the basic steps:
1. Think about what is important to you
You decide you want to leave something to the Jewish or wider community in New Mexico, Israel or elsewhere and make a commitment to do so. You may not know precisely how you will fund your legacy or which causes or organizations will be the beneficiaries. You can choose to make your promise public by signing a page in the Book of Life.
2. Determine how you will fulfill your commitment
You specify how you will fund your legacy and name the causes and/or charitable organizations you'd like to support. This is typically done through a fund agreement with the Foundation, which you can change easily during your lifetime, or through a provision in your estate plan to support a specific cause that is important to you, or through a provision in your estate plan to support a specific cause that is important to you.
3. Fulfill your commitment
Your assets come to the community — into a permanent endowment fund in your family name, if you like, for causes and beneficiaries that you have designated in your fund agreement or to another fund.Additionally, you may create a Donor Advised Fund in which you make recommendations during your lifetime to support charities of your choice.
How Do I Start?
You start by making an appointment with the Foundation's Executive Director who will guide you through the legacy conversation and planning process at your own pace. All discussions are confidential. The Foundation does not charge any fees for the legacy planning process.
There are many ways to fund your plan, and you may also be able to achieve tax benefits during your lifetime or for your estate. We encourage you to discuss specific options with your legal and tax advisors, with whom we are happy to work.
If you would like to discuss creating your Jewish legacy, contact us.
Jewish Legacy Society
Members of the Jewish Legacy Society agree to create a permanent endowment fund or make a meaningful gift to the Foundations's LIFE & LEGACY New Mexico Opportunity Fund. You can designate endowment fund distributions to support causes that are important to you—Jewish or non-Jewish, local or global.
No money need change hands right now. All we are asking for is your promise&mdash to create a permanent endowment at the Jewish Community Foundation of New Mexico or to suport the LIFE & LEGACY New Mexico Opportunity Fund. How you fulfill your promise is up to you. You should consult with your attorney, accountant, or other financial professional to determine the best method for you to implement your promise. A Foundation representative is available to meet with you and your professional advisors upon request.
Jewish Legacy Society — January, 2018
David Bernstein & Erika Rimson
Harold Folley & Jennie Negin
Howard & Debra Wechter Friedman
Andrew Gans & Ronnie Chavez
Art Gardenswartz & Sonya Priestly
Shirley & Harold* Gardenswartz
Terry Lee Heller
Shelley & Herb Koffler
Janice & Marshall Moranz
Janice & Stuart Paster
Arlene* & Ira Rimson
Laurie & Harvey Ruskin
Paula & Mel Schwartz
Ron & Meryl Manning Segel
Elisa & Toby Simon
Vivian & George Skadron
*of blessed memory
LIFE & LEGACY: L'Chaim New Mexico — To Our Jewish Future
The Foundation is committed to helping secure the future of New Mexico's Jewish community. We are excited to introduce a new 4-year partnership with the Harold Grinspoon Foundation.
LIFE & LEGACY is an endowment program designed to help you create permanent legacy gifts, demonstrating your belief in the continuity of Jewish life in New Mexico for generations to come. Working together with Jewish organizations and synagogues in Albuquerque and Santa Fe, this program helps individuals and families create ongoing support for the Jewish causes you care about.
Partners participating in this collaborative effort:
Congregation B'nai Israel
Congregation Nahalat Shalom
Jewish Care Program
JCC of Greater Albuquerque
Jewish Federation of New Mexico
New Mexico Jewish Historical Society
Temple Beth Shalom
All of us, regardless of age, wealth, or affiliation, have the ability to help sustain a vibrant Jewish community.
If you would like to learn more about LIFE & LEGACY, contact us.
L'Dor V'Dor — “From Generation to Generation”
The Book of Life symbolizes the concept of L'Dor V'Dor, passing on traditions from one generation to the next. Individuals or families may sign the Book of Life when they promise a legacy gift or establish an endowment of any amount. These gifts help ensure the future of our Jewish community locally, nationally, in Israel and worldwide. The inscriptions in the Book of Life may include the personal thoughts, life experiences and philanthropic vision that inspired the gift.
The Book of Life is displayed outside the Foundation office at the JCC on a sculpted wooden pedestal designed and made by local artist Harvey Buchalter. Come by and read the inspiring statements.