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FEATURE STORY

Reimagining A More Sustainable Future: Federation and Foundation To Become One Jan Stein

Jewish Community Foundation President/ Reimagining Co-Chair

The following remarks were made at the Jewish Federation & Jewish Community Foundation’s Combined Annual Meeting on June 14, 2018.

At last year’s Combined Annual Meeting, I stressed that the time had come for both the Foundation Board of Trustees and Federation Board of Directors to address the continuing trends and threats to our shared growth and sustainability, including a declining donor base and changing demographics. I suggested that we needed to think out of the box by reexamining our model and embracing new strategies to better position us for long term success. I am pleased to report that the Foundation Board in full collaboration with the Federation Board took the initiative to embark on a reimagining journey that we firmly believe will more effectively and efficiently fulfill our mission of sustaining Jewish life in our community. This strategic and problem-solving process, which involved dozens of board and community members and our staff, encouraged us to look beyond the way things have been done in the past, consider new concepts for attracting and utilizing donor resources, employ a strategic approach to address community needs, and create a more efficient model for governance and the deployment of leadership volunteers and staff. This collaborative process engaged both seasoned veterans and younger generation

The Jewish Federation’s Board of Directors, alongside the Jewish Community Foundation’s Board of Trustees and respected partner agency presidents serving in the 2018-2019 year. Photo Credit: Sanford Simmons

volunteers, possessing different points of view while revealing that regardless of background or experience, there were no personal agendas or selfish motives. It was driven by a transparent, robust and discerning dialogue, and a commitment to do what is in the best interests of the community, our donors, and the agencies and institutions we serve. As the result of a vote by both boards last month, we have embraced a blueprint that over the course of the next twelve months, will create a new entity better aligned and focused on addressing the needs and opportunities facing our community. So, what does this mean and what difference will it make? As one integrated organization, we can resolve the often-expressed confusion about the purposes of the Federation and Foundation and demonstrate that as a singular body we can serve as the center point for philanthropy to sustain Jewish Life in our community. We can also market one brand that more clearly articulates community needs, funding opportunities and successful outcomes, building a new sense of energy and

urgency for both current and emerging donors. As one organization, we can more effectively identify, prioritize and fund community needs built on collaborative and strategic partnerships with key stakeholders, agencies and synagogues, as well as the secular community. We believe this approach should appeal to both annual and legacy donors and demonstrate the relevancy of our organization while also encouraging innovative programs. As one organization we can engage donors through the entire continuum of philanthropic giving --- from annual campaigns and capital gifts to special events and legacy and endowment gifts. This can result in more effective donor communication and engagement. And as one organization, we can eliminate the redundancies of two boards, two executive committees, two finance committees, and two grants committees. This will allow volunteers and staff to focus more attention on strategic planning, community engagement and most importantly fundraising. Plus, I don’t think any one will complain about fewer meetings!

OUR COMBINED

IMPACT

As the campus ages, Federation is working actively to rehab and ensure the facility’s long-term viability for the agencies housed here & the greater community.

$2.5M*

FEDERATION FINANCED OVER $2.4M IN CAMPUS PROJECTS WITH IN FISCAL YEAR 2018.

ROOF & SOLAR SYSTEM: $2M project completed and dedicated on March 25, 2018

2017

$620,000 allocated from Federation Reserves $350,000 donated from Generous Community Donors $1,150,000 in-kind donation from our local investor

Weinberg Campus Facility Projects $1,097,091

GYMNASIUM FLOOR:

Local Agency/Synagogue Programs $976,966

$220,000 allocated from Federation Reserves to replace the entire flood-damaged gymnasium floor with beautiful new wood, and seal the slab.

World Jewry Support $204,450

LANDSCAPING:

$10,000 updated the landscaping throughout the campus.

HEATING, VENTILATION & AIR CONDITIONING:

Other Donor Advised Grants $211,188

$27,250 allocated from Federation Reserves replaced several of the 33 aging HVAC.

* FYE June 30, 2017. The Federation gave out allocations and grants to agencies, programs, and capital projects of nearly $2M, and the Foundation distributed over $500K. See p. 6 for details.

OTHER IMPROVEMENTS: $20K allocated from Federation Reserves, & $13K from donors

Purchased new lift; Replaced worn ECE flooring; Made improvements to the ECE playground

THANK YOU TO OUR GENEROUS DONORS WHO MAKE THESE THINGS POSSIBLE

2 | JEWISH COMMUNITY CHRONICLE |

TAMMUZ-AV |

5778

Jewish Community Chronicle - July 2018 Issue  

July 2018 - Check out this issue's articles and all the community happenings.

Jewish Community Chronicle - July 2018 Issue  

July 2018 - Check out this issue's articles and all the community happenings.

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