Download - How to: Dual Ask
![Page 1: How to: Dual Ask](https://reader038.vdocument.in/reader038/viewer/2022102801/568bd9f11a28ab2034a8f010/html5/thumbnails/1.jpg)
Aleinu and L’dor V’dor Training July 18, 2011
![Page 2: How to: Dual Ask](https://reader038.vdocument.in/reader038/viewer/2022102801/568bd9f11a28ab2034a8f010/html5/thumbnails/2.jpg)
Agenda D’var Torah Reflecting on CBS The Conversation Commitments
Leave ready and motivated for
one-on-one conversations
![Page 3: How to: Dual Ask](https://reader038.vdocument.in/reader038/viewer/2022102801/568bd9f11a28ab2034a8f010/html5/thumbnails/3.jpg)
“And Adonai spoke unto Moses, saying: ‘Tell the Israelite people to bring Me gifts; you shall accept gifts from every person whose heart is so moved’…”
Exodus XXV, 1-2
![Page 4: How to: Dual Ask](https://reader038.vdocument.in/reader038/viewer/2022102801/568bd9f11a28ab2034a8f010/html5/thumbnails/4.jpg)
How does Congregation Beth Sholom
“move your heart”?
![Page 5: How to: Dual Ask](https://reader038.vdocument.in/reader038/viewer/2022102801/568bd9f11a28ab2034a8f010/html5/thumbnails/5.jpg)
Reflect on your CBS connection
2. Own the CBS “case”
3. Get to know “your people”
4. Learn how to have the conversation
5. Make your own commitment
![Page 6: How to: Dual Ask](https://reader038.vdocument.in/reader038/viewer/2022102801/568bd9f11a28ab2034a8f010/html5/thumbnails/6.jpg)
Secure a place to
Celebrate and support members Provide innovative Conservative Judaism Learn – for us and our children Repair the world
Strengthen
Programming and education Ritual Our facility
![Page 7: How to: Dual Ask](https://reader038.vdocument.in/reader038/viewer/2022102801/568bd9f11a28ab2034a8f010/html5/thumbnails/7.jpg)
Aleinu – secure the present Meet diverse needs of our members $3 million over 3 years
L’dor V’dor – secure the future
For generations to come $3 million (45 bequests) over 3 years
![Page 8: How to: Dual Ask](https://reader038.vdocument.in/reader038/viewer/2022102801/568bd9f11a28ab2034a8f010/html5/thumbnails/8.jpg)
Now or over time (up to 3 years)
Payment Options One-time / Quarterly / Monthly Appreciated Assets – especially stock Special IRA opportunity
![Page 9: How to: Dual Ask](https://reader038.vdocument.in/reader038/viewer/2022102801/568bd9f11a28ab2034a8f010/html5/thumbnails/9.jpg)
A gift now or upon death
80-90% are … Named as an IRA or 401(k) beneficiary Named in will Named in an insurance policy
Other options – others can explain
![Page 10: How to: Dual Ask](https://reader038.vdocument.in/reader038/viewer/2022102801/568bd9f11a28ab2034a8f010/html5/thumbnails/10.jpg)
For most, we will ask twice
• To secure the present (cash or other assets over the next 3 years)
• To secure the future (a pledge of assets upon their death)
For some, only a legacy gift
![Page 11: How to: Dual Ask](https://reader038.vdocument.in/reader038/viewer/2022102801/568bd9f11a28ab2034a8f010/html5/thumbnails/11.jpg)
Reflect on your CBS connection
Own the CBS “case”
3. Get to know “your people”
4. Learn how to connect
5. Make your own commitment
![Page 12: How to: Dual Ask](https://reader038.vdocument.in/reader038/viewer/2022102801/568bd9f11a28ab2034a8f010/html5/thumbnails/12.jpg)
People who care deeply about CBS
People who have supported CBS
Leaders and volunteers …Your People!!!
![Page 13: How to: Dual Ask](https://reader038.vdocument.in/reader038/viewer/2022102801/568bd9f11a28ab2034a8f010/html5/thumbnails/13.jpg)
CBS makes a difference in their lives They feel a connection to CBS and/or other members They love what we do They believe in us They trust the shul and our leaders
![Page 14: How to: Dual Ask](https://reader038.vdocument.in/reader038/viewer/2022102801/568bd9f11a28ab2034a8f010/html5/thumbnails/14.jpg)
Provide an opportunity to make their values known Want to assure continuity for future generations Want to be remembered Better us than the government Most importantly: they were asked
![Page 15: How to: Dual Ask](https://reader038.vdocument.in/reader038/viewer/2022102801/568bd9f11a28ab2034a8f010/html5/thumbnails/15.jpg)
Background information sheet One household at a time Call to secure more information Questions/changes now?
![Page 16: How to: Dual Ask](https://reader038.vdocument.in/reader038/viewer/2022102801/568bd9f11a28ab2034a8f010/html5/thumbnails/16.jpg)
Reflect on your CBS connection Own the CBS “case”
Get to know “your people” 4. Learn how to have the conversation
5. Make your own commitment
![Page 17: How to: Dual Ask](https://reader038.vdocument.in/reader038/viewer/2022102801/568bd9f11a28ab2034a8f010/html5/thumbnails/17.jpg)
Three parts
1. Thank and Connect
2. Make the Case
3. Ask, Wait… Thank Again
![Page 18: How to: Dual Ask](https://reader038.vdocument.in/reader038/viewer/2022102801/568bd9f11a28ab2034a8f010/html5/thumbnails/18.jpg)
Thank You
2-3 questions about CBS What first drew you? What keeps you here? Life events at CBS? OK to share your connections – but be brief
What questions would you like to be asked?
![Page 19: How to: Dual Ask](https://reader038.vdocument.in/reader038/viewer/2022102801/568bd9f11a28ab2034a8f010/html5/thumbnails/19.jpg)
Make our Case Connect the case to what you heard Or refer to list and ask them what on
the list resonates with them
Be Passionate. Be Brief.
![Page 20: How to: Dual Ask](https://reader038.vdocument.in/reader038/viewer/2022102801/568bd9f11a28ab2034a8f010/html5/thumbnails/20.jpg)
Secure a place to
Celebrate and support members Provide innovative Conservative Judaism Learn – for us and our children Repair the world
Strengthen
Programming and education Ritual Our facility
![Page 21: How to: Dual Ask](https://reader038.vdocument.in/reader038/viewer/2022102801/568bd9f11a28ab2034a8f010/html5/thumbnails/21.jpg)
First, an Aleinu gift A specific amount or range Great to make it “please join me” Wait and listen to response… OK to extend time to meet target
Next…
![Page 22: How to: Dual Ask](https://reader038.vdocument.in/reader038/viewer/2022102801/568bd9f11a28ab2034a8f010/html5/thumbnails/22.jpg)
Ask to join the L’dor V’dor Circle with a Legacy gift by
Naming CBS as a beneficiary of their IRA, retirement plan or insurance policy Including CBS in their will or estate plan
![Page 23: How to: Dual Ask](https://reader038.vdocument.in/reader038/viewer/2022102801/568bd9f11a28ab2034a8f010/html5/thumbnails/23.jpg)
Write down notes Connection questions How you’ll ask for Aleinu and L’dor V’dor
Review your asking sheet Pair up and talk
![Page 24: How to: Dual Ask](https://reader038.vdocument.in/reader038/viewer/2022102801/568bd9f11a28ab2034a8f010/html5/thumbnails/24.jpg)
How many people wrote down notes first? What did you hear that you liked? With what do you need help?
Who committed to…
Aleinu? L’dor V’dor?
![Page 25: How to: Dual Ask](https://reader038.vdocument.in/reader038/viewer/2022102801/568bd9f11a28ab2034a8f010/html5/thumbnails/25.jpg)
Pick up the phone and call Tell them who you are Thank them for past support Ask about best time to talk about
CBS - in person Ask who in their household should join Suggest their home
Don’t do the ask over the phone
![Page 26: How to: Dual Ask](https://reader038.vdocument.in/reader038/viewer/2022102801/568bd9f11a28ab2034a8f010/html5/thumbnails/26.jpg)
Reflect on your CBS connection Own the CBS “case”
Get to know “your people” Learn how to have the conversation
5. Make your own commitment
![Page 27: How to: Dual Ask](https://reader038.vdocument.in/reader038/viewer/2022102801/568bd9f11a28ab2034a8f010/html5/thumbnails/27.jpg)
Make Your Commitments To Aleinu To L’dor V’dor To set a date with 1 person this week To meet with that person in August To write a thank you note
Tell the office (Jill) what happened
![Page 28: How to: Dual Ask](https://reader038.vdocument.in/reader038/viewer/2022102801/568bd9f11a28ab2034a8f010/html5/thumbnails/28.jpg)
Reflect on your CBS connection Own the CBS “case”
Get to know “your people” Learn how to have the conversation
Make your own commitment
![Page 29: How to: Dual Ask](https://reader038.vdocument.in/reader038/viewer/2022102801/568bd9f11a28ab2034a8f010/html5/thumbnails/29.jpg)
“…you shall accept gifts from every person whose heart is so moved…”