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Welcome and Introductions
Murray Galinson: Welcome to this morning’s endowment and governance program. I’m Murray Galinson, Chair of the Jewish Community Foundation. It’s great to see everyone here this morning.
I’m very impressed and grateful that all our Jewish organizations are working together so well. Thank you very much for taking the time today.
As I travel around the country, I can’t tell you how many people ask my about San Diego. They ask me about how we have achieved such success and cooperation. I say that it’s because we have a great community with great people.
Our ability to share best practices in endowments and governance certainly was critical as we faced a very difficult time last year. We all learned a lot and now it’s time to go to the next level.
Today the Foundation has planned a quality program for you. We appreciate your time and want to use it wisely.
To introduce the program, I’ll call on the President and CEO of the Jewish Community Foundation. For those of you who may not yet know, she now holds the first endowed chair in the Jewish community.
We all hope that it is the first of many and a fitting tribute to the woman who started the Endowment Leadership Institute.
So here’s the holder of the Miriam and Jerome Katzin Presidential Chair: Marjory Kaplan
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Objectives & Framework:
Marjory Kaplan: Thanks, Murray. I want to add my warm welcome and tell you what a privilege it is for all of us at the Foundation to work with such a stellar group of people like yourselves.
Many in this room have been coming to these sessions since 2004! If any of you want to see the agendas and information from past sessions that you weren’t around for, Gail Littman, our Director of Endowments, would be happy to share them with you.
Today we have more than 20 Jewish organizations in this room!
Before I tell you about today’s objectives, I have two announcements. First, please note the full packet of information at your places. We’ve included this postcard: an important reminder that the Foundation is still matching $1,000 grants from new donor advised funds to Jewish organizations. For this special deal, the minimum donor advised fund is $10,000. Of course we welcome all new funds where the minimum in only $1800. These donor advised funds are mutually beneficial for you and our Jewish organizations. Please see Charlene for more information. I also sincerely want to thank the many people in the room who are among the 600 people who have a donor advised fund with our Foundation.
For my second point, I couldn’t be more pleased and honored to welcome our new Federation chief to our community. Steven Morris joined the United Jewish Federation as the CEO in August and brings a wealth of management experience and a deep commitment to the Jewish world.
It’s been great getting to know Steve and working with him these first few months. He’s intelligent, strategic and caring and I hope all of you will introduce yourself to Steve before you leave today.
(ask Steve for one minute comment.)
Now for our key objective of today:
Understanding how to deepen donor relations: that’s our keynote presentation and one that I personally am looking forward to. Jane will introduce Steve Klappholz from the USC Shoah Foundation. But I have to put in my two cents: Steve is one of the most effective and professional development people I have ever worked with. We are so lucky to have him here today!
We’ll also have time for three breakout sessions to cover this and other topics you’ve expressed an interest in.
For this morning’s d’var torah, I’m delighted to introduce the well-loved and wonderful Rabbi from Temple Emanu-El, Rabbi Marty Lawson.
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