Leaving a Legacy: Frank and Linda Kurtz

By Bonnie Gratch Lindauer

 

Frank and Linda Kurtz are longtime members of BE. They are contributing to the Legacy fund.

Frank and Linda Kurtz are longtime members of BE. They are contributing to the Endowment fund.

Recently we spotlighted Henry Haertel’s recent generous donation to B’nai Emunah, as well as how he has planned ahead with a bequest in his trust.  Another example is Frank and Linda Kurtz who have been dedicated and generous members of our community for 37 years.  As many of you know,  Frank has served as Board president in the 1990s and currently serves as the chair for the Northern Pacific Region of the United Synagogue of Conservative Judaism.  Both Frank and Linda have been active in the broader Bay Area Jewish community.  Linda has given generously of her time in a variety of volunteer roles both at B’nai Emunah and other organizations.  She served as president of the San Francisco chapter of the Council of Jewish Women and many other roles within this organization, currently as B’nai Emunah’s delegate to the NCJW’s  coalition working against human trafficking. 

Frank and Linda made a decision several years ago to ensure the future of B’nai Emunah and other important causes they support by working with the Jewish Community Endownment Fund to set up a charitable remainder trust.  This kind of trust enables them to help secure the future of B’nai Emunah while at the same time generating some income and tax benefits for them. Through this trust B’nai Emunah will receive a generous annual subvention in perpetuity after they are gone.

Thanks to Frank’s encouragement, your Board set up an endowment fund with the JCEF, using most of the bequest from the will of Ruth Callman, of blessed memory.  The CBE endowment is part of over $2 billion held and managed by the JCEF. Thanks to expert investment management this fund has already realized an increase in value from appreciation and dividends.  Perhaps, more important is that this money is protected to help ensure our future.  When needed, the Board can authorize a prudent draw to support our operating budget and still achieve year-to-year increases in the corpus of the fund.

Some of you may be interested in learning more about how you might set up a charitable gift annuity or charitable remainder trust like Frank and Linda did with the Jewish Community Endowment Fund.  To learn more you can talk with Frank or phone the Federation to speak with Mark Reisbaum, 415-512-6251, or read more on their webpage “Leave a Legacy” which explains the various types of planned giving:  Making a Bequest,  IRA or other Qualified Retirement Plan; Life Income Plans; of Gifts of Personal Assets (stocks, real estate, etc.)

Follow this link to the Jewish Federation for more information.

 

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About Gabriele Lange

Multi Media Consultant in SF Bay Area WebDesign at City College 2008-2011 Professional Photographer since 1998 Lived in Berlin, Germany between 1987-1994
This entry was posted in Congregation News, Members Achievements and tagged , , , . Bookmark the permalink.

2 Responses to Leaving a Legacy: Frank and Linda Kurtz

  1. jaclynne roberts says:

    Dear Bonnie and Gabriele, I feel that your decision to highlight and honor the benevolence of our members was a great decision. First, they deserve it. Second, apes and homo sapiens like to imitate—it is part of our primate nature. Thank you. You are doing a great job.

    chaya

    >________________________________ > From: B’nai Emunah Members’ Blog >To: jaclynne3800@att.net >Sent: Sunday, January 26, 2014 7:36 PM >Subject: [New post] Leaving a Legacy: Frank and Linda Kurtz > > > > WordPress.com >Gabriele Lange posted: “By Bonnie Gratch Lindauer Recently we spotlighted Henry Haertel’s recent generous donation to B’nai Emunah, as well as how he has planned ahead with a bequest in his trust. Another example is Frank and Linda Kurtz who have been dedicated” >

  2. bgratch says:

    What a beautiful photo you found! Thank you. Zoe can use this for the Profile and for the BE:Mail

    ________________________________

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