Member & Unit Services Division Presidents’ Conference Call Presidents’ Conference Call

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

New National Hadassah PO Box Addresses Membership Hadassah Membership 40 Wall Street PO Box 1101 New York, NY Fundraising Hadassah 40 Wall Street PO Box 1100 New York, NY Presidents’ Conference Call Hadassah General Mail Hadassah 40 Wall Street- 8 th Floor New York, NY

Update from the National President Presidents’ Conference Call Marcie Natan National President

Marketing & Communications Update: Intranet/My Hadassah Presidents’ Conference Call Barbara Spack Marketing and Communications Department Chair Yoram Ezra Director, Web Strategy

Marketing and Communications What to expect from myHadassah Presidents’ Call: myHadassah June 8, 2015

myHadassah NEW 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: myHadassah June 8, 2015

myHadassah NEW “customer” records integration features: 1. User log-in from hadassah.org top nav bar 2. 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 time 5. All users can update 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: myHadassah June 8, 2015

Know Your Worth Presidents’ Conference Call Kacy Spivack Leadership Department Chair

Know Your Worth: A New Program for Your Units Presidents’ Conference Call 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

Membership Gifting Campaign Update Presidents’ Conference Call Carol Rosenthal Membership Department Chair

Membership Gifting Campaign Update Presidents’ Conference Call 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

Membership Gifting Campaign Update Presidents’ Conference Call Guests at events Friends and family Prominent women in your community Membership is not a giveaway, but a priceless gift!

Presidents’ Conference Call

Membership Gifting Campaign Update Presidents’ Conference Call INTRANET>RESOURCES> MEMBER AND UNIT SERVICES> MEMBERSHIP>GIFTING CAMPAIGN JULY 1 KICKOFF

Membership Gifting Campaign Update Presidents’ Conference Call ENGAGEMENT… THE NEXT STEP National/Region/Chapter Partnership

Leadership Opportunities Presidents’ Conference Call Upcoming opportunities to talk and share Membership! Please promote to your Region and Chapter Membership VPs/Chairs! Membership Hotline: Tuesday, June 23rd from 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!

PRAZE Update: Day in the District Initiative Presidents’ Conference Call Gillian Sescoe Washington Representative

PRAZE Update: Day in the District Initiative Presidents’ Conference Call Scheduling Day in the District Start planning a Day in the District event during the summer Congressional recess: August 10 – September 4, 2015.

PRAZE Update: Day in the District Initiative Presidents’ Conference Call 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

Development Division Presidents’ Conference Call Karen Everett Major Donor Co-Chair David Pasternack Chief Development Officer

Presidents’ Conference Call Summary of Development Tower Cash Campaign $3.7 Million Plan CurrentWithin 90 Days (July 15)July-DecemberTOTAL 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: $2.9M Remaining cash to be raised in first 90 days: $800K

Presidents’ Conference Call National Blitz

Presidents’ Conference Call National Blitz Results Our Past National Presidents along with some Divisional leaders are blanketing the country bringing our mission and message to top donors and prospective donors WhereWhoResults FloridaNancy Falchuk & Debbie Regent $1M pledged; $250,000 cash expected to be paid July 1 CaliforniaDavid Pasternack & Harriett Zeitlin $600,000 in pledges $200,000 cash by August BostonFrieda Rosenberg Jaime Seltzer $10,000 cash accelerated payment $100,000 pledge; $50,000 to be paid July 1 RESULTS as of 6/2

Presidents’ Conference Call Red Envelope Results Red 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 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

Presidents’ Conference Call 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?

Presidents Sharing Time Presidents’ Conference Call Lynn Furness Hadassah Northern Seaboard President

Presidents’ Conference Call

Presidents Sharing Time Presidents’ Conference Call Luisa Ellenbogen Hadassah Chicago-North Shore President

Hadassah Chicago-North Shore Leadership Development Presidents’ Conference Call 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

Leadership Development Goals Presidents’ Conference Call 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

Steps to Achieve Goals Presidents’ Conference Call 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

Board Retreat Results Presidents’ Conference Call Board working more cooperatively Board talking about evaluating programs (enabled us to make changes) Changing format of board meetings (Executive and General)

Private Time with the Presidents Presidents’ Conference Call Ann EisenbergFredi Brown Presidential Development Co-Chairs