BRIGHT JEWISH FUTURE Building a - together - JewishColumbus
←
→
Page content transcription
If your browser does not render page correctly, please read the page content below
Building a BRIGHT
JEWISH FUTURE
together
SOLICITOR
TRAINING
AGENDA • JewishColumbus 101 • Talking points • Solicitation Training • Sample Solicitation • Stories • Tools
JewishColumbus 101
As a Jewish community organization, we fundraise, convene,
advocate and inspire change through our collective power.
We invest in organizations that fulfill
our mission:
CARE
for the needs of the Jewish people
DELIVER
Jewish experiences for all ages & cultivate the next
generation of leadership and philanthropists
ENSURE
a vibrant and secure Jewish future in
Columbus, Israel and around the world
Community Response
Fund (CRF) 101
immediate
COVID-19 RESPONSE
JewishColumbus enabled our community to
JewishColumbus was a first responder to
the crisis impacting the Jewish
RISE UP TO MEET THE NEED
community with the arrival and spread
of the COVID-19 pandemic.
$322,621 in emergency services:
The Community Response Fund (CRF)
addresses critical needs in these key areas: • Financial assistance
• Food support
• Food Security • Jewish Family Services case management
• Health & Wellness and career services
• Housing Support • Loans for Jewish businesses
• General Support • Sonia & Saul SCRIP Cards
• Emergency Support
$674,182 in funding to keep our Jewish schools and
institutions open, such as CJDS, CTA, JCC, Gan Ephraim,
OSU Chabad, OSU Hillel and several synagogues.
We raised over $1.65 million
JewishColumbus 101
Our local partners
COMMUNITY PARNTERS
• Columbus Jewish Day School • Kollel
• Columbus Torah Academy • Ohio Jewish Communities
• Jewish Community Center • OSU Hillel
• Jewish Family Services • Wexner Heritage Village
• Jewish Historical Society
all NINE SYNAGOGUES across greater Columbus
COMMUNITY INITIATIVES
• Jewish Community Relations Council • Leadership Development
• Security • Sonia and Saul SCRIP Program
• Overnight Jewish Camp Scholarships • Israel Experiences
• PJ Library • Burial of Indigent Jews
JewishColumbus 101 Our global partners • Shlicha/Israel’s emissary program • American Jewish Joint Distribution Committee • Jewish Agency for Israel • Jewish Federations of North America • Partnership Together: Kfar Saba • Taglit-Birthright Israel • World ORT
Talking Points
THREE REASONS TO GIVE
We help more We bring We meet the need
people when we organizations with Annual Campaign
give together. together to solve dollars.
complex problems.
As the largest funder of These dollars are unrestricted,
Jewish programs in Our Jewish Community which gives us the flexibility to
Columbus, our partners Relations Council helped 17 respond to our community’s
depend on our Annual partners receive over $5.5 most pressing needs.
Campaign dollars to deliver million in PPP loans in 2020.
services.
Talking Points
ENDOW YOUR GIFT
for a bright Jewish future
Did you know?
• Every woman contributing $5,000 or
What is an endowment? more to the Annual Campaign can
• A fund that can provide permanent endow their Lion of Judah Gift
financial support for something important making it a Lion of Judah Endowment
to you (LOJE).
• Usually established with future dollars • A LOJE offers the same benefits as a
PACE Fund with added international
• A PACE Fund (Perpetual Annual Campaign
opportunities.
Endowment) is any bequest or
endowment that funds an Annual
Campaign gift in perpetuity
$230,000 of our Annual Campaign
• Many donors have invested in our Annual
comes from PACE Funds
Campaign for decades and don’t want
their gift to end with them
Our impact is
your impact
Your gift helps make our community
We are able to help today because vibrant and safe by funding:
we were here yesterday. • Jewish education, Jewish summer camp &
Israel experiences
• COVID-19 relief and food insecurity
• Security for the community
• Leadership development
• Support for Jews in Israel and around
the globe
• Philanthropy securing our community’s
future through planned giving
ARE YOU READY?
Solicitation 101
3 STEP PROCESS
1. Before
2. During
3. AfterSolicitation 101
CHECK LIST | Before the meeting
☐ Secure a meeting
☐ Know JewishColumbus
☐ Know your prospect
☐ Know yourself
☐ Make your own giftSolicitation 101
CHECK LIST | During the meeting
o Thank the donor
o Acknowledge awkwardness of Zoom
o Listen to the donor
o Show passion and pride about why you give
o Make the bold ask
o Thank the donor againSolicitation 101
SUGGESTED QUESTIONS for the conversation
How are you faring during the What do you want the
pandemic? Have you felt Jewish community to look
supported by the Jewish like in five years? 50 years?
community?
You have supported What do you want the
JewishColumbus in the past. next generation of
Why do you give year after year? Columbus Jews to say
about this moment?
In what ways has the Jewish What brought you to
community touched your Columbus and why have
family’s life? you stayed?Solicitation 101
OBJECTIONS
• Expect them
• Natural, positive, predictable
• Don’t argue or be defensive:
acknowledge, validate and
relate
• Listen: you will find indicators
to help you close the gift
• Remember that “No” today
may be “Yes” tomorrowSolicitation 101
RESPONSES to objections
• I know how you FEEL…
• I have FELT that way myself…
• Yet I have FOUND…
• I’m happy you brought that up…
• You know, I never thought about it that
way. And…Solicitation 101
CHECKLIST after the meeting
Rachel Gleitman is the lead JewishColumbus professional
for this project:
• Please copy her on all correspondence with the donor
• Pass on any additional information you want to share
• Reach out to her if you need more information to get
back to the donor.
• Send an email thank you note recapping your
conversation and confirming their 2021 gift amount
• If they need time to think about their gift mention you
will follow back up in two weeks and again thank them
for their time
JewishColumbus professionals will send a handwritten
thank you noteSample Solicitation !
Sample Portfolio
Liz Shafran
COVID
First 2021 Gift 2020 Gift Balance DAF LOI JC LOI Other AMT Notes
Donald $3,500.00 $200.00 $0.00 N N N $0.00
LOI for JCC and Temple
Seth $0.00 $5,000.00 $0.00 Y N Y $0.00 Israel
Elliot $0.00 $12,000.00 $0.00 N N Y $500.00 LOI for Beth Tikvah
Robert $0.00 $1,700.00 $0.00 N N Y $0.00 LOI for Beth Tikvah
Richard $75.00 $100.00 $0.00 N N N $0.00
Samuel $0.00 $49,500.00 $49,000.00 Y N N $0.00
Michael $10,000.00 $10,000.00 $0.00 Y N N $5,000.00
Michael $0.00 $10,000.00 $0.00 Y N N $1,500.00
Rachel $216.00 $0.00 $0.00 N N N $0.00
Barry $0.00 $6,855.00 $6,655.00 Y Y N $0.00 LOI for JewishColumbus
Mark $0.00 $2,500.00 $0.00 N N N $0.00
LOI for JewishColumbus
Bruce $35,000.00 $32,500.00 $0.00 Y Y Y $2,500.00 and JFS
Mike $1,800.00 $1,800.00 $0.00 Y N Y $0.00 LOI for JCC
Howard $0.00 $5,000.00 $0.00 Y N Y $0.00 LOI for Beth Tikvah
Cheryl $0.00 $500.00 $0.00 Y N Y $0.00 LOI for Beth Tikvah
Richard $4,500.00 $1,000.00 $0.00 N N N $0.00
Steven $12,500.00 $10,000.00 $0.00 Y N N $1,000.00
Jeffrey $0.00 $3,000.00 $0.00 Y N N $0.00
Michael $6,180.00 $5,018.00 $0.00 Y N N $100.00
Patrice $0.00 $5,000.00 $0.00 N N Y $0.00 LOI Beth Tikvah
Bradley $0.00 $4,000.00 $0.00 Y N N $0.00
Barbara $0.00 $5,000.00 $0.00 Y N N $0.00
Lisa $0.00 $3,960.00 $0.00 N N N $0.00
LOI for Tifereth Isreal
Sharon $0.00 $3,000.00 $2,500.00 Y Y Y $0.00 and JewishColumbusYour Impact
{stories from the field }
The Forefront of Care
JewishColumbus partners with Jewish Family Services
•
“
Jewish Family Services changed my life
in so many ways:
They gave me the strength to start a
job search in the middle of a
pandemic.
• The Jewish Family Services
program gave me direction. They
saved me a lot of time with the tips
that we learned about just going
As the pandemic swept – and continues to sweep – across through the job search process.”
Central Ohio, people throughout the community began to
struggle with loss of wages, jobs and health insurance. – Sheryl Rosen Smith,
Jewish Family Services
While the loss of a job is devastating in and of itself, the workforce client
process of finding new, sustainable employment is made all
the more daunting by the current economic climate.Your Impact
{ stories from the field }
Connecting the Community: JewishColumbus partners with the JCC
JewishColumbus kept the doors open to the JCC after COVID-
19 hit. This was important because the JCC nourishes spirit,
“
Even though this year has kept
many people apart, the JCC has
taken a firm stand to be there
for our community no matter
the distance.
mind and body for the local Jewish community. While COVID-
19 has prevented some of their usual Kosher lunch
programming, the JCC has adapted to continue serving Jewish
seniors in the area with their drive through Kosher LifeCare
Alliance lunch. This is just one of the ways that their
commitment to serving the community remains steadfast.Your Impact
{ stories from the field }
Helping Seniors: JewishColumbus
“
partners with Wexner Heritage Village
One of my favorite residents
greeted me on screen with a
big smile. At the end of class,
I could feel the room was
more happy, and peaceful. A
resident commented, “This is
just what I needed today. It is
good that we are together
and we miss you so much.” I
couldn’t hold back my tears.
Wexner Heritage Village (WHV) offers residents Urban Zen
Integrative Therapy classes. Residents love the smell of
lemon oil on a cotton pad, which bring back memories of – Lori Moffett,
lemonade made by their moms. Residents also love Reiki, Urban Zen Integrative Therapy
which is a light touch that brings balance and stability to Program Director at WHV
the body, mind and spirit. These classes are filled with
laughter, connection, smiles, and moods are always lifted.
Recently, Urban Zen is over Zoom, but residents still feel
connected and less alone.Giving Levels
for Under 40s $180 $1,000 $5,000
Chai Society Ben Gurion Society(BGS) National Young LeadershipCabinet
Be a part of a community of Join other young leaders, who Connect with leaders across the
young Jewish philanthropists, enjoy access to exclusiveevents, country and receive an invitation
who receive access toexclusive networking opportunities and to apply for prestigiousleadership
events, perks and discounts. recognition as a Major Donor. opportunities, including events and
trips worldwide.
for Women $1,800 $5,000 $125,000
Pomegranate Society Lions of Judah(LOJ) Lion of Judah Endowment(LOJE)
Join a national donor recognition Become part of an international Ensure your legacy for generations.
society for women, granting sisterhood of global activists, Benefits include exclusive events,
access tohigh-quality who care deeply about our Jewish national and local recognition in the
programming. future. LOJs have exclusive access Columbus LIFE & LEGACY program and
to local and national events. the opportunity to purchase a Lion
pendant to wear proudly.
for
Everyone $10,000 MAJOR GIFTS
Major Donors Perpetual Annual Campaign Endowment
Join a committed group of Support the Annual Campaign in perpetuity by establishing a Perpetual
philanthropists for Annual Campaign Endowment (PACE) and be recognized in JewishColumbus'
Major Donor events, special LIFE & LEGACY program.
programs and unique experiences.Friendly Reminders
Solicitation is a community
conversation: Don’t forget!
• Our 2021 Campaign
• Be authentic ends June 30, 2021
• Listen and ask questions
• Share your passion; it will • You have until
be a great conversation December 31, 2021 to
pay your pledge
We are doing this together. If • You will receive
quarterly reminders
you need help, please reach
about your pledge
out to JewishColumbus
professionals.YOU ROCK.
The relationship between lay leaders
and our professional staff makes
JewishColumbus so special.
Our work is only possible because of
you, and we are grateful when
you tell our story.
Here are some tools to make
telling our story easier.
CLICK HEREONE JEWISH COMMUNITY GOT QUESTIONS? Contact us! Rachel Gleitman at rachel@jewishcolumbus.org Julie Tilson Stanley at julie@jewishcolumbus.org
You can also read
