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Member & Unit Services Division Presidents’ Conference Call 6.8.2015 Presidents’ Conference Call- 6.8.15

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Page 1: Member & Unit Services Division Presidents’ Conference Call6.8.2015 Presidents’ Conference Call- 6.8.15

Member & Unit Services Division

Presidents’ Conference Call6.8.2015

Presidents’ Conference Call- 6.8.15

Page 2: Member & Unit Services Division Presidents’ Conference Call6.8.2015 Presidents’ Conference Call- 6.8.15

Agenda Welcome Update from Marcie Natan, National President Marketing & Communications Update: Intranet/My Hadassah –

Barbara Spack, Yoram Ezra Know Your Worth - Kacy Spivack Membership Update - Carol Rosenthal PRAZE Update: Day in the District Initiative - Gillian Sescoe Development Q &A - Karen Everett, David Pasternack Sharing Time - Lynn Furness, Luisa Ellenbogen Private Time With Fredi and Ann

Presidents’ Conference Call- 6.8.15

Page 3: Member & Unit Services Division Presidents’ Conference Call6.8.2015 Presidents’ Conference Call- 6.8.15

New National Hadassah PO Box Addresses

MembershipHadassah Membership40 Wall StreetPO Box 1101New York, NY 10268-1101

FundraisingHadassah 40 Wall StreetPO Box 1100New York, NY 10268-1100

Presidents’ Conference Call- 6.8.15

Hadassah General MailHadassah 40 Wall Street- 8th FloorNew York, NY 10005-1387

Page 4: Member & Unit Services Division Presidents’ Conference Call6.8.2015 Presidents’ Conference Call- 6.8.15

Update from the National President

Presidents’ Conference Call- 6.8.15

Marcie NatanNational President

[email protected]

Page 5: Member & Unit Services Division Presidents’ Conference Call6.8.2015 Presidents’ Conference Call- 6.8.15

Marketing & Communications Update: Intranet/My Hadassah

Presidents’ Conference Call- 6.8.15

Barbara SpackMarketing and Communications

Department [email protected]

Yoram EzraDirector, Web [email protected]

Page 6: Member & Unit Services Division Presidents’ Conference Call6.8.2015 Presidents’ Conference Call- 6.8.15

Marketing and CommunicationsWhat to expect from myHadassah

Presidents’ Call: myHadassahJune 8, 2015

Page 7: Member & Unit Services Division Presidents’ Conference Call6.8.2015 Presidents’ Conference Call- 6.8.15

myHadassahNEW features on myHadassah:

Single log-in from hadassah.org home page accesses all leadership tools: Resources, Directories, Catalog (current)

Reports may require a second log-in for security (TBD)but we are still exploring ability to have same log-in

Resource section is cleaned up, organized in a more intuitive manner

e-commerce capabilities for the Catalog – Phase 2

Access to new Professional Directory (M&US project) – Phase 2

for Reports vs. another log-in

Presidents’ Call: myHadassahJune 8, 2015

Page 8: Member & Unit Services Division Presidents’ Conference Call6.8.2015 Presidents’ Conference Call- 6.8.15

myHadassahNEW “customer” records integration features:

1. User log-in from hadassah.org top nav bar2. Log-in differentiates between “Leader” and “Member”3. Both leader and member can access up-to-date personal donor info., including cumulative giving for current year (YTD), past year’s giving, and print tax letters (instead of contacting DPC)4. Leader can update PIFs at any time5. All users can update email preferences at any time (more user-friendly categories)6. All users will be able to update their contact information

ALL OF THE ABOVE REQUIRES ACCURATE, SECURE “CUSTOMER” RECORDS SYNCRONIZATION BETWEEN CLEARVIEW, SOFTREK, LUMINATE

Presidents’ Call: myHadassahJune 8, 2015

Page 9: Member & Unit Services Division Presidents’ Conference Call6.8.2015 Presidents’ Conference Call- 6.8.15

Know Your Worth

Presidents’ Conference Call- 6.8.15

Kacy SpivackLeadership Department Chair

[email protected]

Page 10: Member & Unit Services Division Presidents’ Conference Call6.8.2015 Presidents’ Conference Call- 6.8.15

Know Your Worth: A New Program for Your Units

Presidents’ Conference Call- 6.8.15

• A program designed to help women in transition understand how to achieve long-term financial security• Includes new member and fundraising (soft sell)

components• We will work with you and your team directly to help

guide you through the process • Rollout to the country in the Fall; watch

for your invitation in your Presidents Packet

Page 11: Member & Unit Services Division Presidents’ Conference Call6.8.2015 Presidents’ Conference Call- 6.8.15

Membership Gifting Campaign Update

Presidents’ Conference Call- 6.8.15

Carol RosenthalMembership Department [email protected]

Page 12: Member & Unit Services Division Presidents’ Conference Call6.8.2015 Presidents’ Conference Call- 6.8.15

Membership Gifting Campaign Update

Presidents’ Conference Call- 6.8.15

Give us a year...Experience the New Hadassah

FREE Annual Membership

Life Members or Associates can give the gift of membership

Launch date JULY 1, 2015

Page 13: Member & Unit Services Division Presidents’ Conference Call6.8.2015 Presidents’ Conference Call- 6.8.15

Membership Gifting Campaign Update

Presidents’ Conference Call- 6.8.15

• Guests at events • Friends and family • Prominent women in your community

Membership is not a giveaway,but a priceless gift!

Page 14: Member & Unit Services Division Presidents’ Conference Call6.8.2015 Presidents’ Conference Call- 6.8.15

Presidents’ Conference Call- 6.8.15

Page 15: Member & Unit Services Division Presidents’ Conference Call6.8.2015 Presidents’ Conference Call- 6.8.15

Membership Gifting Campaign Update

Presidents’ Conference Call- 6.8.15

INTRANET>RESOURCES>MEMBER AND UNIT SERVICES>MEMBERSHIP>GIFTING CAMPAIGN JULY 1 KICKOFF

Page 16: Member & Unit Services Division Presidents’ Conference Call6.8.2015 Presidents’ Conference Call- 6.8.15

Membership Gifting Campaign Update

Presidents’ Conference Call- 6.8.15

ENGAGEMENT…THE NEXT STEP

National/Region/Chapter Partnership

Page 17: Member & Unit Services Division Presidents’ Conference Call6.8.2015 Presidents’ Conference Call- 6.8.15

Leadership Opportunities

Presidents’ Conference Call- 6.8.15

Upcoming opportunities to talk and share Membership!Please promote to your Region and Chapter Membership VPs/Chairs!

Membership Hotline:Tuesday, June 23rd from 8 - 9 pm EDT

Membership Matters:Tuesday, July 28th at 8 pm EDT

or Wednesday, July 29th at 1 pm EDT

Information and registration links in Leaders' Digest!

Page 18: Member & Unit Services Division Presidents’ Conference Call6.8.2015 Presidents’ Conference Call- 6.8.15

PRAZE Update: Day in the District Initiative

Presidents’ Conference Call- 6.8.15

Gillian SescoeWashington Representative

[email protected]

Page 19: Member & Unit Services Division Presidents’ Conference Call6.8.2015 Presidents’ Conference Call- 6.8.15

PRAZE Update: Day in the District Initiative

Presidents’ Conference Call- 6.8.15

Scheduling Day in the DistrictStart planning a Day in the District event during the summer Congressional recess:

August 10 – September 4, 2015.

Page 20: Member & Unit Services Division Presidents’ Conference Call6.8.2015 Presidents’ Conference Call- 6.8.15

PRAZE Update: Day in the District Initiative

Presidents’ Conference Call- 6.8.15

Day in the District Intranet Resources:Resources>PRAZE>Advocacy • Day in the District Unit Coordinators Guide• Day in the District Quick Start Guide• Advocacy Training PowerPoint• Women’s Health Fact Sheet• #Research4All Act Social Media Kit• Hadassah Expertise: HMO & Women-Focused Care• Women's Health Advocacy Speech

Page 21: Member & Unit Services Division Presidents’ Conference Call6.8.2015 Presidents’ Conference Call- 6.8.15

Development Division

Presidents’ Conference Call- 6.8.15

Karen EverettMajor Donor Co-Chair

[email protected]

David PasternackChief Development Officer

[email protected]

Page 22: Member & Unit Services Division Presidents’ Conference Call6.8.2015 Presidents’ Conference Call- 6.8.15

Presidents’ Conference Call- 6.8.15

Summary of Development Tower Cash Campaign 2015- $3.7 Million Plan

Current Within 90 Days (July 15) July-December TOTAL

Overall Tower Cash $2.9 Million(as of June 2) Received:• $1.449M payment

received• $87K from Red

Envelopes for Tower (approx. $391K total from mailing )

• $1.3M in Tower payments

Expected:• $500K committed for July

1from 2 MGOs• $500K in payments from a

combination of the 60 people with open Tower balances/100 unsigned Tower pledges/gifts from the open $14M in Tower arrears from 37 people

• $200K in gifts from major donors with zero balances, of which there are 2,400

• $400L from Q2 statements to be mailed on June 8

$3 Million Potential

$2.6 Million Cash Payments• 250K from 25% of $1M Blitz • $500K second payments from a

combination of 60 people with open Tower balances/100 unsigned Tower pledges/pledges/gifts from the open $14M in Tower arrears from 37 people

• $500K from 3 Doctor Visits• $200K from National Business

Meeting• $500K from Hadassah Int’l• $750K from Grassroots incl. Red

Envelopes$3.45 Million Potential

Cash raised as of June 2: $2.9MRemaining cash to be raised in first 90 days: $800K

Page 23: Member & Unit Services Division Presidents’ Conference Call6.8.2015 Presidents’ Conference Call- 6.8.15

Presidents’ Conference Call- 6.8.15

National Blitz

Page 24: Member & Unit Services Division Presidents’ Conference Call6.8.2015 Presidents’ Conference Call- 6.8.15

Presidents’ Conference Call- 6.8.15

National Blitz ResultsOur Past National Presidents along with some Divisional leaders are blanketing the country bringing our mission and message to top donors and prospective donors

Where Who Results

Florida Nancy Falchuk & Debbie Regent

$1M pledged; $250,000 cash expected to be paid July 1

California David Pasternack & Harriett Zeitlin

$600,000 in pledges$200,000 cash by August

Boston Frieda RosenbergJaime Seltzer

$10,000 cash accelerated payment$100,000 pledge; $50,000 to be paid July 1

RESULTS as of 6/2

Page 25: Member & Unit Services Division Presidents’ Conference Call6.8.2015 Presidents’ Conference Call- 6.8.15

Presidents’ Conference Call- 6.8.15

Red Envelope ResultsRed Envelopes were sent to each unit asking them to empty their treasuries and send the funds raised in the first quarter to National• Mailed to 600 Units• Mailing was completed on May 1• 146 chapters remitted chapter checks; 611 individual entries

(this could be that the chapter sent in individual donor checks or chapter check with donor information

• Received to date: $391,154; • Approximately $87,000 of it for Tower

Page 26: Member & Unit Services Division Presidents’ Conference Call6.8.2015 Presidents’ Conference Call- 6.8.15

Presidents’ Conference Call- 6.8.15

Brainstorm

1. Seeing the success of the National blitz, are there any additional areas that could set up high level appointments with a National leader

2. What would you like to see from National to help bring in more revenue?

Page 27: Member & Unit Services Division Presidents’ Conference Call6.8.2015 Presidents’ Conference Call- 6.8.15

Presidents Sharing Time

Presidents’ Conference Call- 6.8.15

Lynn FurnessHadassah Northern Seaboard President

Page 28: Member & Unit Services Division Presidents’ Conference Call6.8.2015 Presidents’ Conference Call- 6.8.15

Presidents’ Conference Call- 6.8.15

Page 29: Member & Unit Services Division Presidents’ Conference Call6.8.2015 Presidents’ Conference Call- 6.8.15

Presidents Sharing Time

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Luisa EllenbogenHadassah Chicago-North Shore President

Page 30: Member & Unit Services Division Presidents’ Conference Call6.8.2015 Presidents’ Conference Call- 6.8.15

Hadassah Chicago-North Shore Leadership Development

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Desired Outcomes: • Board has a clear understanding and a framework

within which to complete its roles individually and cooperatively so we are developing a cohesive board• Everyone is fully clear from the outset what goals are• Ability to evaluate the effectiveness of our work

Page 31: Member & Unit Services Division Presidents’ Conference Call6.8.2015 Presidents’ Conference Call- 6.8.15

Leadership Development Goals

Presidents’ Conference Call- 6.8.15

• Increase Executive Board Members’ understanding of their role in developing and implementing the annual plan• Align the Executive Board Members’ activities with the

annual plan goals• Increase the cooperation between portfolios to develop

events that serve multiple purposes of the annual plan goals• Evaluate the chapter activities to determine to what extent

they are meeting annual plan goals• Modify chapter activities to further align them with annual

plan goals

Page 32: Member & Unit Services Division Presidents’ Conference Call6.8.2015 Presidents’ Conference Call- 6.8.15

Steps to Achieve Goals

Presidents’ Conference Call- 6.8.15

• Review 2015 Annual Plan with Executive Board Members • Develop Executive Board Job Descriptions• Align Job Descriptions with Annual Plan Activities• Evaluate Executive Board Members’ Role in Annual Plan

Activities• Develop Annual Plan for 2016 that aligns Executive Board

Members’ activities with the Annual Plan

Page 33: Member & Unit Services Division Presidents’ Conference Call6.8.2015 Presidents’ Conference Call- 6.8.15

Board Retreat Results

Presidents’ Conference Call- 6.8.15

• Board working more cooperatively• Board talking about evaluating programs (enabled us to

make changes)• Changing format of board meetings (Executive and

General)

Page 34: Member & Unit Services Division Presidents’ Conference Call6.8.2015 Presidents’ Conference Call- 6.8.15

Private Time with the Presidents

Presidents’ Conference Call- 6.8.15

Ann Eisenberg Fredi Brown

Presidential Development Co-Chairs