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 19, 2019

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 “Ethical Wills” Rabbi Abigail Treu and celebration Ballroom South and Central
8:30 - 9:30 PM Dessert Reception Ballroom Foyer
9:00 - 9:30 PM Speednetworking Ballroom North and other rooms as needed
Monday, May 20, 2019
7:30 - 8:30 AM Breakfast Ballroom South and Central
8:30 - 8:45 AM Move to Focus Groups  
8:45 - 9:45 AM Focus Groups – by type of organization Ballroom South and Central, Longford
9:45 - 10:00 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 Asking Styles: Revolutionize Your Fundraising with Brian Saber  
A3 The Five Types of Blended Gifts -The What, Why and How of Closing Integrated Gifts with Lani Starkey  
A4 Generational-Centric Engagement with Nanette Fridman  
A5 How to Make Your Legacy Donor Feel Like a Hero – Karen Martin  
A6 The Sound of Leadership with Dr Laura Sicola  
A7 Legacy Marketing with Jeffrey Stein  
A8 Moan-less Team Management with Tracy Salkowitz  
A9 Ethical Wills with Rabbi Abigail Treu and Elizabeth Leiman Kraiem  
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 Introduction to Social Media with Alli Thresher  
B3 Writing Effective Donor Letters with Karen Martin  
B4 The Art of Storytelling with Dr. Laura Sicola  
B5 Legacy Marketing with Jeffrey Stein  
B6 Using the Asking Styles to Build a Strong Team with Brian Saber  
B7 How to Successfully Partner with Advisors and Close More Gifts with Lani Starkey  
B8 Turning Your Board into Legacy Ambassadors with Nanette Fridman  
B9 Ethical Wills with Rabbi Abigail Treu and Elizabeth Leiman Kraiem  
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 - 4:45 PM Session C: Workshops  
C1 Ditch the Pitch with Steve Yastrow  
C2 Asking Styles: Revolutionize Your Fundraising with Brian Saber  
C3 The 8 Ways to Ask: Expanding the Art and Science of Solicitation with Lani Starkey  
C4 Formalizing Your Legacy Gift with Tracy Salkowitz  
C5 Generational-Centric Engagement with Nanette Fridman  
C6 Social Media Town Hall with Alli Thresher  
C7 How to Make Your Legacy Donor Feel Like a Hero – Karen Martin  
C8 Ethical Wills with Rabbi Abigail Treu and Elizabeth Leiman Kraiem  
4:45 PM to 5:45 PM Break – Photo booth for community photos Waterford
5:45 - 8:30 PM Dinner, Presentations & Keynote “The State of Jewish Philanthropy” Andres
Sopokoiny
Ballroom South and
Central
8:30 - 9:30 PM Dessert Reception Ballroom Foyer
Tuesday, May 21, 2019
8:00 - 8:45 AM Breakfast Ballroom South and
Central
8:45 - 9:00 AM Move to Knowledge Center –
Round-table discussion groups on a variety of topics
 
9:00 - 10:00 AM Knowledge Center

Spread throughout the
conference rooms

10:00 - 10:30 AM Break/ Check out of hotel  
10:30 - 12:00 PM Peer-to-Peer Conversations
Group A
Group B
Worthy
Highland
12:00 - 12:15 PM Break  
12:15 - 1:00 PM Lunch & Closing Remarks Ballroom South and
Central
1:00 P - 1:15 PM Break  
1:15 - 3:30 PM Legacy Coordinator session  

 

Download the PDF of the Gathering Schedule