Create a Jewish Legacy logo - What will be your legacy?
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What Is Create a Jewish Legacy?

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Contact Us

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The Jewish Federation of Western Massachusetts

The Jewish Endowment Foundation

The Jewish Federation of the Berkshires

The Harold Grinspoon Foundation
 


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

Create a Jewish Legacy of Western Massachusetts is jointly funded by the Jewish Endowment Foundation and the Harold Grinspoon Foundation. The Federations of Western Massachusetts and the Berkshires are program partners.