Shelly Gilman (left), LIFE & LEGACY Coordinator Jennifer Tuvlin, Turney Berry and Steve Trager spoke at the LIFE & LEGACY educational seminar on Jan. 28 at Mesh. (photo provided)
The Jewish Federation of Louisville invited attorneys, accountants and other professionals who specialize in estate planning to a Jan. 28 LIFE & LEGACY educational seminar at Mesh restaurant to learn how they could help clients actualize charitable wishes made in their wills, trusts, retirement accounts and life insurance policies into reality.
Created by the Harold Grinspoon Foundation, LIFE & LEGACY is a four-year program that assists Jewish communities across North America, through partnerships with federations and foundations, to promote after-lifetime giving to Jewish day schools, synagogues and social service organizations. At least 245 Jewish donors in Louisville have already committed to LIFE & LEGACY, accounting for more than 300 gifts worth over $6.5 million.
Shelly Gilman, Louisville’s LIFE & LEGACY chair, told the gathering that Jewish Louisville was sustaining itself for future generations through the gifts.
One of the first LIFE & LEGACY donors here, Gilman said the it was an easy decision to make a legacy gift to those Jewish institutions that have enriched his life.
Keynote speaker Steve Trager, chairman and CEO of Republic Bank, a longtime supporter of many Jewish, and non-Jewish, institutions across Louisville, said the needs of the Jewish community and broader groups have guided his family’s philanthropic decisions.
He encouraged Louisville’s professionals to assist their clients in supporting local causes.
Turney Berry, a partner and chair of Wyatt Tarrant & Combs LLP, Trusts Estates and Personal Planning Service Team, shared tax-saving strategies, enabling donors to maximize the benefits of their gifts.
Professionals attending the LIFE & LEGACY training session included: Chris Brice, Jewish Foundation of Louisville Chair; Tawana Edwards, Sherry Feldpausch, Ann Georgehead, Hugh Hines, Sidney Hymson, Henry Kelly, Mark Kull, Emily Lawrence, Alan Linker, Phil Mix, Robert Romemberg, Alan Rosenberg, Bea Rosenberg, Bruce Roth, Aaron Rothke, Linda Speed, Steve Stowers, Mark Switow, Corey Thorne, Jamie Traughber, Ed Weinberg, Jim Worthington and Jeff Yussman.
Adath Jeshurun, The J, Jewish Family & Career Services, Jewish Federation of Louisville, Jewish Learning Center (Chabad), Keneseth Israel, Louisville Beit Sefer Yachad, Temple Shalom and The Temple are all participating in LIFE & LEGACY.
(Jennifer Tuvlin is the LIFE & LEGACY coordinator for the Jewish Federation of Louisville.)
Want to help participate?
Contact Jennifer Tuvlin at 502-238-2735 or jtuvlin@jewishlouisville.org to arrange a legacy gift to Jewish Louisville.