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2016-07-15 digital edition

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July 15, 2016  RSS feed

Text: T T T

TOP offers seminar to help Jewish organizations build future with legacy pledges

On the heels of its first year with the Life & Legacy Program, which yielded more than $10 million in legacy commitments, the Tampa Orlando Pinellas Jewish Foundation (TOP) has announced an initiative to secure an even stronger future for Tampa Bay’s Jewish community.

On Wednesday, Aug. 31 from 7:45 a.m. to 1 p.m., TOP invites lay leaders and professional staff of all synagogues and Jewish agencies across Tampa Bay to its half-day conference, Building Your Organization’s Legacy: Tools for Your Strongest Tomorrow, which will share best practices on Legacy programs.

The conference will be held at the Corporate Center Three at International Plaza, 4221 W. Boy Scout Blvd., 1st Floor, in Tampa. There is no cost to attend and breakfast and a boxed lunch are included.

Highlights will include tips and techniques on starting and marketing a legacy program, having meaningful conversations that result in after lifetime gifts, as well as fostering a culture of giving that moves donors beyond the annual campaign ask.

The conference’s goal is to unite leaders in the Jewish community for an interactive session focused on creating a new – or reenergizing a dormant – endowment program.

“For decades, our Jewish organizations have understood how critically important it is to initiate and maintain strong endowment programs, however due to a myriad of reasons the effort often gets placed on the back burner while current day issues are addressed,” said Bill Kalish, TOP Jewish Foundation’s board president.

“A vibrant Legacy program can begin almost immediately with simple changes such as mentioning legacies in your weekly newsletter and including legacies in your donor lists.” said Bryan Katz, TOP trustee and conference chair.

Many donors have already created endowments, meaning that the Jewish agency or synagogue they care for will remain fiscally strong for their children and future generations.

All meaningful conversations should focus on listening to the donor’s vision for the Jewish community and on how the donor would like to leave a legacy,” added Marty Port, TOP trustee.

For more information or to register for the Building Your Organization’s Legacy: Tools for Your Strongest Tomorrow event, call (813) 769-4785, email or go to http://top-legacytools.

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