how to: dual ask
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Aleinu and L’dor V’dor Training July 18, 2011 Leave ready and motivated for one-on-one conversations D’var Torah Reflecting on CBS The Conversation Commitments “And Adonai spoke unto Moses, saying: ‘Tell the Israelite people to bring Me gifts; you shall accept gifts from every person whose heart is so moved’…” Exodus XXV, 1-2 How does Congregation Beth Sholom “move your heart”?TRANSCRIPT
Aleinu and L’dor V’dor Training July 18, 2011
Agenda D’var Torah Reflecting on CBS The Conversation Commitments
Leave ready and motivated for
one-on-one conversations
“And Adonai spoke unto Moses, saying: ‘Tell the Israelite people to bring Me gifts; you shall accept gifts from every person whose heart is so moved’…”
Exodus XXV, 1-2
How does Congregation Beth Sholom
“move your heart”?
Reflect on your CBS connection
2. Own the CBS “case”
3. Get to know “your people”
4. Learn how to have the conversation
5. Make your own commitment
Secure a place to
Celebrate and support members Provide innovative Conservative Judaism Learn – for us and our children Repair the world
Strengthen
Programming and education Ritual Our facility
Aleinu – secure the present Meet diverse needs of our members $3 million over 3 years
L’dor V’dor – secure the future
For generations to come $3 million (45 bequests) over 3 years
Now or over time (up to 3 years)
Payment Options One-time / Quarterly / Monthly Appreciated Assets – especially stock Special IRA opportunity
A gift now or upon death
80-90% are … Named as an IRA or 401(k) beneficiary Named in will Named in an insurance policy
Other options – others can explain
For most, we will ask twice
• To secure the present (cash or other assets over the next 3 years)
• To secure the future (a pledge of assets upon their death)
For some, only a legacy gift
Reflect on your CBS connection
Own the CBS “case”
3. Get to know “your people”
4. Learn how to connect
5. Make your own commitment
People who care deeply about CBS
People who have supported CBS
Leaders and volunteers …Your People!!!
CBS makes a difference in their lives They feel a connection to CBS and/or other members They love what we do They believe in us They trust the shul and our leaders
Provide an opportunity to make their values known Want to assure continuity for future generations Want to be remembered Better us than the government Most importantly: they were asked
Background information sheet One household at a time Call to secure more information Questions/changes now?
Reflect on your CBS connection Own the CBS “case”
Get to know “your people” 4. Learn how to have the conversation
5. Make your own commitment
Three parts
1. Thank and Connect
2. Make the Case
3. Ask, Wait… Thank Again
Thank You
2-3 questions about CBS What first drew you? What keeps you here? Life events at CBS? OK to share your connections – but be brief
What questions would you like to be asked?
Make our Case Connect the case to what you heard Or refer to list and ask them what on
the list resonates with them
Be Passionate. Be Brief.
Secure a place to
Celebrate and support members Provide innovative Conservative Judaism Learn – for us and our children Repair the world
Strengthen
Programming and education Ritual Our facility
First, an Aleinu gift A specific amount or range Great to make it “please join me” Wait and listen to response… OK to extend time to meet target
Next…
Ask to join the L’dor V’dor Circle with a Legacy gift by
Naming CBS as a beneficiary of their IRA, retirement plan or insurance policy Including CBS in their will or estate plan
Write down notes Connection questions How you’ll ask for Aleinu and L’dor V’dor
Review your asking sheet Pair up and talk
How many people wrote down notes first? What did you hear that you liked? With what do you need help?
Who committed to…
Aleinu? L’dor V’dor?
Pick up the phone and call Tell them who you are Thank them for past support Ask about best time to talk about
CBS - in person Ask who in their household should join Suggest their home
Don’t do the ask over the phone
Reflect on your CBS connection Own the CBS “case”
Get to know “your people” Learn how to have the conversation
5. Make your own commitment
Make Your Commitments To Aleinu To L’dor V’dor To set a date with 1 person this week To meet with that person in August To write a thank you note
Tell the office (Jill) what happened
Reflect on your CBS connection Own the CBS “case”
Get to know “your people” Learn how to have the conversation
Make your own commitment
“…you shall accept gifts from every person whose heart is so moved…”