1. CREATE a Jewish Legacy of Western Massachusetts legaciesglossary "I did not find the world desolate when I entered it. And as my parents planted for me before I was born, so do I plant for those who will come after me." -Talmud

2. Importance of a Bequest Initiative  Results of the NJPS 85% of those surveyed have wills Only 3% have designated Federation or Foundation  Transfer of wealth $41 trillion over the next 50 years  Potential in bequests: If 20 individuals each asked 5 donors and received an average gift of $50K, they would generate $5M

3. Program Goals  To secure bequests for permanent endowments  To develop strong leadership and technical skills  To build public awareness about the power of bequests and endowments  To build a regional model for legacy giving to strengthen the Western Massachusetts Jewish community

4. Is Western Massachusetts Ready for Create a Jewish Legacy? Criteria for initiating a bequest program:  Fiscal health and stability  Experience in attracting gift support  Quality of donor base  Board support  Commitment

5. Risk Analysis How many donors have died in the last 5-10 years without legacy gifts? How many current gifts are endowed? Are we being proactive or reactive? Do we work in partnership with local agencies on endowment planning?

6. UJC’s role in CJL  Consulting Pilots & in the field Senior professional staff available Outside consultants as needed  Marketing CJL website Brochure, ads, other collateral materials  Training Ongoing training opportunities, including seminars and conference calls

7. Role of Create a Jewish Legacy Program Engage professional and lay leadership across region Designate staff (Program Manager) to provide management, hands-on coaching and training for local agencies Convene regular meetings and trainings of legacy teams Recruit, educate and train solicitors for each agency

8. Role of Jewish Endowment Foundation  Provide support to all Jewish organizations seeking legacy and endowment gifts  Provide recognition and ongoing stewardship  Hold and administer all funds  Provide incentive grants (up to $10,000 per year) to each agency for meeting specific benchmark goals  In partnership with HGF, provide program oversight

9. Role of Harold Grinspoon Foundation (Grinspoon Institute for Jewish Philanthropy) In partnership with JEF, provide program oversight Provide funding for Create a Jewish Legacy infrastructure: oProgram Manager oMarketing oConsulting oTraining

10. Role of Federations (Western MA & the Berkshires)  Work with local agencies to identify and co-solicit appropriate donors  Identify community priorities through collaborative fundraising process which can be transformed into endowment opportunities  Encourage PACE & LOJE campaign to support Federation and local community

11. Role of Local Agencies in consultation with CJL staff (JEF & HGF)  Form a legacy team  Create a written action plan  Develop a case statement  Set endowment goals  Build enthusiasm and commitment  Solicit legacy prospects as defined by action plan

12. What makes CJL unique?  Promotes collaboration across the community  Puts the interests of the donor at the forefront of the conversation  Raises bequests for permanent endowments

13. CJL Across the Country Other CJL pilots and their current status (Richmond, Greensboro, Broward, St. Paul) Other communities active in CJL (San Diego, Hartford, Kansas City) Birmingham’s program What’s been learned about communal competition Words of wisdom

14. Jewish Legacies sustain our sacred covenant with the Jewish people – in Western Massachusetts and around the world.