Welcome to the 2018 JCamp 180 Legacy Initiative webinar series!
Our Legacy Forever program will be supported by a webinar series that will launch on January 18 with a presentation from Julia Riseman - JCamp 180 Mentor, Missy Stein - Development Director Camp Ramah in the Poconos, and Elli Krandel - Manager Sustainability and Engagement Beber Camp, Perlman Camp, and the Perlman Retreat Center on rebooting your legacy.
You'll find a full schedule of upcoming webinars as well as information about registering for the next webinar below.
Reboot Your Legacy Program
Has your Camp Legacy program gone dormant over the past few years? Getting your Legacy program back on track is easier than you might realize. And help is on the way.
Topics covered in this webinar include:
- Compelling reasons why obtaining future bequest donations are worth your efforts today
- 4 simple steps to reboot your Legacy program
- Tips for finding active volunteers for your Legacy Committee
- What to say to reconnect with your current Legacy members
- How to overcome objections with confidence
This webinar included special guest speakers from camps like yours who have recently rebuilt their dormant Legacy programs with the valuable lessons they learned along the way.
Please find the recording of the "Reboot Your Legacy Program" webinar below:
Camp Works: Foundation for Jewish Camp Study about impact of Jewish Overnight Camp
Diagram showing potential stewardship touchpoints with Legacy donors
Recommendations for tracking Legacy pledges and donors in your database
Sample Legacy Society Brochure - Camp Ramah in the Poconos
Sample Legacy Commitment Letter - Perlman Camp
Sample Legacy Commitment Letter - Beber Camp
Sample Donor Journey Map - Beber Camp
Sample Legacy Committee Goals - Beber and Perlman Camps
The Art of the Legacy Ask
What do experienced volunteers say about their experience recruiting new Legacy members? They call it “rewarding,” “gratifying,” and “not difficult at all.”
Why? Because they are having fabulous conversations about the things we all love and value the most in life.
On Thursday, February 22, 2018, JCamp 180 Mentor Julia Riseman shared the secrets you need to know to confidently engage in meaningful conversations about making after-life gifts to camp, and how to invite people to join your camp’s Legacy Society. Learn easy to remember tips and tricks to artfully guide deeply meaningful conversations that lead people to take action.
This webinar covered:
- The artistry of a Legacy ask
- Tips to know what to say and when
- How to leave behind your fears
- The Legacy ask at different stages of life
- Who is most motivated to join your Legacy Society
Please find the recording of the "Art of the Legacy Ask" webinar below:
Tips for Legacy Conversations
Tips for an Integrated Ask
Tips for Having a Legacy Conversation with Board Members
Obtaining Solid Commitments: Moving Beyond the "Letter of Intent" to Formalizing Legacy Commitments
A supporter of your camp has submitted their Letter of Intent (LOI) – that’s great! So…what’s next?
This webinar covered successful strategies to guide your Legacy members to make a specific commitment to leave an after-life gift to your organization…and communicate the details to you and your camp. Following these simple steps will lead to confidence that your camp's Legacy program will result in the receipt of your Legacy members’ after-life gifts.
The webinar covered both the process and the approaches that work to ask your members to move beyond just signing a letter indicating their intention to leave a Legacy gift. More importantly, this approach will ensure your Legacy Members feel respected, honored, deeply appreciated, and even more profoundly connected with your camp.
This webinar covered:
- The most common ways people formalize their commitments
- Approaches for contacting your Legacy members that they will truly love and appreciate
- Common mistakes to avoid when pursuing formalization
- How to engage volunteers to help with follow-up and follow-through
- Sample approaches used by other camps
Please find the recording of the "Obtaining Solid Commitments" webinar below:
Legacy Gift Confirmation Template from Create a Jewish Legacy
Legacy Gift Confirmation Sample from Create a Jewish Legacy
Sample Legacy Letter of Intent from Create a Jewish Legacy
Tips for Formalizing Legacy Commitments
Checklist for Formalizing Legacy Gifts
Sample Legacy Commitment Letter - Beber Camp
Legacy Giving Options from the Jewish Community Foundation or Orange County
Caring for your Legacy Members: The Powerful Pull of Ongoing and Simple Stewardship
Staying in touch and appreciating your Legacy members works wonders. Not only does it help retain your members and inspires them to turn their LOIs into solid gift commitments, but it also moves them to give generous annual contributions as well.
But how much and how often should you appreciate your Legacy members? Is it possible to overdo it? How do you sustain the effort year after year?
This webinar covered successful strategies for establishing an ongoing, never-ending attitude of gratitude for your Legacy members. Your strategic efforts to build sustainable habits of donor stewardship ensures your Legacy members will feel respected, honored, deeply appreciated, and even more profoundly connected with your camp. We covered the fundamentals and shared success stories from other camps. You’ll finish this webinar with useful ideas you can implement right away.
This webinar covered:
- The role of gratitude in retaining Legacy members
- Simple approaches your Legacy members will truly love and appreciate
- Common mistakes to avoid
- How to engage volunteers to help with stewardship
- Guest speakers who will share what they do for Legacy stewardship and why it works
Please find the recording of the "Caring for Your Legacy Members" webinar below:
Running Your Legacy Program without Professional Development Staff
Yes, it is possible to run a Legacy program at your Camp without professional development staff. In fact, any Camp’s Legacy program Committee can learn new ideas on this webinar on how to strengthen your volunteers’ ability to support this special program.
We covered the content and questions you and your peers identified in advance of the webinar. Topics included:
- Ways to organize your Legacy Volunteer Committee for success
- Simple and effective Marketing for your Legacy Program
- Ways to recruit and train new volunteers to take over the work
- How volunteers can help Legacy members turn “Letters of Intent” into solid commitments
- Plus, great ideas, specific tips, tools and templates you can use right away
Please find the recording of the "Running Your Legacy Program without Professional Development Staff" webinar below:
Growing Membership in your Legacy Society: actions that are doable, effective, but perhaps a little unexpected
One indicator of a healthy Legacy program at your camp is the addition of new members each year. Yet adding new members isn’t as hard as you might expect.
In our last webinar before the fall, we discussed doable and effective actions you can take this summer, and every year, to attract new people to join the Legacy Society. This webinar may surprise you with the different of ways that camps have inspired growing membership to their Legacy Society.
Some of our guest speakers this month included: Mark Harris, Legacy Member of Camp Ramah in Wisconsin with Linda Hoffenberg, Director of Institutional Advancement at Camp Ramah in Wisconsin, and David Rosner, Director of Development at Surprise Lake Camp.
Please find the recording of the "Growing Membership in your Legacy Society" webinar below:
Maintaining Healthy Database Habits for Legacy Success
Throughout 2018, our Legacy Webinar Series has discussed how to get back in touch with your Legacy Society Members and steward them consistently, as well as how to learn more about potential Legacy Society Members, cultivate strong relationships with them, and ask them to join. We’ve seen that there are a lot of actions required to effectively manage your Legacy Program, and talked about ways to do the work efficiently.
In this webinar, we focused on one specific tool that can be leveraged to support your Legacy Program: your donor database. A thoughtfully designed and maintained database can help you and your team manage the many actions required for maintaining and growing your Legacy Society Membership. Every donor database is different, but all should provide functionality to help you track and schedule cultivation and stewardship touchpoints with Legacy donors and prospects; segment your data to find priority Legacy prospects; track biographical information to better “know your donors;” and more.
In this webinar, you'll learn what your database SHOULD be doing to support your Legacy Program.
Please find the recording of the "Maintaining Healthy Database Habits for Legacy Success " webinar below:
How to use your database to help manage your Legacy Program
Sample Data Standards for Camp Wonderful
Understanding Great Options for Legacy Gift Giving
Arlene D. Schiff, National Director, LIFE & LEGACY
Wendy Arenson, Executive Director, Jewish Community Foundation Orange County, CA
Build your confidence in securing new legacy commitments and moving donors to formalize their legacy gifts by understanding the different options donors can use to leave a legacy to your Camp.
Here at the JCamp 180 Camp Legacy Program, we want to assure you that you are not expected to be a planned giving expert or act as a professional advisor. You should always encourage your legacy society members to consult their own financial advisors when thinking about making a meaningful after-life gift.
That said, having a basic understanding of the variety of ways a donor can make sure their gift comes to fruition can be helpful in securing new legacy commitments as well as moving a donor from intent to a legally formalized gift. Additionally, we know you might be curious yourself to know what options exist. This webinar is an introduction to different giving vehicles. You’ll gain an appreciation for the many ways donors can think about their legacy giving options.
The webinar covers the following topics:
- The most common ways donors leave a legacy
- The different commitments they can make
- How to work with professional advisors
- How to market different giving vehicles
Please find the recording of the "Understanding Great Options for Legacy Gift Giving" webinar below:
Sample 1-page Legacy Giving options document from the Jewish Community Foundation of Orange County
Sample Ways to Give Legacy Gifts document from East Bay
Sample Ways to Give Legacy Gifts document from Lehigh Valley
Sample Ways to Give Legacy Gifts document from Nashville
Sample Ways to Give Legacy Gifts document from New Mexico
Sample Ways to Give Legacy Gifts document from Sarasota-Manatee