LIFE & LEGACY process and workshops

LIFE & LEGACY empowers Jewish organizations to secure legacy commitments, steward donors and integrate legacy giving into the community’s philanthropic culture.

Communities are invited to apply through an application process.  Applications become available in April, and are due the end of May.  HGF reviews applications and conducts site visits during June, July and August.  New LIFE & LEGACY partners are announced by September 1 of each year.

Once selected to be a LIFE & LEGACY Community HGF sends the Federation/Foundation a letter outlining next steps which includes providing proof of non-profit status, submitting a board resolution committing to providing the matching funds and a preliminary program budget.  

HGF matches one-third of the cost of operating the community-wide program each year for four years up to $100,000 annually.  These funds allow Federations/Foundations to provide incentive grants to local Jewish organizations and congregations for reaching legacy commitment goals.  The incentive grants motivate the organizations to obtain legacy commitments and motivate donors to make their legacy commitment within a given time frame.

Each community hires a Legacy Coordinator who is responsible for administering the program as well as coaching and mentoring legacy teams from the participating local organizations.  HGF assigns each community a LIFE & LEGACY Legacy Community Consultant. Together the Legacy Coordinator and Community Consultant coordinate the four- year program, scheduling and implementing workshops, establishing incentive goals and reporting procedures, planning and implementing community-wide celebrations and holding one-on-one consultations as needed to ensure a successful legacy initiative.

LIFE & LEGACY Legacy Community Consultants provide five training workshops in Year 1, three in Year 2 and two in each of years 3 and 4 all with the goals of empowering Jewish organizational professionals and lay leaders to secure legacy commitments, steward donors and integrate legacy giving into the philanthropic culture.

 
“I think back on my 30 years in institutional development, and I long recognized the value of leaving a legacy.  You and the Grinspoon Foundation are to be commended for giving structure, guidance and leadership to the program.”
Neal Frank, Planned Gifts Director, Jewish Family and Children’s Services of Minneapolis