Resources

Training Session Materials

January 2013 – Cohort II – Session 1

February 2013 – Cohort II – Session 2

April 2013 – Cohort II – Session 3

May 2013 – Cohort II – Session 4

October 2013 – Life & Legacy Info Session – All Teams

March 2014 – Micro Session

  • Understanding planned giving when you’re not a planned giving professional
  • Support Materials

May 2014 – Life & Legacy – CJL Session

Additional Resources:

PDFs of Case Statement Samples

  • Jewish Council for the Aging
  • Melvin J Berman Hebrew Academy
  • Congregation Olam Tikvah
  • Beth El of Montgomery County

Board Policies

  • UJEF sample
  • Legacy Policy Sample Language

Marketing and Logos

  • CJL Logo for print materials
  • CJL web buttons
  • LIFE&LEGACY logo
  • Sample newsletter Article
  • Sample Annual report CJL highlight
  • Sample agency ad