March 2016 — Wayne Olson, author of “Big Gifts, Small Effort
- that donors expect us to talk more about mission and less about money.
- to appeal to an audience of one, not many.
- Olson’s Law on Giving: A Donor Will always Give when the Emotional Satisfaction of Giving an Asset is Greater than the Comfort of Keeping it.
- “Planned giving is the only way people can support your organization that brings them tremendous satisfaction, yet has no impact on their lifestyle, other than to improve it.”
Click here for photos from the session.
May 2015 — Mini Session — The ABCs of Planned Giving Language
- Janet Acheatel, Senior Wealth Advisor, HoyleCohen; Hillel of San Diego Endowment campaign volunteer chair; JCF Board Member and Investment Committee chair shared her expertise and simple tips to empower us to start conversations about planned giving.
- We learned why planned giving is important to our donors.
- We learned which terms we should know without having to be an expert.
- We learned how to recognize opportunities to trigger a planned giving conversation.
- Rabbi Leonard Rosenthal shared the outstanding legacy stewardship practices of Tifereth Israel Synagogue.
April 2015 — Securing Future Planned Gifts
- A discussion facilitated by Jewish Community Foundation Chair Jane Scher to learn from two local professionals:
- Anne Farrell, Chief Philanthropy Officer, Voices for Children
- Robert Adams, Chief Development Officer, Interfaith Community Services
February 2015 — Mini Session – Volunteer and Professional Relationships in Endowment Campaigns
- Jeff Silberman, Congregation Beth Israel Endowment Campaign Volunteer Chair, and Lesley Mills, Congregation Beth Israel Executive Director, shared experiences using their volunteer-professional relationship to embark on and maintain a successful endowment campaign.
October 2014 — Keeping It Simple: How a Few Prospects Can Lead to Major Results
- Special return guest Helen Monroe taught us:
- That endowment building is a perpetual activity – you can’t be too busy
to do it.
- The philosophy of building an endowment includes a commitment to relationship development.
- How to blend endowment building into our overall strategies.
- Practical tips and examples of how to talk to prospects.
May 2014 — Discipline, Documentation & Delivery: Maintaining Momentum
- Helen Monroe, founder of the Endowment Development Institute presented:
- Discipline in committing to your endowment building program, consistently documenting legacy plans and delivering high-quality materials and information to your community.
February 2014 — Reconnect with the ELI Community and Jumpstart your Legacy Program
- Donor stewardship, working with your legacy team and setting short-term goals.
- Organization leaders who have experienced success with endowment building shared their stories.