Raising money is a fact of congregational life, but many congregations are finding that the tried and true practices that worked for generations no longer resonate with today’s synagogue members. What are the best principles of development for relevant and innovative congregations? How can you transform your transactional fundraising into relationship-based philanthropy?

Join us for the URJ Online Learning Series on Creating a Culture of Philanthropy. Rabbi Lou Feldstein, founder and CEO of Dynamic Change Solutions, will lead an exploration of development for congregations. He will draw on best principles from across the non-profit world and on his decades of experience guiding congregational leaders toward developing a philanthropic mindset.

This Online Learning Series will include four webinars introducing key topics in congregational philanthropy, plus a fifth session designed to help you reflect on what you’ve learned and prepare to take the principles to the next step. There will also be a special session just for small congregations. All sessions will be held at 3:00 PM ET.

Complete this form to register for all five general sessions of this series. Access information will be sent to you before each session.

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* 1. Your name:

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* 2. Your position:

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* 3. Your email address:

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* 4. Congregation name:

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* 5. Congregation size:

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* 6. Congregation city, state/province:

Session 1: Philanthropic Partnerships
Monday, May 8, 2017
Learn how philanthropy plays a key role in a congregation’s relational engagement strategy, how to move donors through the recruitment-engagement-retention process, and best principles for appreciation and acknowledgement.
Watch the recording of this session in The Tent.
 

Session 2: Volunteer Engagement
Tuesday, May 23, 2017
This session looks at what role the board should play in your congregation’s philanthropy, how to overcome reticence and train volunteers to “make the ask,” and how to track giving-related data and use it most effectively.
Watch the recording of this session in The Tent.

 
Session 3: Planned Giving
Tuesday, June 13, 2017
Focusing on defining and delineating the major steps of a legacy campaign, this session is designed for congregations who have not yet started a campaign, have just started, or are struggling to move past launch.
Watch the recording of this session in The Tent.


Session 4: Raising Annual Funds
Wednesday, June 28, 2017
Raising money is about more than just balancing the budget. This session looks at dues, general and special campaigns, and events as mission-driven opportunities for engagement.
Watch the recording of this session in The Tent.

 
Session 5: Review and Reflection
Tuesday, October 24, 2017
After having a few months to put into practice what you learned during the first four webinars, how has your congregation’s approach to philanthropy changed? In this session, Lou will provide a brief overview of the core principles, then offer tips for making the most of your philanthropic perspective.
Special Session for Small Congregations
Thursday, September 7, 2017
An additional session in this series will be offered especially for members of small congregations. This session will offer best principles for volunteer-driving philanthropy and will frame the learning from the first four sessions for the particular needs of congregations with 150 or fewer member units.

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* 7. Please indicate below whether you are interested in attending the session for small congregations.




Thank you for registering for the URJ Online Learning Series on Creating a Culture of Philanthropy. Access information and reminders will be sent to you before each webinar. If you have any questions about this series, please contact Michael Goldberg, URJ Director of Knowledge Management, at mhgoldberg@urj.org.

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