1. Member & Unit Services Division Presidents’ Conference Call12.14.2015 Presidents’ Conference Call – 12.14.15 Call Recording Link: https://attendee.gotowebinar.com/recording/862961967902381313https://attendee.gotowebinar.com/recording/862961967902381313

2. Agenda Welcome – Fredi Brown and Ann Eisenberg Update from Janice Weinman, Executive Director/CEO Marketing & Communications – Yoram Ezra Membership Marketing – Merna Shapiro PRAZE – “Next Steps in PRAZE programs for engaging members – Naomi Brunnlehrman Development – Frieda Rosenberg, David Pasternack Sharing Time – Peg Elefant, Susan Lafer Private Time with Fredi and Ann Presidents’ Conference Call – 12.14.15

3. Update from the Executive Director Presidents’ Conference Call – 12.14.15 Janice Weinman Executive Director and CEO jweinman@hadassah.org

4. LOCAL WEBSITES; EVENT REGISTRATION, BBMS Presidents’ Conference Call – 12.14.15 Yoram Ezra Director, Web Strategy yezra@hadassah.org

5. Presidents’ Conference Call – 12.14.15 WE ARE CONSTANTLY IMPROVING We created two new templates resolving the issue with too many chapters on the top Local event registration: the new way Leadership Tools Donation and Membership forms switch from Sphere to Luminate We listened – you don’t like the maps. Currently working on resolution with Blackbaud.

6. Presidents’ Conference Call – 12.14.15 Too Many Units?

7. Presidents’ Conference Call – 12.14.15 We’ve created a solution

8. Presidents’ Conference Call – 12.14.15 Too many units

9. Presidents’ Conference Call – 12.14.15 Local Event Registration Create a Blackbaud Merchant Account (BBMS) prior to your event Registration fees will be wired to your local account automatically on bi-weekly basis Credit card processing will be deducted from the total sum This method cannot be used for donations

10. Presidents’ Conference Call – 12.14.15 BBMS

11. Presidents’ Conference Call – 12.14.15 BBMS

12. Presidents’ Conference Call – 12.14.15 BBMS

13. Presidents’ Conference Call – 12.14.15 BBMS and MobilePay

14. Presidents’ Conference Call – 12.14.15 Ready to Start Contact me directly at yezra@hadassah.org to get started. Please allow at least two weeks from the time you sent ALL financial information to completion of form Leadership Tools We are currently spearheading the efforts to clean and reorganize the leadership tools section All high priority areas will be done before year end, with everything done by end of January 2016

15. Presidents’ Conference Call – 12.14.15 Current (imported from old intranet)

16. Presidents’ Conference Call – 12.14.15 New Layout

17. Presidents’ Conference Call – 12.14.15 Donation and Membership moving from Sphere to Luminate And 2015 Tax Letter With Sphere DPC had to print out all donations and manually enter them to ClearView API Bridge – Luminate transactions and Constituent records are automatically sent to ClearView. After quick “spot check” the batch is approved and all Luminate new data populates ClearView, cutting the time from days to minutes. This allows us to create a 2015 Tax letter on demand.

18. Presidents’ Conference Call – 12.14.15 2015 Tax Letter

19. Presidents’ Conference Call – 12.14.15 2015 Tax Letter

20. Presidents’ Conference Call – 12.14.15 2015 Tax Letter

21. Membership Marketing Presidents’ Conference Call – 12.14.15 Merna Shapiro Membership Vice Chair mshapiro@hadassah.org

22. Presidents’ Conference Call – 12.14.15 Campaign Ends December 31st Congratulations…. Hadassah Florida Atlantic Hadassah Desert Mountain Hadassah Philadelphia Hadassah Florida Central Brooklyn

23. Presidents’ Conference Call – 12.14.15 New Benefit 2016 Membership Campaign: You have the Power

24. Presidents’ Conference Call – 12.14.15 $212 for Life Membership $180 Special Promotion for current 2015 Annual & Gifted Members 2016 Membership Campaign: You have the Power

25. Next Steps in PRAZE programs for engaging members Presidents’ Conference Call – 12.14.15 Naomi Brunnlehrman Director, PRAZE Division nbrunnlehrman@hadassah.org

26. January Trafficking Awareness Month Presidents’ Conference Call – 12.14.15 January 14: Jewish Day of Action to #EndHumanTrafficking co-hosted by Hadassah and National Council for Jewish Women ‐Promote and participate in social media awareness campaign ‐Plan trafficking programs throughout the month, especially in partnership with other Jewish organizations. Notify us of your plans: advocacy@hadassah.org. advocacy@hadassah.org ‐Urge your members to take action!

27. Trafficking Resources Jewish Day of Action Social Media Kit 18 Ways to Combat Trafficking (Leadership Resource) Talking Points (including information about HMO & HWZOA) Hadassah Trafficking Program Directory Trafficking Fact Sheet National Action Center and webpage Presidents’ Conference Call – 12.14.15

28. Day in the District 2015 Over 20 Days in the District in 9 states Secured cosponsors for two women’s health bills, which the lead sponsors attribute to our Day in the District efforts. Presidents’ Conference Call – 12.04.15

29. Day in the District - February 2016 Tie in to American Heart Month Plan for President’s Week Congressional Recess (February 15-19) Stay tuned for exciting updates about Hadassah’s Gender Equity in Medical Research (GEM) Initiative! Presidents’ Conference Call – 12.14.15

30. Development Division Presidents’ Conference Call- 12.14.15 Frieda Rosenberg Development Division Vice-Coordinator frosenberg@hadassah.org David Pasternack Development Division Director dpasternack@hadassah.org

31. Presidents’ Conference Call- 12.14.15 $127,000 raised $59,000 – online (545 donors) $14,000 – Donor Services Helpline (15-25 donors) $54,000 – Major Gift Officers (2 donors) We exceeded our $100,00 goal! $97,000 was raised last year (our first year participating)

32. Presidents’ Conference Call- 12.14.15 Launched on Giving Tuesday – December 1, 2015 Applies to all new cash and pledges to the tower, up until the first $1 million is reached, through December 31, 2015 (retroactive to include all donations received beginning November 1, 2015) Use code YE15U on new Tower gifts to ensure that those gifts are matched

33. Presidents’ Conference Call- 12.14.15 Upcoming eBlast ScheduleTopic December 14Last night of Hanukkah eblast December 24One week left for million $ match December 30Countdown for year end million $ match December 31 (before 10:00am)There is still time December 31 (after 2:00 pm)Last chance January 3Thank you (no ask)

34. Red Envelope Reminder Red Envelopes were mailed to units the week of November 9. Reminder to send your Red Envelopes in with the pre-addressed remittance slip. Presidents’ Conference Call- 12.14.15

35. Year End Procedures for Unit Checks In order to receive 2015 credit towards your fundraising & Tower goals, it’s essential that you adhere to these deadlines: 12/18/2015: Final day Region/Big Chapter/Chapter checks will be accepted by National for 2015 Fundraising Goal & Tower Goal Credit – including “Red Envelopes” Units may retain 3 months usual and customary balance as per Hadassah policy. All funds over and above the 3-month allowance must be remitted to National as per year-end procedures Presidents’ Conference Call- 12.14.15

36. Year End Procedures for Donor Checks 36 01/08/2016: Final day that National will accept checks from individual donors which have been forwarded by Hadassah Units in order for those donations to qualify for the 2015 Tax Year Any donor wishing to donate after 12/18/2015, should be instructed to send the funds directly to National, make the donation online, or call the Development office (800-928-0685) with a credit card number. Individual donations received locally after 12/18/2015 must be forwarded to the National office on a daily basis to ensure 2015 tax year credit. Reminder: Individual contributions mailed directly to National Hadassah must be postmarked on or before 12/31/2015 in order to be receipted for the 2015 tax year. Any item received from individual donors after 01/08/2016 will be processed for the 2016 tax year regardless of the postmark. Presidents’ Conference Call- 12.14.15

37. Year End Procedures 37 01/15/2016: Hadassah’s 2015 financial books are closed All transaction posting will be completed by end of business 01/15/2016 As is usual end of year procedure, we ask that Regions/Big Chapters/Chapters/Groups ensure that they are in compliance i.e. treasuries are cleared out with only the minimum allowed balance. Units that do not follow the guidelines will be considered out of compliance and will not be eligible for revenue share funds. Presidents’ Conference Call- 12.14.15

39. Visit hadassah.org/myhadassah/ You can also find myHadassah on the top menu bar on Hadassah’s home If you do not have a myHadassah account you will need to Click on Register now! on the login page. Presidents’ Conference Call- 12.14.15

40. Print 2015 Tax Receipt Here you will able to print out your previous year’s tax receipt Presidents’ Conference Call- 12.14.15

41. Ways to Give to Hadassah Let your members know that they can make a year-end donation to Hadassah in a number of ways. Here are a few: TRANSFERRING SECURITIES TO HADASSAH ISRAEL BONDS A CHARITABLE GIFT ANNUITY A GIFT IN YOUR WILL Presidents’ Conference Call- 12.14.15

42. IT’S NOT TOO LATE! Presidents’ Conference Call- 12.14.15

43. Presidents’ Sharing Time Presidents’ Conference Call – 12.14.15 Peg Elefant Hadassah Pacific Northwest President

44. November 2015 On the Cutting Edge: a conversation about Stem Cell Research With Dr. David Zangen Revitalizing PORTLAND HADASSAH January 2014: 1 st act of Presidency ; inherited Office closed. Angry women! March 2015: 1 st success 13 attendees Partner: Benita Ross June 2015: S&%#t Happens– no one’s fault; weather, timing, illness 6 attendees Partner: Judy Shereck November 2015: Big Risk 30 men and women Raised $35,000 for the Tower Partner: Harriett Zeitlin, Major Gifts Officer GOAL 2015: 1.Hold 3 events 2.Find future leaders (Fab 5) GOAL 2016: 1.Create Steering Committee 2.Hold 3 events 3.Fundraise: $50,000 GOAL 2017: 1.Self-directed leadership 2.Self-directed Programming 3.Self-directed fundraising The 3-year Plan Activities

45. Presidents’ Sharing Time Presidents’ Conference Call – 12.14.15 Susan Lafer Hadassah Florida Central President

46. Presidents’ Conference Call – 12.14.15

47. Private Time with the Presidents Presidents’ Conference Call – 12.14.15 Ann EisenbergFredi Brown Presidential Development Co-Chairs