member & unit services division presidents’ conference call1.12.2015
TRANSCRIPT
Member & Unit Services Division
Presidents’ Conference Call1.12.20151.12.2015
Agenda: Welcome Update from Marcie Natan, National President Barbara Spack– Marketing and Communications
Update Carol Rosenthal - January Mission Update Roselle Ungar, David Pasternack - Development Update Sharing Time Private Time With Fredi and Ann
Marketing & Communications
Barbara SpackMarketing and Communications Department Chair
Development Division2014 Recap & Plans for 2015
Roselle UngarDevelopment Division Coordinator
David PasternackChief Development Officer
Cash and Signed Pledges* Approx. $0.7M
To be Processed & Unbookable Gifts Approx. $2.3M
TOWER GIFTS FROM OCT 26, 2014 TO JAN 1, 2015
• *Our donors have agreed to gift Hadassah the $1M for the match
• Please note that DPC is still processing year end gifts, we expect to reach $1M.
• Also please note that the matching portion is not credited to donors’ cumulative giving accounts or to the Unit’s Tower Goal.
2014 Development Milestones• TOTAL PHILANTHROPY: Approx. $70M Projection
• Direct Response: Approx. $2.2M Net Projection(More than double from 2013)
• Annual Giving 5% Increase in Keepers of the Gate
• Donor Services Over 300 calls per month on the Donor Services Helpline
• Major Gifts Expanded National coverage with
4 new Major Gifts Officers
• PG&E Over $30M in bequests; 1,000 new Legacy Society members
2015 Goals
• 2015 CASH Fundraising Goals• 2015 CASH Tower Goals
Each Region and Big Chapter is assigned two goals:
2015 Goal Guidelines
• If a unit exceeds their Tower Goal, the “overage amount” will be manually added to their Fundraising Goal amount at the end of the year ONLY TO DETERMINE AWARDS.
• Hadassah Regions, Big Chapters, and units will receive full fundraising goal credit for unrestricted bequest payments in 2015.
2015 Plans: Some HighlightsMAJOR GIFTS•National Doctor Visits•National SMD & Guardian Events •Continue to increase Major Gifts Officer coverage
HMO/TOWER•Room with a View Virtual Tower Launch•HMO Research Brochure
OPERATIONS•Deep Dive of Database•Telemarketing•Acquisition
1st Quarter National Mailings
January ……………Direct Response Appeal
March……………….Statement Mailing
April…………………Passover Direct Response Appeal
Doctor Visit Guidelines
The Development Division will pay for travel expenses and a hotel for an HMO doctor to visit, providing the following criteria are met:•An appeal must be made at an event already being planned, or, a new meeting or event can be planned.
• A unit must work with Development to arrange for another fundraising opportunity for the doctor, for instance, a parlor meeting and/or private appointments.
Doctor Visit Guidelines
• There must be a realistic possibility of raising a cumulative minimum of $100,000 per doctor visit in an area (this includes all activities) in order for Development to cover travel and hotel expenses.
See you in Newark!
January Business Meeting Development Training
Learn Fundraising PrinciplesWork with Major Gift OfficersID ProspectsAnd more . . .
Presidents’ Sharing Time
Phyllis AbramsonHadassah Suffolk President
Hadassah Suffolk Chai Society
• The Suffolk Region ended 2014 with 44 new Chai Society members.
• We achieved this by:• Highlighting the $180 annual donation as
doable for most of us• Honoring the woman who said yes at our
Awards Region Luncheon in November,• Commissioning a chai pin which has been
copyrighted.
Hadassah Suffolk Chai Society
In celebration and gratitude of your becoming a member of the Hadassah Chai society, we would like to thank you with this exclusive “Love Chai” hand crafted Chai brooch. The new design of this pin symbolizes an important concept. First, the heart, becoming a part of the Chai, symbolizes the generous donation you have contributed to become a member of the Chai Society, a donation from the heart. The random hand applied texturing of the brass ensures that each pin is unique and references the antique golden brass vessels found in many ancient Israeli sites. The vintage finish endows the brooch with an historical archeological symbolism: with which we honor and recall the times history and religious foundation of Israel. Designed exclusively for Hadassah and hand crafted by international award winning public sculptors and artists Diane and Mark Weisbeck, who can boast three generations of Hadassah Lifetime family members.
“Love Chai” copyright 2014 Weisbeck Design.
Private Time With the Presidents
Ann Eisenberg
Presidential Development Co-Chairs
Fredi Brown