Resources

Training Session Materials

January 2013 – Cohort II – Session 1

• Intro to Endowment Fundraising
• Homework Assignment
• Team Exercise

February 2013 – Cohort II – Session 2

• Prospecting & Marketing
• Homework Assignment
• Team Exercise

April 2013 – Cohort II – Session 3

• The Gift of Asking

May 2013 – Cohort II – Session 4

• Stewardship & Recognition
• Support Materials
• Video

October 2013 – Life & Legacy Info Session – All Teams

• Life & Legacy Intro
• Writing Your Legacy Plan
• Fill in the Blank Legacy Plan
• Video

March 2014 – Micro Session

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

May 2014 – Life & Legacy – CJL Session

• Making Legacy Giving a Part of Your Organization’s Culture
• Support Materials
• Video

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