Jewish National Fund 2020 Campaign Plan

Jewish National Fund

2020 Campaign Plan

Ronald S. Lauder Chairman of the Board

Emeritus

Jeffrey E. Levine Chairman of the Board

Benjamin Gutmann Vice President, Campaign

Richard T. Krosnick Chief Development Officer

Russell F. Robinson Chief Executive Officer

Dr. Sol Lizerbram President

October 1, 2019 Dear JNF Campaign Leaders: I am honored to have the opportunity to lead the Jewish National Fund 2020 annual Campaign. We continue with our $1 billion 10-year goal and look to surpass the $700 million mark by the end of the 2020 campaign year. Jewish National Fund has had unparalleled growth, and like any good business, we need to continue reviewing our operations and look for creative and thoughtful opportunities to expand. We restructured our national Major Gifts department with senior Jewish National Fund fundraisers working in partnership with our Major Gifts Committee. That group will support local community efforts to cultivate and solicit major donors and will improve communications around the country to enhance information-sharing about donors and prospects. This past year, the Major Gifts Committee undertook a study of our database to look at trends, growth of giving and donor recognition. The number of donors giving $5,000 or more has exploded to such a degree that we can no longer provide recognition at American Independence Park for $5,000 level donors -- we are simply running out of space. Therefore, beginning with this 2020 campaign year, recognition at American Independence Park will start at $10,000, with the exception of our Women for Israel Sapphire Society donors. We need at least 10,000 individual donors contributing $1,000 or more. At the close of our 2019 campaign, we have about 6,000 donors at that level. Our General Campaign (GC) leaders are spearheading an effort during the 2020 campaign year to identify opportunities to significantly increase this number. Our GC team is looking into two options:

• Provide a menu of giving opportunities for donors giving between $1,000 and $4,999 as those donors will then feel connected to something specific. It is also believed that creating a philanthropic attachment to a specific area will enhance the likelihood of the donor increasing their giving.

• Establish a giving society for $1,800 level donors, similar to Women for Israel’s Chai Society. To complement the work of our Major Gifts and General Campaign teams, our Community Campaign leaders have been reviewing our tree sale operations. Additionally, we rolled out our new Be Inscribed program for the public to purchase a letter, word, or even a full Parashah in a Torah being written on Masada. In addition, our team is developing a plan to better reach the public through more frequent and targeted mail appeals, acquisition of lists, and better training for JNF Breakfasts – all to generate increased giving. This Campaign Plan is a living document and point of discussion which we will update from time to time as new concepts or programs are developed to help us maximize our fundraising efforts. On behalf of the entire national Campaign Cabinet, I want to thank you for your efforts to help JNF continue to build the land of Israel.

Ben Gutmann Vice President, Campaign

TABLE OF CONTENTS

Quarterly Campaign Descriptions……………………………………………… 1

National Campaign Calendar…………………………………………………… 2

Gift Unit Goals per Community…………………………………………………. 8

Major Gifts………………………………………………………………………… 9

Planned Giving…………………………………………………………………… 11

General Campaign……………………………………………………………….. 12

Community Campaign…………………………………………………………… 16

Women for Israel…………………………………………………………………. 20

JNFuture…………………………………………………………………………… 23

Small Communities Outreach…………………………………………………... 24

Missions and Tours………………………………………………………………. 25

Board Development……………………………………………………………… 28

Task Forces, Boards and Committees………………………………………… 31

Executive Management…………………………………………………………. 34

Executive Campaign Development Team…………………………………….. 34

Leadership Lists………………………………………………………………….. 35

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QUARTERLY SYSTEM

The Jewish National Fund fiscal campaign year is October 1 through September 30.

Understanding the rhythm of the calendar is essential to having a successful campaign. For example, the months consistently bringing in the most revenue are October, December, March and September. Our campaign tends to slow in the summer months after schools close and families go on vacations. Then, in mid-August, when schedules return to normal, we have a mad dash of just six weeks before we close our annual campaign on September 30. This is why our quarterly campaign calendar is designed with specific programs and themes to push our team to focus on different segments of our donor base. We have found in past years when we did not have these campaign functions, the rate of gifts closed actually slipped. Our quarterly system works and is the best tool to ensure all donors are reached by the end of the fiscal campaign year.

We divide our calendar into four quarters, each with a different focus.

Quarter 1

October – December

• Leadership Leads

• Major Gifts Corridor

• End of Year 30% COMPLETION TOWARD ANNUAL GOAL

The first quarter focuses on three elements, encouraging all JNF lay leaders to make their annual gift, reaching out to our major donors and contacting donors who typically give at the end of the calendar year.

Quarter 2

January – March

• 2020@$1,000

• Snowbird Activities…Winter Connection 60% COMPLETION TOWARD ANNUAL GOAL

During the second quarter we make a major effort to increase the number of donors giving at $1,000

or more. A $1,000 gift is a significant milestone for the relationship between the donor and the organization. It indicates they prioritize JNF among their charities, and history tells us that, with proper cultivation, the donor may become a major gift society level donor. Additionally, JNF is a national organization and, therefore, our relationship with our donors doesn’t go on hiatus when they travel to their winter homes. During the winter months, our winter connection activities, which take place in Florida, Arizona and California, are designed to engage our donors year-round.

Quarter 3

April – June

• JNF Spring Campaign 85% COMPLETION TOWARD ANNUAL GOAL

The third quarter may be the most important of all. Because our fiscal campaign year closes at the end of September, and revenue during the summer months of the fourth quarter tend to slow down, our success in the third quarter is a good indicator of how our campaign will ultimately close. The goal of JNF Spring Campaign is to reach out to all past donors of $250 or more who have not yet made their annual donation.

Quarter 4

July – September

• Summer Blitz

• “Lapsed Donor” Review

• Planning for Next Fiscal Year 100% COMPLETION TOWARD ANNUAL GOAL

The final three months of the campaign are a good time to review our donor base and reach out all donors who have not made their annual gift. It is also devoted to planning for the next fiscal year. The budgeting process takes place each summer and local communities should be planning their calendars and leadership teams for the next fiscal year. Summer Blitz brings national lay leaders to communities to assist in the cultivation and solicitation of donors. Lay leaders will visit nearly forty communities each summer, speaking with hundreds of JNF donors and prospects.

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CAMPAIGN CALENDAR

October 2019

October 1 2nd Day Rosh Hashanah

October 9 Yom Kippur

October 14 – 15 Sukkot

October 21 Shmini Atzeret

October 22 Simchat Torah

October 24 – 31 Israel Tour: Pennsylvania Board Mission

October 24 – 31 Israel Tour: Spirit of Israel Tour

October 30 – November 3 Israel Tour: Optional President’s Society Mission to Bulgaria

Happening in October: Leadership Leads

Major Gifts Campaign Corridor

B’Yachad mailing to 800,000 homes

Planned Giving postcards (Mail 25K weekly)

Planned Giving Donor Advised Fund letter

Be Inscribed national mailing prior to Simchat Torah

Community Planned Giving prospect cultivation initiative. Identify 100 Planned Giving prospects – personalized informational letters mailed, follow up phone calls by local JNF professionals and lay leaders

November 2019

November 3 – 7 Israel Tour: President’s Society Mission

November 4 – 11 Israel Tour: Israel H2O Tour

November 5 – 12 Israel Tour: Israel Ride (in partnership with Arava Institute)

November 10 – 14 Israel Tour: Housing Development Fund Task Force Mission

November 10 – 17 Israel Tour: Arts and Fashion Tour

November 10 – 19 Israel Tour: Sunshine Tour: For Active Adults 55+

November 28 Thanksgiving

Happening in November: Leadership Leads

Major Gifts Campaign Corridor continues


Calls and follow-up meetings with 100 community Planned Giving prospects

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Product postcard for Chanukah candles and Chanukah card promotion

Major Donor “Thank You” Chanukah candle mailing

Planned Giving IRA rollover mailing

December 2019

December 1 – 5 Israel Tour: Long Island Rabbi’s Mission

December 3 Giving Tuesday Year- End Campaign/ Marketing Blitz

December 21 – 30 Israel Tour: JNF Alternative Winter Break

December 23 – 29 Israel Tour: Volunteer Vacation: For Ages 25 – 35

December 25 – January 2 Israel Tour: Hadassah-JNF Israel Family Tour

December 26 – January 5 Israel Tour: Caravan for Democracy Student Leadership Mission to Israel

December 23 – 30 Chanukah

Dates from December through February

Israel Tour: Taglit-Birthright Israel

Happening in December: Leadership Leads

Major Gifts Campaign Corridor continues

Winter Connection Campaign

Calls and follow-up meetings with 100 community Planned Giving prospects


Year End Direct Mail Mailing – Hit homes December 2

Russell’s Year End Mailing – Hit homes week of December 9

Year End Follow-up Card Mailing – Hit homes week of December 23

January 2020

January 16 – February 27 Israel Tour: CAARI (Canadian American Active Retirees in Israel)

January 23 Major Donor Thank You Dinner in South Florida (in conjunction with Winter Connection Brunch)

January 24 Winter Connection Brunch

Happening in January: 2020@$1,000 Campaign begins

Winter Connection Campaign continues


Product postcard to promote Tu BiShvat tree planting

Tu BiShvat in the Schools mailing lands in schools

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Speakers Bureau Postcard

Year in Review Mailing – Hit homes January 27

February 2020

February 9 – 13 Israel Tour: Makor Mission

February 10 Tu BiShvat

Happening in February: 2020@$1,000 Campaign begins

Winter Connection Campaign continues

Postcard to promote sale of Purim cards


Jewish Disability Awareness and Inclusion Month Campaign

B’Yachad mailing to 800,000 homes

Tu BiShavat/JNF Day Campaign

Sababa Society mailing

March 2020

March 10 Purim

March 20 – 23 Major Donor Thank You Weekend in San Diego, CA

March 20 – 23 JNFuture Leadership Summit in San Diego, CA

March 22 World Water Day

Happening in March: 2020@$1,000 Campaign continues

Project Baseball Opening Day


Communities organize fundraising teams for JNF Spring Campaign

April 2020

April 9 – 16 Passover

April 21 Holocaust Memorial Day

April 28 Yom HaZikaron

April 29 Yom Ha’atzmaut

April 19 – 26 Israel Tour: Interfaith Tour

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April 19 – 27 Israel Tour: Spirit of Israel Tour

April 21 – 27 Israel Tour: Modern Israel: 2020 Negev Adventure

Spring 2020 (dates TBD) Israel Tour: 2020 Negev Adventure

Happening in April: JNF Spring Campaign preparation begins

Planned Giving Postcard (Mail 25K a week)

Major Donor Yom Ha’atzmaut Mailing – send first week

Postcard mailing for Mother’s Day trees

Passover Direct Mail – Hit homes April 6

Sababa Society Yom Ha’atzmaut mailing

May 2020

May 1 – 9 Israel Tour: Culinary, Wine and Music Tour

May 3 – 12 Israel Tour: Sunshine Tour: For Active Adults 55+

May 10 Mother’s Day

May 12 Lag B’Omer

May 22 Jerusalem Day

May 29 – 30 Shavuot

May 31 – June 7 Israel Tour: Dare to Venture

Dates from May through August Israel Tour: Taglit-Birthright Israel

Happening in May: JNF Spring Campaign begins

Women’s Month


Special promotion of Be Inscribed for Shavuot

Postcard mailing for Father’s Day trees

Planning Giving push – calls and follow up meeting with PG prospects

June 2020

June 16 Father’s Day

June 28 – July 5 Israel Tour: Singles Tour: For 40s and 50s

Happening in June: JNF Spring Campaign continues


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B’Yachad Newsletter mailed out – 800k pieces

June Direct Mail – Hit homes June 15

Speakers Bureau postcard

July 2020

July 5 – 9 Israel Tour: JNFuture Leadership Institute Mission (JLIM)

July 30 Tisha B’Av

Happening in July: Summer Blitz begins

Identify lapsed donors for end-of-year solicitations

Community database audits and cleaning up of donor records

Lapsed donors of $1000 mailing


August 2020

Happening in August: Summer Blitz continues

National Campaign Planning Meeting – Date TBD


Non-fundraising staff phone solicitations

September 2020

September 20 1st Day Rosh Hashanah

September 21 2nd Day Rosh Hashanah

September 28 Yom Kippur

Happening in September: Summer Blitz continues


AMHSI campus packages to incoming college freshman

Rosh Hashana Direct Mail

Rosh Hashana Major Donor Mailing

Product postcard to promote Rosh Hashana cards and trees

Speakers Bureau postcard

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October 2020

October 14 - 15 Sukkot

October 21 Shemini Azeret

October 22 Simchat Torah

October 19 – 23 Israel Tour: Pre-Conference Tour to Morocco

October 25 – 29 National Conference 2020 in Israel

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2020 Gift Unit Goals per Community

Arizona

Major - 165

General - 185

Community - 1,473

Illinois

Major - 137

General - 291

Community - 2,878

Nevada

Major - 50

General - 52

Community - 440

Northern Ohio

Major - 36

General - 69

Community - 834

Palm Springs

Major - 26

General - 67 Community - 724

Southern New Jersey

Major - 46

General - 75

Community - 1,126

Eastern Pennsylvania

Major - 87

General - 302

Community - 2,856

Midwest States

Major - 73

General – 216

Community - 2,217

Northern California

Major - 92

General - 145

Community - 1,103

Orange County

Major - 37

General - 77

Community - 714

Southeast

Major - 107

General - 399

Community - 1,989

Tri-State (NY Area)

Major - 764

General - 809

Community - 11,508

Greater Los Angeles

Major - 227

General - 388

Community - 2,463

Mountain States

Major - 98

General - 158

Community - 1,130

Northern Florida

Major - 95

General - 228

Community - 1,739

Pacific Northwest

Major - 22

General - 42

Community - 272

Southern Florida

Major - 227

General - 297

Community - 3,143

Western Pennsylvania

Major - 18

General - 62

Community - 861

Central New Jersey

Major - 116

General - 180

Community - 2,155

Mid-Atlantic

Major - 132

General - 121

Community - 2,631

New England

Major - 111

General - 221

Community - 2,318

Ohio Valley

Major - 57

General - 152

Community - 1,016

San Diego

Major - 43

General - 107

Community - 764

Southwest

Major - 56

General - 134

Community - 1,811

2020 JNF NATIONAL TOTALS

Major Gifts – 2,823

General Campaign – 4,923

Community Campaign – 48,572

(** CC excludes trees/products)

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Major Gifts Campaign

Nina Paul, Vice President, Major Gifts Bernice Friedman, Assistant Vice President, Major Gifts Diane Scar, National Campaign Director, Major Gifts Jewish National Fund’s Major Gifts campaign consists of:

✓ Lifetime Giving:

• World Chairman’s Council ($1,000,000 lifetime giving)

• Century Council ($100,000 lifetime giving) ✓ Annual Giving:

• King Solomon Society (minimum $100,000 annual gift)

• Negev Society (minimum $25,000 annual gift)

• President’s Society (minimum $10,000 annual gift)

• Herzl Society (minimum $5,000 annual gift)

• Sapphire Society (minimum $5,000 annual gift) ** see Women for Israel Campaign

• Root Society (minimum $1,000 annual gift for JNFuture)

Major Gift development goals for the year will focus on leadership and organization on the community level and include reaching out to all local Major Gift Chairs and professionals to create lines of communications to assist in effective Major Gift efforts. Local Major Gifts committees with defined goals and organization are critical to the success. A strong national Major Gifts committee continues to function with leadership willing to actively mentor, solicit, plan, consult and reach out to community leaders to enhance the possibilities of success. The committee will include leaders from around the country. The purpose and objectives of the Major Gifts Committee are the following:

• To implement a stewardship program for major donors who are less engaged and attempt to bring them closer to JNF’s mission and involvement

• To work with the marketing department and a liaison from the Israel staff to offer donor updates on how their projects/investments are being utilized for more effective follow-up

• To enhance major donor retention by focusing on building relationships with our major donors

o Conduct focus groups around the country to speak with those less engaged to find out why they are involved with JNF and what we can do to further enhance their link to the organization

• To institute greater dialogue and cross-fertilization amongst regions to identify and cultivate major donors; actively seek referrals through alumni

channels, professional networks, family relationship mapping, etc

o To research and develop Next-Generation donors (to involve major donors’ children and grandchildren in our work separate from JNFuture)

• To identify frequency of gifts and research recent history to better rate donors going forward

• To recognize all major donors’ contributions by being cognizant of opportunities for new leadership

• To work with and review the General Campaign level donors to identify who can be moved up

The Major Gifts Chair will convene conference calls with the committee, as well as face-to-face meetings throughout the year. This committee will be active in thank-you outreach calls to our Negev Society and higher donors. They will also continue to review and recommend enhancements to the major gifts thank-you programming and recognition. In addition to local regional thank-you events, to also systemize additional thank-you events by action area and hold all regions accountable for “x” number of thank-you events per year, including educational programs for major donors by bringing in Israeli affiliates All boards must have engaged Major Gifts Chairs who understand the requirements of their position. Chairs are expected to work with their professionals to develop major gifts committees and identify and solicit major donors in an effort to grow this critical campaign division. Community Major Gifts Chair and committee responsibilities include:

• Reviewing lists of members of Major Donor Societies

• Reviewing and assigning donors giving $2,500 or more as potential major donors

• Asking all board members to help make introductions to prospects

• Using Makor members for solicitor training session dedicated to major gifts giving and as a source of motivation

• Soliciting 5 – 8 current donors each

• Working with the fundraising professionals who will create a list of solicitors and their prospects and reviewing it monthly at the Major Gifts meeting; the list will serve as a reminder to solicit the prospects

• Reviewing national campaign tools, such as the President’s Society Mission and the Major Gifts Reception at the National Conference, the National Major Donor Weekend in San Diego, the South Florida Winter Connection, as well as other events throughout the campaign

• Planning Major Donor thank-you events; events should take place at least once per quarter

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• Major Gifts committees and their professional staff will identify specific prospects with the capacity to make six-figure gifts and develop a plan of action to cultivate and communicate with them, eventually leading to a solicitation; we should be leveraging relationships of leadership and other friends of JNF and use the same approach as one would in any sales environment to get to a face-face meeting

• Providing monthly analysis of the number of gifts closed in each category, percentage closed versus annual goal and reviewing cultivation progress of individual prospects and strategies to close those gifts

• A national goal of increasing the number of annual major donors from 2,000 to 3,000 across all Major Donor Societies

✓ Programs include:

• Mega Donor Prospecting Committee

• Major Gifts Management Program

• World Chairman’s Council and King Solomon Society Development

• National Conference Major Donor Programs

• National Major Donor Weekend in San Diego (March 20-23, 2020)

• Winter Connection (January 24, 2020)

• Major Donor Missions to Israel

• Targeted Boutique “By Invitation Only” Missions

• Local community Major Donor “thank-you” gatherings

Major Donor Missions to Israel A benefit of joining the King Solomon Society, the Negev Society and the President’s Society is the opportunity of joining one special subsidized mission to Israel. One full land subsidy above a $250 registration is provided per household per campaign year. For the 2020 Campaign year, there will be two unique opportunities.

• November 3-7, 2019 is the President’s Society Mission to Israel. An added opportunity (not subsidized) is the pre-mission to Bulgaria, from October 30 - November 3, 2020

• Spring, 2020 (dates TBD) will be the Negev Society Mission to Israel

Major Gifts Campaign Tools for Success Major Gifts Campaign Corridor As the campaign kicks off October 1, the focus of our professional and lay leadership team is on closing as many of our past major donors during the October – December time period. This allows the pace of the campaign to get a strong start toward our goals. Major Gifts committees need to meet at the very beginning of this time period to allow the best chances of success.

Mega Donor Prospecting Committee The National Major Gifts Committee will identify, plan and solicit the top philanthropists in the country. In recognizing the need to grow our million-dollar donor base, we will activate this committee to assist in gathering the top prospect names. Research will be done in order to best understand the motivation and potential connections and follow-up steps will be created, monitored and evaluated as to the potential toward making a 7-figure ask. Solicitors of these prospects may be from this committee or other lay leadership active with the campaign.

Makor Makor is a specially trained cadre of select JNF donors from around the country who speak on behalf of the organization pro bono. Members of Makor are required to make a minimum annual contribution of $7,500 to JNF, raise $25K annually, attend the annual retreat immediately following the National Conference and travel to Israel every other year on the Makor mission to learn the scope and function of JNF so they are well-equipped to articulate this experience upon their return to the United States. Members of Makor devote hundreds of hours a year to leadership activities for JNF, locally as well as nationally. Although members of Makor are utilized as speakers, the primary focus of the group is to fundraise for the organization. Makor has raised millions of dollars for JNF over the years.

Targeted Boutique “By Invitation Only” Missions To continue the effort of engaging new Major Donor prospects for leadership and campaign, we know that our best opportunity is to show people the work we do on the ground in Israel. The idea of these boutique missions is to be very specific and targeted. They require a chair who is a Major Donor who wants to lead a group of his/her friends. The chair would be the key leader to send the invitations, help develop the itinerary, be the leader on the mission and assist in the fundraising activity and follow up. There would be 3-5 of these boutique missions per campaign. This concept has been done both in NYC and Brooklyn, and we have seen very positive results.

Major Gifts Management Program This program is designed to further expand our Major Gifts donor base by having our National Major Gifts Committee and our Community Major Gifts Chairs and Committees, along with the JNF fundraising professionals, work together to recommend 4-5 new prospects at $100,000 plus and 4-5 new leads of $50,000 and over. The goal is to ultimately have the prospect solicited for a gift in cooperation with the individual who passed on the lead. The Major Gifts Committee, in various meetings and conference calls, will discuss strategies and share potential network opportunities. When advisable, these prospects will be invited to dinners, parlor meetings, snowbird events (as applicable) and other identified/specified opportunities to

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educate and involve them in JNF. On a case-by-case basis, to be approved directly by JNF’s CEO, a special VIP trip will be organized for individual prospects whom the fundraising professionals and lay leadership believe have the capacity for an annual gift of a minimum of $100,000. Approval must be sought from the CEO prior to extending an invitation to the prospect.

Winter Connection Programs in Florida, California, Arizona and Colorado During the winter, “snowbirds” from the Northeast and Midwest find their way to communities around the country including Boca Raton, Florida, Phoenix, Arizona, and Palm Springs, California. In addition, many from around the country “snowbird” in ski resort towns in Colorado and Utah. As a national organization, JNF has a unique opportunity to bring these part-time Jewish communities together for events, celebrations and fundraising. Utilizing our national network of fundraising professionals and lay leadership, JNF is afforded the opportunity to maintain year-round relationships with our “snowbird” donors, while also engaging in outreach programming to expand our donor base. All contributions raised through this program are credited to the home community of the donor

MAJOR GIFTS CALENDAR October 30 – November 3, 2019 Optional President’s Society Pre-Mission Mission to Bulgaria November 3 – 7, 2019 President’s Society Mission to Israel January 23, 2020 Major Donor Reception, South Florida (in conjunction with Winter Connection) January 24, 2020 Winter Connection Brunch, South Florida March 20 – 23, 2020 Major Donor Thank You Weekend, San Diego, CA March 21, 2020 World Chairman’s Council Dinner (in conjunction with Major Donor Thank You Weekend) Spring, 2020 Negev Mission October 25 – 29, 2020 JNF National Conference, Israel

Planned Giving and the Gould Legacy Society

David Frank, Vice President, Planned Giving Robert Dubin, Assistant Vice President, Planned Giving Matt Bernstein, Chief Planned Giving Officer

Jewish National Fund’s Planned Giving Department and the Gould Legacy Society are responsible for raising money through legacy giving.

The campaign targets donors who are looking to make tax wise and/or income producing gifts through the techniques of Charitable Remainder Trusts, Bequests and other testamentary arrangements including Charitable Gift Annuities, Endowments and Donor Advised Funds.

Planned Giving contributions to Jewish National Fund help secure our financial future, while offering donors recognition today.

• Charitable Gift Annuity Program: minimum contribution is $5,000

• Donor Advised Fund: minimum contribution is $10,000

• Charitable Remainder Trust: minimum contribution is $100,000

• Bequests or life insurance can be made at any level

For the 2020 campaign, communities are challenged to review the database to identify 100 planned giving prospects. Long-time tree buyers and direct mail donors, especially those 60-years of age and older, often respond positively when approached about our Charitable Gift Annuity Program. The Planned Giving Department will mail introductory letters to the prospects and the community offices will follow up with personal phone calls.

The Gould Legacy Society Campaign centers on the following themes:

• Developing existing Planned Giving Donors for continued contributions. This is something we have done successfully in the past as we note a high percentage of new gifts are from repeat donors. We believe this is accomplished by constant communication between the donor, the Planned Giving Department and the excellent “customer service” provided by JNF fundraising professionals and our outside vendors. The Planned Giving Department is in touch with donors in several ways during the year: in addition to the checks we send on a regular basis, we also send birthday cards, newsletters, a year-end appeal and more.

• A concerted marketing effort will be made to the allied professionals in each of our communities for campaign year 2020. Allied professionals are

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attorneys, accountants, investment advisors and insurance professionals.

• The goal is to have an allied professionals committee in each area whose sole responsibility is to enhance JNF’s planned giving image with other planned giving allied professionals. The responsibility of each committee member is to become an advocate for JNF Planned Giving and to make Jewish National Fund the agency of choice to clients.

• Developing JNF Leadership It is imperative that we train our lay and professional leadership to understand that a planned gift is an important second ask during a solicitation. In addition, all leadership should be asked to sign a Letter of Intent indicating their intention to make Jewish National Fund a part of their legacy.

• The Daron and Ron Barness Circle The Daron and Ron Barness Circle is the recognition society for gifts of life insurance policies. A life insurance gift is an important way to ensure a legacy to JNF. Life insurance leverages the donor’s contribution so that even a modest premium can translate to a significant gift in the future. Life insurance gifts will be marketed through our allied professionals committee particularly through life insurance professionals.

Planned Giving Committees Each community should appoint a Planned Giving Chair and select appropriate leadership to serve on the Planned Giving Committee. This committee will be responsible for the following:

• Connecting Jewish National Fund with allied professionals in the area

• Solicitating fellow JNF leaders to get 100% participation in our “Letter of Intent Program”

• Segmenting community and targeting people 65 years and older for special mail campaign to inform them about Planned Giving opportunities

• Planning community-wide events for 25- and 50-year donors and Gould Legacy Society members. (A $2,000 disbursal from the Gould Legacy Society will be provided to all communities to be used specifically for Planned Giving events.)

• Acting as JNF Planned Giving ambassadors and advocates at community-wide events

Community Tactics • Events should be held to honor Gould Legacy Society

donors. In a public setting, annuitants should be given the Tiffany Blue Box for their gifts of $50,000 or the Gould Legacy Society pin. Of particular benefit would be to organize Chanukah or Yom Ha’atzmaut events or events celebrating Jewish holidays.

• Outreach efforts should be made to visit with 25- and 50-year donors to present them with the special certificates in recognition of their years of giving.

• At least two planned giving seminars should be held in each community. Partnering with a law firm, CPA firm or insurance firm, as underwriter and corporate sponsor, seminars should discuss the benefits of estate and charitable planning. Invitees should be JNF donors and prospects.

• Every community should call JNF Gould Legacy Society annuitants on their birthdays.

• Every community should make an effort to involve attorneys, accountants and financial planners on their local boards. A major effort should be made to add attorneys, accountants and financial professionals’ contact information into the JNF database.

National Tactics • Mail 400,000 postcards in targeted markets to

people age 60+ that discuss the benefits of Charitable Gift Annuities. This will yield many leads and enable more annuities to be closed

• Do special year-end mailing to all annuitants and planned giving prospects providing rates for funding a new annuity and mail out birthday cards to all Gift Annuity donors

• Develop a relationship with trust and estate attorneys. Targeted mailings of B’Yachad newsletter and other JNF literature will be sent on a regular basis to trust and estate attorneys

• Encourage gifts of life insurance by developing the Barness Circle

• Hold a CLE event for attorneys

• Promote Planned Giving and market programs through continuing education seminars.

• Leaders solicit their peers (national, community and Makor)

• Incorporate Planned Giving into all national meetings (including community board meetings and Makor retreat)

General Campaign Bob Cohan, Co-Chair, General Campaign

Robert Weiss, Co-Chair, General Campaign

Deb Rochford, National Campaign Director, Southwest and Desert States Key General Campaign Programs:

• Leadership Leads

• 2020@$1,000

• Summer Blitz Campaign

• Professional Societies currently include: Doctors for Israel, Lawyers for Israel, Finance for Israel, Rabbis for Israel and Women’s Chai Society

General Campaign 2020 objectives are:

• To increase total gift units of $1,000 - $4,999 from 4,000 to 5,000 donors

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• To raise a total of $7.5 million from General Campaign division ($1,000 - $4,999)

• To have a General Campaign Chair and functional General Campaign committee on all community boards, including chairs for Lawyers for Israel, Doctors for Israel, and in partnership with the Women for Israel committee, a Chai Society Chair

Leadership Leads Across the United States, nearly 1,000 people serve on JNF boards and committees. Our annual campaign kicks off on October 1, 2020, and we must rely on our leadership to be the first to say “Acharai - follow me!” by being the first to make their annual campaign contributions and the first to help JNF engage others to get involved. Our Leadership Leads campaign begins with YOU!

As leaders of Jewish National Fund, all of us must pledge our annual gift by the end of December 2019. However, as

encouragement and to thank those of us who lead the way with our 2020 campaign gift, all JNF board and committee members who make an INCREASED gift no later than October 31, 2019, will receive 10 free trees in their E-Z Tree™ accounts. If you don’t already have an E-Z Tree™ account, it is easy to create.

All board gifts must be closed by the end of December 31, 2019. To keep track of our boards’ progress towards 100% participation, the local professional staff will submit reports and a national bi-weekly report will be emailed to lay leadership and the fundraising professionals showing our progress. Each board that reaches 100% by the end of December will be recognized.

2020@$1,000 Background Reaching, renewing and recruiting new donors to the $1,000+ giving level is the substance of JNF’s fundraising success. The core of the 2020 Campaign’s success will focus on the Fiscal Quarter 2 General Campaign initiative - 2020@$1,000. JNF has a $100 million campaign goal, and we will work together to make it happen. Our goals are not incremental, but aggressive, and we will seek to continue to grow our campaign at a pace that exceeds that of other not-for-profits. To accomplish our goal we will challenge ourselves as well as our leadership. To reach our $100 million goal, we will need 10,000 donors giving $1,000 or higher. When we divide that number among the various communities and further to the individual professional fundraisers within each community, our overall goal will be for each fundraising professional to add 50 new donors at this level within three years.

Goals

Every region will identify a lay leader(s) to drive this Quarter 2 campaign. The lay leader will develop a committee to work with him/her to cultivate and solicit gifts in our target level. Communities will increase the number of donors of $1,000 or more by 60%.

Objectives Introduce 2020@$1,000 during the months of August and September for:

• Inclusion in regional 2020 campaign plans

• Recruiting and training regional general campaign chairs with the focus that this program is their main job responsibility

• Using the Campaign Summit to serve as an informational resource and training ground

• Recruiting and training volunteer leadership

• Effectively utilizing the database as a source of donor prospects

• Effectively activating national resources to support the 2020@$1,000.

Leadership This program will be led by the National General Campaign Co-Chairs along with the various community General Campaign Chairs and their committees. While their job responsibilities will be active throughout the entire year, the second quarter will serve as their focus. Young leaders, who participate on the annual JNF Jewish Leader Institute Mission (JLIM), are “change agents” who return home educated and motivated to actively participate in the mission of JNF. Those communities that had JLIM participants should involve these young leaders in our 2020@$1,000 campaign and challenge the JNFuture group to each bring in 10 new donors at $1,000, just a little more than $80 a month.

Campaign Strategy Reach, renew and recruit to the $1,000+ level presents fundraising professionals with 2020@$1,000 goals of giving units and dollars raised.

• Work with the national chairs to ensure all community chairs are familiar with the goals

• Provide fundraising professionals with segmented lists of target populations

o $1,000+ donors o Lapsed $1,000+ donors o Previous 3-year $750+ donor

• Promote Makor ownership of the 2020@$1,000 and engage Makor as solicitors

• Provide fundraising professionals incentives for reaching milestones of the campaign

• Track the number of giving units and funds raised on a bi-weekly basis

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• National GC Chairs will send out bi-weekly reports to the GC local chairs

Timeline • November - Conference call with fundraising

professionals and leadership

• January - 2020@$1,000 kick-off

• Bi-weekly tracking reports

• Mid-March 2020 - Close of 2020@$1,000 initiative

Summer Blitz Summer Blitz launches directly after JNF Spring Campaign, for the months of July and August. Historically, the summer months are a quiet time in the JNF campaign year. The Summer Blitz will inject new energy into the campaign and create a mechanism by which the momentum created during JNF Spring Campaign can continue. Our goal is to launch this throughout the country and raise over $1 million. The strategy of the Summer Blitz is designed to raise additional funds by lay leaders soliciting new gifts, as well as closing outstanding General Campaign and Major Donor gifts. This will be accomplished through the effective use of our top lay leadership (members of Makor, the National BOD, Executive Campaign Cabinet, Affinity Groups and JNFuture Root Society). The Summer Blitz Program is as follows:

• A lay leader will be assigned to each community where we have an active local leadership structure. During the summer months, they will travel for a one to two-day visit, where appointments, parlor meetings and other fundraising opportunities will have been organized by the professional and lay leadership in their designated community.

• National Chairs and General Campaign Chairs will contact Board Presidents and all other pertinent leadership to explain the Summer Blitz program. Community leadership, together with their professional, will need to focus on making appointments and scheduling meetings for visiting lay leaders.

• Select members of Makor, National BOD, Executive Campaign Cabinet and JNFuture Root Society will be asked to participate.

• Communities will begin to plan meetings and appointments during June in each community; lay leaders will work with their professional to compile a list of names of potential new $1,000 or more donors, as well as anyone who has not yet closed their gift. This campaign also includes soliciting for major gifts.

• The goal will be to arrange a minimum of four to five meetings during the lay leader’s visit. The solicitations can be held in any venue: face to face solicitations, parlor meetings, luncheons in the workplace, Affinity Groups and JNFuture meetings. The Summer Blitz is a great time to follow-up with

potential donors who have attended breakfasts and other events held in April, May and June.

• These meetings will provide an excellent opportunity to recruit for upcoming professional missions. Newly JNF-passionate donors returning from these missions may want to participate in future Summer Blitz programs. It will provide new opportunities for leadership roles to our ever-growing numbers of JNF lay leaders

Professional Societies This JNF campaign is intended to recruit donors and leaders in a variety of professions with a current focus on doctors, lawyers, real estate, finance, rabbis and other business professionals within local communities. Professional societies are an integral part of JNF’s positioning within niche markets and improve outreach efforts to professional groups (legal and medical societies, business forums, real estate, etc.) through peer relationships. Professional societies are a membership group with a minimum donation of $1,000. Community Action

• Recruit community chairs

• Utilize national materials and tailor them with community information

• JNF will recruit prominent speakers to do national tours three to five times a year

• Special reception at National Conference

• On an annual basis, hold a national event for members of the Society

• Hold special upgrade events for donors at the $5,000 level and over

• Organize for firms to host (sponsor) meetings

• Special opportunities for Planned Giving lawyers

Doctors for Israel The JNF Doctors for Israel Society is a society for health care professionals who seek to strengthen their bonds towards the land and people of Israel through both philanthropic action and peer to peer collaboration. These individuals demonstrate their commitment by making a meaningful annual donation of a minimum $1,000 gift to Jewish National Fund’s annual campaign and have the opportunity to participate in dynamic and interesting conference calls, events and trips to Israel.

Goals and Objectives • Onboard new National DFI Chair

• Build DFI National Committee to help support local DFI Chairs

• Collaborate with General Campaign Chairs to set goals and benchmarks for DFI prospects and membership

• Increase DFI members nationally from 700 to 800

• Raise $3.5M through Doctors for Israel members

• Leadership. Lay Leaders working with fundraisers to identify, cultivate and utilize leadership and fill in

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gaps where there is lack of leadership. DFI targets will only be met if each community has a community chair with set roles and responsibilities and are active.

• Create Best Practices manual for local DFI Chairs • Expand key DFI chapters in following key markets:

o Orlando o Tampa o Miami o Palm Beach o Atlanta o Philadelphia

• Support DFI Leadership and professionals in key communities to raise the profile of DFI; each community to establish realistic and achievable goals in units; encourage medical professionals to join local boards.

• Giving. Increase the number of DFI members and increase existing members’ average gift.

• Recruitment Drive. Secure new email addresses

(hospitals, medical directories, medical journals, web sites).

• Hold quarterly DFI calls with targeted communities to discuss successes and challenges in building DFI engagement

• Develop best practices for successful local DFI donor engagement

• Recruit leadership and prospect list for FY21 Doctors for Israel Mission to Israel

• Re-engage past DFI Mission participants in local and

national activities

Strategies National recognition on the JNF website. Medical professionals can connect with, and refer matters to, fellow DFI’ers who they can find through our website.

• Schedule 3 events a year in targeted communities o Bring in a speaker or panel on a topic that

interests your group o Hold a catered lunch or light supper in a hospital

with a great speaker and compelling topic. The ease of physically being in the building is an important piece in attracting attendees. Send invitations to all medical professionals in the hospital.

o Cross-Pollinization of Affinity Groups. Holding events that appeal to all groups and allow for networking.

Lawyers for Israel Jewish National Fund Lawyers for Israel (LFI) serves as a society of honor for Jewish legal professionals wanting to strengthen their ties to the land of Israel, through both action and philanthropic giving. Lawyers for Israel make a very important minimum annual donation of $1,000 to the JNF campaign. Through networking and society activities, Lawyers

for Israel hopes to establish LFI societies in every JNF community in the U.S. JNF has had much success in establishing these societies and has now moved LFI to the National level with hope to get members of the legal profession more involved both locally and nationally.

Goals and Objectives • Onboard new National LFI Chair- create roles and

responsibilities for national chair

• Establish roles and responsibilities for regional LFI chairs

• Expand and support LFI groups in the following communities:

o Mid- Atlantic o New England o New Jersey o Chicago o Atlanta o Los Angeles

• Determine FY20 goals and benchmarks for LFI prospects and membership with professionals in target markets

o Integrate LFI with regional campaign strategy

o Liaise with regional LFI chairs, general campaign chairs and local campaign cabinets for LFI specific strategy

• Leadership development. Develop reporting and communication structure with LFI chairs in each region

• Increase LFI members nationally from 750 to 900

• Raise $4M through Lawyers for Israel members

• Cultivate lawyers and judges currently giving JNF $500 - $999 into $1,000 LFI members

• Recruit leadership and prospect list for FY21 Lawyers for Israel Mission to Israel

• Maintain and invest time into keeping data in Salesforce and JNF website clean and up to date

• Refresh and update LFI website to integrate search function and include area of practice

• Strategies o Update LFI Best Practices Tool Kit to help

support efforts of local LFI Chairs o Hold quarterly LFI calls with targeted

communities to discuss successes and challenges in building LFI engagement

• Develop best practices for successful local LFI donor engagement

o LFI marketing plan: quarterly emails from LFI Chair to LFI members around the country with updates on JNF projects, member spotlights, and upcoming events

o Curate content in conjunction with Speakers Bureau and marketing ▪ Relevant topics and speakers ▪ Utilizing JNF partner visits

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▪ Develop more programming to incorporate female lawyers, judges and attorneys

o Schedule 3 events a year in targeted communities

o Some possible events: ▪ Bring in a speaker or panel on a topic that is

interesting your group ▪ Hold a catered lunch in a well-situated key

law firm with a great speaker and compelling topic. The ease of walking across the street and around the corner is an important piece in attracting attendees. Send invitations to lawyers within a 5-10 block radius. The ability to ‘hone-in’ on city, zip code, neighborhood, as well as profession and gender, gives us satellite and street views, and a maneuverability that surpasses even that of Google Maps

▪ Include as many members of the host law firm as possible

▪ LFI chairs invite their colleagues in other firms to attend an event or leave leaflets with other firm members; secure email addresses

o Cross-Pollination of Affinity Groups. Hold events that appeal to all groups and allow for networking

• Social Networking Campaign. LinkedIn, Facebook community posts/national posts sporadically (reaching the “non-JNF” audience)

• Collaborate with Law Associations, firms and Law Schools (and alumni associations)

JNF Rabbis for Israel Congregational rabbis play a very significant role within JNF as gatekeepers to congregations and their communities. Rabbis who serve in professional communal roles also have the potential to influence members of the Jewish community to participate in the JNF annual campaign. (It is important to note that it is not our goal to ask congregations to donate funds to JNF from congregational budgets, but to encourage individual congregational families to participate in the JNF annual campaign.) Twice a year, in September and January, an email blast is sent to Rabbis inviting them to join JNF Rabbis for Israel. JNF fundraising professionals, the IAE team, and volunteer JNF leaders, including the RFI National Chair, should encourage rabbis to donate a minimum of $1,000 per year (may be donor-directed to any JNF action area) to be recognized as part of JNF Rabbis for Israel. A local JNF Rabbis for Israel member should be invited to participate as a representative on the local JNF Board and will be encouraged to solicit other local rabbis to join JNF Rabbis for Israel by hosting an RFI breakfast or lunch for local colleagues to recruit them to become a Rabbi for Israel. If a rabbi gives a gift of $1,000 to JNF, he/she will be recognized as a Rabbi for Israel. Or, if a

rabbi takes an active leadership role within his or her congregation for a JNF campaign (including personal solicitations and letters to congregants) and raises $1,000 or more, he or she will also be recognized as a member of JNF Rabbis for Israel.

Once a Rabbi makes a one year pledge of a minimum of $1,000 (or preferably a multi-year pledge of $1000+ per year) or payment, please check them off as a RFI member in Salesforce and then inform Anne Greenspoon (via Salesforce chatter from the rabbi’s account) so a welcome package can be sent to the rabbi and 10 trees can be added to his/her E-Z Tree™ account.

The following benefits are being offered to JNF Rabbi for Israel members:

• $100 tree credit will be placed into their personal E-Z Tree™ account

• Access to JNF speakers

• Exclusive insider webinars twice a year with Israeli leaders and experts (September and March)

• A listing on the JNF website with rabbi’s name and the name of his/her congregation/organization

• Expert advice from JNF Travel & Tours about organizing a congregational trip, mission to Israel or assistance in coordinating visits to JNF sites and projects

• The ability to add names onto our JNF Friends and Family list for Shorashim/JNF Birthright Israel trips

• Special track for rabbis at the JNF National Conference

• 25 copies of each B’Yachad magazine sent three times a year to their congregation/organization

• Notice of early registration opportunities for their high school and college students to sign up for Alexander Muss High School in Israel or Alternative Winter Break

• Personal contact with JNF community professionals

• Those who donate $5,000 or more in a campaign year will receive a $500 subsidy for a JNF mission

Community Campaign Jim Riola, Co-Chair, Community Campaign Sharon Levison Co-Chair, Community Campaign Barbara Burry, Products Committee Co-Chair Marcy Needle, Products Committee Co-Chair Jessica Milstein, Director of Community Campaign

The Community Campaign encompasses gifts between $1 and $999.

The Community Campaign is one of our strongest new donor acquisition areas. Every first-time gift begins a life-long relationship with JNF and the land and people of Israel. The primary focus of Community Campaign is education,

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engagement and outreach. Community Campaign is a collaboration between local community activities and national office driven campaigns. Through local programs, events, national newsletters and direct mail, donors learn more about JNF and the work we do for the land and people of Israel. Community Campaign is our best tool in bringing new donors into the pipeline and helping to identify potential donors who will support JNF in a greater capacity in the future.

Key Community Campaign Programs

• JNF Breakfast for Israel

• JNF Spring Campaign

• JNF Be Inscribed Initiative

• Planting Trees in Israel

• Tree of Life Award™ Dinners and Annual Events (golf/poker tournaments, etc.)

• Direct Mail Appeal

• Product Mailings – Trees, Be Inscribed, Chanukah Candles, High Holiday Greeting Cards

• E-philanthropy fundraising

• Tu BiShvat

• Giving Tuesday

Community Campaign 2020 goals • Raise $10 million from 100,000 donors across the

country

• Re-engage lapsed community campaign donors through an effective and efficient Spring Campaign

• New donor acquisition – utilize local-led campaigns such as Breakfast for Israel and Tu BiShvat to acquire new donors in FY20

• Add 100,000 new prospects to database through direct mail

• Integration of Be Inscribed initiative into local events, national marketing and product sales

• New marketing, communication and fulfillment strategies for JNF Tree and EZ Tree program

• Re-engage 10% lapsed tree buyers through strategic marketing outreach campaign

• Revitalize JNF store product offerings, website and marketing strategy

• Adoption of Community Campaign Best Practices Manual

• Increase JNF Breakfast for Israel attendance by 10% and attendees making a gift to 70%

• Raise $3M during Giving Tuesday through successful multi-channel marketing strategy and donor pre- match

• Expand Tu BiShvat tree planting and programs in collaboration with Education Department to reach more schools and synagogues in the communities

Local-led Campaigns JNF Breakfast for Israel JNF Breakfast for Israel is an annual outreach and fundraising program to introduce existing and potential donors to topics of interest about Israel through the lens of JNF. The Breakfast is a great way to showcase the work JNF does each day for the land and people of Israel while also empowering your local board and lay leaders in our community fundraising efforts. The JNF Breakfast for Israel model incorporates the following: must be free and open to the community, serve food, feature a keynote speaker, include a JNF pitch and be no longer than one hour. This model should be replicated in every community across the country. Breakfast for Israel primarily closes community campaign gifts, but you can elevate fundraising tremendously with a personalized strategy for donors $1,000 and above. Recruitment to JNF Breakfast for Israel relies heavily on the effective utilization of local boards, leadership and volunteer networks. These groups commit to serving as a Table Captain, inviting ten of their friends to attend and assist in pre-solicitations for the Breakfast. JNF Breakfast for Israel is a great tool to bring in new donors and cultivate leadership in your community. In FY 2020, we anticipate more than 35 JNF Breakfasts for Israel around the country with close to 10,000 people in attendance.

2020 Goals • Raise $3 million through more than 35 Breakfasts for

Israel across the country

• Increase nationwide attendance by 10%

• Increase the number of breakfast participants donating to 70%

JNF Spring Campaign Our FY 2020 Spring Campaign goal is to raise $12M. Spring Campaign is our critical Quarter 3 campaign that focuses on closing lapsed donors through face-to-face meetings, phone-a-thons, creative gatherings and emails over eight weeks. Spring campaign targets donors that have made a $250 or more gift within the past three years but have not yet made their FY 2020 gift, as well as JNFuture members who have made a $360 gift within the past three years but have not yet made their FY 2020 gift. Our FY 2020 Spring Campaign will incorporate community campaign chairs, board presidents, Spring Campaign captain(s), JNFuture board chairs, AMHSI alumni and other local volunteers. Spring Campaign captain recruitment and strategizing will begin October – December and development

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of marketing and communication plans during January - March in order to successfully launch May 1, 2020. We will offer various chances to win prizes for our most successful lay leaders and communities, including a dinner with Russell Robinson and select JNF certificates.

Tree of Life Award™ Dinner and Annual Events One of JNF’s highest honors, the Tree of Life Award™, is a humanitarian award presented at a gala dinner. It is given in recognition of outstanding community involvement, professional leadership and humanitarian service. In addition, many communities offer other events to enhance networking and solicitation opportunities, including concerts and poker or golf tournaments. We plan to hold eight Tree of Life Dinners across the country in Fiscal Year 2020.

National-led Campaigns Direct Mail Direct Mail is our traditional form of soliciting gifts under $1,000. It is estimated that new donors of $50 have the lifetime value to the organization of $159.21 if limited action is taken. Four primary mailings are sent out per year (Rosh Hashanah, Year-End, Passover and June) to over 1 million prospects in our database as well as smaller, more targeted mailings throughout the year. JNF’s Direct Mail reaches our existing, lapsed, and prospective donors in a way that emails and print advertising do not. It is a proven tactic that raises awareness of JNF’s work, brings in new donors and connects with donors that will only give in this way. The purpose of our Direct Mail appeal is to raise revenues, clean our database, and most importantly, to raise awareness for the work we do at Jewish National Fund. We will continue to evaluate success in messaging, design and response rates based on each direct mailer to identify areas for improvement. We will be purchasing prospect lists in order to add new names to the database and increase funds raised through direct mail appeals We will be launching a more comprehensive direct mail program that includes segmentation, more frequent mailers, ask strategy and new and redesigned mailers. Responses to Direct Mail provide excellent leads for community events, face-to-face meetings and other national programs (i.e., Doctors and Lawyers for Israel). Direct Mail donors aged 65+ are ideal prospects for a Planned Gift (annuity). Direct Mail also provides secondary marketing for our Planned Giving and Travel & Tours Departments.

This benefits the Planned Giving department by generating requests for gift annuity illustrations, sharing information

about including Jewish National Fund in wills, identifies individuals that have named JNF in their existing wills and become eligible for membership in the Bruce Gould Society and recognizes 25 and/or 50 year donors which enables our fundraisers to present a custom JNF certificate.

In addition, our mailers generate inquiries/interest for upcoming JNF tours to Israel as well as facilitates recruitment efforts by identifying travel prospects for professional staff to follow up with and convert into participants

2020 Goals • Total mail appeal income of $2M from

approximately 12,000 donors

• Segment mailings by donor giving level to increase funds raised through direct mail

• Acquire 1,500 new donors

• Re-activate 2,500 lapsed donors

Products A new national products committee was formed in 2019 which oversees the Trees, Be Inscribed and JNF Store subcommittees. The primary objective of this committee and each subcommittee is to increase revenue from product purchasers. Secondarily, we aim to optimize donor experience and expand our marketing efforts across all products.

Tree Planting and Products One of Jewish National Fund’s most iconic initiatives is planting trees. Tree planting is a long-lasting tradition in Jewish life, and it carries meaning and value in the Jewish community. The JNF’s Tree Planting program increases JNF’s outreach and awareness. Fifteen to twenty thousand donors a year will make their first gift to JNF through the Tree Planting program. This program adds 20,000 new names annually to our donor database. Our tree program gives us an excellent opportunity to share the JNF story with new people who may have only known us because of trees. Trees also serve as an educational vehicle for teachers when educating students about the importance of connecting with Israel. Planting trees and tree related products make up approximately 6% of the national campaign. We will be improving the tree buyer experience through a series of website developments, improved fulfillment processes, new finishing options, reviewing pricing, implementing new marketing strategies targeting lapsed tree buyers and evaluating messaging to engage a younger demographic to plant trees. We will continue leveraging various B2B relationships; e.g. corporate partnerships such as Shiva.com, funeral homes, Christian markets, etc. We will develop print plan to advertise

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tree planting in obituaries for key markets with high readership. Additionally, we plan to create specific memorial campaigns commemorating fallen IDF and US soldiers, while simultaneously celebrating their heroism and myriad accomplishments. We will also explore creating certificates to commemorate animals and pets.

E-Z Tree™ Program This JNF program enables donors to purchase trees more efficiently and economically through the establishment of an online account. We will be evaluating the EZ pricing structure to increase funds raised in FY20. We will continue to promote through our 1-800# (call center) and the inception of online E-Z Tree™ accessibility. There will be more details and advertising to be found on our website.

Once we review pricing and marketing strategies, we will focus on increased visibility and promotions for tree planting through EZ Tree™ through direct mail, online, social media and text.

We will be targeting specific donor groups for EZ Tree™ promotion including Rabbis for Israel, Major Donor societies, Tree of Life honorees, Root Society donors and JNFuture national board. We will also be marketing to external groups including Israel consul generals, veterinary practices and funeral homes.

Develop a “how to” guide when planting trees through EZ Trees and create user content to promote on social media.

For more information regarding JNF’s tree-planting program and certificates, visit jnf.org/trees.

2020 Goals • Raise total of $4 million through tree planting and EZ

Tree™ planting from 45,000 donors

• Review tree & EZ Tree™ pricing to evaluate potential price increase

• Increase revenue through strategic promotion of current and new finishing options including frames, plaques and desktop products

• Successful launch of comprehensive tree strategy to re-engage lapsed tree buyers and target younger demographic

Be Inscribed Initiative In June 2019, JNF successfully launched our Be Inscribed program, a Torah writing initiative, marketing an exclusive opportunity to purchase letters and phrases from a Torah written on the historical site of Masada.

We are emphasizing the transition from tragedy to triumph,

from pain to poetry. Masada, which is historically a place of oppression and a place demarcating the end of Jewish life in the land of Israel, has now become a source of hope.

Through a wide range of national marketing efforts such as postcards, stuffers, emails, flyers and print ads we have been promoting the launch and messaging of this important initiative. Prices: $36 for a letter, $90 for a word, $180 for a verse, $540 for a paragraph, $3,600 for a weekly portion, $18,000 for a book and $100,000 for an entire Torah scroll. Our next Torah is to be completed and dedicated to Beit Shemesh Synagogue in Fall 2019.

2020 Goals • Raise $250,000 primarily through a product mix of

letters and words

• Complete fundraising for 3rd Torah and launch fundraising and dedication of 4th JNF Torah

• In collaboration with education department, promotion of Be Inscribed in key schools and synagogues, with focus around the holidays

Sderot Tulip This initiative helps support our work in the Gaza envelope, specifically in the city of Sderot through the purchase of Sderot Tulips for $1,000 each. Proceeds support the ongoing operating costs of the Sderot Indoor Playground. These Sderot Tulips are sculpted from the steel of a Kassam rocket that exploded in Sderot and make a powerful statement for peace. The Sderot Tulip has been such a successful product for JNF that we are in the process of having more tulip sculptures created in Israel.

• $1,000 must be paid at time of purchase (no pledges)

• Gift is fully tax-deductible

• Tulip is to be treated as a “product purchase” (“add-on”) gift and not in lieu of annual contribution (wherever possible)

• Use of tulips for centerpieces and on display at events has proven extremely successful

• Communities to display Sderot Tulip and order forms at Breakfasts for Israel, community wide events, parlor meetings and relevant donor appointments

• Target markets include art collectors and synagogues

2020 Goals • Raise $200,000 through 200 donors buying Tulips

Tu BiShvat 2020 Goals In partnership with the education department, regional IPADS and local community leadership, we aim to make Tu BiShvat “JNF Day”.

• Foster awareness for JNF initiatives in the land of Israel (e.g. through schools & synagogues)

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• Provide speakers, content and education to communities about importance of Tree planting & Tu BiShvat

• Use the seven species to correspond to various JNF programs and partners such as Caravan for Democracy, Special in Uniform, etc.

• Expand our presence in schools and synagogues through our “Tu BiShvat in a Box” program.

• Develop community wide branded Tu BiShvat programs throughout the country such as Women for Israel and JNFuture events

Giving Tuesday Giving Tuesday will include a robust marketing and social media campaign that utilizes donor matching. Our FY20 goal will be to raise $3M. Local communities also ran phone-a-thons in their regions, as well as local events such as Women for Israel programs, to maximize the donor match.

Product Partnerships JNF has embarked on numerous product partnerships over the past several years. We welcome suggestions to expand our list of partners. Current partnerships/friends are below.

Amazon Smile Promotion Amazon will donate 0.5% of purchase price to Jewish National Fund on purchases made through Amazon Smile: https://smile.amazon.com/ch/13-1659627 We will continue to highlight this promotion through print, online, social media and text.

JNF/USCJ Affiliate Partnership JNF and United Synagogue of Conservative Judaism have formed an affiliate partnership. In partnership with our Education Department, for every tree planted, purchases made from the JNF store and any donation made to Jewish National Fund, JNF will donate 20% back to the participating synagogue and another 5% to United Synagogue to support congregational Israel programs. JNF provides a trackable banner, and also mailers for the synagogue to use to promote the program. Since the program began in April 2011, JNF has signed up more than 15% of the approximately 600 USCJ synagogues at jnf.org/uscj

JNF Internet Affiliate Program Congregations and businesses can place a Jewish National Fund trackable banner ad (provided by JNF) on their website and earn commission. Once visitors come to the site, they link to JNF through our provided banner ad, and purchase any of our products (excluding straight donations, missions, events and shipping and lamination charges), which earns the affiliate a 20% commission on the sales. For more information, go to at .jnf.org/affiliate

The affiliate program includes a banner to be placed on a website. Synagogues and other organizations place a banner that links them directly to JNF’s store to purchase trees. The

transaction is tracked, and the organization receives 20% commission.

Shiva.com As the leading resource for online Shiva resources, shiva.com brings in approximately $250,000 annually in revenue for Jewish National Fund through tree planting and tree related products. We will continue to plant trees and explore ways to highlight Be Inscribed, water and JNF travel and tours on shiva.com and affiliate sites. In addition, we will work closely with Planned Giving, Rabbis for Israel to identify cross- promotional opportunities.

National Jewish Memorial Wall (nationaljewishmemorialwall.com) NJMW allows people to receive a free Yahrzeit reminder, create online memory plaques in honor of loved ones and, at the same time, plant trees through JNF. With each product costing $18, a donor can plant a tree and create an online plaque for $50. NJMW is making JNF an integral part of their website. Joint press and marketing efforts are scheduled to bring awareness to these offerings.

Rite Lite Rite Lite produces beautiful, premium hand-dipped Chanukah candles that add a festive glow to the holiday’s celebrations. As part of JNF’s partnership with Rite Lite, JNF is featured on every Rite Lite Chanukah candles box, and a portion of the proceeds from sales of the candles is donated to JNF. Every year, JNF presents a box of Rite Lite candles to each of its Major Donors as a gift for Chanukah.

Judaism.com JNF is starting a relationship with Judaism.com, a well-known Judaic web store that focuses on lifecycle and holiday gifts. There will be a JNF Collection of items designed by well-known artists, custom made for the organization.

For more information about products and partnerships, please visit the JNF store at jnf.org/store

Women for Israel Campaign Myra Chack Fleischer, President, Women for Israel Barbara Burry, Presidential Advisor, Women for Israel Ann Zinman, Presidential Advisor, Women for Israel Sharon David, Executive Director of National Affinity Groups and Community Campaign

Women control 60-70% of wealth. Women give to charity based on the emotional connection they have with the organization.

Vision for the women’s campaign:

• Bridge connecting women’s support of Israel with the land and people of Israel

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• Help improve the land and lives of the people of Israel

Goals for 5- 10 years

• To be approaching 50% of the fundraising campaign (at $360 level and above)

• Approaching 30% of total donors

• 3 – 5 year goal: Zionist education/continuum – help women feel empowered o WFI is a vehicle for women’s philanthropy

• WFI to be perceived as a growth driver for JNF o WFI recognized by greater JNF for its current

and future role in the campaign

Mission • Increase number of donor units and money raised

• Majority of JNF regions to have a robust women's campaign o Continue growth in existing regions o Establish WFI presence in additional regions

• Substantially increase the retention of WFI partners

Goals for 2020

• Raise $24 million (this will be broken down by units per community and by giving level)

• 72 gifts at 100k+

• 156 gifts at 25k to 99k

• 836 gifts at $5,000 to $24,999

• 905 gifts at $1,800 to $4,999

• 3960 gifts at $360 to $1799

• Increase the number of women giving gifts $100k or more

• Increase the average gift amount specifically focusing on Women’s Alliance, Chai and Sapphires

• Focus on working with each women’s chapter to devise a yearly plan in order to achieve their goals for each giving level

• Bring in younger women aged 40+ to join the women’s campaign and take on leadership positions

• Focus on women aged 65+ for planned giving

• Focus on retention

Strategies Strategy Implementation and Guidance

• National Executive Board will work with their assigned regional chairs and professionals to either create or help implement a strategy. They will use the goals by unit and average giving levels to evaluate the campaign performance on a monthly basis. They will identify where the gaps are and what tactics need to be adopted to achieve their goals. Will provide support, guidance and mentorship to their assigned regions for committee meeting by conference call and/or Zoom once a month or when the committee meeting is held. National Executive Board members will travel to the community

allocated to them if necessary. Help focus on securing larger gifts.

• Monthly calls with the Women’s National Executive Board members. Before each Executive Board

meeting, the board member provides an informal

written report to be shared with the board. In addition, there will be quarterly calls with all regional chairs.

• Hold Women’s board retreats in focus communities to strategize on to how to achieve goals. Establish standards for who should attend retreats, i.e. minimum giving level. Adapt agenda based on the region’s current needs. For regions in their second year of retreats, create further training to increase regional women’s giving.

• Target women aged 65+ by creating a planned giving committee, holding exclusive planned giving women parlor meetings as well as training regional chairs and committee members on how to identify a planned giving prospect.

• Target professional women aged 40+ by creating programming which is specific to their needs. Two JNFuture members on the exec board will help to create a committee tasked with building a bridge between the Futures and WFI through leadership, involvement and engagement. This will provide a natural transition to the women’s campaign as Futures women age out of Futures. In addition, they will look to bring in professional women aged 40+ not previously involved in JNFuture

• Build on the success of Women’s Month; effective marketing communication – email blasts, donor matching, social media for women’s campaign

• Hold regular monthly education program or parlor meetings targeted towards donors and non-donors with goal of acquiring new donors and increasing the average gift amount; establish objectives, goals and ROI in advance of the meeting and ensure the meeting will fulfill these.

• Plan strategic events which need to serve the overarching goal in each giving level; establish objectives, goals and ROI in advance of the meetings to ensure the programs will fulfill these, i.e. how many new donors, how many women will increase their gift.

• Continue executing the national model – minimum annual gift to attend $360

• Increase the number of local or regional Sapphire and Chai thank-you events so women feel they are part of an exclusive club; help with retention

• Hold Zoom calls twice a year for Sapphire, Chai and Women’s Alliance chairs

• Recognize women who have given 200k or more; launch the Circle of Sapphire Plus necklace.

• Work with Efrat, Myra and Barbara to ensure there is a WFI component in board and regional training,

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provide talking points on the importance of women’s individual giving.

Women’s Alliance JNF’s Women for Israel (WFI) Campaign inspires and implements targeted fundraising strategies and programs to maximize women’s gift giving and enhance future giving opportunities. This is achieved by reaching out and engaging new donors to enhance their commitment to JNF’s mission, nurturing the development and involvement of current and future leaders and cultivating a new generation of women who can ultimately become major donors. The Women’s Alliance (WA) is a key component of WFI serving as an entry level for women with a minimum $360 annual gift. Members participate in quarterly zoom calls with guest speakers and continue to roll out the national model of $360 annual gift to attend women’s events.

Chai Society Join the Chai Society with an annual minimum gift of $1,800. Chai Society members receive a beautiful pendant in the shape of the State of Israel, designed and handmade by Israeli artists. Other benefits include all the benefits afforded to Alliance members, plus: high level briefings with Israeli dignitaries, exclusive calls and webinars with key women leaders from Israel and the U.S., access to The Robinson Report, exclusive access to Women for Israel Society Level events, VIP treatment on JNF’s Queen of Sheba Women for Israel Mission and invitations to exclusive Chai Society events.

Sapphire Society When a woman pledges $5,000, JNF invites her into the exclusive Sapphire Society, JNF’s Major Donor division for women. Formed in October 1998, Sapphires share a special bond through their commitment to Zionism and are part of an exclusive group of leaders helping to strengthen Israel. Sapphire Society members receive a beautiful 14-karat gold pin with a Sapphire. For every annual gift of $5,000, a diamond is added to the pin, up to 18 diamonds. Membership in the Sapphire Society also provides access to elite services and member-only events, including permanent recognition in Israel on The Sapphire Wall at American Independence Park, invitations to national JNF events for Major Gift Donors, exclusive webinars with key women speakers from Israel and the United States, invitations to special Sapphire Society events and VIP treatment on JNF’s Queen of Sheba Women for Israel Tour.

Circle of Sapphire Society When a woman pledges $100,000 (which can be paid over time), she becomes a Circle of Sapphire member. All 18 diamonds will be set on the pin, and she will receive a newly designed gold necklace containing sapphires at the time of the pledge. Circle of Sapphire members also enjoy all the benefits of the Sapphire Society.

Circle of Sapphire Plus We will focus on obtaining larger gifts. One component will be launching a new gold necklace with emeralds for women who have pledged $200k or more in order to recognize their gift and encourage women to increase their donation.

Marketing Campaign Objectives • Bring new women into the organization and increase

giving level for women giving up to $360

• Increase the giving levels of all women

• Message needs to be that the donors’ contributions have changed the lives of women in Israel

• Women we are targeting to be part of our Women’s Campaign need to understand why they should donate and that their donation has a DIRECT IMPACT on women in Israel as we share their stories. By being part of the Women’s Campaign, they will feel connected to like-minded women across the country with shared values and will be able to create new and lasting friendships.

Two Key Objectives of the Marketing Campaign for Women

• Raise $24 million - Provide donors with an emotional connection to JNF and the people they are helping in Israel. Target women aged 40+ who are passionate about Israel

o Cultivation - Increase the number of donors and retain them as well as increase their giving level on a yearly basis

• Marketing needs - Women’s emails every other month to all women in the database

o Emails/invitations for Sapphire and Chai events. Marketing campaign for Women’s Month in May.

Timeline of National Activities September 12th, 2019 – Women’s campaign plan at conference (promoted by e-mail blast) September 13th, 2019 – Sapphire and Chai lunch at conference (promoted by e-mail blast) March 2020 – Sapphire tea at Major Donor Weekend (promoted by e-mail blast) May 2020 – Women’s Month (promoted by e-mail blast, social media, online, donor matching, videos and word of mouth) August 2020 – Women’s 2-day National Exec Board Retreat (by invitation only) October 2020 – National Conference in Israel (promoted by e-mail blast, social media and word of mouth)

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JNFuture Jason Zenner, Chair Chad Holtzman, Vice Chair Steffanie Altman, National Director, JNFuture JNFuture, the gateway for the next generation to JNF, is a fundraising and leadership development vehicle to engage individuals ages 22–40 with the goal of turning these individuals into leaders for a life-long philanthropic relationship with JNF. Through local and national board work, new leaders will be developed to become well-rounded JNF donors and sustain JNF’s role as a model for development in Israel. Entry level gift is $360 with major donor recognition at $1000 and task force and committee opportunities beginning at $1800.

Campaign Our donor goal for 2020 is to increase JNFuture members nationally from 1,000 to 1700+ including 750+ Roots (currently 490) and 950+ Sabras (currently 510). We will bring in 700 new donors as well as retain the 1,000 we already have. These current donors will be solicited to increase their gifts. We have a targeted plan to increase to 70 JNFutures giving $5000 or more over the next two years, with a middle step increase to gifts of $2500 (there are currently 51). Each city with a JNFuture community will hold a Root Society thank-you dinner. This will be an exclusive, free event thanking donors of $1000 or more with a VIP guest or speaker. We will better educate the entire community on JNFuture’s impact in Israel through social media highlights, blog posts from our lay leaders and a JNFuture dedicated issue of B’Yachad. We’re also compiling our first JNFuture promo video featuring lay leaders and Israel trip participants sharing their JNF story and encouraging viewers to “join us.”

Our branding will shift, as our community already has, to demonstrate JNFuture as a community of donors and leaders, not a social group who hosts happy hours. This clearer messaging will be used to attract a more mature audience who is ready to be philanthropic to Israel. We’re also creating the first promotional video exclusive about JNFuture.

This year, we will have a big focus on the continuum. We will engage our AMHSI alumni as well as campus fellows, Alternative Winter Break and Caravan for Democracy alumni who are 22-40 years old. These communities have already been exposed to the work JNF does in Israel and JNFuture is an opportunity for them to remain leaders and connected to Israel. We’ll also target these communities to go on Volunteer Vacation. We will be working with Education and Marketing to gather updated information about these alumni as well, so we can engage them in the correct communities.

This year, we will foster additional JNFuture participation in Community Campaign opportunities (e.g. Spring Campaign,

Giving Tuesday). We will also grow the number of JNFutures who sit on national committees, task forces and participate with affinity groups. Currently we have 48 JNFutures on task forces with a goal of 100 in the next campaign year.

We will grow existing chapters in Atlanta, Boston, Central New Jersey, Chicago, Denver, Los Angeles, Miami, New York, Philadelphia, Phoenix, San Diego, San Francisco and Washington, D.C. We will also explore new chapters in Tucson and Texas.

Leadership Development There is a new board being elected for FY2020. We have restructured the board to be more aligned with the JNF general board and currently have 20 positions. We are also restructuring the board of trustees by implementing new by- laws. In FY2020, the JNFuture National Board will hold nine monthly video board meetings, one in-person board meeting at National Conference, one in-person board meeting at JLIS, and no board meeting in July. We will ensure all board positions are filled by strong leaders committed to the principles and goals of the board.

JLIS (JNFuture Leadership Institute Summit) will now be by invitation only to targeted leaders and communities that are at a growth point in their chapter. Invitations will be sent to people who donate $1000 or more annually to our campaign, currently hold a JNFuture leadership position and have been to two or less JLIS trainings previously. The goal of JLIS is to strengthen our lay leadership’s ability to steward relationships, solicit gifts, public speak and engage more people to support JNF’s work in Israel.

JLIM (JNFuture Leadership Institute Mission) will continue to be a nomination-based mission for current leaders. We are reviewing the requirements to be nominated, including minimum donation and leadership positions previously held. Candidates will be interviewed and chosen to be on the mission. The itinerary will be developed as a five-day leadership workshop intertwined with hearing from our affiliates and local leaders in Israel. The goal of JLIM is to strengthen our lay leaders’ ability to speak about JNF’s work as a vision, bringing in new donors with their passion.

The leadership chairs, along with the JNFuture National chair and JNFuture Board of Trustees, will work with local chairs to develop two leadership retreats in each region. These retreats will train our lay leaders to better articulate our work, gain confidence in their ask, plan the year and focus on any particular need that individual chapter has.

We will be expanding the Makor – JNFuture mentorship program, pairing more JNFuture leaders with Makor mentors based on JNF interest areas, professional fields and stages of life.

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Professional Development We will hold a JNFuture professional in-person training in New York in the summer of 2020.

Trips In December, JNFuture will take 20 donors on Volunteer Vacation. Each participant fundraises $1800 and books his/her own flight to spend 6 days volunteering in Israel. Each day is spent on one meaningful project with varying affiliates. In July, JNFuture will take 20 donors on JLIM (JNFuture institute leadership mission described above).

In May, JNFuture will run a young professional’s solo/singles mission. This will be a mission to bring in brand new people who know nothing about Jewish National Fund. The tour will be a mix of JNF affiliates/sites and some basic Israel touring to attract people who have never been to Israel as well.

In October, we will bring JNFutures to National Conference in Israel. Unlike the JNFuture Summit we run at National Conference in the U.S., featuring intimate fireside chats and panels with VIP speakers, the JNFuture community will be interwoven with the general conference.

Small Communities Outreach Campaign

Dr. Joel Spalter, Vice President Alan Abramson, Assistant Vice President

Samuel Richardson, Small Communities Director Overview The goal of the Small Communities Campaign is to target the 300+ communities around the U.S. where there is little JNF awareness and fundraising. Communities are selected based on several criteria that make them favorable to JNF establishing a campaign and leadership development within the community. Ideally, a community has several active synagogues (Rabbis, educators), and these communities have already a few significant donors to JNF. Our experience has proven that educators in small communities welcome JNF leaders who bring speakers and provide the educational resources that can help support their efforts to educate students and to further connect the Jewish community to Israel.

This is a Lay Leader driven campaign. A lay leader, together with their professional, will select communities and work independently, traveling and developing relationships, increasing JNF awareness. The two key objectives are to identify and recruit new leadership from within targeted small communities and to raise funds.

The development of a successful Small Community Campaign promises new sources of donors and dollars raised. The SCC identifies and cultivates new leadership that we know to be essential to the success of our annual campaign.

For lay leaders working in their respective communities, each appointment results in a face-to-face meeting and represents a potential gift at every level of campaign. At this grass-roots level, every meeting plants a new JNF seed of awareness. This is how we started, step-by-step, our formula for success.

The Small Communities Campaign provides new leadership positions and opportunities to train lay leaders to become fundraisers. JNFuture members will be encouraged to participate, deepening their involvement in campaign and their leadership.

How This Works Every campaign professional recruits a strong lay leader to chair the Small Communities Campaign, someone who will join his/her BOD and fulfill all their requisite board responsibilities. This lay leader must commit to “taking on” one community and invest the time to use the database, make appointments, travel, develop relationships, creatively expand JNF awareness and fundraise on a regular basis throughout the year. Ideally, the SCC chair will eventually develop a committee of lay leaders (BOT), expanding the campaign within his/her area. The SCC chair will receive ongoing training, especially in our educational programs and Israel activities, and will have the close support that enables him/her to work independently and successfully. Chairs will participate in regular SCC conference calls, sharing ideas and networking.

One to two small communities will be selected. These are cities that already have donors in the database and that have the potential for significant fundraising. However, these communities have heretofore not been a priority to target due to unfavorable location, travel time constraints and/or limited fundraising potential, and therefore JNF cultivation has been negligible. Each SCC chair will have specific objectives that include cultivating new and existing donors, fundraising goals, recruitment for AMHSI and missions, connecting with Rabbis, educators and students, planned giving donors and identifying and cultivating new leaders. Databases for each community will be updated and expanded, and the distribution of B’Yachad magazine and mail appeals will reach thousands of homes never before targeted. Tools Utilized by Small Communities Lay Leaders

• Education Programs: AMHSI Impact Fund, Matching gifts (Boruchin Fund) for Zionist Education

• Recruitment for AMHSI, Birthright, ASB, Caravan for Democracy, Faculty Fellowship Program, etc.

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• Outreach to Rabbis, Educators, Students; Synagogue trips

• Recruitment of Leadership: Makor members, JNFuture members, JLIM mission

• Recruitment for JNF Task Forces

• Recruitment for Missions

• Bringing in Speakers (Makor members, Speakers Bureau) for events

• Expand B’Yachad Magazine circulation targeting thousands of homes

• Mail appeal and other marketing materials, keeping people connected to JNF throughout the year

• Planned Giving

• B’nai Mitzvah opportunities

• Parlor meetings

• Local press, Radio, Social Media

• Water Summits, Yom Ha’atzmaut programs, Tu BiShvat Across America, Israeli Festivals

• Affinity Groups Development

Missions & Tours Scott Schreiber, Vice President, Missions

Ann Zinman, Assistant Vice President, Missions

Talia Aviani, National Missions Director

Missions and tours are important fundraising tools that create a stimulating, emotional and intellectual environment for raising money. They are designed to show JNF projects in Israel, allowing participants to return to the United States inspired and personally committed to JNF. Fundraising, recruitment goals and expectations are set in the initial stages of program development, and it is expected that participants are solicited during the mission experience.

Missions/tours secure the link from (potential) donor to JNF and our work in Israel by:

• Educating participants and increasing awareness about JNF’s work

• Providing an opportunity to see how donor funds are used

• Creating a stimulating, emotional attachment with JNF project/s and Israel

• Including meaningful face-to-face encounters and introducing participants to people in Israel who benefit from projects

• Offering an optimum environment for solicitation

opportunities and increased giving

• Encouraging participants to return to the United States inspired and personally committed to JNF

• Securing the link for the donor between JNF and

Israel

• Developing new leadership for JNF

Types of Missions and Tours

National Tours Open to the general public and target a variety of demographics (seniors, women, young adults, singles, etc.). They may focus on a particular theme, interest or profession and appeal to first-timers to Israel or repeat visitors alike. The program will include a strategic balance of tourist sites and JNF projects in order to provide participants with a foundational knowledge of JNF’s work while facilitating a deeper connection to Israel. Examples include: Culinary Tour, Law and Justice Tour, Volunteer Vacation and Queen of Sheba.

Leadership and Development Missions Develop and cultivate current and future leadership for JNF. Recruitment is targeted to donors with a minimum annual gift requirement or to JNF professional staff. Examples include: President’s Society Mission, JNFuture Leadership Institute Mission (JLIM), Makor Mission and Staff Training Missions.

Working Missions Exclusively for members of special committees or task forces.

These are due-diligence, fact-finding missions related to a specific project or campaign. Examples include: IRC/BFC, $1 Billion Roadmap Mission, Board of Directors Mission.

VIP Missions High-end missions offered exclusively to specially selected donor prospects with high giving potential (not open to the general public). Examples include: Women’s Invitational Mission with Randi Levine, Chadick Weiss Mission and CEO/Executive missions with Russell F. Robinson.

Key People The National Missions Chair position consists of the Vice President and Assistant Vice President of Missions who are members of JNF’s Board of Directors. They are national leadership roles awarded to lay leaders with significant experience as a mission chair and/or mission participant. The National Mission Chair plays a key role in the initial planning and development stages of a mission. Primary responsibilities include recruiting mission participants and promoting missions through face-to-face meetings, phone calls and presentations. The National Missions Chair is also a source of information, knowledge, support and experience for other Mission Chairs.

Office of the Chief of Staff supervises and works closely with the National Missions Director, as well as other fundraising professionals, lay leaders, JNF’s Israel office, KKL and Israel tour operators. Responsibilities include overseeing the development, planning, implementation and financial oversight of missions, VIP

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travel and major donor trips to Israel.

National Missions Director is a senior staff member whose primary role is to develop and advance JNF’s travel department. Key responsibilities include providing high quality client service, building and maintaining strategic relationships, creating and implementing protocols and guidelines, monitoring all phases of planning and executing a JNF mission/tour, managing budgets and finances, overseeing mission fundraising and follow-up and collaborating with our Marketing Department to devise effective and innovative promotion strategies. The National Missions Director is also responsible for maintaining synergy between professional staff, lay leaders, external tour operators, JNF-USA Israel staff and other stakeholders to ensure JNF is delivering top notch customer service to our donors and travel clients.

Associate Manager, Travel and Tours, is a staff member who assists the National Missions Director in various aspects of developing and implementing a successful JNF mission/tour to Israel. Key responsibilities include: strategically creating mission/tour itineraries, collaborating with the Marketing Department to produce effective marketing materials and liaising with JNF-USA Israel office staff, external travel service providers and partners to facilitate site visits as well as all other aspects that encompass the implementation of missions and tours.

Donor Travel Coordinator is the principal liaison for coordinating individual donor visits to Israel, which requires cooperation between internal and external stakeholders including professional staff, travel service providers, JNF-USA Israel staff and partners. The Donor Travel Coordinator plays a key role in facilitating arrangements for private trips, dedications and JNF site visits. Other responsibilities include overseeing JNF’s weekly bus tour, recording and managing accurate client data in Salesforce, ensuring timely follow-up between fundraisers and their donors returning from Israel, handling call/email inquiries related to travel and assisting the National Missions Director as needed.

JNF Trip Professional is a professional staff member who works in collaboration with the Mission Chair to recruit participants and promote the mission. The Mission Professional travels to Israel with the group. Key responsibilities in Israel include solicitations and fundraising during the mission as well as follow-up procedures after the mission returns from Israel.

Travel Chair is a lay leader who has personal, first-hand knowledge of a Jewish National Fund trip to Israel. She/he is a proven leader within the JNF community and has relationships with other participants. The Chair’s key responsibilities include recruiting participants, promoting the mission/tour, assisting the assigned JNF Professional with

solicitations and taking a leadership role throughout the group’s time in Israel.

Upcoming Missions/Tours in 2020-2021 Campaign Year Pennsylvania Board Mission October 24 – 31, 2019 Spirit of Israel Tour October 24 – 31, 2019 Optional pre-mission to Bulgaria October 30 – November 3, 2019

President’s Society Mission (Fall) 2019 November 3 – 7, 2019 Israel H2O Tour November 4 – 11, 2019 Israel Ride (in partnership with Arava Institute) November 5 – 12, 2019 Housing Development Fund Task Force Mission November 10 – 14, 2019 Arts and Fashion Tour November 10 – 17, 2019 Sunshine Tour: For Active Adults 55+ November 10 – 19, 2019 Long Island Rabbi’s Mission December 1 – 5, 2019

Alternative Winter Break December 21 – 30, 2019 Volunteer Vacation: For Ages 25 – 35 December 23 – 29, 2019 Caravan for Democracy Student Leadership Mission December 26, 2018 – January 5, 2020

Taglit Birthright Israel Dates from December – February Canadian American Active Retirees in Israel January 16 – February 27, 2020 Makor Mission

February 9 – 13, 2020 Interfaith Tour April 19 – 26, 2020

Spirit of Israel Tour

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April 19 – 27, 2020 Modern Israel: 2020 Negev Adventure April 21 – 27, 2020 Taglit Birthright Israel

Dates from May through August

Negev Mission

Spring, 2020 (Dates TND)

Culinary, Wine and Music Tour May 1 – 9, 2020 Sunshine Tour: For Active Adults 55+ May 3 – 12, 2020 Dare to Venture May 31 – June 7, 2020 Singles Tour: For 40s and 50s June 28 – July 5, 2020 JNFuture Leadership Institute Mission (JLIM) July 5 – 9, 2020 Pre-Conference Tour to Morocco October 19 – 23, 2020 For information regarding, visit the JNF website at https://www.jnf.org/travel-pages/visit-israel, call 877.563.8687 or email [email protected].

Other Travel Programs and Tours

JNF Day Tour Jewish National Fund’s Weekly Bus Tour runs every Wednesday and departs from Jerusalem outside the JNF-Israel office. It exposes participants to JNF’s groundbreaking work in the Northern Negev. The itinerary includes visits to Be’er Sheva River Park, Ayalon Institute, Sderot Playground and Nir Am Reservoir; plus kosher lunch. For information about Day Tours, visit: https://www.jnf.org/travel-pages/day-tours

Private Tours JNF Travel & Tours works with a third-party tour operator to create and offer customized itineraries to families and individuals interested in private trips.

Volunteering Jewish National Fund offers a variety of opportunities to give back to the land and people of Israel in a meaningful way. Our volunteer experiences are fit for families, individuals, synagogue and community missions, youth groups, and more.

Visitor Forms Visitor Forms (VISForms) are required for JNF professionals and fundraisers to complete for any major donor going to Israel that wants to see JNF sites or have a dedication. It is mandatory to ensure that the requested arrangements submitted via VISForm are in accordance with the Major Donor Courtesy List (updated every fiscal year). The VISForm is immediately received by JNF’s Donor Travel Coordinator and Director of Tourism in Israel who then begin to plan the arrangements in conjunction with the fundraiser.

The courtesies a donor is entitled to is based on giving level and outlined in the Major Donor Courtesy List. They may include one or more of the following: a half-day or full-day of visits to JNF projects/sites, dedication/recognitions at sites, entrance fees, ground transport (to/from accommodation and touring), JNF Israel staff/partner escort, meal, Wednesday JNF Bus Tour ticket, etc.

https://www.jnf.org/travel-pages/visit-israel

https://www.jnf.org/travel-pages/visit-israel

https://www.jnf.org/travel-pages/day-tours

https://www.jnf.org/travel-pages/day-tours

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Task Forces, Boards and Committees

The introduction of Task Forces has greatly enhanced Jewish National Fund’s ability to work with local and specific communities, regional areas and targeted and capstone projects in Israel. They help set priorities and have put in place a system where we can follow the requests and funding projects through targeted fundraising. What was originally the Parsons Water Fund Board and Central Arava Task Force, has now turned into 19 unique groups, from embryonic to developing to mature.

JNF is involved in a wide variety of areas and requires the involvement and partnership of myriad internal and external stakeholders, including fundraising professionals, lay leaders, local communities, government and NGO’s and other strategic partners. The formation of Task Forces introduces all the players to each other and allows the formation of strategic partnerships, multilateral connections and relationships in a wide variety of cross settings that include meetings and planning at town halls, government offices, donor homes, events and other locations.

Our Task Forces are designed specifically for Major Donors (starting minimum annual $5,000 gift for the majority of the Task Forces up to $100,000 for Housing Development Fund) as they create and provide inspiration and the opportunity and challenge for each group to work together with goals, objectives and deadlines.

JNF Task Forces currently consist of 19 groups, numbering between 10 and 30 participants in each group, who are tasked with substantial researching, analyzing, evaluating and producing practical recommendations which are then evaluated and taken up by the Israel Relations Committee (IRC), Budget and Finance Committee (BFC) and ultimately recommended for action to the Board of Directors.

Further to that and more importantly, it places a substantial responsibility on task force participants to fundraise for their group and gives them a real-world insight into practical financial, legal and other considerations in planning and executing a project.

Membership buy-in in a Task Force offers more opportunities for more lay leaders in the organization, allows more contact, professional conversations and connections, greater resources for research and coordination to oversee the overall

workflow, contribution, deadlines, progress and fundraising.

Current Task Forces and Committees are the following:

Alexander Muss High School in Israel (AMHSI) Board Minimum annual gift required - $5,000 Joseph Wolfson, Chairman of the Board

Ron Werner, President Yael Septee Kane, JNF Professional Stephen Bach, JNF Professional Rabbi Leor Sinai, JNF Professional

Arad Task Force This task force works in partnership with the municipality and other stakeholders to strategize the communities’ priorities and needs to determine where JNF can be most effective. Minimum annual gift required - $5,000

Terry Katz, Co-Chair Jim Riola, Co-Chair

Eric Goldstein, JNF Professional Anna Milstein, JNF Professional

Arava and Eilot Task Force With the goal of doubling the region’s population by 2020, JNF supports several key projects. Minimum annual gift required - $5,000 Beckie Fischer, Co-Chair Mathew Fragner, Co-Chair Talia Tzour Avner, JNF Professional

Arts and Entertainment Task Force This task force’s objective is to raise funds and develop recognition and awareness of JNF programs and projects focusing on arts and cultural activities in Israel’s north and south. Minimum annual gift required - $5,000 Civia Caroline, Chair Sharon Freedman, JNF Professional

Baseball and Softball Task Force This task force raises funds to plan, build and maintain baseball fields and purchase baseball sporting equipment for the development of the sport in Israel. Minimum annual gift required - $5,000 Mark Rattner, Chair Lou Rosenberg, JNF Professional Mitchel Rosenzweig, JNF Professional Peter Kurz, Israel Partner

Fire and Rescue Task Force This task force works to protect Israel’s citizens and forests from the dangers of fire with the purchase of fire trucks, creation of firefighter training programs and other fire protection necessities. Minimum annual gift required - $5,000 Mark Egerman, Co-Chair Penny Rosen, Co-Chair

Sharon Lewis, JNF Professional

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Friends of Green Horizons Committee Green Horizons Youth Movement build character and leadership in Israeli youth through outdoor education and experience. Robert Weiss, Chair Sharon Freedman, JNF Professional Lavi Zamir, Israel Partner Ido Reichman-Eisikovits, Israel Partner

Gaza Envelope Task Force This task force works to protect and make easier, the lives of Israeli citizens living on the Gaza border in towns such as Sderot, the region’s kibbutzim and moshavim, the Halutza communities and students at Sapir College. Minimum annual gift required - $5,000 Betsy Fischer, Chair Boaz Meir, JNF Professional Jodi Marcus, JNF Professional

Go North East Task Force The goal of this task force is to look at development in the north in a holistic way and create new housing, job, education, healthcare and quality of life opportunities.

Minimum annual gift required - $5,000

Sheryl Buchholtz, Co-Chair, Galilee Culinary Institute

Laureiene Greenbaum, Co-Chair, Beit Asher Food Innovation Center

Amy Berko Iles, Co-Chair, Beit Asher Food Innovation Center

Vivien Wong, Co-Chair, Medical Center

Reagan Weil, JNF Professional Lee Lebovich, JNF Professional

Go North West Force The goal of this task force is to attract and retain 300,000 new residents to the Galilee, strengthen the economic and social life of the region, relieve the congestion in the center of Israel and, together with Blueprint Negev, transform northern and southern Israel into co-equal centers of Israeli society. Minimum annual gift required - $5,000 Deborah Zaluda, Chair Sharon Freedman, JNF Professional Beth Cherner, JNF Professional Dar Nadler, JNF Professional

Housing Development Fund Task Force Israel suffers from a shortage of housing options. Throughout the Negev and Galilee, there are dozens of communities who wish to expand and offer new housing options. Because communities are responsible for managing their own developments and the financing of the basic infrastructure, many projects never get off the ground due to a lack of capital. This task force, through its stakeholders (donors/lay

leaders), participates in reviewing project opportunities and works to raise philanthropic capital to then provide interest free loans to communities that have viable development and marketing plans. Since 2013, the task force is active in 26 communities and is supporting the development of more than 1,200 housing sites.

Minimum gift required - $100,000 (payable up to four years)

Jeffrey Schwartz, Chair Rick Krosnick, JNF Professional Alon Badihi, JNF Professional

Israel Independence Experience Task Force This task force works on the preservation of heritage sites in Israel. Minimum annual gift required - $5,000 Ben Gutmann, Chair Mitchel Rosenzweig, JNF Professional Diane Scar, JNF Professional

MAKOM Task Force This task force works with MAKOM and combines JNF’s Go North and Blueprint Negev campaigns with MAKOM’s mission-driven communities. Minimum annual gift required - $5,000 Beth Cohn, Chair Shosh Mitzman, Israel Partner James Kimmey, JNF Professional

Mitzpe Ramon Task Force

This task force works in partnership with the municipality and other stakeholders to strategize the communities’ priorities and needs to determine where JNF can be most effective. Minimum annual gift required - $5,000 David Oppenheimer, Chair Michael Feinman, JNF Professional

National Water Task Force Serves as an umbrella and coordinating body for JNF’s expanding portfolio of water projects and partners in Israel to enhance their strength, fiscal viability and effectiveness. Raised over $120 million to date. Minimum annual gift required - $10,000 Marc Kelman, Chair Bob Lembke, Vice-Chair Talia Tzour Avner, JNF Professional

Nefesh B’Nefesh Task Force In addition to identifying and soliciting donors, this task force focuses on helping new Olim (immigrants) through all aspects of the aliyah process and encourages these Olim to move to Israel’s peripheral regions - the Negev and the Galilee. Minimum annual gift required - $10,000 Ronald Werner, Chair Glen Schwartz, JNF Professional Doreet Freedman, Israel Partner

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Project Wadi Attir Task Force This task force seeks to develop and demonstrate a model for sustainable, community-based agricultural enterprise, adapted to a desert environment for the Bedouin community. Minimum annual gift required - $5,000 Honey Kessler Amado, Chair Laura Sherry, JNF Professional

Task Force on Disabilities This task force brings partner organizations together to share resources and meet the needs of those with disabilities in Israel’s north and south where there are typically fewer services available. Minimum annual gift required -$10,000 Gary Kushner, Chair Yossi Kahana, JNF Professional Sharon David, JNF Professional Celine Leeds, JNF Professional

Yerucham/Ranat HaNegev Task Force This task force works to help the municipality prioritize its needs, which includes rebranding itself as an attractive tourist site, retaining families and attracting new ones by assisting with innovative housing options, developing a first-rate school system and much more. Minimum annual gift required - $5,000 Geri Shatz, Co-Chair Bruce Goldberg, Co-Chair

Matt Leebove, JNF Professional

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35 | P a g e

Name Address

Home/

Business Phone Cell Phone Email Address

Vice President,

Campaign Ben Gutmann

410 Crocus Hl

Norwood, NJ 07648-2432 H: 201.767.0665 201.415.0499 [email protected]

Vice President,

Major Gifts Nina Paul

10605 Deerfield Road

Cincinnati, OH 45242-4212 513.253.7157 [email protected]

Ass't Vice

President, Major

Gifts Bernice Friedman

10836 Iris Canyon Lane

Las Vegas, NV 89135-1719 H: 702.202.1508 917.848.5758 [email protected]

President,

Women for Israel

Campaign Myra Chack Fleischer

PO Box 675945

Rancho Santa Fe, CA

92067-5945 H: 619.823.6975 619.823.6975 [email protected]

Vice President,

Planned Giving David Frank

6346 Maryland Drive

Los Angeles, CA 90048-4740

H: 323.954.0744

B: 310.385.3619 213.804.6829 [email protected]

Asst. Vice

President,

Planned Giving Robert Dubin

633 Canyon Greens Drive

Las Vegas, NV 89144-0833 B: 702.222.1040 702.245.8510 [email protected]

Chair, Mega

Donor Outreach Ben Gutmann

410 Crocus Hl


Co-Chair,

General

Campaign Bob (Robert) Cohan

Cohan Rasnick Myerson Plaut

1 State St., Ste 1200

Boston, MA 02109-3559

H: 617 527-8340

B: 617.742.1820

x222 617.838.5128 [email protected]

Co-Chair,

General

Campaign Robert Weiss

60 Remsen Street Apt. 8F

Brooklyn, NY 11201-3415 H: 718.834.0363 917.846.3517 [email protected]

Community

Campaign

Co-Chair Jim Riola

4581 Old Carriage Trail

Oviedo, FL 32765-8454 H: 407.924.5151 407.810.5595 [email protected]

Community

Campaign

Co-Chair Sharon Levison

210 Landfall Road

Atlanta, GA 30328-1826 404.587.6036 [email protected]

Vice President,

Small

Communities Dr. Joel Spalter

116 North Skyview Lane

Fayetteville, AR 72701-4635 954.654.1812 [email protected]

Asst. Vice

President, Small

Communities Alan Abramson

10000 Santa Monica Blvd.

Unit 1203 Los Angeles, CA

90067-7014 310.291.5400 [email protected]

Vice President,

Communities

and Regions Kenneth Segel

596 New Loudon Road

Latham, NY 12110-4024 B: 518.690.7184 518.369.1040 [email protected]

Asst. Vice

President,

Communities

and Regions Barbara Burry

8694 E Iliff Drive

Denver, CO 80231-3809

H: 303.755.7555


Vice President,

Missions Scott Schreiber

1825 Ivy Lane

Northbrook, IL 60062

H: 847.562.8580


Asst. Vice

President,

Missions Ann Zinman

6203 E Yucca Street

Scottsdale, AZ 85254-5448 H: 480.998.0221 480.363.6798 [email protected]

Vice President,

JNFuture Jason Zenner

333 Desplaines Street #307

Chicago, IL 60661-5512 H: 847.427.3443 847.217.5454 [email protected]

National Campaign Cabinet

36 | P a g e

Asst. Vice

President,

JNFuture Chad Holtzman

225 South 18 1101

Philadelphia, PA 19103-6134 B: 215.981.4422 215.262.0358 [email protected]

Vice President,

Marketing Vivian Grossman

2539 Eagle Run Drive

Weston, FL 33327-1525 B: 954.384.6000 954.290.8487 [email protected]

Asst. Vice

President,

Marketing Samuel Goldberg

245 E. 63rd Street Apt. 32E

New York, NY 10065-7432 B: 310.407.7502 310.310.0621 [email protected]

Chair, MAKOR Michael Kessler

Levine Builderw

42-09 235th Street

Douglaston, NY 11363 H: 718.224.7147 646.326.2336 [email protected]

Co-Chair,

National

Products Barbara Burry

8694 E Iliff Drive

Denver, CO 80231-3809

H: 303.755.7555


Co-Chair,

National

Products Marcy Needle

1 Gillespie Lane

Morristown, NJ 07960-5819 H: 973.401.0792 973.886.1302 [email protected]

Chair, World

Chairman's

Council Ronald S. Lauder

42 E. 69th Street

New York, NY 10021Chair,

President's

Society Mission

Fall 2019 Debby Riegel

315 E 70th Street Apt 9G

New York, NY 10021-8652

H: 646.590.4805


Chairman of the

Board,

Alexander Muss

High School in

Israel (AMHSI) Joseph Wolfson

513 Atterbury Road

Villanova, PA 19085-1028

H: 610.989.0686

B: 215.751.1249 [email protected]

Chair, Lawyers

for Israel Rob Ganz

9 Aspen Heights

Slingerlands, NY 12159-9745

H: 518.456.6288


Chair, Rabbis for

Israel Craig Axler

6405 Silent Moon Run

Clarksville, MD 21029-1286

H: 301.317.1101


Co-Chair, Winter

Connection

Campaign Alan Dabrow

100 Grays Lane Apt 505

Haverford, PA 19041-1755 H: 610.322.7444 610.322.0393 [email protected]

Co-Chair, Winter

Connection

Campaign Louise Dabrow

200 W Washington Square

Apt 2502

Philadelphia, PA 19106-3559 H: 267.457.3747 610.322.7444 [email protected]

37 | P a g e

Name Address

Home/


President Sol Lizerbram

14170 Rancho Vista Bend

San Diego, CA 92130-5250 H: 858.759.9950 858.922.8660 [email protected]

Chairman of the

Board Jeffrey Levine

81 Barrow Street

New York, NY 10014-3710

H: 516.626.8052

B: 718.224.7147 516-385-0500 [email protected]

Chairman of the

Board Emeritus Ronald Lauder

767 5th Avenue Suite 4200

New York, NY 10153-0023 B: 212.572.6964 [email protected]

Past President Jeffrey Levine

81 Barrow Street

New York, NY 10014-3710

H: 516.626.8052

B: 718.224.7147 516-385-0500 [email protected]

Vice President,

Strategic

Planning Bruce Gould

1110 W. Ivanhoe Blvd. #7

Orlando, FL 32804 407.399.2888 [email protected]

Treasurer Michael Blank

8 Parmenter Road

Framingham, MA 01701-3019

H: 508.877.6740

B: 617.787.6800


Assistant

Treasurer Steven Crystal

P.O. Box 12367

Reno, NV 89510-2367 H: 775.624.0905 775.742.0850 [email protected]

Secretary Geri Shatz

185 E. 85th Street Apt. 31M

New York, NY 10028-2153 H: 215.493.4997 215.237.1907 [email protected]

Assistant

Secretary Penny Rosen

46 Remsen St Apt 1


First Vice

President Alan Dabrow

100 Grays Ln Apt 505


Assistant First

Vice President Joseph Wolfson

513 Atterbury Road

Villanova, PA 19085-1028

H: 610.989.0686


Vice President,

Adminstration

(and

Compliance) Harold Kaplan

823 Kimballwood Lane

Highland Park, IL 60035-3623 B: 312.832.4393 312.805.0536 [email protected]

Assistant Vice

President,

Administration Marvin Schlanger

15 Southwood Drive

Cherry Hill, NJ 08003-2952 609.320.6935 [email protected]

Vice President,

Alexander Muss

High School in

Israel (AMHSI) Ron Werner

1820 Little Raven Street

Denver, CO 80202-7116 303.588.4026 [email protected]

Vice President,

Campaign Ben Gutmann

410 Crocus Hl


Vice President,

Zionist

Education

Continuum Robert B. Levine

509 Northumberland Road

Teaneck, NJ 07666-1922

H: 201.836.3061


Vice President,

Schools and

Community

Engagement Michael Jacobson

140 Fox Hollow Drive

Apt. 407

Cleveland, OH 44124-4173

H: 440.442.5942


National Board of Directors

38 | P a g e

Asst. Vice

President,

Schools and

Community

Engagement Terry Katz

191 Presidential Blvd Apt 600

Bala Cynwyd, PA 19004-1228 H: 610.664.4224 646.391.4250 [email protected]

Vice President,

Teen

Engagement Michael Kessler

Levine Builders

42-09 235th Street


Asst. Vice

President, Teen

Engagement Marc Kelman

9430 N. 43rd Place

Phoenix, AZ 85028-5100 B: 602.996.1340 602.390.2307 [email protected]

Vice President,

College

Engagement Scott Gendell

710 Elder Court

Glencoe, IL 60022-1411 H: 847.679.6660 847.302.7076 [email protected]

Vice President,

College

Engagement Charles Fax

10720 Gloxinia Drive

Rockville, MD 20852-3404 B: 301.345.7700 410.274.1453 [email protected]

Asst. Vice

President,

College

Engagement Dr. Alan Fisher

147 Atherton Avenue

Atherton, CA 94027-4051 H: 650.906.3610 650.281.6410 [email protected]

Vice President,

Rabbinic and

Congregational

Engagement Isaac Blachor

6-8 Wooleys Lane Unit B-28

Great Neck, NY 11023-2118

H: 516.485.3959


Asst. Vice

President,

Rabbinic and

Congregational

Engagement Ira Bartfield

6620 24th Street N

Arlington, VA 22205-1918 H: 703.532.2079 703.725.3872 [email protected]

Vice President,

Government

Relations Baruch Fellner

2723 P Street NW

Washington DC 20007-3065

H: 202-625-7145

B: 202-530-9546 202.460.4737 [email protected]

Asst. Vice

President,

Government

Relations Kenneth Krupsky

5610 Wisconsin Avenue

Apt. 1406

Chevy Chase, MD 20815-4438 301.693.6057 [email protected]

Vice President,

Communities

and Regions Kenneth Segel

596 New Loudon Road

Latham, NY 12110-4024 B: 518.690.7184 518.369.1040 [email protected]

Asst. VP,

Communities

and Regions Barbara Burry

8694 E Iliff Drive

Denver, CO 80231-3809

H: 303.755.7555


Vice President,

Israel Relations Toni Dusik

16560 N 105th Way

Scottsdale, AZ 85255-9036 B: 480.634.4900 x1143480-861-3218 [email protected]

Asst. Vice

President, Israel

Relations Theodore Banks

1645 Sherwood Road

Highland Park, IL 60035-2260

H: 847.831.9036


Vice President,

Marketing Vivian Grossman

2539 Eagle Run Drive

Weston, FL 33327-1525 B: 954.384.6000 954.290.8487 [email protected]

Asst. Vice

President,

Marketing Samuel Goldberg

245 E. 63rd Street Apt. 32E


39 | P a g e

Vice President,

Strategic

Relationships Myron D. Stayman

4330 N. Hills Drive

Hollywood, FL 33021 1804

H: 954.986.9523


Asst. Vice

President,

Strategic

Relationships Jeffrey Schwartz

808 Chauncey Road

Penn Valley, PA 19072-1304 B: 302.838.8880 610.731.1200 [email protected]

Vice President,

Investments Joseph Korn

155 Linden Drive

Basking Ridge, NJ

07920-1964 H: 908.903.9603 [email protected]

Asst. Vice

President,

Investments Lynne Merriam

4102 Causeway Vista Drive

Tampa, FL 33615-5416 727.642.8215 727.642.8215 [email protected]

Vice President,

Israel

Investments Alan Wolk

3317 Monceau Way

Roswell, GA 30075-3135

H: 470.375.6115


Asst. Vice

President, Israel

Investments Morton Mower

2400 E. Cherry Creek South

Dr. #403

Denver, CO 80209-3257 B: 410.727.4828 410.206.9360 [email protected]

Vice President,

Legal Committee Robert M. Wigoda

330 Brookside Drive

Wilmette, IL 60091-3047 H: 847.251.3304 646.483.7353 [email protected]

Asst. Vice

President, Legal

Committee Gary Kushner

8224 River Quarry Place

Bethesda, MD 20817-6924 B: 202.637.5856 202.250.1601 [email protected]

Vice President,

Missions Scott Schreiber

1825 Ivy Lane

Northbrook, IL 60062

H: 847.562.8580


Asst. Vice

President,

Missions Ann Zinman

6203 E Yucca Street


Vice President,

Planned Giving David Frank

6346 Maryland Drive

Los Angeles, CA 90048-4740

H: 323.954.0744


Asst. Vice

President,

Planned Giving Robert Dubin

633 Canyon Greens Drive

Las Vegas, NV 89144-0833 B: 702.222.1040 702.245.8510 [email protected]

Vice President,

Major Gifts Nina Paul



Ass't Vice

President, Major

Gifts Bernice Friedman

10836 Iris Canyon Lane


Vice President,

Small

Communities Dr. Joel Spalter



Asst. Vice

President, Small

Communities Alan Abramson

10000 Santa Monica Blvd.

Unit 1203

Los Angeles, CA

90067-7014 310.291.5400 [email protected]

President,

Women for Israel


PO Box 675945

Rancho Santa Fe, CA


Vice President,

Speakers Bureau Dr. Robert Benedon

24 Liberty Lane

Cherry Hill, NJ 08002-1638 H: 856.667.0398 609.330.2695 [email protected]

40 | P a g e

Assistant Vice

President,

Speakers Bureau Sheryl Buchholtz

70 Washington Street 12I

Brooklyn, NY 11201-1442 917.692.3465 [email protected]

Vice President,

Boruchin

Committee Michael Lederman

80 Old Main Road

Little Compton, RI

02837-1321

B: 401.396.9777

X21 401.480.0240 [email protected]

Chair, Audit

Committee Edward Blank

200 E 69th St Apt 42A


Vice Chair, Audit

Committee David Greenbaum

888 7th Avenue Floor 44


Vice President,

JNFuture Jason Zenner

333 Desplaines Street #307

Chicago, IL 60661-5512 H: 847.427.3443 847.217.5454 [email protected]

Asst. Vice

President,

JNFuture Chad Holtzman

225 South 18 1101

Philadelphia, PA 19103-6134 B: 215.981.4422 215.262.0358 [email protected]

41 | P a g e

Name Address

Home/


President, WFI


P.O. Box 675945

Rancho Santa Fe, CA

92067-5945

H: 858.259.6030


Past President,

WFI Campaign Nina Paul

10605 Deerfield Rd.


Emeritus, WFI

Campaign Louise Dabrow

100 Grays Ln Apt 505


WFI Presidential

Advisor Barbara Burry

8694 E Iliff Dr

Denver, CO 80231-3809 H: 303.755.7555 303.888.6271 [email protected]

WFI Presidential

Advisor Ann Zinman

6203 E Yucca St


Chair, Women's

Alliance Margaret Singerman

100 Mountain View Drive

Chagrin Falls, OH 44022-2062 216.577.5567 [email protected] of

Sapphire

Co-Chair Ronna Schneider

2450 Brookwood Lane

Cincinnati, OH 45237-2902 513.348.0073 [email protected] of

Sapphire

Co-Chair Ann Zinman

6203 E Yucca St


Sapphire Chair Roni Wolk

3317 Monceau Way

Roswell, GA 30075-3135 H: 770.650.5671 770.655.3290 [email protected]

Chai Society ChairKim Kotzin

11439 N. 64th Place

Scottsdale, AZ 85254-5013

H: 480.656.5764


JNFuture

Women's

Co-Chair Lauren France

1550 7th Street

NW Apt. 438

Washington, DC 20001-3267

H: 202.466.3773


JNFuture

Women's

Co-Chair Civia Caroline

8403 Blachburn Ave.

Apt. 103

Los Angeles, CA 90048-4157 267.997.7555 [email protected]

WFI National

Board Member Meril Salzburg

260 Springside Road

Longwood, FL 32779-4985 B: 407.496.4494 407.960.2157 [email protected]

Women for Israel National Board

42 | P a g e

Name Address

Home/


Ilene Adler

1500 W. Monroe Street #325

Chicago, IL 60607-2418 415.216.6619 [email protected]

Dr. Robert Benedon

24 Liberty Lane


Alyse Golden Berkley

4177 Hayvenhurst Avenue

Encino, CA 91436-3552 B: 818.205.1277 818.424.5898 [email protected]

Michael Boni

1084 Victor Lane

Bryn Mawr, PA 19010-1748 B: 610.822.0201 610.348.2526 [email protected]

Sheryl Buchholtz



Myra Chack Fleischer

PO Box 675945

Rancho Santa Fe, CA


Beth Cohn

30 Country Oaks Drive

Manalapan, NJ 07726-4649

H: 732.446.3436


Toni Dusik

16560 N 105th Way

Scottsdale, AZ 85255-9036 B: 480.634.4900 x1143480-861-3218 [email protected]

Susan Farber

18379 N. 97th Place


Betsy Fischer

16 Cameo Drive


Steven Foster

8239 E. 5th Avenue


Lauren France

1550 7th Street

NW Apt. 438

Washington, DC 20001-3267

H: 202.466.3773


Judith Galler

6101 Atlantic Avenue

Ventnor, NJ 08406-2704 609.226.3704 [email protected]

Ariel Grunberg

154 Carman Avenue

East Rockaway, NY

11518-1303 516.297.7924 [email protected]

Barbara Israel

Bortniker

4 Kinzel Lane

West Orange, NJ 07052-2172 973.432.3948 [email protected]

Mitzi Kaitz

331 NE 8th Avenue

Delray Beach, FL 33483-5524 617.930.7667 [email protected]

Makor

43 | P a g e

Michael Kessler

Levine Builders

42-09 235th Street


David Levy

4607 Holly Street

Bellaire, TX 77401-5804

H: 254.722.6918


Yaron Marcus

3207 S. Geneva Street


Lynne Merriam


Tampa, FL 33615-5416 727.642.8215 [email protected]

Michael Mintz

260 Riverside Drive Apt. 7C

New York, NY 10025-5259

B: 212.518.2640


Nina Paul



Bruce Pomerantz

P.O. Box 832

293 Wilson Drive

Alpine, NJ 076201018 201.417.8545 [email protected]

Deborah Riegel

315 E. 70th Street Apt. 9G


Alyssa Russo

914 Ridgewood Road

Millburn, NJ 07041-1420 H: 973.258-1558 702.567.2020 [email protected]

Laura Salzer

4110 W. Barcelona Street


Simon Schwartz

226 N. Pearl Street


Rhonda Sheakley

8600 Camargo Rd

Cincinnati, OH 45243-1410 H: 513.621.3904 513.608.6256 [email protected]

Addison Shuster

39 Southport Lane Apt. C

Boynton Beach, FL

33436-6407 347.254.2506 [email protected]

Nancy Siegel

6139 S. Geneva Court

Englewood, CO 80111-5436 H: 303.773.3221 303.588.0882 [email protected]

Jeffrey Woolf

P.O. Box 961267

Boston, MA 02196-1267

H: 781.721.0575


Deborah Lust Zaluda

1513 W Montana Street


Ann Zinman

6203 E Yucca Street


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Name Address

Home/


Vice President,

Galil - Go North Ken Krupsky

5610 Wisconsin Ave Apt 1406

Chevy Chase, MD 20815-4438 H: 301.656.1181 301.693.6057 [email protected]

Co-Chair, Arad

Task Force Terry Katz

191 Presidential Blvd Apt 600

Bala Cynwyd, PA 19004-1228 H: 610.664.4224 646.391.4250 [email protected]

Co-Chair, Arad

Task Force Jim Riola

4581 Old Carriage Trl

Oviedo, FL 32765-8454 H: 407.924.5151 407.810.5595 [email protected]

Co-Chair, Arava

and Eilot Task

Force Beckie Fischer

450 N. Park Rd. Suite 500

Hollywood, FL 33021-6918

H: 954.963.4784


Co-Chair, Arava

and Eilot Task

Force Matthew Fragner

569 31st Street

Manhattan Beach, CA

90266-3403 B: 213.687.2320 310.779.7284 [email protected]

Chair, Arts and

Entertainment

Task Force Civia Caroline

8403 Blackburn Ave. Apt. 103

Los Angeles, CA 90048-4157 267.997.7555 [email protected]

Chair, Baseball

and Softball Task

Force Mark Rattner

130 Mackenzie Ln S

Denville, NJ 07834-3722 H: 973.292.0253 973.727.6459 [email protected]

Co-Chair, Fire

and Rescue Mark Egerman

280 S Beverly Dr Ste 304

Beverly Hills, CA 90212-3903 H: 310.248.6299 310.871.0999 [email protected]

Co-Chair, Fire

and Rescue Penny Rosen

46 Remsen St Apt 1


Chair, Friends of

Green Horizons

Committee Robert Weiss

60 Remsen Street Apt. 8F

Brooklyn, NY 11201-3415 H: 718.834.0363 917.846.3517 robtcweiss@gmail

Chair, Gaza

Envelope Task

Force Betsy Fischer

16 Cameo Drive


Co-Chair, Go

North East

(Galilee Culinary

Institute) Sheryl Buchholtz



Co-Chair, Go

North East (Beit

Asher Food

Innovention

Center) Laureine Greenbaum

1000 Park Avenue Apt. 11A


Co-Chair, Go

North East (Beit

Asher Food

Innovention

Center) Amy Berko Iles

100 W. 18th Street Apt. 8A

New York, NY 10011-5475 914.393.7550 [email protected]

Co-Chair, Go

North East

(Medical Center) Vivien Wong

P.O. Box 6347

Kaneohe, HI 96744-9173 B: 808.235.6855 808.783.9639 [email protected]

Chair, Go North

West Task Force Deborah Lust Zaluda

1513 W Montana St.


Task Force Chairs

45 | P a g e

Chair, Housing

Development

Fund Jeffrey Schwartz

808 Chauncey Rd

Penn Valley, PA 19072-1304

H: 610.664.2944


Chair, Israel

Independence

Experience Task

Force Ben Gutmann

400 Kelby Street

Fort Lee, NJ 07024-2943

H: 201.767.0665


Chair, MAKOM

Task Force Beth Cohn

30 Country Oaks Drive

Manalapan, NJ 07726-4649

H: 732.446.3436


Chair, Mitzpe

Ramon Task

Force David Oppenheimer

448 Warick Road

Wynnewood, PA 19096-2322 610.709.7032 [email protected]

Chair, National

Water Task

Force Marc Kelman

9430 N. 43rd Place

Phoenix, AZ 85028-5100 B: 602.996.1340 602.390.2307 [email protected]

Vice Chair,

National Water

Task Force Bob Lembke

United Water District

8301 E. Prentice Avenue

Suite 100

Greenwood Village, CO 80111-

2904 B: 303.761.3623 303.918.9551 [email protected]

Chair, Nefesh

B'Nefesh Task

Force Ron Werner

1820 Little Raven St


Chair, Project

Wadi Attir Task

Force Honey Kessler Amado

261 S Wetherly Dr

Beverly Hills, CA 90211-2515 H: 310.550.1656 310.550.8214 [email protected]

Chair, Task

Force on

Disabilities Gary Kushner

8224 River Quarry Place

Bethesda, MD 20817

H: 301.365.7772


Co-Chair,

Yerucham Task

Force Bruce Goldberg

8314 E. Feathersong Lane

Scottsdale, AZ 85255-3924 B: 602.485.0900 480.556.1415 [email protected]

Co-Chair,

Yerucham Task

Force Geri Shatz

185 E. 85th Street Apt. 31M


46 | P a g e

Name Address

Home/


President,

Arizona Kim Kotzin

11439 N. 64th Place


President, Austin David Levy

8148 Jester Blvd

Austin, TX 78750-7829 H: 512.485.8081 254.722.6918 [email protected]

President,

Boston Steve London

44 Fuller St.

Waban, MA 02468-1032 H: 617.244.4018 [email protected]

President,

Broward County Rabbi Sheldon Harr

9860 SW 1st St.

Plantation, FL 33324-2312 H: 954.472.3996 [email protected]

President,

Capital District Mara Ginsberg

48 Darnley Green

Delmar, NY 12054-9707 B: 518.436.0751 518.598.3317 [email protected]

President,

Central

New Jersey Alyssa Russo

914 Ridgewood Road


President,

Delaware Martin Lessner

732 Taunton Rd.

Wilmington, DE 19803-1723 H: 302.478.2413 302.571.6698 [email protected]

President,

Eastern

Pennsylvania Scott Barsky

711 Signal Hill Rd

Dresher, PA 19025-2010

H: 215.643.2183

B: 215.765.4600


President, Illinois Jill Weininger

10 E. Delaware Place 27E

Chicago, IL 60611-1853 B: 312.334.7334 847.815.3539 [email protected]

President,

Long Island Larry Ingber

90 Cypress Drive

Woodbury, NY 11797-1523

H: 516.692.6036


President,

Los Angeles Alyse Golden Berkley

4177 Hayvenhurst Ave


President,

Maryland Orly Shalem

8203 Pumpkin Seed Ct

Pikesville, MD 21208-1857

H: 410.602.2477


President,

Miami Dade Maia Aron

2475 Brickell Ave. Apt. 1204

Miami, FL 331292-481 B: 305.728.2955 305.798.0279 [email protected]

Co-President,

Michigan Andy Goldberg

2550 S. Telegraph Rd.

Ste. 255

Bloomfield Hills, MI


Co-President,

Michigan

Karen Freedland-

Berger

4941 Woodcliff Hills Road N

West Bloomfield, MI


President,

Mid-Atlantic Ken Krupsky


Chevy Chase, MD 20815-4438

H: 301.656.1181

B:202.879.3939 301.693.6057 [email protected]

President,

Mountain States Julia Epel Sherry

11662 East Lake Avenue

Englewood, CO 80111-5837 303.931.4312 [email protected]

Co-President,

Naples David Braverman

74 Ridge Dr

Naples, FL 34108-3440 H: 239.537.7777 239.537.7777 [email protected]

Co-President,

Naples Anthony Solomon

28517 Raffini Ln

Bonita Springs, FL

34135-8004

H: 239.947.7404

B: 239.649.6310


Community Presidents

47 | P a g e

Name Address

Home/


President,

Arizona Kim Kotzin

11439 N. 64th Place


President, Austin David Levy

8148 Jester Blvd

Austin, TX 78750-7829 H: 512.485.8081 254.722.6918 [email protected]

President,

Boston Steve London

44 Fuller St.

Waban, MA 02468-1032 H: 617.244.4018 [email protected]

President,

Broward County Rabbi Sheldon Harr

9860 SW 1st St.

Plantation, FL 33324-2312 H: 954.472.3996 [email protected]

President,

Capital District Mara Ginsberg

48 Darnley Green

Delmar, NY 12054-9707 B: 518.436.0751 518.598.3317 [email protected]

President,

Central

New Jersey Alyssa Russo

914 Ridgewood Road


President,

Delaware Martin Lessner

732 Taunton Rd.

Wilmington, DE 19803-1723 H: 302.478.2413 302.571.6698 [email protected]

President,

Eastern

Pennsylvania Scott Barsky

711 Signal Hill Rd

Dresher, PA 19025-2010

H: 215.643.2183

B: 215.765.4600


President, Illinois Jill Weininger

10 E. Delaware Place 27E

Chicago, IL 60611-1853 B: 312.334.7334 847.815.3539 [email protected]

President,

Long Island Larry Ingber

90 Cypress Drive

Woodbury, NY 11797-1523

H: 516.692.6036


President,

Los Angeles Alyse Golden Berkley

4177 Hayvenhurst Ave


President,

Maryland Orly Shalem

8203 Pumpkin Seed Ct

Pikesville, MD 21208-1857

H: 410.602.2477


President,

Miami Dade Maia Aron

2475 Brickell Ave. Apt. 1204


Co-President,

Michigan Andy Goldberg

2550 S. Telegraph Rd.

Ste. 255

Bloomfield Hills, MI


Co-President,

Michigan

Karen Freedland-

Berger

4941 Woodcliff Hills Road N

West Bloomfield, MI


President,

Mid-Atlantic Ken Krupsky


Chevy Chase, MD 20815-4438

H: 301.656.1181

B:202.879.3939 301.693.6057 [email protected]

President,

Mountain States Julia Epel Sherry

11662 East Lake Avenue

Englewood, CO 80111-5837 303.931.4312 [email protected]

Co-President,

Naples David Braverman

74 Ridge Dr

Naples, FL 34108-3440 H: 239.537.7777 239.537.7777 [email protected]

Co-President,

Naples Anthony Solomon

28517 Raffini Ln

Bonita Springs, FL

34135-8004

H: 239.947.7404

B: 239.649.6310


Community Presidents

48 | P a g e

President,

Nevada Len Eckhaus

10638 Mandarino Avenue


President,

New York Deborah Riegel

315 E. 70th Street Apt. 9G


President,

Northern CA Helen Loewenstein

25A Crescent Dr

Pleasant Hill, CA 94523-5508 H: 925-256-3300 925.708.7765 [email protected]

President,

Northern Florida Lynne Merriam



Co-President,

Northern

New Jersey Joan Oppenheimer

100 Winston Dr

Cliffside, NJ 07010-3240 H: 201.224.2517 201.280.3065 [email protected]

Co-President,

Northern

New Jersey Bob Oppenheimer

100 Winston Dr

Cliffside, NJ 07010-3240 H: 201.224.2517 201.280.0780 [email protected]

President,

Northern Ohio Barry Feldman

3700 Tradewinds Circle

Cleveland, OH 44124-5686

H: 216.464.9484


Co-President,

Ohio Valley Dr. Ronna Schneider

2450 Brookwood Ln

Cincinnati, OH 45237-2902

H: 513.336.6700


Co-President,

Ohio Valley Rhonda Sheakley

8600 Camargo Rd

Cincinnati, OH 45243-1410 H: 513.621.3904 513.608.6256 [email protected]

President,

Orange County Warren Morten

19200 Von Karman Ave

4th Floor

Irvine, CA 92612-8553

H: 949.246.0727


Co-President,

Orlando Ed Milgrim

3216 Corrine Dr

Orlando, FL 32803-2230 H: 407.790.4966 407.595.7090 [email protected]

Co-President,

Orlando Meril Salzburg

260 Springside Road

Longwood, FL 32779-4985 H: 407.960.2157 407.496.4494 [email protected]

President,

Palm Beach Addison Shuster

39 Southport Lane Apt. C

Boynton Beach, FL

33436-6407 347.254.2506 [email protected]

Co-President,

Palm Springs Michael Saywitz

35 Calle Del Norte

Rancho Mirage, CA


Co-President,

Palm Springs Robert Sylk

79675 Rancho Santa

Margarita

La Quinta, CA 92253-8455 310.567.7000 [email protected]

President, Rhode

Island Michael Lederman

80B Old Main Rd

Little Compton, RI


President,

San Diego Shari Schenk

4911 Harwick Place

San Diego, CA 92130-3716 H: 619.794.9547 [email protected]

President,

Sarasota Dr. Bart Levenson

4480 Highland Park

Sarasota, FL 34235-2343 H: 941.371.2872 941.371.0066 [email protected]

President,

South Florida Ron Kriss

6723 SW 138th Street


President,

Southern New

England David Peskin

25 Warwick Street

Longmeadow, MA

01106-1046

H: 413.567.2337


49 | P a g e

President,

Southern New

Jersey Cindy Silvert

2016 Queen Ann Road


President, South

Palm Beach Dr. Robert Colton

4270 NW 24th Ave

Boca Raton, FL 33431-8407 H: 561.241.7912 561.703.4643 [email protected]

Co-President,

Southwest Irene Spalter



Co-President,

Southwest Joel Spalter



President,

Tampa Lynne Merriam



President,

Tri-State Michael Kessler

Levine Builders

42-09 235th St.


President,

Washington, DC Howard Hogan

5219 12th Street North

Arlington, VA 22205-2430 H: 202.887.3640 [email protected]

President,

Westchester and

Connecticut Diana Sklar

7 White Deer Lane

West Harrison, NY 10604-

1111

H: 917.653.6931


President,

Western

Pennsylvania Steve Schwartz

307 S. Dithridge Street

Unit 512

Pittsburgh, PA 15213-3514

H: 412.521.2051


President,

Wisconsin Sue Carneol

10651 N. Winslow Drive

Mequon, WI 53092-5059

H: 262.236.9385

B: 262.241.5955


Documents

Jewish National Fund 2020 Campaign Plan