WILLS & ESTATES ONE APPROACH Life is pleasant. Death is peaceful. It's the transition...

WILLS & ESTATESONE APPROACH

Life is pleasant. Death is peaceful .It's the transition that's

troublesome.Isaac Asimov 1920-1992

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People with assets

-Those wishing to modify their succession

Those without heirs

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MAKE A WILL: WHO SHOULD?

WHEN? IT VARIES: personality, gender,

religious faith, health

SIGNIFICANT MOMENTS: death of a close relation; state of heath, eg., before surgery

COPYING: will made by family/friend

SUDDEN AWARNESS: JNF advertisement, sudden economic changes

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WORKING ENVIRONMENT1.AN ORGANIZATION WITH A PAST, A

PRESENT AND A FUTURE – AND A FACE, YOU!

2. A COMPUTERIZED DATA BASE

3 .A COMMITTEE OF VOLUNTEERS

4 .A DEEP COMPREHENSION OF THE NEEDS AND SENSIBILITIES OF THE ELDERLY

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1. EMPATHY, WISDOM, DESIRE TO HELP

2. A CAPABILITY TO HELP PEOPLE THINK ABOUT THEIR FUTURE

3. OTHERS WHO HAVE MENTIONED JNF/KKL IN THEIR OWN WILLS

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USEFUL CHARACTERISTICS

“THE FAMILLY MAY SEE US AS THE ENEMY.” “HOW CAN WE CHANGE

THIS?”

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FACING FEAR

FOCUS ON

o The needs of JNF/KKL o The benefits of JNF/KKLo His/her love for Israel and the

future of the Jewish Peopleo The result (mention if possible the

JNF/KKL in his/her will)o Never speak about death

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CONVINCING ARGUMENTS Create an eternal link with Israel with

the help of JNF/KKL Reaffirm fundamental values of the

Jewish heritage Think of JNF/KKL and Israel as

“another child”

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1 Start within the organization – volunteers make good testators

2 Recruit volunteers including lawyers 3 Organize legacy trips to Israel4 Organize events in order to explain the

value of a will5 Advertise

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WHERE TO START

6 Give small gifts connected to Israel and JNF/KKL

7 Use word of mouth - one satisfied client brings another

8 Organize one-on-one meetings (for older people without children)

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WHERE TO START continued

HOW TO CONTINUE KEEP CONTACT AT (almost) ANY COST

Even accompany them on their errands

Remember their birthday

Create a climate of confidence in order to let them open up to you and gather all the information you can get

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MarketingBirthdays

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Zeigen Sie Ihre Verbundenheit mit steuer- und erbschaftsrechtlichen Fragen hinzu .

Als gemeinnützige Organisation ist der JNF-KKL grundsätzlich von der Steuerpflicht befreit .

Als Delegierter des JNF-KKL berate ich Sie vertraulich in ErbschIsrael

und machen Sie der nächsten Generation ein Geschenk. Mit Ihrem Testament zugunsten Israels helfen Sie, die Zukunft des Landes zu sichern. Seit mehr als 50 Jahren leistet der

JNF-KKL (Jüdischer Nationalfonds e. V. – Keren Kayemeth LeIsrael )

Hilfe bei der Erstellung und Überarbeitung von Testamenten. Hierbei stehen die Interessen des

Vererbenden unכיייכיכיd der Erben im Vordergrund .דגכגכ

Der JNF-KKL zieht geeignete rechtliche Berater zu aftsangelegenheiten zugunsten Israels .

Rufen Sie mich an:(069 )97 14 02 - 11

Ihr

JÜDISCHER NATIONALFONDS e.V.Moshe OppenheimerJÜDISCHER NATIONALFONDS e. V. Liebigstr. 24 60323 Frankfurt/M.

e-mail: oppenheimer@jnf-kkl.de

ISRAEL ALS ERBEN

How to acquire our clients

PUBLICITY

Jewish newspaper

Christian/pro Israeli newspapersOur magazine NEULAND

JÜDISCHER NATIONALFONDS e. V.

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A WILL IS NEVER WRITTEN TOO EARLY (AND WILL NOT BRING ILL-HEATH)

OUR ACTION IS A CRUCIAL SERVICE FOR THOSE WHO LOVE ISRAEL AND BE AN ACTIVE PARTICIPANT IN IT

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CONCLUSION

CONTACT

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