I miss running into people at different events//syngagogues/programs/restaurants

i have a qualifier

In Miami, we are now using the tagline... "This is Exactly Why Federation Exists" to help show all of the ways Federation has/is responding to address community needs during the crisis.

could you expand on stewardship

Ask about kids or grandkids and talk about all the new national organizations that we are partnering with for teens and young adults

What has impressed you about our Jewish community during the pandemic

The lay leaders also worked with one another about best approach, etc.

Thanks.

great slide! Can you share that at the end of the training?

Our communications improved dramatically during crisis!

Sorry-my video is off because I’m working. WE have had small, virtual meetings with our CEO and families where we have updated our major donors

Baltimore did a beer tasting as well

Regular CEO Zoom Community Updates for Major Donors in Houston

and dropped off the packages. It was also very appreciated

also Lion/Pom Kabbalat Shabbat Zooms with local rabbis

3 to 4

we are at 3-4, working on 5

As a lay leader I think that involving the whole family in the philanthropic decisions is a way to steward the 30 and under family members to continue the family gift for the future. Of course the patriarchs and matriarchs need to be on board.

3/4

We are at 5 with a need to improve on 4

equally divided between actively working on 3,4 and 5

4 and 5

1

Beverly will you share these slides with us? I would like this one.

happy to!

Thank you for sharing the slides

Pittsburgh - This is where we lack

Integrating Planned Giving Training into Board Meetings

reading the names of those who endowed their gifts at board meetings

smaller group conversations

Reminder to put intentional planning into supplemental giving as we do with annual.

Inter-generational philanthropic conversations

major donor enhancement

Showing appreciation and incentivizing giving simultaneously

making sure legacy in board member job descriptoion and virtual wine tastings!

Thanks Beverly!

stewardship!!!!!