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September 14-15, 2022

INSPIRE. SHARE. EXPLORE.

As we navigate the philanthropic landscape in these consequential times and forge a pathway forward, two constants are the unpredictability of life and the need for FRD practitioners to achieve enhanced proficiency in growth-oriented and sustainable fundraising practices. These skills are especially important as our communities embrace a more relational FRD practice and balance multiple priorities in conjunction with the core annual campaign. FRDLX 2022 will blend a call-to-action around the elevation of those practices to harness the philanthropic potential of these times with spotlights on inspiring thought leaders and bright spots (and "fail-forward" initiatives) throughout the field. With tracks for both lay leaders and professionals, this will provide an excellent opportunity to learn together, share best practices that will elevate the field, and reaffirm our collective commitment to raising critical resources for our communities and the broader Jewish world.

PROGRAM

12:00 - 1:20 PM ET
Opening Program
  • FRDLX: A Year in Review
    Taking pride in the power of our collective fundraising efforts in these consequential times.

  • Welcome from JFNA Board Chair Julie Platt
    Julie will share stories from her local and overseas encounters and discuss how they’ve informed her solicitations.

  • The Power of Stories with Rabbi Shoshana Boyd Gelfand
    Using Jewish wisdom and ethics to anchor her message, Rabbi Gelfand will encourage participants to be in touch with the power of both their inner narratives and purpose in bringing about revitalization in our work.

  • The JFNA Looking Glass, Part One - Crisis as Catalyst for Deepening and Sustaining Donor Relationships and Investment in Communal Priorities, They Care About Most
    JFNA National Campaign Chair Gary Torgow will discuss the essential ethos and practices that lead to greater campaign growth and sustainability in these times. Then Amanda Goldstein, JFNA’s Assistant Vice President for Principal and Leadership Giving, will moderate a chat with notable philanthropic leaders, including:
    Meredith Dragon, CEO, Jewish Federation of Greater Rochester
    Mark Medin, Executive Vice President for Financial Resource Development, UJA-Federation of New York
    Brian Eglash, CDO and SVP, Jewish Federation of Greater Pittsburgh
    Kellie Smith, Director of Foundation, Jewish Federation and Foundation of NE Florida

  • JFNA Marketing Moment
    JFNA will share its customer-centric approach in the design of resources for communities to integrate into their donor communications in two main areas: expressing gratitude and making a cogent case for philanthropic investments in conjunction with general annual campaigns and urgent communal needs.

1:20 - 2:15 PM ET
Break
2:15 - 3:30 PM ET
Afternoon Track - Lay Leaders
  • Super Charged Campaign Leadership For Philanthropic Growth and Sustainability with Shayna Kreisler, JFNA’s AVP of Lay Leadership Development, and Seth Cohen, Head of Communities & Philanthropic Partnerships at Forbes and Founder of Applied Optimism

    Shayna and Seth will engage FRD Lay Leaders in a two-part series that will inspire participants to strengthen their campaign leadership approach through “Applied Optimism,” an intentional approach to achieving the best possible outcome in fundraising through a mix of purpose, knowledge and wonder.

    Participants will delve deep into network theory and other strategies to augment the donor prospect pipeline and be encouraged to tap into their super powers and spheres of influence to foster greater growth and sustainable campaigns.

2:15 - 4:00 PM ET
FRD Professional Workshops: Virtual Visits to Communities Throughout the Country
  • Looking Glass Applied
    Building on the conversation during “Crisis as Catalyst for Deepening and Sustaining Donor Relationships and Investment in Communal Priorities They Care About Most,” colleagues from seven notable communities have extended gracious invitations to join them for an in-depth look at the secrets to their strategies for fundraising success, regardless of city size. It's the practice and the application of the practice that we are most interested in, rather than the city size and scope.

    Over the course of FRD LX, you will have the opportunity to choose four sessions in total. Topics include:


  • 2:15-3:00 - Workshop Block #1 | 3:15-4:00 - Workshop Block # 2

    Spotlight #1: CEO+CPO Partnership + Campaign Cadence + Data Mastery = Greater Excellence

    Seizing the opportunity to strengthen their role in the community and impact, the leadership of the Jewish Federation of Greater Rochester has leveraged the crises of the past several years resulting in significant growth in philanthropic dollars toward local and global communal priorities. This growth has been enabled by the confluence of several strategies including effective cross-disciplinary partnerships, change in the cadence of the annual campaign, strategic use of donor data, and enhanced stewardship.

    Don't miss out on this session where you will explore the inner workings of this community’s change effort and consider ways in which their experiences and practices might influence what’s possible in your community!

    Spotlight #2: Women Leading Courageous Conversation Around Legacy Giving Yields Big Impact

    Recognizing the power of women in influencing short and long-term philanthropic decisions, along with the great transfer of wealth to women, the Foundation Director of the Jewish Federation and Foundation of Northeast Florida has launched effective practices to proactively leverage the power of women. Educating women in wealth transfer and legacy planning, to enable them to have a seat at the table to plan for the next generation and the community’s long-term vitality.

    Spotlight #3: Newly Formed Jewish Foundation and Federation Partnership Anchors Effective Covid Response and Signals Fertile Ground for Growth and Sustainability in Communal Resources

    In these consequential and unpredictable times, the Minneapolis Jewish Federation and Minnesota Jewish Community Foundation have established an impressive partnership that is garnering greater trust among loyalist and new donors, important communal leaders, and a core group of estate planners and financial advisors. Learn how this community leveraged the generosity of donors who had (pre-pandemic) heavily invested in communal endowments and Donor Advised Funds to urgently meet the needs of communal priorities that were on the brink of collapse when COVID struck, and how these actions gave rise to a new way of safeguarding the community’s precious financial resources, and a holistic enduring approach to major donor development.

    Spotlight #4: An Interdisciplinary Approach Fuels Growth in Annual and Supplemental Campaigns, Family Philanthropy, DAFs and More

    Navigating the aftermath of the Tree of Life Synagogue shooting, the worldwide pandemic, war in Ukraine, and other urgencies, the FRD leadership of the Jewish Federation of Greater Pittsburgh has tapped into its ingenuity and resiliency along with its interdisciplinary team approach to push quantum growth in total dollars raised, without compromising growth in the annual campaign.

    Join this dynamic team for an in depth look at strategies that have both enabled and continue to fuel this growth trajectory. Consider ways to apply these best practices to enhance your fundraising activities.

    Spotlight #5: Communal Catastrophe Unleashes Effective Mobilization to Meet Urgent Human Needs and More

    The catastrophic Surfside Condominium collapse, combined with a series of other local and global crises, inspired the leadership of the Greater Miami Jewish Federation to garner greater resources and engage in perpetual mobilization to meet urgent human needs. With a strong annual campaign and base of loyalist donors predating these crises, the team built a multi-pronged FRD strategy that pushed exponential fundraising and donor growth.

    Don’t miss this opportunity to apply lessons from your colleagues in Miami as the show you how they catalyzed communal transformation in these challenging times and how they intend to leverage key strategies to continue the fundraising growth trajectory to ensure its profound communal impact.

    Spotlight #6: Navigating Fundraising Through Multiple Crises + Identifying Opportunities for Future Growth

    These unprecedented times spurred UJA-Federation of New York into high-gear as the team navigated an expansive annual campaign effort, turning challenges into opportunities through experimentation, evaluation and iteration. In this workshop, Executive Vice President, Mark Medin, will use the fundraising program that he leads to illustrate ways communities of all sizes and scope may apply lessons from his teams’ experience. Specifically, don’t miss out on the opportunity to strengthen:
    1) Building blocks of successful campaigns
    2) New ways to connect your donors and other stakeholders to your community’s work and impact
    3) FY23 Campaign growth strategies.

    Spotlight #7: In Search of a Silver Bullet: An Integrated Approach to Engaging the Next Generation of Our Leading Donors

    UJA Federation of Greater Toronto’s Chief Development Officer, Sara Lefton, and VP Philanthropic Leadership, Janice Benatar will share key learnings to philanthropic growth amidst a changing donor landscape. Following Toronto’s lead, it is an opportune time to sharpen and augment your community’s fundraising toolkit to achieve exciting growth. This session will examine how to achieve unrestricted annual campaign growth through:
    1) Expanding supplemental and transformational giving;
    2) Leveraging opportunities for integration with Foundation partners;
    3) Enhancing donor engagement, volunteerism and community mobilization.


12:00 - 1:20 PM ET
Day Two Opening Program
  • State of Geopolitical Landscape and Implications for Jewish Philanthropy with JFNA President and CEO Eric Fingerhut

  • JFNA Marketing Moment
    As a complement to Eric’s remarks, a suite of materials will be shared that communities may access to strengthen fundraising around the Ukrainian crisis.

  • Understanding the Jewish Philanthropic Landscape in These Consequential Times with Dr. Hanna Shaul Bar Nissim, Ph.d., Deputy Director U.S. at the Ruderman Family Foundation and Visiting Scholar and Adjunct Associate Faculty at Lily Family School of Philanthropy, Indiana University and Jennifer Weinstock, Senior Vice President of Philanthropy, Combined Jewish Philanthropies, Boston

  • What Makes a Story Jewish? with Rabbi Shoshana Boyd Gelfand, Director of Leadership and Learning at Pears Foundation in London

1:20 - 2:15 PM ET
Break
2:15 - 3:30 PM ET
Afternoon Track - Lay Leaders - Part Two
  • Super Charged Campaign Leadership For Philanthropic Growth and Sustainability with Shayna Kreisler, JFNA’s AVP of Lay Leadership Development, and Seth Cohen, Head of Communities & Philanthropic Partnerships at Forbes and Founder of Applied Optimism

    Shayna and Seth will engage FRD Lay Leaders in a two-part series that will inspire participants to strengthen their campaign leadership approach through “Applied Optimism,” an intentional approach to achieving the best possible outcome in fundraising through a mix of purpose, knowledge and wonder.

    Participants will delve deep into network theory and other strategies to augment the donor prospect pipeline and be encouraged to tap into their super powers and spheres of influence to foster greater growth and sustainable campaigns.

2:15 - 4:00 PM ET
Afternoon Track - FRD Professional Workshops - Part Two
  • Looking Glass Applied
    Building on the conversation during “Crisis as Catalyst for Deepening and Sustaining Donor Relationships and Investment in Communal Priorities They Care About Most,” colleagues from seven notable communities have extended gracious invitations to join them for an in-depth look at the secrets to their strategies for fundraising success, regardless of city size. It's the practice and the application of the practice that we are most interested in, rather than the city size and scope.

    Over the course of FRD LX, you will have the opportunity to choose four sessions in total. Topics include:


  • 2:15-3:00 - Workshop Block #3 | 3:15-4:00 - Workshop Block #4

    Spotlight #1: CEO+CPO Partnership + Campaign Cadence + Data Mastery = Greater Excellence

    Seizing the opportunity to strengthen their role in the community and impact, the leadership of the Jewish Federation of Greater Rochester has leveraged the crises of the past several years resulting in significant growth in philanthropic dollars toward local and global communal priorities. This growth has been enabled by the confluence of several strategies including effective cross-disciplinary partnerships, change in the cadence of the annual campaign, strategic use of donor data, and enhanced stewardship.

    Don't miss out on this session where you will explore the inner workings of this community’s change effort and consider ways in which their experiences and practices might influence what’s possible in your community!

    Spotlight #2: Women Leading Courageous Conversation Around Legacy Giving Yields Big Impact

    Recognizing the power of women in influencing short and long-term philanthropic decisions, along with the great transfer of wealth to women, the Foundation Director of the Jewish Federation and Foundation of Northeast Florida has launched effective practices to proactively leverage the power of women. Educating women in wealth transfer and legacy planning, to enable them to have a seat at the table to plan for the next generation and the community’s long-term vitality.

    Spotlight #3: Newly Formed Jewish Foundation and Federation Partnership Anchors Effective Covid Response and Signals Fertile Ground for Growth and Sustainability in Communal Resources

    In these consequential and unpredictable times, the Minneapolis Jewish Federation and Minnesota Jewish Community Foundation have established an impressive partnership that is garnering greater trust among loyalist and new donors, important communal leaders, and a core group of estate planners and financial advisors. Learn how this community leveraged the generosity of donors who had (pre-pandemic) heavily invested in communal endowments and Donor Advised Funds to urgently meet the needs of communal priorities that were on the brink of collapse when COVID struck, and how these actions gave rise to a new way of safeguarding the community’s precious financial resources, and a holistic enduring approach to major donor development.

    Spotlight #4: An Interdisciplinary Approach Fuels Growth in Annual and Supplemental Campaigns, Family Philanthropy, DAFs and More

    Navigating the aftermath of the Tree of Life Synagogue shooting, the worldwide pandemic, war in Ukraine, and other urgencies, the FRD leadership of the Jewish Federation of Greater Pittsburgh has tapped into its ingenuity and resiliency along with its interdisciplinary team approach to push quantum growth in total dollars raised, without compromising growth in the annual campaign.

    Join this dynamic team for an in depth look at strategies that have both enabled and continue to fuel this growth trajectory. Consider ways to apply these best practices to enhance your fundraising activities.

    Spotlight #5: Communal Catastrophe Unleashes Effective Mobilization to Meet Urgent Human Needs and More

    The catastrophic Surfside Condominium collapse, combined with a series of other local and global crises, inspired the leadership of the Greater Miami Jewish Federation to garner greater resources and engage in perpetual mobilization to meet urgent human needs. With a strong annual campaign and base of loyalist donors predating these crises, the team built a multi-pronged FRD strategy that pushed exponential fundraising and donor growth.

    Don’t miss this opportunity to apply lessons from your colleagues in Miami as the show you how they catalyzed communal transformation in these challenging times and how they intend to leverage key strategies to continue the fundraising growth trajectory to ensure its profound communal impact.

    Spotlight #6: Navigating Fundraising Through Multiple Crises + Identifying Opportunities for Future Growth

    These unprecedented times spurred UJA-Federation of New York into high-gear as the team navigated an expansive annual campaign effort, turning challenges into opportunities through experimentation, evaluation and iteration. In this workshop, Executive Vice President, Mark Medin, will use the fundraising program that he leads to illustrate ways communities of all sizes and scope may apply lessons from his teams’ experience. Specifically, don’t miss out on the opportunity to strengthen:
    1) Building blocks of successful campaigns
    2) New ways to connect your donors and other stakeholders to your community’s work and impact
    3) FY23 Campaign growth strategies.

    Spotlight #7: In Search of a Silver Bullet: An Integrated Approach to Engaging the Next Generation of Our Leading Donors

    UJA Federation of Greater Toronto’s Chief Development Officer, Sara Lefton, and VP Philanthropic Leadership, Janice Benatar will share key learnings to philanthropic growth amidst a changing donor landscape. Following Toronto’s lead, it is an opportune time to sharpen and augment your community’s fundraising toolkit to achieve exciting growth. This session will examine how to achieve unrestricted annual campaign growth through:
    1) Expanding supplemental and transformational giving;
    2) Leveraging opportunities for integration with Foundation partners;
    3) Enhancing donor engagement, volunteerism and community mobilization.