Foundation Focus WINTER 2020

2019 JCF Board of Trustees

The Foundation Celebrates 60 Years of Excellence in Impact

On December 11, more than 100 friends and supporters gathered for the Jewish Community Foundation’s 60th Annual Meeting and Installation of Trustees and Officers at the Jewish Community Campus. Guests enjoyed seasonal refreshments, recounted achievements of the year, and celebrated "60 Years of Excellence in Impact,” the theme of the evening’s event.

The evening began with a lively reception where guests admired an oversized banner displaying a 60-year timeline of the Foundation’s leadership and notable events. Alice Jacks Achtenberg, President of the Board of Trustees, welcomed the crowd to the Annual Meeting and invited young members of the Foundation Family to sing “Happy Birthday” to JCF and blow out candles in celebration. Rabbi Doug Alpert of Congregation Kol Ami then gave an inspiring D’var Torah. An engaging investment report was provided by Eric Bendickson of Strategic Investment Group, the Foundation’s Outsourced Chief Investment Officer.

Achtenberg and Lauren Mattleman Hoopes, JCF Executive Director, jointly presented an overview of the Foundation’s history by taking the audience on a journey through the decades. They described the incredible growth and impact of the Foundation, which began with a small group of forward-thinking community members and has grown to include hundreds of individuals and families and dozens of agencies and synagogues. Since the Foundation’s inception, JCF funds have granted nearly $350 million to 3,275 nonprofit organizations.

The following officers were elected: Alice Jacks Achtenberg, President; Edward J. Goldstein, Vice President; David R. Goodman, Vice President; James M. Klein, Vice President; Frank W. Lipsman, First Vice President; Linda B. Lyon, Vice President; Alana R. Muller, Vice President; Robert V. Palan, Treasurer; Lauren Mattleman Hoopes, Secretary; and, Helene Lotman, Assistant Secretary.

The following trustees were elected: Victor A. Bergman, David R. Goodman, Paul Greenwood, Joseph L. Hiersteiner, Frank W. Lipsman, Karen Loggia, Lon J. Lowenstein, Jeffrey Mallin, Lara Krigel Pabst, David N. Sosland, and Annie Wishna.

Annual Meeting Photos. See More

Making a Difference, Together

Dear Friends,

Last month, many members of the Foundation Family gathered together for our Annual Meeting to reflect on the successes of the past year, elect wonderful new leadership and celebrate 60 Years of Excellence in Impact. The Foundation was established 60 years ago “to ensure that our community would continue to be served, regardless of economic conditions or changing needs.” Since its founding, it has evolved and grown into an organization that serves as the focal point for planned giving and endowments and family philanthropy in the Jewish community of Kansas City, and as a model for Jewish community foundations throughout North America.

Today, the Foundation acts as a catalyst and a pathway for building a stronger Jewish community and, ultimately, a better world. It is a wonderful fusion of individuals, families, agencies and synagogues who share common values and a common purpose. It is each of you. By bringing your commitment, your leadership, your energy and your resources to the Jewish Community Foundation, you have created something special, something unique, something that is more than the sum of its parts. That something special is what we have become together. Thank you for being a part of the Foundation’s history and its future. As we enter 2020 together, may we go from strength to strength!

Alice Jacks Achtenberg, President, and Lauren Mattleman Hoopes, Executive Director

B'nai Tzedek Youth Council in Action

The B’nai Tzedek Youth Council, a cadre of teens who work together to engage their peers in philanthropy, has been busy. One of their major tasks was sending personalized letters, texts, phone calls and emails to other fundholders to remind them to make their annual B'nai Tzedek grants. Since the beginning of the school year, 63 grants were made to 29 agencies, totaling $8,976.

The annual B’nai Tzedek Shuk will take place on March 5. This year’s theme is “2020 Vision: Giving for Our Future.” For more information, contact Beatrice Fine at (913) 327-4618 or bfine@jcfkc.org.

J-LEAD Welcomes New Chair

Meet Lindsay Fineman, the new chair of J-LEAD, the Foundation’s young adult giving circle. Lindsay is a Kansas City native who moved back to KC with her husband, Michael. They love raising their three young daughters in this wonderful community. Lindsay brings her signature energy and positive outlook to the role and is committed to helping ensure that J-LEAD continues to thrive as it enters its 15th year of grantmaking, having distributed more than $406,000 to worthy projects within the Jewish community. “My goals for this term are to encourage organizations to submit grant requests for innovative programs, to provide an outlet for discovering the exciting work being done in our community, and to help continue to make J-LEAD financially accessible to a broader group of young adults looking to have fun, meet new people, and make a real difference.” To learn more about J-LEAD, contact Josh Stein at (913) 327-8121 or visit jcfkc.org/jlead..

New JCF Scholarship to Benefit 28 Students Annually

In a new partnership that will benefit future college students on both sides of the state line, KC Scholars and the Jewish Community Foundation have established the KC Scholars: Abrams-Jewish Community Foundation Scholarship to provide 28 student scholarships for each of five years. The scholarship was created through a gift from the Charles and Evelyn Abrams Fund of the Jewish Community Foundation and will be leveraged 3:1 by generous KC Scholars donors. Scholarships will be available to both traditional students and adult learners. This donation represents the largest single gift in the history of KC Scholars.

During their lifetimes, Charles and Evelyn Abrams created a Charitable Remainder Trust that named the Jewish Community Foundation as the ultimate steward of their philanthropy, which focuses on education, food, and medicine for those in need. To honor their wishes, an advisory committee of the Foundation’s Board of Trustees directed a significant portion of the fund’s initial distribution to KC Scholars.

In addition to the higher education scholarship, the advisory committee of the Charles and Evelyn Abrams Fund also made gifts to Hyman Brand Hebrew Academy for K-12 scholarships and to Jewish Family Services for serving the medical and food needs of its clients.

The ability to support a donor’s favorite causes after lifetime or a term of years is just one benefit of creating a Charitable Remainder Trust (CRT). A CRT is a tax-exempt irrevocable trust which provides income to the donor and/or another beneficiary, for life or for a term of years. Upon the death of the donor and/or the beneficiary, the remaining value of the trust will pass on to the Jewish Community Foundation and be used in accordance with the donor’s wishes. CRTs may be unrestricted, used to support a particular field of interest, or a specific organization or program.

“A Charitable Remainder Trust is just one example of how, with good planning, you are able to fulfill current and future goals through a charitable gift” said Josh Stein, JCF Director of Philanthropy. “We are always excited by the opportunity to help people develop and implement their charitable goals, often alongside their personal professional advisors.”

For more information about the KC Scholars: Abrams-Jewish Community Foundation Scholarship, visit kcscholars.org. To discuss a Charitable Remainder Trust or other planned gift, contact Josh Stein at (913) 327-8121 or jstein@jcfkc.org.

Meet Our New Trustees: Paul Greenwood

“I first learned about the Foundation from my mother and father, who were both actively involved when I was a child. As a trustee, I hope to continue the legacy of my parents while finding new ways to contribute to the community. I look forward to learning more about how I can connect the Foundation to people and organizations in the community that may not be as familiar with the Foundation’s role.”

Meet Our New Trustees: Karen Loggia

“The Jewish Community Foundation has tremendous community ambassadors. I have had the good fortune to meet many of its employees in my personal life, and they beautifully embodied its principals. As a trustee, my goal is to help communicate the Foundation’s message and mission to the broader Kansas City Jewish community, and to engage more Kansas Citians in its mission.”

Open a Fund and Join the Fun!

Connecting Our Giving Community is a series of fun and engaging experiences designed by JCF fundholders for JCF fundholders. Each event is a great opportunity to come together with like-minded people to socialize, network, and learn how to make a philanthropic impact.

Past event topics have included:

  • Women in Philanthropy
  • Taking Giving from Good to Great
  • Let’s Connect! Building Relationships Through Philanthropy

To learn more, contact Beatrice Fine at (913) 327-4618 or bfine@jcfkc.org.

New Funds

Donor Advised Funds

  • Fay Balk & Rabbi Doug Alpert Donor Advised Fund
  • Jeremy & Danielle Antes Donor Advised Fund
  • Peggy & Zandy Davis Charitable Fund
  • Sam Devinki Philanthropic Fund
  • Ralph & Angela Ellis Donor Advised Fund
  • Ann R. Elyachar Donor Advised Fund
  • Alexander & Michelle Goldin Charitable Fund
  • Norman Kahn & Diana Winyard Charitable Fund
  • Sybil Kahn Family Foundation
  • Kathy & Steven Shapiro Donor Advised Fund
  • Carol & Cliff Trenton Donor Advised Fund
  • Debbie & Steve Trenton Donor Advised Fund
  • David & Mindy Wajcman Donor Advised Fund
  • Wallace N. Weber, M.D. Donor Advised Fund

Restricted Funds

  • MCHE Jack Mandelbaum Holocaust Education Fund
  • Arlene & Leo Shalinsky Restricted Fund #3