Schedule

The LIFE & LEGACYTM/Create a Jewish Legacy Leadership Gathering is an opportunity to network with others engaged in legacy initiatives from across North America to network, share best practices, brainstorm around challenges and learn new skills.

Time Event Location
Sunday, May 17, 2020

2:00 - 4:30 PM 
 

LIFE & LEGACY Coordinator Get Together

Longford

4:00 - 6:00 PM

Registration

Ballroom Foyer
5:00 - 5:45 PM Networking Reception Ballroom Foyer
5:45 - 8:30 PM Dinner & Keynote  Ballroom South and Central
8:30 - 9:30 PM Dessert Reception Ballroom Foyer
9:00 - 10:00 PM LIFE & LEGACY Community Consultant Get Togethers  
9:00 PM Informal networking MVP Pub – Sheraton second floor
Monday, May 18, 2020
7:00 AM Minyan Executive Board Room
7:30 - 8:15 AM Breakfast Ballroom South and Central
8:15 to 8:30 AM Move to Focus Groups  
8:30 to 10:00 AM Focus Groups – by type of organization Ballroom South and Central, Longford
10:00 to 10:15 AM Break Ballroom Foyer
10:00 AM start Community meetings with Harold Grinspoon and Winnie Sandler Grinspoon (pre-registration required) Executive Board Room
10:00 - 11:30 AM Session A: Workshops  
A1 Ditch the Pitch with Steve Yastrow  
A2 Objections, Appointments, Conversations - Rachel Muir  
A3 Jewish Philanthropy 101: Jewish Perspectives on Asking, Giving and Leading - Amy Schiffman  
A4 Formalizing Legacy Commitments: Getting Comfortable and Conversational with Ways to Give – David Toll  
A5 Homer Simpson Leaves a Legacy: A Guide to Behavioral Economics and Fundraising - Alia McKee  
A6 Storytelling: The Secret Sauce for Securing Legacy Commitments and Stewarding Donors - Lynne Malzone Ierardi  
A7 Social Media Best Practices - Alli Thresher  
A8 The Donor Experience Unlocks the Future of Your Legacy Relationships -Lynne Wester  
A9 Leadership Succession: Planning with
Intentionality - Nanette Fridman
 
A10 Insights from Jewish Grandparents Today: A Report on the Findings from the National Study of Jewish Grandparents – David Raphael  
11:30AM-12:00PM Break – Photo booth for community photos Waterford
12:00 - 1:00 PM Lunch and Q & A with Harold Grinspoon Ballroom South and Central
1:00 - 1:15 PM Break 2nd floor Atrium
1:15 - 2:45 PM Session B: Workshops  
B1 Ditch the Pitch with Steve Yastrow   
B2 The Integrated Ask – Nanette Fridman  
B3 The Secrets Behind Conducting
Successful Legacy Conversations – Julia
Riseman
 
B4 Formalizing Legacy Commitments:
Getting Comfortable and Conversational
with Ways to Give – David Toll
 
B5 The Power of Story – Amy Schiffman  
B6 Social Media Best Practices – Alli
Thresher
 
B7 When They’re Dead and Gone….-
Lynne Wester
 
B8 Stewardship that Surprises and
Delights – Alia McKee
 
B9 Why Fundraising is the F Word to Your
Board Members and How to Fix It –
Rachel Muir
 
B10 Adaptive Leadership – Hugh
O’Doherty (by invitation only)
 
1:20 - 3:00 PM Community meetings with Harold Grinspoon and Winnie Sandler Grinspoon (pre-registration required) Executive Board Room
2:45 - 3:15 PM Break 2nd floor Atrium
3:15 - 4:30 PM Session C: Workshops  
C1 Ditch the Pitch with Steve Yastrow  
C2 Jewish Philanthropy 101: Jewish
Perspectives on Asking, Giving and
Leading – Amy Schiffman
 
C3 The Secrets Behind Conducting
Successful Legacy Conversations – Julia
Riseman
 
C4 Homer Simpson Leaves a Legacy: A
Guide to Behavior Economics and
Fundraising – Alia McKee
 
C5 Storytelling: The Secret Sauce for
Securing Legacy Commitments and
Stewarding Donors - Lynne Malzone
Ierardi
 
C6 The Art of an Unforgettable Thanks –
Rachel Muir
 
C7 The Donor Experience Unlocks the
Future of Your Legacy Relationships –
Lynne Wester
 
C8 Managing Your Legacy Committee and
Community for Success – Nanette
Fridman
 
C9 Adaptive Leadership continued – Hugh
O’Doherty (by invitation only)
 
4:30 to 5:30 PM Break – Photo booth for community photos Waterford
4:45 to 5:30 PM LIFE & LEGACY Cohort 9 applicant
meeting
Executive Board Room
5:30 - 8:30 PM Dinner, Presentations & Keynote Ballroom South and
Central
8:30 - 9:30 PM Dessert Reception Ballroom Foyer
9:30 PM Informal Networking MVP Pub – Sheraton
second floor
Tuesday, May 19, 2020
7:00 AM Minyan Executive Board Room
7:30 to 8:15 AM Breakfast Ballroom South and
Central
8:15 to 8:30 AM Move to Knowledge Center –
Round-table discussion groups on a variety of topics
 
8:30 to 9:15 AM Knowledge Center Session 1

 

9:15 to 9:45 AM Break/ Check out of hotel  
9:45 to 10:30 PM Knowledge Center Session 2  
10:30 to 10:45 PM Move to Peer to Peer  
10:45 to 12:00 PM Peer – to – Peer
(small group discussions)
 
12:15 - 1:00 PM Lunch & Closing Remarks Ballroom South and
Central
1:00 to 2:00 PM Break  
1:30 to 9:00 PM Legacy Coordinator session  

 

Download the PDF of the Gathering Schedule