Member & Unit Services Division Presidents’ Conference Call5.11.2015 Presidents’ Conference...
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Transcript of Member & Unit Services Division Presidents’ Conference Call5.11.2015 Presidents’ Conference...
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Member & Unit Services Division
Presidents’ Conference Call5.11.2015
Presidents’ Conference Call- 5.11.15
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Agenda Welcome Update From Janice Weinman, Executive Director and CEO Every Step Counts - Diane Issenberg, Clara Gillman Missions - Dorothy Ganz, Valerie Lowenstein Election Process - Belle Simon, Barbara Pailet Development Q &A - Frieda Rosenberg, Kathy Hershfield Sharing Time - Rhoda Dombchik, Susan Lafer, Toby Parker Private Time With Fredi and Ann
Presidents’ Conference Call- 5.11.15
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Update from the Executive Director
Presidents’ Conference Call- 5.11.15
Janice WeinmanExecutive Director and [email protected]
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Every Step Counts
Presidents’ Conference Call- 5.11.15
Diane IssenbergHealth and Wellness Team Leader
Clara GillmanEvery Beat Counts Team Leader
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Every Step Counts
Presidents’ Conference Call- 5.11.15
The email going to walkers in the next few days will include:
• Now that you’ve gotten a rhythm for your regular exercise, would you consider asking your friends and family to support you?
• If every walker can find 5 or more friends or family members to give $36 or more, we’ll raise over $150,000 and be well on our way to sustaining this program for years.
• Can you commit to finding at least 5 friends or family members to support you? (Gifts of all sizes are welcome. Every gift counts.)
To access your fundraising page, go to www.hadassah.org/everystepcounts, click Sign In, and click Go the Extra Mile. Read through the whole page for comprehensive instructions on how to utilize the email center, templates, and more.
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Every Step Counts
Presidents’ Conference Call- 5.11.15
Contact InformationEliana Meirowitz NelsonManager, Health & [email protected]
Diane IssenbergTeam Leader, Health & [email protected]
Clara GillmanTeam Leader, Every Beat Counts [email protected]
Thank You for your commitment to heart health – both for yourself and for women across the United States.
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Missions: Take a Power Trip to Israel
Presidents’ Conference Call- 5.11.15
Dorothy GanzHadassah’s HAPII Chair
Valerie LowensteinHadassah Missions Vice Chair
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Missions: Take a Power Trip to Israel
Presidents’ Conference Call- 5.11.15
Objectives • Discuss the importance of Hadassah Missions• Connect Hadassah members to Israel
Goals• Short Term• Engage women and men. Link them to the research and
medical breakthroughs at HMO. Visit a Youth Aliyah Village or meet a Young Judaea leader.
• Educate about Israel, Zionism and Hadassah’s critical role• Empower and Transform our members into active members
and ambassadors for Hadassah
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Missions: Take a Power Trip to Israel
Presidents’ Conference Call- 5.11.15
Goals• Long Term• Develop a strong bond with Hadassah• Become an active leader• Donors to Hadassah
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Customized Missions
Presidents’ Conference Call- 5.11.15
A customized mission trip is specifically set up and designed for your region to experience the culture, history of Israel and Hadassah projects.
Examples• Wine, Culinary, Culture of Israel• Heart Healthy Active Mission• Europe and Israel• Explore Israel with a Scholar
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Promoting Hadassah Missions
Presidents’ Conference Call- 5.11.15
• Promoting Hadassah Missions• Bulletin• E blast• Program• Board meeting• Sharing Your wonderful experience in Israel with others
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Presidents’ Conference Call- 5.11.15
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Hadassah’s HAPII Optional Tours
Presidents’ Conference Call- 5.11.15
• Hadas: October 18 – November 6 Daily breakfasts, 11 lunches, 12 dinners 13 nights Tel Aviv, 4 nights Haifa
• Etrog: October 18 – November 15 Daily breakfasts, 13 lunches, 17 dinners 13 nights Tel Aviv, 4 nights Haifa, 10 nights Jerusalem
• Lulav: October 24 – November 15 Daily breakfasts, 8 lunches, 14 dinners 7 nights Tel Aviv, 4 nights Haifa, 10 nights Jerusalem
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Hadassah’s HAPII Volunteering Opportunities
Presidents’ Conference Call- 5.11.15
Community service assignments are offered for 7 mornings and include:• Tutoring English in Tel Aviv elementary schools• Working with patients in a major rehab medical center in Tel
Aviv• Gardening in the Botanical Gardens in Tel Aviv
Participants will select their community service upon arrival in Israel. At that time, the specifics of each assignment will be explained. The volunteer opportunities do not require knowledge of Hebrew. Community service is approximately 4 hours a day, 6 days during the weeks in Tel Aviv. Provided taxis will take you to your assignments.
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For More Information
Presidents’ Conference Call- 5.11.15
Please go to www.hadassah.org, click on “Building Community”, then “Missions”. There you will find the links for the Missions and Hadassah’s HAPII.
Sherry AlturaHadassah Missions Chair 310-839-0606 [email protected]
Valerie Lowenstein Hadassah Missions Vice-Chair617-630-5277 [email protected]
Dorothy Ganz Hadassah’s HAPII Chair518-456-6288 [email protected]
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Election Process
Presidents’ Conference Call- 5.11.15
Belle SimonElection Committee Co-Chair
Barbara PailetElection Committee Co-Chair
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Development Division
Presidents’ Conference Call- 5.11.15
Frieda RosenbergDevelopment Division Vice-Coordinator
Kathy HershfieldMajor gifts Co-Chair
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Presidents’ Conference Call- 5.11.15
Source Funds Raised
HWZOA Approx. $2M
Hadassah International Approx. $50,000
Online Approx. $28,000
Projected for May Approx. $300,000
Projected for June Approx. $500,000
Goal: $3.7M Results from April 22-May 8:
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90 Day Plan
Presidents’ Conference Call- 5.11.15
• Phone calls to donors with open balances on pledges of $25K or more to the Tower, HMO, or undesignated; donors in arrears; donors with unsigned pledges; major donors with zero balances
• Development Division Volunteers, Past Presidents and Senior Leadership are blanketing the country to meet with donors• Nancy Falchuk-Florida• Marlene Post-Brooklyn• Bonnie Lipton-SF• Miki Schulman-Texas • Janice Weinman-Atlanta Super South• David Pasternack-California• Karen Everett – Brooklyn, Westchester
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Presidents’ Conference Call- 5.11.15
Bonnie LiptonSan Francisco
Janice WeinmanAtlanta
David PasternackCalifornia
Miki SchulmanTexas
Nancy FalchukFlorida
Marlene PostBrooklyn
Karen EverettBrooklyn, Westchester
Kathy HershfieldScottsdale
Frieda RosenbergBoston
Joyce RabinChicago
Roselle UngarFlorida Atlantic/Broward
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Presidents’ Conference Call- 5.11.15
• Telemarketing: We are currently discussing several strategies with the telemarketing vendor. Calls will begin within the next 30 days.
• Donor Services Group, a professional telemarketing firm will make the calls
• We will only have female callers• All callers will be members• The caller ID will say Hadassah• There will be no calls made after 8 PM local time
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Presidents’ Conference Call- 5.11.15
• Red Envelopes are being sent to each Unit. We are asking unit’s to please empty their treasuries and send the funds raised in the first quarter to National.
• National will once again be counting any Tower Goal Overage towards a chapter’s Fundraising Goal for the purpose of Awards only.
• Kindly contact the Grassroots Fundraising Department at [email protected] if you have any questions.
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Communications
Presidents’ Conference Call- 5.11.15
• Quarterly Statements: June 8• New HMO Research Brochure: Coming this Summer• Direct Mail with Research Focus
National EventsJune 9: Hadassah Housewarming PartyJuly 13-16: Donor Events in Philadelphia:
• SMD Breakfast• Major Donor Cocktail Party• Annual Giving Breakfast• Cocktail Reception for Prospects Featuring Bret Stephens
August 28: Hadassah Goes to the Hamptons
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Target Analytics Project
Presidents’ Conference Call- 5.11.15
Constituent scoring• Likelihood Models
• Major Giving Likelihood• Annual Giving Likelihood• Monthly Giving Likelihood
• Each constituent receives an assigned score from 0-1000 for each model Score Description Minimum Maximum
Excellent 901 1000
Very Good 801 900
Good 701 800
Average 501 700
Below Average 0 500
• As their score increases, the likelihood of the constituent to make a gift of that type increases, as well
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Target Analytics Project
Presidents’ Conference Call- 5.11.15
Principal Giving Results – 11,278• Total file assessment to identify top tier prospects for
your fundraising initiatives• Combines both inclination and capacity to give over a
one-year period• Scored prospects should be considered the highest
priority for major giving prioritization and prospecting purposes
Score Description Annual Gift Dollar Range # Records
Tier 1 $500,000+ 26
Tier 2 $250,000 - $500,000 1,772
Tier 3 $100,000 - $250,000 2,799
Tier 4 $50,000 - $100,000 6,681
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Target Analytics Project
Presidents’ Conference Call- 5.11.15
12 MONTH SNAPSHOT OF DATABASE
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Presidents’ Conference Call- 5.11.15
ASSIGN TO: David Kubrick DUE DATE: 5/31/2015TRACKING CODE: DK15MP
DONOR ID#: 7793236FIRST NAME: HelenLAST NAME: KatzCITY: Miami Beach STATE: FL
Major Giving Likelihood: 975Wealth Capacity: UnknownTargeted Gift Range: $25,001-$50,000
Total Cash Giving to Hadassah: $28,970
First CASH Gift Date: 7/2/2002
Most Recent CASH Gift Date: 7/10/2014Most Recent CASH GIFT AMOUNT: $180
Largest CASH Gift Date: 7/5/2010Largest CASH GIFT AMOUNT: $10,000
UNPAID PLEDGE BALANCE: NoneORIGINAL PLEDGE AMOUNT: N/A
Annual Giver: $360
ACTIVITY 1st Contact Date: ___________________ Ask/Outcome: _____________________________ 2nd Contact Date: __________________ Ask/Outcome: _____________________________
3rd Contact Date: __________________ Ask/Outcome: _____________________________ RESULTS Pledge Date: ________________________ Pledge Length: _____________________________ Pledge Amount: _____________________ Cash This Year: _____________________________
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Presidents Sharing Time
Presidents’ Conference Call- 5.11.15
Rhoda DombchikHadassah Northern Seaboard President
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Presidents’ Conference Call- 5.11.15
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Hadassah Northern Seaboard Spring Conference
Presidents’ Conference Call- 5.11.15
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Hadassah Northern Seaboard Spring Conference
Presidents’ Conference Call- 5.11.15
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Presidents Sharing Time
Presidents’ Conference Call- 5.11.15
Toby ParkerHadassah Southeastern President
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Hadassah Southeastern- “The Big Reveal”
Presidents’ Conference Call- 5.11.15
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Hadassah Southeastern- “The Big Reveal”
Presidents’ Conference Call- 5.11.15
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Presidents Sharing Time
Presidents’ Conference Call- 5.11.15
Susan LaferHadassah Florida Central President
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A Conversation with Marcie Natan
Presidents’ Conference Call- 5.11.15
Date: Sunday, May 3rd, 2015 Where: The Florida Holocaust Museum
• Special Donor Recognition Reception for Annual Donors (Chai and Keepers of the Gate) and Donors who have contributed $1,000 and above.
• Followed by a light Supper and Conversation.
• Lisl Schick, Honorary Chairperson
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Presidents’ Conference Call- 5.11.15
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Private Time with the Presidents
Presidents’ Conference Call- 5.11.15
Ann Eisenberg Fredi Brown
Presidential Development Co-Chairs