member & unit services division presidents’ conference call5.11.2015 presidents’ conference...

Member & Unit Services Division

Presidents’ Conference Call5.11.2015

Presidents’ Conference Call- 5.11.15

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

Update from the Executive Director

Presidents’ Conference Call- 5.11.15

Janice WeinmanExecutive Director and CEOjweinman@hadassah.org

Every Step Counts

Presidents’ Conference Call- 5.11.15

Diane IssenbergHealth and Wellness Team Leader

issenberg@att.net

Clara GillmanEvery Beat Counts Team Leader

Cgillman@Hadassah.org

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.

Every Step Counts

Presidents’ Conference Call- 5.11.15

Contact InformationEliana Meirowitz NelsonManager, Health & Wellnessenelson@hadassah.org

Diane IssenbergTeam Leader, Health & Wellnessissenberg@att.net

Clara GillmanTeam Leader, Every Beat Counts cgillman@hadassah.org

Thank You for your commitment to heart health – both for yourself and for women across the United States.

Missions: Take a Power Trip to Israel

Presidents’ Conference Call- 5.11.15

Dorothy GanzHadassah’s HAPII Chair

allgees@aol.com

Valerie LowensteinHadassah Missions Vice Chair

Valerie.Lowenstsein@hadassah.org

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

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

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

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

Presidents’ Conference Call- 5.11.15

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

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.

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 mr3pine@aol.com

Valerie Lowenstein Hadassah Missions Vice-Chair617-630-5277 valerie.lowenstein@hadassah.org

Dorothy Ganz Hadassah’s HAPII Chair518-456-6288 allgees@aol.com

Election Process

Presidents’ Conference Call- 5.11.15

Belle SimonElection Committee Co-Chair

bsimon@hadassah.org

Barbara PailetElection Committee Co-Chair

bhpfed@aol.com

Development Division

Presidents’ Conference Call- 5.11.15

Frieda RosenbergDevelopment Division Vice-Coordinator

frosenberg@hadassah.org

Kathy HershfieldMajor gifts Co-Chair

khershfield@hadassah.org

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:

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

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

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

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 frservices@hadassah.org if you have any questions.

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

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

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

P

P

P

P

P

P

P

P

P

P

P

P

P

P

PP

P

Target Analytics Project

Presidents’ Conference Call- 5.11.15

12 MONTH SNAPSHOT OF DATABASE

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: _____________________________

Presidents Sharing Time

Presidents’ Conference Call- 5.11.15

Rhoda DombchikHadassah Northern Seaboard President

Presidents’ Conference Call- 5.11.15

Hadassah Northern Seaboard Spring Conference

Presidents’ Conference Call- 5.11.15

Hadassah Northern Seaboard Spring Conference

Presidents’ Conference Call- 5.11.15

Presidents Sharing Time

Presidents’ Conference Call- 5.11.15

Toby ParkerHadassah Southeastern President

Hadassah Southeastern- “The Big Reveal”

Presidents’ Conference Call- 5.11.15

Hadassah Southeastern- “The Big Reveal”

Presidents’ Conference Call- 5.11.15

Presidents Sharing Time

Presidents’ Conference Call- 5.11.15

Susan LaferHadassah Florida Central President

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

Presidents’ Conference Call- 5.11.15

Private Time with the Presidents

Presidents’ Conference Call- 5.11.15

Ann Eisenberg Fredi Brown

Presidential Development Co-Chairs