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LIFE & LEGACY

 

Watch Our Video for 
LIFE & LEGACY!
A listing of participants who have signed Letters of Intent for LIFE & LEGACY in Southern New Jersey

Thank you to our Legacy Donors listed above!

Download our free Legacy Giving Guide to help you get started with creating a Jewish legacy.

Check out some testimonials and more information about LIFE & LEGACY.

Download a Letter of Intent form, (a Word document will open), fill out some basic information, and return the form to any participating organization or the JCF to show your commitment to our community's future.

What is LIFE & LEGACY™, and how is this initiative benefiting the Southern New Jersey Jewish community?

 

In 2013, the Jewish Community Foundation, Inc. was selected to participate in the LIFE & LEGACY program, funded by the Harold Grinspoon Foundation (HGF). Being selected for this program is a great honor for the JCF and a momentous occasion for the long-term benefit of the Southern New Jersey Jewish community.

 

Only a small handful of communities throughout North America are accepted to participate each year, and the communities that have been involved thus far have had overwhelming success since the launch of LIFE & LEGACY, collectively securing hundreds of millions of dollars in after lifetime giving.

 

Here's a brief overview of how the program works: 

 

The JCF has partnered with local Jewish synagogues, day schools, and Federation agencies in SNJ (see list on right) for a multi-year program, thanks to a grant from HGF. Each organization has been receiving training and also has the chance to earn a monetary incentive if benchmarks are met. Ultimately, it is the hope that participating organizations will include legacy giving as part of its regular discussions with donors, and subsequently increase the number of endowments benefiting each organization for years to come. The JCF will administer the endowment funds and serve as the coordinator of the entire program in SJ, in partnership with HGF.

 

Please download a copy of the JCF's LIFE & LEGACY brochure to learn more, or view our free Legacy Giving Guide to get you started in creating a Jewish legacy in Southern New Jersey.

 

Performance Update

 

As of January 1, 2019, over 600 legacy donors have made a total of over 870 commitments to benefit the local participating organizations.

 

Based on an estimate of $25,000 per commitment, this equals over $21.8 million in expected future assets in endowment funds to benefit the Southern New Jersey Jewish community! This number of commitments is among the highest out of the 50+ participating LIFE & LEGACY communities and Hillels from across the country! Congratulations and thank you to all who have participated thus far. 

 

How you can get involved:
 

If you would like to support any of the organizations listed at left by establishing a legacy gift, we invite you to contact your preferred organization directly, or contact Seth Mirowitz at the JCF at 856-673-2521. The next step is to review and sign our Letter of Intent form and submit it to the JCF or a selected organization, and ultimately we can work with you to formalize your legacy gift. 

If you have formalized your gift, please download our Legacy Gift Confirmation form and submit it and your selected organization(s) will know that your gift is in place.

 

It's easy to do and anybody can participate, regardless of age, wealth, or affiliation. Thank you.

View Photos from Our 
LIFE & LEGACY Year End Celebrations:
Year 2 Celebration: June 2016
Year 1 Celebration: May 2015
 

Information for Participating Organizations

Please refer to the available documents below that were presented at LIFE & LEGACY workshops. 

 

For further resources, please visit the LIFE & LEGACY website's Resources page and enter the designated password.

For any questions or further help, please contact Mike Staff at 856-673-2528. Thank you.

 

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Materials from past LIFE & LEGACY workshops:
Materials from the first LIFE & LEGACY Workshop, held on February 27, 2014:
"Writing the Legacy Plan"

 

Please click to open the documents in a new window, and you may print or download as needed:

 

1. First workshop presentation slides

 

2. Brit Kodesh Covenant

 

3. Template for Legacy Plan

 

4. Jewish Federation Sample Legacy Plan

 

5. Jewish Day School 1 Case Statement

 

6. Jewish Day School 2 Case Statement

 

7. Synagogue 1 Case Statement

 

8. Synagogue 2 Case Statement

 

9. Jewish Family Services Case Statement

 

10. Jewish Federation Case Statement

 

11. JCC Case Statement

 

 

 

 

Materials from the third LIFE & LEGACY 

Workshop, held on September 18, 2014:
"Marketing Your Legacy Program"

 

1. Third workshop presentation slides

 

2. Marketing checklist (suggested marketing tactics)

 

 

 

Additional Marketing Materials:

 

1. Thank you letter for Letter of Intent signers

 

2. Thank you letter for Letter of Intent prospects

 

 

 

Materials from the fourth LIFE & LEGACY 
Workshop, "Effective Stewardship," held on November 4, 2014:
 

1. The Legacy Donor Bill of Rights

 

2. Legacy Stewardship Checklist

 

3. "Effective Stewardship" presentation slides

 

 

Materials from the fifth LIFE & LEGACY Workshop, "From Declaration of Intent to Formalized Gift," held on June 4, 2015:

 

1. REVISED Thank You Letter for Letter of Intent Signers

 

2. Legacy Giving Options Chart and Descriptions

 

3. Workshop Presentation Slides

 

4. Legacy Gift Confirmation Form (updated June 2016)

 

Materials from the fifth LIFE & LEGACY Workshop, "Stories, Stewardship, and Formalization," held on June 7, 2016:

1. Workshop Presentation Slides

2. Tips for Formalization

3. Tips for Stewardship upon the Passing of a Donor

4. Tips for Testimonials

Materials from the second LIFE & LEGACY Workshop, held on April 3, 2014:
"Having the Legacy Conversation"

 

Please click to open the documents in a new window, and you may print or download as needed:

 

1. Second workshop presentation slides

 

2. Letter of Intent (a.k.a. Declaration of Intent; updated version as of June 2016)

 

3. Tips for having a conversation with board members regarding a Legacy commitment

 

 

 

Materials from the presentation by guest speaker Bryan Clontz, held on April 7, 2014:

 

 

1. Slide presentation to go along with the video (below)

 

2. Please click here (redirected to YouTube) or below to watch the video of the program

 

 

Materials from the sixth LIFE & LEGACY Workshop, "Best Practices/Integrated Ask," held on November 19, 2015
 

 

1. "Best Practices/Integrated Ask" presentation slides

 

2. LIFE & LEGACY Tips for Integrated Ask

 

3. Ditch the Pitch Fundraising Guide by Steve Yastrow: to receive a copy, please email us

 

 

 

 

Materials from the seventh LIFE & LEGACY Workshop, "Being Donor-Centric," held on February 9, 2016

 

1. Donor-Centric Principles

 

2. Donor-Centric Pledge

 

3. Workshop Presentation Slides

 

4. To view a recording of the webinar, please contact the JCF directly to receive the link. Thank you.