Apply for LIFE & LEGACY – Jewish Federation of Greater Philadelphia %

Contact Information

Name of Organization*

Year Established*

Address*

Address Line 1 Address Line 2 City State ZIP Code

Phone*

Fax

Email*

Website*

Name of contact person for questions about this application*

First Last

Contact Person Phone*

Contact Person Email*

Senior Professional Leader (CEO, Executive Director, Rabbi)*

How long has the Senior Professional Leader been in their position?*

Name of Board President*

First Last

Name of Development Director (if applicable)

First Last

Number of Current Donors*

Number of People on Email (Newsletter) List*

Number of Members (if applicable)

Number of Clients (if applicable)

Number of Students (if applicable)

Mission Statement and Organizational Goals*

Summary of Organization's History*

Annual Budget*

Describe your organization’s current fundraising activities and goals including annual campaigns, capital campaigns, endowment campaigns, and special events.*

Does your organization currently have a program to raise legacy gifts?*

Yes
No

Where are legacy gifts directed once realized? (e.g. into the endowment or annual fund)*

Does your organization have an endowment?*

Yes
No

What is the current market value of this endowment?*

How much does the endowment provide to your organization annually?*

Where are the funds from the endowment directed?*

Participation in LIFE & LEGACY requires each organization to have an Endowment account at the Jewish Federation. Is your Board willing to commit to:*

Establishing an Endowment account at the Jewish Federation and directing all gifts generated by LIFE & LEGACY to this account? (Through your Endowment account, you have access to your money, in any amount and at any time.)

Name the 4-6 professional and lay leaders who may make up your Legacy Team. Please include information about their current involvement (eg. President of Synagogue)*

How far along are you in finalizing your Legacy Team? (eg. We have talked to several prospective members but have not finalized the whole team yet)*

Has your organization’s professional and lay leadership (Rabbi/CEO/ED/Development Director; President/Board Chair) been informed about your application and potential participation in LIFE & LEGACY?*

Yes
No
Other (please explain below)

Please explain why you chose "other" in the question above.*

Have your prospective legacy team members already indicated their willingness to:*

Commit to a legacy gift within the next two years
Commit to attend LIFE & LEGACY trainings
Commit to helping prepare and implement a Legacy Plan
Actively participate in legacy conversations with donors

Have you identified at least one legacy team member who will:*

Make a presentation at a board meeting asking members to commit to a legacy gift within the next two years?
Keep the board apprised of the LIFE & LEGACY program, process and success?
Be responsible for submitting LIFE & LEGACY quarterly reports about each donor and their gift in a timely fashion?

Please tell us why your organization should be chosen as a participant in the LIFE & LEGACY program.*

Name of individual submitting this application*

First Last

Title of individual submitting this application*

Date*

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