fbpx

Legacy Circle

Legacy Circle - The Selfhelp Home
Create your own legacy with Selfhelp when you name us in your estate planning. By joining our Legacy Circle, you help ensure that Selfhelp’s future is bright for many years to come.

 

OUR PAST, YOUR PRESENT, SELFHELP’S FUTURE: CREATE A JEWISH LEGACY

Legacy Circle Logos - The Selfhelp Home
“Joining the Legacy Circle at Selfhelp was so simple and so gratifying. We’re thrilled to use an estate gift to support Selfhelp in its second century. Selfhelp has been in our family for generations past, and will stay in our family for future generations!” – Martha and Steve Loewenthal

How to Create Your Jewish Legacy at Selfhelp

1. Make a gift through a bequest in a will, trust or estate plan.
2. Add (or change) a beneficiary designation on an IRA, pension fund, or life insurance policy. Your legacy commitment can be expressed as a specific dollar amount or as a percentage.
3. Give an outright cash gift to the Selfhelp endowment fund, which provides financial security for the organization.
You can make it happen in four easy steps:
1. Reflect on your Jewish passions and discuss them with your loved ones.
2. Contact Lisa Fingerhut Carlton, Chief Growth Officer, at LFingerhutCarlton@selfhelphome.org or 773-596-5862.
3. Fill out the simple Declaration of Intent Form below. This non-binding agreement simply shares your intention to include Selfhelp in your legacy planning. We’re delighted to help!
4. Formalize your commitment by having a conversation with your personal financial advisor or attorney, and by contacting Lisa Fingerhut Carlton.

Declaration of Intent Form


    In keeping with Jewish tradition, I/we wish to share my/our blessing with others. Therefore, I/we make this
    Declaration of Intent to help provide for the Jewish community of tomorrow

    I/We intend to leave a legacy gift and will formalize my/our gift within ___ months
    I/We have already done so, but haven’t shared the information with The Selfhelp Home.


    Bequest/Will
    Life Insurance
    Retirement Plan Assets (IRA)

    Charitable Gift Annuity
    Donor Advised Fund
    Other ___________________






    You have my/our permission to share my/our legacy commitment with the benefitting organizations.
    I/We would like my/our gift to remain anonymous at this time.

    Welcome Legacy Members

    • Anonymous (4)
    • Ethan & Elizabeth Bensinger
    • Jack Bierig
    • Nachman and Sheila Bogen
    • Sheila & David Cahnman
    • Efrat Dallal
    • Richard & Susan Eggener
    • Judy Faitek
    • Peter & Anne Glaser
    • Richard Greenthal & Joel Fink
    • Suzanne Griffel & Saul Weiner
    • Nate & Lillie Hartmann
    • David & Tina Herpe
    • Peter & Barbara Hillebrand
    • Austin & Beth Gomberg Hirsch
    • Marc and Cori Hork
    • Rafael Juss
    • Jessica Katz
    • Joe (z”l) & Esther Katz
    • Steven Levy
    • Barry and Debbie Franks Lipsett
    • Steve & Martha Loewenthal
    • Catherine Marko
    • Sofia Metovic
    • Anne & Keith Moffat
    • Stephen Nechtow
    • Franklin Nussbaum
    • Judith Parker
    • Michael & Paula Perlstein
    • Stanley & Judith Pollock
    • Bernard & Arlene Pritzker
    • Walter (z”l) & Chaya Roth
    • Dr. Leslie R. Schroeder & Laura Zellhofer Schroeder
    • Robert Schuckman
    • Jonathan Schwartz
    • Fern Shaffer
    • Beth Ida Stern
    • Les & Lisa Stern
    • Richard Stern
    • Henry & Judy Straus
    • Phyllis and Gary (z”l) Toback
    • Howard & Marillyn Weiss (z”l)
    • Dan & Cindy Wolf
    • Jerrold & Jan Wolf
    • Judith Wolf

    For more information, please contact our Chief Development Officer, Beth Ida Stern: BIStern@selfhelphome.org

    The Create a Jewish Legacy program is aprogram of Jewish Federation of Metro Chicago.

    keyboard_arrow_up
    The Selfhelp Home
    4.8
    Based on 140 reviews
    js_loader