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
Quarterly Progress Report
2010 Tracking Sheet
Talking to Donors
How To Do “The Ask”
Kathryn
Miree PowerPoint Presentation- “Endowment Strategies: Essential
Infrastructure and Conversations with Donors”
Marketing
General Ad
Grandmother & Child Ad
Passover Ad
Hanukah Ad
Customizable Marketing Materials
Legacy Month
Newsletter
Book of Life
Guidelines
Statement Guide
Stewardship
Sample Stewardship Chart
Top 5 Ways to Appreciate Your Donors
PowerPoint Presentations: - Building Relationships 9-09
PowerPoint Presentations:- Gail Littman Follow-Up
Additional Resources
Annual Report of Philanthropy for 2009 - Giving USA
David Valinsky PowerPoint Presentation: “Reach for Success”
IRS Compliance Guide for Tax-Exempt Organizations
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