Resources for Create Your Jewish Legacy Team Members

Feel free to reach out to a Federation staff member or contact Josh Rosen if you have any questions.

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Gift Acceptance Policy
Spending Policy
Implementation Plan
Next gen. engagement guide
Amy Schiffman 4/28 Webinar materials (PPT, Worksheets on Cultivation and Moves Management)
LOI document
Outline
Tips on how to have the legacy conversation
Life & Legacy Common Objections
Objections and responses—East Bay
COC document
Tips on Formalization
Stewardship template (Care, Share, Honor, Invite plus examples)
Questions guiding you to evaluate your Stewardship
Questions for Legacy testimonials/interviews
Marketing template
Life & Legacy CYJL Marketing Seminar PPT
Succession Plan & Board engagement strategic planning guide
April 2022 Newsletter
July 2021 Newsletter
October 2021 Newsletter
June 2022 Newsletter
November 2022 Newsletter
March 2023 Newsletter
June 2023 Newsletter