We're thrilled to hear from you!

We are delighted to help you walk through the process and answer any questions you might have.

Would you prefer to be contacted
by e-mail or phone?

Please feel free to contact us directly:

Phil Warshauer

Telephone: 704.973.4544


Nancy Kipnis

Telephone: 704.973.4554


Questions? Contact Us!

Why Leave a Legacy Gift?

Your legacy can reflect everything that is most important and meaningful to you. The legacy planning process can engender heartfelt conversations with your family and build bonds with your partners in the community.

Your legacy can reflect everything that is most important and meaningful to you

A Man's wealth last as long as one lives. His Legacy of good deeds last forever.

The act of creating a legacy empowers you to complete the work of your heart, and to enjoy the peace that it brings. You are assured that your work will continue and the Jewish future will be bright.

Passing Your Values

L'dor v'dor — from generation to generation

The transmission of values from one generation to the next is one of the most fundamental tenants of Judaism. As our parents and grandparents have built before us, we must create a legacy for our children. Other than leading by example, how do you show the younger generation what you care about? How do you want to be remembered? Creating your Legacy allows you to ensure that those who come after you know your ideals.

Impact on Community

You have the opportunity to determine that your favorite program or community service will exist forever. Long after your lifetime, families in Charlotte will benefit from your generosity.

Your endowment gifts for the future can underwrite vital programs for the Jewish community in Greater Charlotte, in Israel, and around the world.

Perpetual Impact

Providing for a vibrant Jewish future is one of the most important actions we can take as concerned, committed Jews. Your legacy gift is forever because endowments are permanent. When you create an endowment, the principal is never spent. The balance in your fund is invested; earning income that is then spent to support the organization that you have chosen in perpetuity.