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