Meeting minutes for the Jewish Family Services Long Range Planning Committee, June 20, 1990

1990 JEWISH FAMILY SERVICES LONG RANGE PLANNING COMMITTEE MEMBERS PRESENT: Bea Levinson, Chair Sherm Kerner Barbara Kirsh David Gross Bernie Kaufman Dorothy Eisenberg Dan Goldfarb Arlene Peikoff Ruth Urban Bill Feldman Sandi Walton Meeting called to order by Chair Bea Levinson, Bea introduced our special guests: Arlene Peikoff, Dorothy Eisenberg, and Dan Goldfarb, all of whom have an expertise in fund-raising. Bea turned the meeting over to Gross as fund-raising and financial analysis is his forte*. David said his review of the Agency's financial picture shows that in 1987 -88 the revenues Here flat. However, revenue jumped in 1989 due largely to the elderly programs, membership fees projected for 1990 have sizeable increased which David feels is positive and a trend for self-sufficiency. He feels this will show our funding sources we are trying to be self sufficient. Dan Goldfarb pointed out that in spite of increases in some areas, i.e. ae?bership, the decreases in other areas are significant. The bottom line of total revenue and support is not much different between 1988 and 1989 fiscal year. Bea asked Bill Feld?an why there was such a drastic decrease in donations between FV 89 and FV 90. Bill said he couldn't explain why at this meeting but felt it could be explained by the next Meeting. Ruth requested Bill to provide a list of the donations by amount and source for 1987, 1988, 1989, and 1990 so they could be analyzed. David said we need to identify what we can expect in allocations and grants for the next five years. In donations, membership and fund-raising we also need to project although It will not be as accurate as grants and allocations. Arlene Peikoff wade the point that in other organization she has seen donations go down and membership increase because the big givers can purchase a membership for a lesser amount than they usually donate and still feel like they are supporting the agency. She would like us to analyze the membership list against the previous donors list. Long Range Planning Committee Meeting Minutes June 20,1990 Dan raised concern about the impact of Operation Exodus on JFSA with resettlement. Bernie Kaufman and Dorothy Eisenberg explained Federation will fund all costs for each family and fund all costs to JFSA Involved In taking on these families. David said his goal for the meeting tonight is to realistically project our internal fund-raising capabilities. A lengthy discussion ensued about he percentage of increase that would be realistic and achievable. The consensus was that for the next five years the following percentage of increase was realistic: 1991 20* $72,000 1992 20* $84,000 1993 15* $97,000 1994 15* $112,000 1995 15* $130,000 The discussion then switched to external fund-raising sources of United Way and Federation. Dan and Dorothy said it would be impossible to get wore money from United way or Federation without new programs. Arlene suggested the agency hire an intern to look at possible grants. However, David reminded us that the agency cannot wake projections on grants. Dan and Dorothy felt that the only realistic increase the agency could receive from United Uay and Federation would be three to five percent. Arlene asked Bill and Bernie what efforts have been wade to increase the membership nailing solicitation lists. Arlene also asked Bill to provide the number of members for each year not just the total dollar amount each year. Further in order to project membership revenue the committee needs to analyze the membership by the percentage or actual number of members in each giving category. Arlene asked Bill for a list of the membership in each category for the last five years. Ruth asked Bill to provide a history of donation for the last five years by showing the amount and the type of donor. Donors could be given code numbers to identify repeat donors so the donor's names did not have to be revealed. Dorothy mentioned that JFSA needed to be careful not to step on Federation's turf relative to fund-raising. She suggested the Board or Executive Committee meet with the Federation Executive Committee for good public relation. 2 Long Range Planning Committee Meeting Minutes June 20,1990 Bea requested that Bill provide Dan, Dorothy and Arlene with the ease trend analysis materials prepared by David that were sailed to the LAPC before this meeting. The next meeting id set for July 18, 1990 Bea Levinson's home. The agenda for that meeting will be the nuts and bolts of fund-raising or hoi to reach our goals. Minutes subject to review, revision and approval Respectfully submitted Ruth Pearson Urban JFSA Long Range Planning Committee Recording Secretary 3