member & unit services division presidents’ conference call12.14.2015 presidents’ conference...

Member & Unit Services Division

Presidents’ Conference Call12.14.2015

Presidents’ Conference Call – 12.14.15

Call Recording Link: https://attendee.gotowebinar.com/recording/862961967902381313

Agenda Welcome – Fredi Brown and Ann Eisenberg Update from Janice Weinman, Executive Director/CEO Marketing & Communications – Yoram Ezra Membership Marketing – Merna Shapiro PRAZE – “Next Steps in PRAZE programs for engaging

members – Naomi Brunnlehrman Development – Frieda Rosenberg, David Pasternack Sharing Time – Peg Elefant, Susan Lafer Private Time with Fredi and Ann

Presidents’ Conference Call – 12.14.15

Update from the Executive Director

Presidents’ Conference Call – 12.14.15

Janice WeinmanExecutive Director and CEOjweinman@hadassah.org

LOCAL WEBSITES; EVENT REGISTRATION, BBMS

Presidents’ Conference Call – 12.14.15

Yoram EzraDirector, Web Strategyyezra@hadassah.org

Presidents’ Conference Call – 12.14.15

WE ARE CONSTANTLY IMPROVING

• We created two new templates resolving the issue with too many chapters on the top

• Local event registration: the new way• Leadership Tools• Donation and Membership forms switch from Sphere

to Luminate• We listened – you don’t like the maps. Currently

working on resolution with Blackbaud.

Presidents’ Conference Call – 12.14.15

Too Many Units?

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We’ve created a solution

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Too many units

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Local Event Registration

• Create a Blackbaud Merchant Account (BBMS) prior to your event

• Registration fees will be wired to your local account automatically on bi-weekly basis

• Credit card processing will be deducted from the total sum

• This method cannot be used for donations

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BBMS

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BBMS

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BBMS

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BBMS and MobilePay

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Ready to Start• Contact me directly at yezra@hadassah.org to get

started. • Please allow at least two weeks from the time you

sent ALL financial information to completion of form

Leadership Tools• We are currently spearheading the efforts to clean

and reorganize the leadership tools section• All high priority areas will be done before year end,

with everything done by end of January 2016

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Current (imported from old intranet)

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New Layout

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Donation and Membership moving from Sphere to Luminate And 2015 Tax Letter

• With Sphere DPC had to print out all donations and manually enter them to ClearView

• API Bridge – Luminate transactions and Constituent records are automatically sent to ClearView. After quick “spot check” the batch is approved and all Luminate new data populates ClearView, cutting the time from days to minutes.

• This allows us to create a 2015 Tax letter on demand.

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2015 Tax Letter

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2015 Tax Letter

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2015 Tax Letter

Membership Marketing

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Merna ShapiroMembership Vice Chair

mshapiro@hadassah.org

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Campaign EndsDecember 31st

Congratulations….Hadassah Florida AtlanticHadassah Desert MountainHadassah Philadelphia Hadassah Florida CentralBrooklyn

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New Benefit

2016 Membership Campaign:

You have the Power

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• $212 for Life Membership• $180 Special Promotion for current

2015 Annual & Gifted Members

2016 Membership Campaign:

You have the Power

Next Steps in PRAZE programs for engaging members

Presidents’ Conference Call – 12.14.15

Naomi Brunnlehrman Director, PRAZE Division

nbrunnlehrman@hadassah.org

January Trafficking Awareness Month

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• January 14: Jewish Day of Action to #EndHumanTraffickingco-hosted by Hadassah and National Council for Jewish Women

‐ Promote and participate in social media awareness campaign

‐ Plan trafficking programs throughout the month, especially in partnership with other Jewish organizations. Notify us of your plans: advocacy@hadassah.org.

‐ Urge your members to take action!

Trafficking Resources• Jewish Day of Action Social Media Kit• 18 Ways to Combat Trafficking (Leadership Resource) • Talking Points (including information about HMO &

HWZOA)• Hadassah Trafficking Program Directory • Trafficking Fact Sheet • National Action Center and webpage

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Day in the District 2015

• Over 20 Days in the District in 9 states

• Secured cosponsors for two women’s health bills, which the lead sponsors attribute to our Day in the District efforts.

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Day in the District - February 2016

• Tie in to American Heart Month

• Plan for President’s Week Congressional Recess (February 15-19)

• Stay tuned for exciting updates about Hadassah’s Gender Equity in Medical Research (GEM) Initiative!

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Development Division

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Frieda RosenbergDevelopment Division Vice-Coordinator

frosenberg@hadassah.org

David PasternackDevelopment Division Director

dpasternack@hadassah.org

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$127,000 raised

$59,000 – online (545 donors)$14,000 – Donor Services Helpline (15-25 donors)$54,000 – Major Gift Officers (2 donors)

We exceeded our $100,00 goal!

$97,000 was raised last year (our first year participating)

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• Launched on Giving Tuesday – December 1, 2015• Applies to all new cash and pledges to the tower, up until

the first $1 million is reached, through December 31, 2015 (retroactive to include all donations received beginning November 1, 2015)

• Use code YE15U on new Tower gifts to ensure that those gifts are matched

Presidents’ Conference Call- 12.14.15

Upcoming eBlast Schedule Topic

December 14 Last night of Hanukkah eblastDecember 24 One week left for million $ matchDecember 30 Countdown for year end million $ matchDecember 31 (before 10:00am) There is still timeDecember 31 (after 2:00 pm) Last chanceJanuary 3 Thank you (no ask)

Red Envelope Reminder

Red Envelopes were mailed to units the week of November 9.

Reminder to send your Red Envelopes in with the pre-addressed remittance slip.

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Year End Procedures for Unit ChecksIn order to receive 2015 credit towards your fundraising & Tower goals, it’s essential that you adhere to these deadlines:

12/18/2015: Final day Region/Big Chapter/Chapter checks will be accepted by National for 2015 Fundraising Goal & Tower Goal Credit – including “Red Envelopes”

• Units may retain 3 months usual and customary balance as per Hadassah policy. All funds over and above the 3-month allowance must be remitted to National as per year-end procedures

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Year End Procedures for Donor Checks

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01/08/2016: Final day that National will accept checks from individual donors which have been forwarded by Hadassah Units in order for those donations to qualify for the 2015 Tax Year• Any donor wishing to donate after 12/18/2015, should be instructed to send the

funds directly to National, make the donation online, or call the Development office (800-928-0685) with a credit card number.

• Individual donations received locally after 12/18/2015 must be forwarded to the National office on a daily basis to ensure 2015 tax year credit.

• Reminder: Individual contributions mailed directly to National Hadassah must be postmarked on or before 12/31/2015 in order to be receipted for the 2015 tax year.

• Any item received from individual donors after 01/08/2016 will be processed for the 2016 tax year regardless of the postmark.

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Year End Procedures

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01/15/2016: Hadassah’s 2015 financial books are closed

• All transaction posting will be completed by end of business 01/15/2016

As is usual end of year procedure, we ask that Regions/Big Chapters/Chapters/Groups ensure that they are in compliance i.e. treasuries are cleared out with only the minimum allowed balance.

Units that do not follow the guidelines will be considered out of compliance and will not be eligible for revenue share funds.

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Presidents’ Conference Call- 12.14.15

Visit hadassah.org/myhadassah/ You can also find myHadassah on the top menu bar on Hadassah’s home

If you do not have a myHadassah account you will need to Click on Register now! on the login page.

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Print 2015 Tax Receipt

Here you will able to print out your previous year’s tax receipt

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Ways to Give to Hadassah

Let your members know that they can make a year-end donation to Hadassah in a number of ways. Here are a few:

• TRANSFERRING SECURITIES TO HADASSAH

• ISRAEL BONDS

• A CHARITABLE GIFT ANNUITY

• A GIFT IN YOUR WILL

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IT’S NOT TOO LATE!

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Presidents’ Sharing Time

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Peg ElefantHadassah Pacific Northwest President

November 2015On the Cutting Edge:

a conversation about Stem Cell Research

With Dr. David Zangen

Revitalizing

PORTLAND

HADASSAH

• January 2014: 1st act of Presidency;

inherited

Office closed. Angry women!

• March 2015: 1st success

13 attendees

Partner: Benita Ross

• June 2015: S&%#t Happens– no one’s fault; weather, timing, illness

6 attendees

Partner: Judy Shereck

• November 2015: Big Risk

30 men and women

Raised $35,000 for the Tower

Partner: Harriett Zeitlin, Major Gifts Officer

GOAL 2015:

1. Hold 3 events

2. Find future leaders (Fab 5)

GOAL 2016:

3. Create Steering Committee

4. Hold 3 events

5. Fundraise: $50,000

GOAL 2017:

6. Self-directed leadership

7. Self-directed Programming

8. Self-directed fundraising

The 3-year PlanActivities

Presidents’ Sharing Time

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Susan LaferHadassah Florida Central President

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Private Time with the Presidents

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Ann Eisenberg Fredi Brown

Presidential Development Co-Chairs