One Thing I Wish I Had Done Differently
Federation/Foundation on LOI
What is one way to fund your legacy initiative
Endowment Fund
Where do legacy gifts need to be placed?
Requirement of program
2012
What year was Life & Legacy was launched?
Succession Planning
What needs to be built into our work with legacy teams beginning in Year 1
Care, Share, Invite, Honor
What are the four types of stewardship Life & Legacy recommends take place each year?
Review initiative and set expectations
Why meeting with teams early in the process is important?
Larger incentive grants
What might increase legacy team motivation?
2015
What year did Life & Legacy become a 4-year program?
Sustainability
What topic needs to be emphasized from day one of your legacy initiative?
3
What is the number of years the Life & Legacy conference was held virtually?
Holds teams accountable
Why hold quarterly one-on-one meetings?
Broad participation versus highest capacity
What is the tension & balance when selecting participating organizations?
2020
What year did Life & Legacy reach $1 Billion in legacy commitments?
Tracking Database
What tool allows legacy teams to be less reliant on you?
Hanukkah candles & Tu'Bishvat Cards
What are two previous Life & Legacy stewardship gifts?
Making the two-step process easier
What is building formalization into the process of securing a legacy commitment?
Self-Sufficiency
What is the ultimate goal of motivating your legacy teams?
2022
What year was Life & Legacy Plus launched?
Each One Reach One
What campaign is available to encourage current donors to help us secure new legacy commitments?
Reporting on endowment fund balances
What is a way to keep board members informed about your legacy initiative?
New board members every two years
What is a reason for creating Life & Legacy on-boarding and orientation materials?
Effective legacy conversations
What is the most important skill team members need to develop?
Focus on the number of conversations versus reaching goals
2025
What year will we be launching Communities of Practice?
Board Resources
What is available to keep legacy giving and endowment building a priority for organizational boards?
Australia
What Jewish community outside of the U.S. wanted Harold to launch Life & Legacy?