Resources
Introducing CJL
 Glossary of Terms
Intro to Planned Giving and Endowments
Team Job Description
Making Your Legacy Gift
Fulfilling Your Promise
Letter of Intent Template
Your Plan
Purpose for a Case Statement
Sample Legacy Plan: “Soille San Diego Hebrew Day School”
Report Templates
Action Plan Year 1
Action Plan Year 3
Quarterly Progress Report
2011 Tracking Sheet
Grinspoon Annual Prize Report Template
Talking to Donors
How To Do “The Ask”
The Integrated Ask workshop 10/19/10 with Scott Kaplan and Meredith Dragon
Kathryn Miree PowerPoint Presentation - “Endowment Strategies: Essential Infrastructure and Conversations with Donors”
Sample Bequest Wording - Jewish Endowment Foundation
Marketing
General Ad
Grandmother & Child Ad
Passover Ad
Hanukah Ad
Customizable Marketing Materials
Legacy Month
Newsletter
Book of Life
Guidelines
Statement Guide
Stewardship
Hillel Legacy Shabbat Invite.pdf
JCA Donor Recognition Display
Keeping Up with Bequest Expectancies
PowerPoint Presentations: - Building Relationships 9-09
PowerPoint Presentations: - Gail Littman Follow-Up
Sample Annual Stewardship Plan
Sample Stewardship Chart
Sinai Donor Letter
Donor Recognition Poster Template
Top 5 Ways to Appreciate Your Donors
Additional Resources
Annual Report of Philanthropy for 2009 - Giving USA
David Valinsky PowerPoint Presentation: “Reach for Success”
IRS Compliance Guide for Tax-Exempt Organizations
Second Jewish Legacy Forum Kasas City - Press Release
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