member & unit services division presidents’ conference call4.13.2015 presidents’ conference...

Member & Unit Services Division

Presidents’ Conference Call4.13.2015

Presidents’ Conference Call- 4.13.15

Agenda Welcome Update from Marcie Natan, National President Janice Weinman, Executive Director and CEO Speakers Bureau - Kacy Spivack Treasurers Presentation - Roni Schwartz Development Q &A - Roselle Ungar, Frieda Rosenberg Sharing Time - Amy Applebaum and Jill Sapperstein Private Time With Fredi and Ann

Presidents’ Conference Call- 4.13.15

Update from the National President

Presidents’ Conference Call- 4.13.15

Marcie NatanNational President

mnatan@hadassah.org

Presidents’ Conference Call- 4.13.15

Janice WeinmanExecutive Director and CEOjweinman@hadassah.org

Speakers Bureau

Presidents’ Conference Call- 4.13.15

Kacy SpivackLeadership Department Chair

kspivack@hadassah.org

Speakers Bureau Services• Provides National speakers to units as requested• Allow Speakers Bureau to find the speaker for you• Funded—1 National Speaker-on-Tour per Region per year• Funded—1 Conference Advisor per Region per year• Funded—1 newly-trained National Speaker, targeted for units

holding major events or training sessions

• Not funded by Speakers Bureau—does not fit the above criteria; is not approved by Speakers Bureau

Intranet>Resources>Speakers Bureau

Presidents’ Conference Call- 4.13.15

Treasurers Presentation

Presidents’ Conference Call- 4.13.15

Roni SchwartzNational Treasurer

rschwartz@hadassah.org

Organizational Financial Concerns

Presidents’ Conference Call- 4.13.15

Strictly Confidential

Source: Development Division

Organizational Financial Concerns

Presidents’ Conference Call- 4.13.15

Strictly Confidential

Source: Development Division

Organizational Financial Concerns

Presidents’ Conference Call- 4.13.15

Strictly Confidential

Source: Membership and Unit Services Division

Financial HighlightsRevenuesYear-to-date. The unfavorable variance of $5.6M was mainly due to:• Unfavorable variance of $2.7M or 93% in major gift

solicitations ($204K revenue vs. $2.9M budget); refer to Exhibit B-1.• Unfavorable variance of $1.5M or 70% in chapter

remittance ($624K revenue vs. $2.1M budget); refer to Exhibit B-1.

Presidents’ Conference Call- 4.13.15

Financial HighlightsIn contrast, favorable variances were observed as follows:

• $0.7M on direct mailing mainly due to $540K from step-up strategy. Please note that income from this line is spillover from 2014 campaign.

• Per Development’s projections, income from 2015 direct mailing campaigns will start coming-in in March.

• $1.3M on Miscellaneous, non-campaign. The revenues that came under this line were not directly related to any current development campaign.

Presidents’ Conference Call- 4.13.15

Presidents’ Conference Call- 4.13.15

Exhibit B-1

Strictly Confidential

Development Division

Presidents’ Conference Call- 4.13.15

Roselle UngarDevelopment Division Coordinator

rungar@hadassah.org

Development Open Forum

Q & A’s

Presidents’ Conference Call- 4.13.15

Presidents Sharing Time

Presidents’ Conference Call- 4.13.15

Amy ApplebaumHadassah Greater Southwest President

Hadassah Greater Southwest- Date with the State

Presidents’ Conference Call- 4.13.15

Hadassah Greater Southwest- Date with the State

Presidents’ Conference Call- 4.13.15

Presidents Sharing Time

Presidents’ Conference Call- 4.13.15

Jill SappersteinHadassah Greater Baltimore President

Ethan Jacob

Presidents’ Conference Call- 4.13.15

Presidents’ Conference Call- 4.13.15

Mobile Bidding & Donations

Presidents’ Conference Call- 4.13.15

Auction Items

Presidents’ Conference Call- 4.13.15

Presidents’ Conference Call- 4.13.15

Private Time with the Presidents

Presidents’ Conference Call- 4.13.15

Ann Eisenberg Fredi Brown

Presidential Development Co-Chairs