Planned Giving

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Donor Stories

Donor Stories

Learn how others have made an impact through their acts of giving to our organization and others.

Donor Stories

  • David and Helen ShapiroDavid and Helen Shapiro
    David Shapiro was only 4 years old when his father died. David and his brother were raised by their mother and an extended family of aunts and uncles...
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  • Dr. Eleanor BermanDr. Eleanor Berman
    Eleanor Berman was born and raised in Duluth, Minnesota. A graduate of Wisconsin State College. Eleanor earned...
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  • Dr. Arvid TempleDr. Arvid Temple
    Dr. Arvid A. Temple's wife, Lisbet, described him as scholarly, generous and warm. He originally wanted to attend the University of Illinois...
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  • Eli FieldEli Field
    Eli Field immigrated from England when he was 13 and became an entrepreneur whose business success was matched by his efforts on behalf of Jewish causes.
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  • Flora E. KopsteinFlora E. Kopstein
    Flora Kopstein was a scrappy, smart farm girl born and raised near Indianapolis, Indiana. After graduating high school early...
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  • Gustave D. Gustave D. "Gus" Friesem
    Gus Friesem married the late Doris Bloom in 1941 after serving in World War II on the ship USS Pride. They had two daughters, Ellen (Michael) Trujillo and Ann August.
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  • Muriel KolinskyMuriel Kolinsky
    Muriel Kolinsky led a life full of passion. Her interests included music, education and Israel.Muriel enjoyed music on many levels. Not only did she enjoy...
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  • Lillian LipseyLillian Lipsey
    Lillian Lipsey was born February 9, 1904, lived in Chicago for most of her life and graduated from Northwestern University. She and her husband...
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  • Harold B. Harold B. "Hal" Rosen
    Harold "Hal" Rosen served as the Associate Executive Director of the Communications Department of the Jewish United Fund/Jewish Federation of Metropolitan Chicago for 28 years...
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  • Meyer and Sylvia KwitkoMeyer and Sylvia Kwitko
    Meyer Kwitko was born in 1909 in a town near Kiev. His mother died when he was 8, and it was a precarious time for Jews living in Ukraine. In 1921, Meyer escaped...
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  • Paul H. LeffmannPaul H. Leffmann
    Paul Henry Leffmann was born in 1907. Raised in Hyde Park, Paul earned both an undergraduate degree in economics and his law degree at the University of Chicago.
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  • Sadie BerksonSadie Berkson
    Sadie Berkson will be remembered as a cherished friend and a generous benefactor of the Jewish Federation of Metropolitan Chicago. She was very active in the Jewish community...
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  • Sylvia FinbergSylvia Finberg
    Sylvia Swesnik Finberg was always connected to the Jewish community. She learned that commitment from her father...
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  • Beatrice RosenblumBeatrice Rosenblum
    Beatrice Rosenblum grew up on Chicago's South Side and lived in the city her entire life. A lifelong member of Sinai Congregation...
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  • Gladys GordonGladys Gordon
    Gladys Gordon will be remembered as loyal, strong-willed and fiercely intelligent. Her son, Mark, remembers that when it came to family matters, she was always there and a pillar of strength.
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  • Melvin RosenMelvin Rosen
    Melvin Rosen's life was filled with Judaism, philanthropy and education. He belonged to a temple in the South Side for many years...
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  • Sidney L. StarkmanSidney L. Starkman
    Sidney Starkman was born in 1916. He learned the meaning of tzedakah at a young age: each week, his grandmother gave him money to give to their rabbi...
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  • Jerome S. GoreJerome S. Gore
    Jerome Gore was born and raised in Chicago. He graduated from the University of Illinois, and in 1941 married Shirley Zax. Mrs. Gore and their son, Stanley, predeceased him.
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Gift Examples

  • BequestsBequests
    Joe and Anna have been faithful supporters of our organization over the years. Both of them strongly believe that it is important to support and encourage our mission.
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  • Fixed Income for RetirementFixed Income for Retirement
    After working for decades as a pediatrician in a small rural town, Patricia was ready to retire.
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  • Tax-Free SaleTax-Free Sale
    Howard and Lynn were age 55 when they purchased some land outside of town, and they thought it would be a good investment that they could later sell.
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  • Capital Gains Tax BypassedCapital Gains Tax Bypassed
    Peter and Gail were nearing retirement. Over the years, with the help of their financial advisor, they made solid investments in securities.
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  • Peace of Mind Gift AnnuityPeace of Mind Gift Annuity
    Many years ago, Clara bought a home. Since she was so pleased with the home, she decided to buy stock in the company that built it.
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  • Endowment GiftEndowment Gift
    Pat and Shelly were recently married. They had both been dedicated volunteers at their favorite charity for many years.
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  • Sale and UnitrustSale and Unitrust
    Gene and Carol purchased stock in a small medical service company several years ago. Now, Gene and Carol are looking for a way to save taxes.
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  • Flexible Deferred Gift AnnuityFlexible Deferred Gift Annuity
    Lewis is a 54-year-old executive at a large healthcare company. He purchased company stock during years when the stock price was low, and now the stock has grown substantially.
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  • Current GiftsCurrent Gifts
    As is the case with many families, there are times each year when Jim and Sharon focus their attention on gift giving.
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  • A Bequest to Further Good WorkA Bequest to Further Good Work
    Nancy and David were dedicated volunteers. Over the years, they had seen many individuals helped by the good work of their favorite charity.
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  • Deferred Gift AnnuityDeferred Gift Annuity
    Several years ago Larry and Allison invested $30,000 in what they believed to be an attractive stock. It turned out to be a very wise decision.
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  • What Will You Do with Your Unspent Retirement Savings?What Will You Do with Your Unspent Retirement Savings?
    Michael and Kelly were retired engineers with two adult children. They owned a home, some stocks, and IRAs.
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  • A Bequest to Save TaxesA Bequest to Save Taxes
    Thomas was a widower who had a great love for our organization. As an individual who had directly benefited from our work.
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  • Leading for the FutureLeading for the Future
    Luke and Candice spent many years volunteering and supporting their favorite charity. They wanted to give back in a way that would help fulfill its mission.
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  • Give it Twice TrustGive it Twice Trust
    While visiting the Wills Planner on her favorite charity's website, June, a surviving spouse, came across the idea of a Give it Twice Trust.
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  • Providing for Our Children's Future Providing for Our Children's Future
    Joe and Kathy worked for years building their nest egg for retirement. They also want to provide for their children.
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  • Bequest of InsuranceBequest of Insurance
    Marla and Wayne purchased a life insurance policy many years ago to create security for their childrens' future.
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  • Testamentary Charitable Remainder Unitrust:  Have Your Cake and Eat it Too!Testamentary Charitable Remainder Unitrust: Have Your Cake and Eat it Too!
    We have all heard the saying "Have your cake and eat it too." It's something we say when we can have more than one good thing at the same time.
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  • A Blended Gift to Reach a GoalA Blended Gift to Reach a Goal
    Jay wanted to support one of our priorities at a significant level–$100,000. However, he was only willing to give $25,000 in cash gifts that year.
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