Join the Roundtable's Legacy Giving Cohort!

Hannah Weilbacher

Legacy: Your Donors’ Ultimate Gift.  Your Organization’s Future.

Want to add legacy giving as a revenue stream? Have a legacy giving program that needs to be spruced up?

Join other Jewish social justice organizations to learn key concepts and receive templates to incorporate legacy giving in your existing development programs.  Your development professionals will have the tools and the confidence to identify planned giving prospects and cultivate these gifts through closing.

The average bequest in the United States is approximately $50,000.  The cost of instituting this program - $500 - is well worth the return on investment.  Although these gifts will not be realized for potentially many years, by creating a pipeline of legacy gifts, your organization will create a significant continual source of revenue for the future.

Register here by 12/21!

1. The Program: Mini-Cohort on Planned Giving - January - March 2018

Participating organizations will follow this monthly structure:

  • Worksheet preparation for training session (questions and guidelines for options for incorporating legacy in your development plans)
  • 2 Training sessions by webinar - see dates below
    • Receive and complete homework assignment (i.e. draft plans or case statements - actual tools to put into use)
    • 1-1 hourlong consulting call with the program leader
  • Ongoing support with Lori
  • At the end of the cohort, organizations will submit items you are able to put into place and any early learnings/results. The program leader will circulate the learnings within the group. 

 

2. Important Dates

The deadline to register for this program is Thursday, December 21, 2017.

This program is scheduled to launch January 10, 2018.  The pre-training materials will be sent to the lead professional from each organization via email on that date.  The training session will take place a week later over zoom.

January 10th is also when the $500 payment is due (see below).

Training Webinars (cohort members must attend both):

January 18th
2-3pm EST

February 13th
 2-3pm EST

The program will end on March 9, 2018

 

3. Key Players

Each organization will identify a lead professional in the program, and each organization may have an unlimited number of professionals participating in the training webinars.  Only the lead professional will participate in the monthly calls with Lori and be responsible for completing the assignments.

All participants will receive ongoing support by email to ensure goals are being met.  And Lori is known to pick up the phone and coach someone one on one!

 

4. Program Costs

This program is being offered by the Jewish Social Justice Roundtable at the low rate of $500 per organization. We are excited to offer this cohort at an extremely discounted rate. We ask for a payment from your organization based on this process:

To pay, please send a check for $500 to Roundtable after you have registered.

Checks are due 1/10/18 and should be made payable to Bend the Arc (our fiscal sponsor) and sent to:

  • Jewish Social Justice Roundtable ℅ Bend the Arc, 330 7th Ave, 19th floor, New York, NY 10001.
  • Please write "JSJR Legacy Giving Cohort" in the memo.

If you cannot pay by check, please get in touch with [email protected]

 

5. Program Leader

This program is being led by Lori Kranczer, Founder of Everyday Planned Giving

Lori believes firmly that planned giving, or “legacy giving,” which are ways donors make impactful gifts through endowments, bequests in wills or other structured gift vehicles, should be a vital part of the fundraising practice of every nonprofit organization, no matter the size, budget or mission.   Lori partners with organizational leaders to customize planned giving programs that substantially and consistently support organizations far into the future. 

Lori has over 16 years of experience advising nonprofit organizations on conceptualizing and building planned giving programs, training volunteer leadership and staff, soliciting and closing significant planned giving arrangements, including those blended with major gifts, and working with donors, their families and advisors on structuring the appropriate gifts to meet their philanthropic and financial goals.

Prior to consulting, Lori held senior planned giving roles at major New York-based nonprofits, and in each, expanded the reach and depth of the legacy programs.  An experienced attorney, Lori applies her knowledge of complex giving structures to the practice.   She has also taught planned giving at New York University and Yeshiva University, and she frequently speaks at staff trainings and Board of Directors meetings. She graduated from Binghamton University and New York Law School.

Lori lives in Ditmas Park, Brooklyn with her husband and two children.  In her spare time she enjoys renovating her 100+ years old creaky Victorian house.

 

 

 

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