Make a Planned Gift

“When we attended parent-teacher conferences, we were struck by how the teachers and staff are so personally and professionally invested in the success of their students. Clearly, they feel it’s their mission to bring out their best in our children. Participating in Create A Jewish Legacy is an opportunity for us to support that mission as a family. It’s a great feeling to support such an exceptional educational institution in our community, both now and in the future.”

-- Sharon and Mike Grinker, MJDS Alumni Parents

The Grinkers have signed a legacy commitment to benefit the Milwaukee Jewish Day School.

A gift that will last forever. Create a Jewish Legacy is an endowment program designed to help you create permanent legacy gifts, demonstrating your belief in the continuity of Jewish life for generations to come.

All of us, regardless of age, wealth or affiliation, can make an enduring financial impact on our community. Here are a few of the ways to make a Legacy commitment after your lifetime.

  • Retirement Plan Assets
  • Savings Bonds
  • Cash
  • Securities
  • Real Estate
  • Closely Held Stock
  • Life Insurance Death Benefits

Your thoughtful gift will provide a permanent source of support for Milwaukee’s only pluralistic, egalitarian Jewish day school. To make a legacy gift, please complete a Declaration of Commitment.

Create a Jewish Legacy MJDS Program Participants as of July 2018

We gratefully acknowledge donors who have established legacy gifts.These generous gifts secure the future of the Jewish community by ensuring the education of our children.

Hyland J. Barnes Family

Robert and Donna Berg

Deborah and Aaron Bernstein

Nathan and Shannon Bernstein

Maris and Harvey Bock

Mark and Cheryl Brickman

Susan and Allan Carneol

Albert and Ann Deshur Memorial Fund

Jim and Penny Deshur

Melanie and Joe Devorkin

Deborah Elyse Fendrich

Neena and Richard Florsheim

Frazer/Schapiro Family

Karen and Jason Gottlieb

Sharon and Mike Grinker

Robert and Mimi Habush

Christy and Adam Horn

Moshe and Debra Katz

David and Joan Kazan

Brian King and Sarah Schott

Sari Luber

Felicia and Jamie Miller

Sandy** and Lynda Mitz

Elizabeth and James Neubauer

Kevin and Sarah Packman

Michaela and Jeffrey Peck

Sheryl and Mike Primakow

Estelle Pump Swerdlow

Werner and Carol Richheimer

Richard A. Ross and Family

Dr. Robert and Lauren Roth

Michael and Julie Sadoff

Judy and Gerry Salinsky

Lori and Jim Salinsky

Nathaniel Sattler

Sandy Schmidt

Doris Shneidman

Jodi Habush Sinykin and Dan Sinykin

Peter and Jodi Sprinkmann

Rabbi Moishe Steigmann

Barbara Stein

David and Alisa Wasserman

Neal and Susan Zechman

Julie and Yonatan Zvi

Anonymous (5)

** Of blessed memory

Long-term Appreciated Securities

Milwaukee Jewish Day School welcomes gifts of stocks, bonds and mutual funds. A convenient and tax-effective way to donate to MJDS is by transferring long-term appreciated securities.

By transferring long-term appreciated securities instead of donating cash, you can take a tax deduction for the full fair market value of the securities when you donate them. For example, let’s say you paid $2,000 for stock and it is worth $3,000 today. If you transfer the stock to MJDS as a gift, you will receive a tax deduction for the full $3,000. Please consult your tax advisor for the impact on your specific tax situation.

To assist you in the process, we have stock transfer forms available from the major brokerage institutions: Ameritrade, E-Trade, Charles Schwab and Scottrade.

If you are interested in making a stock gift or need additional information or assistance, please contact Development Director Sharon Saxelby, ssaxelby@mjds.org or 414-967-8312, or Business Administrator Christy Horn, chorn@mjds.org or 414-967-8309.