Mandate, Objectives and Program
During the last several years, San Diegoâ€™s Jewish community has built a magnificent infrastructure. Vibrant, quality programs engage, educate and care for Jews from every walk of life. Modern new facilities house our synagogues, schools and community center. Dedicated professional and lay leaders oversee current operations and develop priorities and strategies for the future.
While we have much to celebrate, we must also accept that many in our community are aging, and the transfer of wealth to the younger generation is well underway. The ELI program enables the community to seize the opportunity and potential to ensure its long-term stability and vibrancy.
In our work with donors, we have found that many people hesitate to give large gifts during their lifetimes, yet enjoy leaving bequests through their wills or trusts. Through the ELI program, we have witnessed scores of new — often major — bequests from people of seemingly modest means.
- To secure bequests from members of the Jewish community that will be used for endowments
- To develop strong leadership and technical skills in securing bequests and building endowments
- To build public awareness about the power of bequests and endowments
- To continue making bequests and endowments a priority
- To move our communityâ€™s fundraising efforts from a short-term, annual, urgent focus to a long-term, strategic, planning focus
The ELI curriculum emphasizes the importance of organizations building positive, trusting relationships with donors. These relationships can help donors achieve their charitable goals by providing long-term support for the organizations they love.
The ELI program includes:
- Training sessions
- Roundtables on selected specialty topics and for organizations to share successes and challenges
- Individual bequest plans including goals and timetables
- Ongoing coaching to address specific needs
- Sharing of best practices and challenges
- Community-wide marketing campaign
The Foundation has engaged national consultants and local experts to lead training sessions in these areas:
- Understanding endowments, planned giving and the importance of wills
- Developing and monitoring bequest plans
- Establishing lay and staff leadership roles
- Identifying, cultivating and soliciting prospects with role playing exercises and sharing of successes and challenges
- Building an endowment database
- Stewarding, recognizing and following up with donors