Strategic Planning for Jewish Federations of North America (JFNA) 2022
Formed on the foundation of core values, the strategic planning for the Jewish Federations of North America (JFNA) in 2022 focuses on articulating outcomes, cultivating philanthropy, guiding resources, and enhancing asset growth. The mission is to engage donors transparently, build trust, and deepen impact, with long-term goals in legacy giving, family philanthropy, and strategic grant making.
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Values, Mission and Vision Strategic Planning 2022 DIRK BIRD JEWISH FEDERATIONS OF NORTH AMERICA (JFNA)
Values, Mission and Vision: Form the foundation from which we conduct our sacred work Provide for a common sense of purpose and identity among our lay and professional leaders Inform the long-term direction of the Foundation Communicate internally and externally why we exist and the impact that we seek to achieve
Outcomes Articulate Articulate Core Values Build Gain Develop Develop a Framework to Guide Organizational Activities Going Forward Build Consensus Around Mission, Vision and Desired Impact Gain Clarity Regarding How Values Inform Our Practice
Updated Values for JCFGM Cultivate Cultivate philanthropy for the benefit of the Jewish and broader communities Engage Engage donors and partners in the communities with honesty, integrity and transparency Help Help donors achieve their philanthropic goals
We guide philanthropic resources to ensure the strength of the Jewish and broader communities. We accomplish this by working directly with our partners to build trust, understand their goals, and identify opportunities to deepen their impact. Updated Mission Statement for JCFGM
Significant asset growth (above 100 MM): Expansion of DAF assets, custodial assets, and permanent assets (endowments) Long Term Goals: 10 Years from Now Recognized expertise in: Legacy giving Family philanthropy Philanthropic investing Capacity building (organizations) Strategic grant making
Asset Growth Leadership enhancement Growth of custodial funds (current) Expansion of DAF assets Launch campaign to raise unrestricted resources for the foundation Launch campaign to attract new partners (outside of the Jewish community)
Partnership Expansion Resource Center Strategic Alliances Private Label
Legacy Giving Family Philanthropy Industry Expertise Philanthropic Investing & Grant- Making Philanthropic Partnerships & Capacity Building
What do we need to start (capacity building), stop (opportunity cost) and continue (core competencies)? What is the role of leadership in each? What will you need from the board? What are we evaluating (staffing/systems & operations/policy/leadership/product)? Start/Stop/Continue
Start/Stop/Continue Start: Stop: Continue: Create formal business development strategy with annual goals and benchmarks Explore matching or incentive programs for legacy giving Update (package) suite of services for individual donors and institutions Launch a more proactive board development process (including onboarding and training) Redefine roles and responsibilities for lay leadership Develop succession plan for professional staff Identify sources of capacity funding from reserves Focusing on systems building; move towards growth Reporting (primary) at board meetings; use for problem solving and strategy Working with underperforming partners Providing philanthropic advisory to fund holders Engaging partners outside of the region and the Jewish community Leveraging expertise in legacy giving to build capacity among partners
Present Initial Recommendations to the Board Conduct Develop Strategy for the Integration of Values into Marketing Create 3-year Operating Plan for Business Development (Growth) Capacity/Systems Assessment Next Steps
Core Values Core values are the root (unique) beliefs that a person or organization operates from. They are the foundational principles that guide a person s or organization's behavior with others.
L'Dor Va'dor (Legacy) As our parents have planted for us, so we plant for those who come after us, by passing on values, strengthening future generations and leaving a legacy. Tikkun Olam (Community) Through service, contributions and education, we are committed to repairing the world and sustaining vital Jewish institutions in our own community Current Values for JCFGM Keren La'Am (Endowment) Establishing an endowment provides individuals, families and organizations with the opportunity provide a sustainable future for charities locally and nationally. Mash'ah'bay Eh'nosh (Resource) Grow your charitable dollars, identify meaningful causes, secure the future for local Jewish organizations these are a sampling of the resources
Mission vs. Vision Vision Statement: A guiding purpose. The ideal that your mission and values build toward. The WHY! Mission Statement: The actions your organization will take to achieve its vision. The what and the how.
We aim to provide a sustainable legacy for our Jewish community, locally and globally, through endowments and resources that maximize the charitable objectives of our donors. Current Mission Statement for JCFGM
