member & unit services division presidents’ conference call6.8.2015 presidents’ conference...
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Member & Unit Services Division
Presidents’ Conference Call6.8.2015
Presidents’ Conference Call- 6.8.15
Agenda Welcome Update from Marcie Natan, National President Marketing & Communications Update: Intranet/My Hadassah –
Barbara Spack, Yoram Ezra Know Your Worth - Kacy Spivack Membership Update - Carol Rosenthal PRAZE Update: Day in the District Initiative - Gillian Sescoe Development Q &A - Karen Everett, David Pasternack Sharing Time - Lynn Furness, Luisa Ellenbogen Private Time With Fredi and Ann
Presidents’ Conference Call- 6.8.15
New National Hadassah PO Box Addresses
MembershipHadassah Membership40 Wall StreetPO Box 1101New York, NY 10268-1101
FundraisingHadassah 40 Wall StreetPO Box 1100New York, NY 10268-1100
Presidents’ Conference Call- 6.8.15
Hadassah General MailHadassah 40 Wall Street- 8th FloorNew York, NY 10005-1387
Update from the National President
Presidents’ Conference Call- 6.8.15
Marcie NatanNational President
mnatan@hadassah.org
Marketing & Communications Update: Intranet/My Hadassah
Presidents’ Conference Call- 6.8.15
Barbara SpackMarketing and Communications
Department ChairBarbara.Spack@hadassah.org
Yoram EzraDirector, Web Strategyyezra@hadassah.org
Marketing and CommunicationsWhat to expect from myHadassah
Presidents’ Call: myHadassahJune 8, 2015
myHadassahNEW features on myHadassah:
Single log-in from hadassah.org home page accesses all leadership tools: Resources, Directories, Catalog (current)
Reports may require a second log-in for security (TBD)but we are still exploring ability to have same log-in
Resource section is cleaned up, organized in a more intuitive manner
e-commerce capabilities for the Catalog – Phase 2
Access to new Professional Directory (M&US project) – Phase 2
for Reports vs. another log-in
Presidents’ Call: myHadassahJune 8, 2015
myHadassahNEW “customer” records integration features:
1. User log-in from hadassah.org top nav bar2. Log-in differentiates between “Leader” and “Member”3. Both leader and member can access up-to-date personal donor info., including cumulative giving for current year (YTD), past year’s giving, and print tax letters (instead of contacting DPC)4. Leader can update PIFs at any time5. All users can update email preferences at any time (more user-friendly categories)6. All users will be able to update their contact information
ALL OF THE ABOVE REQUIRES ACCURATE, SECURE “CUSTOMER” RECORDS SYNCRONIZATION BETWEEN CLEARVIEW, SOFTREK, LUMINATE
Presidents’ Call: myHadassahJune 8, 2015
Know Your Worth
Presidents’ Conference Call- 6.8.15
Kacy SpivackLeadership Department Chair
kspivack@hadassah.org
Know Your Worth: A New Program for Your Units
Presidents’ Conference Call- 6.8.15
• A program designed to help women in transition understand how to achieve long-term financial security• Includes new member and fundraising (soft sell)
components• We will work with you and your team directly to help
guide you through the process • Rollout to the country in the Fall; watch
for your invitation in your Presidents Packet
Membership Gifting Campaign Update
Presidents’ Conference Call- 6.8.15
Carol RosenthalMembership Department Chaircarol.rosenthal@hadassah.org
Membership Gifting Campaign Update
Presidents’ Conference Call- 6.8.15
Give us a year...Experience the New Hadassah
FREE Annual Membership
Life Members or Associates can give the gift of membership
Launch date JULY 1, 2015
Membership Gifting Campaign Update
Presidents’ Conference Call- 6.8.15
• Guests at events • Friends and family • Prominent women in your community
Membership is not a giveaway,but a priceless gift!
Presidents’ Conference Call- 6.8.15
Membership Gifting Campaign Update
Presidents’ Conference Call- 6.8.15
INTRANET>RESOURCES>MEMBER AND UNIT SERVICES>MEMBERSHIP>GIFTING CAMPAIGN JULY 1 KICKOFF
Membership Gifting Campaign Update
Presidents’ Conference Call- 6.8.15
ENGAGEMENT…THE NEXT STEP
National/Region/Chapter Partnership
Leadership Opportunities
Presidents’ Conference Call- 6.8.15
Upcoming opportunities to talk and share Membership!Please promote to your Region and Chapter Membership VPs/Chairs!
Membership Hotline:Tuesday, June 23rd from 8 - 9 pm EDT
Membership Matters:Tuesday, July 28th at 8 pm EDT
or Wednesday, July 29th at 1 pm EDT
Information and registration links in Leaders' Digest!
PRAZE Update: Day in the District Initiative
Presidents’ Conference Call- 6.8.15
Gillian SescoeWashington Representative
gstwin@aol.com
PRAZE Update: Day in the District Initiative
Presidents’ Conference Call- 6.8.15
Scheduling Day in the DistrictStart planning a Day in the District event during the summer Congressional recess:
August 10 – September 4, 2015.
PRAZE Update: Day in the District Initiative
Presidents’ Conference Call- 6.8.15
Day in the District Intranet Resources:Resources>PRAZE>Advocacy • Day in the District Unit Coordinators Guide• Day in the District Quick Start Guide• Advocacy Training PowerPoint• Women’s Health Fact Sheet• #Research4All Act Social Media Kit• Hadassah Expertise: HMO & Women-Focused Care• Women's Health Advocacy Speech
Development Division
Presidents’ Conference Call- 6.8.15
Karen EverettMajor Donor Co-Chair
karenhertzeverett@gmail.com
David PasternackChief Development Officer
DPasternack@hadassah.org
Presidents’ Conference Call- 6.8.15
Summary of Development Tower Cash Campaign 2015- $3.7 Million Plan
Current Within 90 Days (July 15) July-December TOTAL
Overall Tower Cash $2.9 Million(as of June 2) Received:• $1.449M payment
received• $87K from Red
Envelopes for Tower (approx. $391K total from mailing )
• $1.3M in Tower payments
Expected:• $500K committed for July
1from 2 MGOs• $500K in payments from a
combination of the 60 people with open Tower balances/100 unsigned Tower pledges/gifts from the open $14M in Tower arrears from 37 people
• $200K in gifts from major donors with zero balances, of which there are 2,400
• $400L from Q2 statements to be mailed on June 8
$3 Million Potential
$2.6 Million Cash Payments• 250K from 25% of $1M Blitz • $500K second payments from a
combination of 60 people with open Tower balances/100 unsigned Tower pledges/pledges/gifts from the open $14M in Tower arrears from 37 people
• $500K from 3 Doctor Visits• $200K from National Business
Meeting• $500K from Hadassah Int’l• $750K from Grassroots incl. Red
Envelopes$3.45 Million Potential
Cash raised as of June 2: $2.9MRemaining cash to be raised in first 90 days: $800K
Presidents’ Conference Call- 6.8.15
National Blitz
Presidents’ Conference Call- 6.8.15
National Blitz ResultsOur Past National Presidents along with some Divisional leaders are blanketing the country bringing our mission and message to top donors and prospective donors
Where Who Results
Florida Nancy Falchuk & Debbie Regent
$1M pledged; $250,000 cash expected to be paid July 1
California David Pasternack & Harriett Zeitlin
$600,000 in pledges$200,000 cash by August
Boston Frieda RosenbergJaime Seltzer
$10,000 cash accelerated payment$100,000 pledge; $50,000 to be paid July 1
RESULTS as of 6/2
Presidents’ Conference Call- 6.8.15
Red Envelope ResultsRed Envelopes were sent to each unit asking them to empty their treasuries and send the funds raised in the first quarter to National• Mailed to 600 Units• Mailing was completed on May 1• 146 chapters remitted chapter checks; 611 individual entries
(this could be that the chapter sent in individual donor checks or chapter check with donor information
• Received to date: $391,154; • Approximately $87,000 of it for Tower
Presidents’ Conference Call- 6.8.15
Brainstorm
1. Seeing the success of the National blitz, are there any additional areas that could set up high level appointments with a National leader
2. What would you like to see from National to help bring in more revenue?
Presidents Sharing Time
Presidents’ Conference Call- 6.8.15
Lynn FurnessHadassah Northern Seaboard President
Presidents’ Conference Call- 6.8.15
Presidents Sharing Time
Presidents’ Conference Call- 6.8.15
Luisa EllenbogenHadassah Chicago-North Shore President
Hadassah Chicago-North Shore Leadership Development
Presidents’ Conference Call- 6.8.15
Desired Outcomes: • Board has a clear understanding and a framework
within which to complete its roles individually and cooperatively so we are developing a cohesive board• Everyone is fully clear from the outset what goals are• Ability to evaluate the effectiveness of our work
Leadership Development Goals
Presidents’ Conference Call- 6.8.15
• Increase Executive Board Members’ understanding of their role in developing and implementing the annual plan• Align the Executive Board Members’ activities with the
annual plan goals• Increase the cooperation between portfolios to develop
events that serve multiple purposes of the annual plan goals• Evaluate the chapter activities to determine to what extent
they are meeting annual plan goals• Modify chapter activities to further align them with annual
plan goals
Steps to Achieve Goals
Presidents’ Conference Call- 6.8.15
• Review 2015 Annual Plan with Executive Board Members • Develop Executive Board Job Descriptions• Align Job Descriptions with Annual Plan Activities• Evaluate Executive Board Members’ Role in Annual Plan
Activities• Develop Annual Plan for 2016 that aligns Executive Board
Members’ activities with the Annual Plan
Board Retreat Results
Presidents’ Conference Call- 6.8.15
• Board working more cooperatively• Board talking about evaluating programs (enabled us to
make changes)• Changing format of board meetings (Executive and
General)
Private Time with the Presidents
Presidents’ Conference Call- 6.8.15
Ann Eisenberg Fredi Brown
Presidential Development Co-Chairs
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