Congregational Finances

Finances: Money and Jewish Values: including Dues, Fundraising, Budgeting, Tzedakah: Large Congregations

Mar 28 2012 - 1:00pm
Mar 28 2012 - 2:15pm
Session Facilitator: 
Rabbi Shawn Zevit
Session Presenters: 
Rabbi Shawn Zevit and other guests

How do we make good financial decisions from a  Jewish values-based perspective? We will focus this session on how congregations can make good financial decisions in a variety of financial resource and areas, even when choices are challenging. How can congregations be successful in organizing financial resources, dues structures that are in line with the best of its Reconstructionist values. How do we link budget processes with a congregation’s mission, objectives and values. We will also discuss the uses and variety of Jewish values-based approaches to money and other resources in congregational life based on your input of areas of emphasis and sharing best communal practices.

NOTE:  To maximize communal learning, congregations are encourage to form a team (including clergy) and sign up for all three sessions designed for your congregational size, see http://jrf.org/pearl/sessions/2012

Expected Preparation (Written and Audio):

http://jrf.org/pearl/2011/Money-and-Values

http://jrf.org/pearl/2011/Money-and-Values/2

http://jrf.org/pearl/2008/congregational-dues-models-that-work

http://jrf.org/pearl/2010/fundraising

Presenter Bio(s): 

Rabbi Shawn Israel Zevit, www.rabbizevit.com is a congregational consultant and Director of Outreach and Tikkun Olam for the Jewish Reconstructionist Federation. He is the Co-Director of the award-winning Davennen Leaders Training Institute and is a spiritual director for many clergy. A recording artist he has also written and developed resources in the areas of Community Building, Leadership, Prayer, Contemporary views of GOD, Jewish Men's issues ("Brother Keepers: New Essays in Jewish Masculinity), and Money and Jewish values ("Offerings of the Heart: Values-Based Approaches to Money in Faith Community". Rabbi Zevit moved to Cleveland in 2009 to be with his wife Simcha and family, continuing his work for JRF from there.

Finances: Money and Jewish Values: including Dues, Fundraising, Budgeting, Tzedakah: Medium Congregations

Mar 27 2012 - 1:00pm
Mar 27 2012 - 2:15pm
Session Facilitator: 
Rabbi Shawn Zevit
Session Presenters: 
Rabbi Shawn Zevit and other guests

How do we make good financial decisions from a  Jewish values-based perspective? We will focus this session on how congregations can make good financial decisions in a variety of financial resource and areas, even when choices are challenging. How can congregations be successful in organizing financial resources, dues structures that are in line with the best of its Reconstructionist values. How do we link budget processes with a congregation’s mission, objectives and values. We will also discuss the uses and variety of Jewish values-based approaches to money and other resources in congregational life based on your input of areas of emphasis and sharing best communal practices.

NOTE:  To maximize communal learning, congregations are encourage to form a team (including clergy) and sign up for all three sessions designed for your congregational size, see http://jrf.org/pearl/sessions/2012

Expected Preparation (Reading and Audio):

http://jrf.org/pearl/2011/Money-and-Values

http://jrf.org/pearl/2011/Money-and-Values/2

http://jrf.org/pearl/2008/congregational-dues-models-that-work

http://jrf.org/pearl/2010/fundraising

Presenter Bio(s): 

Rabbi Shawn Israel Zevit, www.rabbizevit.com is a congregational consultant and Director of Outreach and Tikkun Olam for the Jewish Reconstructionist Federation. He is the Co-Director of the award-winning Davennen Leaders Training Institute and is a spiritual director for many clergy. A recording artist he has also written and developed resources in the areas of Community Building, Leadership, Prayer, Contemporary views of GOD, Jewish Men's issues ("Brother Keepers: New Essays in Jewish Masculinity), and Money and Jewish values ("Offerings of the Heart: Values-Based Approaches to Money in Faith Community". Rabbi Zevit moved to Cleveland in 2009 to be with his wife Simcha and family, continuing his work for JRF from there.

Finances: Money and Jewish Values: including Dues, Fundraising, Budgeting, Tzedakah: Small Congregations

Apr 2 2012 - 1:00pm
Apr 2 2012 - 2:15pm
Session Facilitator: 
Rabbi Jane Litman
Session Presenters: 
Rabbi Jane Litman , Rabbi Mordechai Liebling and other guests

How do we make good financial decisions from a  Jewish values-based perspective? We will focus this session on how congregations can make good financial decisions in a variety of financial resource and areas, even when choices are challenging. How can congregations be successful in organizing financial resources, dues structures that are in line with the best of its Reconstructionist values. How do we link budget processes with a congregation’s mission, objectives and values. We will also discuss the uses and variety of Jewish values-based approaches to money and other resources in congregational life based on your input of areas of emphasis and sharing best communal practices.

NOTE:  To maximize communal learning, congregations are encourage to form a team (including clergy) and sign up for all three sessions designed for your congregational size, see http://jrf.org/pearl/sessions/2012

Expected Preparation (Written and Audio):

http://jrf.org/pearl/2011/Money-and-Values

http://jrf.org/pearl/2011/Money-and-Values/2

http://jrf.org/pearl/2008/congregational-dues-models-that-work

http://jrf.org/pearl/2010/fundraising

Presenter Bio(s): 

Rabbi Jane Rachel Litman is the Director of the Western Region of the Jewish Reconstructionist Federation, serving the twenty-four congregations and havurot west of the Rockies and Texas..  In her twenty years of experience as a rabbi, she has served Conservative, Reconstructionist, Reform and Gay Outreach congregations, and is a consultant on moral education for diverse families for national Jewish institutions, the National Council of Churches and the Metropolitan Community Church. In addition to her rabbinate, she was a professor of Religion and Women's Studies at California State University at Northridge, and lectured at the University of Judaism and Loyola Marymount College.  

Rabbi Litman is highly committed to social action and interfaith work.  She chaired the board of the Clinica Msgr. Oscar Romero and the Southern California Religious Coalition for Abortion Rights, the East Bay Interfaith Committee for Economic Justice and sits on the executive committee of Clergy and Laity United for Economic Justice. She is a Peace and Justice Commissioner for the City of Berkeley. Widely published in the fields of Jewish women's history and contemporary theology, Rabbi Litman's book, Lifecycles 2: Jewish Women on Scriptural Themes in Contemporary Life, co-edited with Rabbi Debra Orenstein, won several prestigious academic and community awards.  Rabbi Litman lives with her spouse, Stewart Schwartz, and their two children, Sophie and Asher in Berkeley, California.

Rabbi Mordechai Liebling leads RRC’s initiative to invest rabbinical students with the clarity of purpose, vision and voice to become uniquely effective, spiritually strong leaders in the drive toward social justice and environmental sustainability, as the first to direct the newly created Social Justice Organizing Program,  http://www.rrc.edu/academics/rabbinical-program/social-justice-organizin.... Liebling himself has worked throughout his career toward tikkun olam, repair of the world.
 
Through his own experience, Liebling came to realize that spiritual leaders hold unique power to demonstrate and inspire ethical choices, and to lead a pursuit of justice fueled by caring rather than rage. Most recently he served as the executive vice president of Jewish Funds for Justice; prior to that organization’s merger with The Shefa Fund, he held the title Torah of Money Director at TSF, providing guidance to help people apply Jewish laws and values to how they spend, invest and donate. For 12 years he was the executive director of the Jewish Reconstructionist Federation, and he later served there as senior consultant. Before entering the rabbinical program at RRC, he worked as a community organizer.
 
Liebling was a member of the Conference of Presidents of Major Jewish Organizations for 12 years. He has served on the boards of various national and international non-profit organizations; currently he serves on the boards of the Faith and Politics Institute and Rabbis for Human Rights-North America. Liebling also is the president emeritus of the Shalom Center.
 
He has received awards from the Reconstructionist Rabbinical Association, the Interfaith Center for Corporate Responsibility and Mazon. Liebling also has spoken out for justice for people with disabilities, and his family was the subject of the award-winning documentary film Praying With Lior. He holds a Bachelor of Arts in government from Cornell University and Master of Arts in the history of American civilization, specializing in American progressive movements, from Brandeis University. Liebling is a 1985 graduate of RRC. He has published articles in many publications, including Tikkun, Israel Horizons, Jewish Currents and The Reconstructionist.

Education: Congregational Schools Budgets: How school budgets fit inside the synagogue budgeting process.

Mar 30 2011 - 12:00pm
Mar 30 2011 - 1:15pm
Session Facilitator: 
Rabbi Erin Hirsh
Session Presenters: 
Rabbi Erin Hirsh

In the best of times, it can be challenging for congregations to make good decisions about school budgets.  In times of economic hardship, it becomes even more important to address school budgets with great care.  In this workshop, Rabbi Erin Hirsh will discuss best practices in school budgeting. She will discuss the roles of education directors, treasurers, education committees and boards.  This webinar will also examine the relationship between synagogue and school budgets as well as considering sample budgets.

Download the audio and listen while viewing the power point below.

Presenter Bio(s): 

Rabbi Erin Hirsh is JRF Director of Education. A 2000 graduate of the Reconstructionist Rabbinical College, she spent ten years working as an Education Director in the Reconstructionist movement at congregations Kehilat HaNahar and Mishkan Shalom. She also served as a consultant to Reconstructionist congregations during that time. Rabbi Erin has taught in a variety of supplementary school settings, including Reform and Reconstructionist congregations. She is the author of Etz Hayim We, a series of text study curricula based on the megillot. Rabbi Erin has also helped write the curricula for Camp JRF for the past five years. She and her partner, Ezra Sherman, are blessed with a 6 year old daughter, Zoe.

Education: Congregational School Budgets: Gathering data to ensure effective budgeting and decision making.

Mar 2 2011 - 12:00pm
Mar 2 2011 - 1:15pm
Session Facilitator: 
Rabbi Erin Hirsh
Session Presenters: 
Rabbi Erin Hirsh and Marion Gribetz

In the best of times, it can be challenging for congregations to make good decisions about school budgets.  In times of economic hardship, it becomes even more important to address school budgets with great care.  In the first workshop, Rabbi Erin Hirsh will discuss best practices in school budgeting. She will discuss the roles of education directors, treasurers, education committees and boards.  This webinar will also examine the relationship between synagogue and school budgets as well as considering sample budgets.  In the second workshop,  Marion Gribetz will introduce Jdata and demonstrate how congregations can use data to make good decisions regarding the school budget.

Presenter Bio(s): 

Rabbi Erin Hirsh is JRF Director of Education. A 2000 graduate of the Reconstructionist Rabbinical College, she spent ten years working as an Education Director in the Reconstructionist movement at congregations Kehilat HaNahar and Mishkan Shalom. She also served as a consultant to Reconstructionist congregations during that time. Rabbi Erin has taught in a variety of supplementary school settings, including Reform and Reconstructionist congregations. She is the author of Etz Hayim We, a series of text study curricula based on the megillot. Rabbi Erin has also helped write the curricula for Camp JRF for the past five years. She and her partner, Ezra Sherman, are blessed with a 6 year old daughter, Zoe.

Marion Gribetz is on the faculty of the Shoolman Graduate School of Jewish Education at Hebrew College in Newton, Massachusetts.  She is also managing director of Gribetz Mencow Consultants, an independent consulting firm specializing in improving Jewish Education.  She has published, researched, taught and consulted in all areas of Jewish Education.  She is a  member of the management team of JData and works with communities across the country to maximize the utility of JData and encourage data driven decision making.




Finances: Money, Values and Congregational Life II

Apr 12 2011 - 12:00pm
Apr 12 2011 - 1:15pm
Session Facilitator: 
Rabbi Shawn Zevit
Session Presenters: 
Rabbi Mordechai Liebling

Money, Values and Congregational Life, PT 2 (Follow-up from Tues, April 5th session): In these challenging economic times, how do we make good financial decisions? We will talk about budgets as key documents that should reflect the congregation’s mission, and about how to create budgeting processes that effectively utilize the congregation’s mission, objectives and values. We will focus his session on values-based budgeting and how congregations can make good financial decisions even when choices are challenging. Many JRF congregations currently face painful challenges about where and how to allocate limited funds. How does a board go through decision-making processes to make necessary budget adjustments or cuts during tough times? How can congregations be successful in creating a dues structure that is in line with the best of its Reconstructionist values. How do we link budget processes with a congregation’s mission, objectives and values. Rabbis Shawn Zevit and Mordechai Liebling discuss the uses and variety of Jewish values-based approaches to money and other resources in congregational life.

Listen to the audio and view power point below:
http://jrf.org/money-values-and-congregational-life-part-II

Presenter Bio(s): 

Rabbi Mordechai Liebling holds a Bachelor of Arts in government from Cornell University and Master of Arts in the history of American civilization, specializing in American progressive movements, from Brandeis University. Rabbi Liebling is a 1985 graduate of RRC.
He has published articles in many publications, including Tikkun, Israel Horizons, Jewish Currents and The Reconstructionist.  Currently, he serves as the Director of the newly created Social Justice Organizing Program at RRC.  He has served on the boards of various national and international non-profit organizations; currently he serves on the boards of the Faith and Politics Institute and Rabbis for Human Rights-North America. Liebling also is the president emeritus of the Shalom Center.

Rabbi Shawn Israel Zevit, www.rabbizevit.com is a congregational consultant and Director of Outreach and Tikkun Olam for the Jewish Reconstructionist Federation. He is the Co-Director of the award-winning Davennen Leaders Training Institute and is a spiritual director for many clergy. A recording artist he has also written and developed resources in the areas of Community Building, Leadership, Prayer, Contemporary views of GOD, Jewish Men's issues ("Brother Keepers: New Essays in Jewish Masculinity), and Money and Jewish values ("Offerings of the Heart: Values-Based Approaches to Money in Faith Community". Rabbi Zevit moved to Cleveland in 2009 to be with his wife Simcha and family, continuing his work for JRF from there.

Finances: Money, Values and Congregational Life

Apr 5 2011 - 12:00pm
Apr 5 2011 - 1:15pm
Session Facilitator: 
Rabbi Shawn Zevit
Session Presenters: 
Rabbi Shawn Zevit

Money, Values and Congregational Life: In these challenging economic times, how do we make good financial decisions? We will talk about budgets as key documents that should reflect the congregation’s mission, and about how to create budgeting processes that effectively utilize the congregation’s mission, objectives and values. We will focus his session on values-based budgeting and how congregations can make good financial decisions even when choices are challenging. Many JRF congregations currently face painful challenges about where and how to allocate limited funds. How does a board go through decision-making processes to make necessary budget adjustments or cuts during tough times? How can congregations be successful in creating a dues structure that is in line with the best of its Reconstructionist values. How do we link budget processes with a congregation’s mission, objectives and values. Rabbis Shawn Zevit and Mordechai Liebling discuss the uses and variety of Jewish values-based approaches to money and other resources in congregational life.

This year we ask participants to deepen their learning by signing up for both sessions on a given topic. The follow-up to this session is Tues. April 12 noon EST. Please register separately at www.jrf.org/pearl

Listen to the audio while viewing the power point below:
Part 1
Part 2 (goes with session 2: http://jrf.org/pearl/2011/Money-and-Values/2)

Presenter Bio(s): 

Rabbi Shawn Israel Zevit, www.rabbizevit.com is a congregational consultant and Director of Outreach and Tikkun Olam for the Jewish Reconstructionist Federation. He is the Co-Director of the award-winning Davennen Leaders Training Institute and is a spiritual director for many clergy. A recording artist he has also written and developed resources in the areas of Community Building, Leadership, Prayer, Contemporary views of GOD, Jewish Men's issues ("Brother Keepers: New Essays in Jewish Masculinity), and Money and Jewish values ("Offerings of the Heart: Values-Based Approaches to Money in Faith Community". Rabbi Zevit moved to Cleveland in 2009 to be with his wife Simcha and family, continuing his work for JRF from there.

Finances: Fundraising 2.0 (Fundraising in Difficult Times, Part 2)

Mar 18 2010 - 12:00pm
Mar 18 2010 - 1:15pm
Session Facilitator: 
Rabbi Nancy Epstein
Session Presenters: 
Rabbi Herb Tobin

Herb Tobin will focus his session on fundraising and build on the more basic fundraising PEARL session he offered last year. In this session, he will provide more advanced ideas about the realities of congregational fundraising. His presentation will also focus on the larger contextual challenges of congregational fundraising in this challenging economic climate.

Listen to the audio recording of this call by clicking here:  http://jrf.org/node/2584

 

Presenter Bio(s): 

Herb Tobin is principal of Herb Tobin Consulting, a Boston-based firm dedicated to helping non-profit organizations reach their potential capacity and maximize their financial resource base. He serves as a development consultant to the Partnership for Excellence in Jewish Education, the Grinspoon Foundation, and Hillel: The Foundation for Jewish Campus Life where he was the architect of a successful $200 million comprehensive campaign addressing capital, endowment and current-use funds on a local, regional and national basis. He also consults with start-up philanthropic organizations, as well as those undertaking significantly new projects. He is a Reconstructionist rabbi by training.

Finances: Values-Based Budgeting 2.0

Mar 11 2010 - 12:00pm
Mar 11 2010 - 1:15pm
Session Facilitator: 
Rabbi Nancy Epstein
Session Presenters: 
Rabbi David Teutsch

Rabbi David Teutsch will focus his session on values-based budgeting and how congregations can make good financial decisions even when choices are challenging. Many JRF congregations currently face painful challenges about where and how to allocate limited funds. How does a board go through decision-making processes to make necessary budget adjustments or cuts during tough times? He will also address the importance of linking budget processes with a congregation’s mission, objectives and values.  To listen to the call, click here:  http://jrf.org/node/2581

 

 

 

Presenter Bio(s): 

Rabbi David Teutsch is the Wiener Professor of Contemporary Jewish Civilization and Director of the Levin-Lieber Program in Jewish Ethics at the Reconstructionist Rabbinical College, where he served as president for nearly a decade. He previously served as executive director of the JRF. He is the author of many books and articles, including Making A Difference: A Guide to Jewish Leadership and Not-for-Profit Management (2009) and five volumes of the series A Guide to Jewish Practice. He also served as Editor-in-Chief of the groundbreaking Kol Haneshamah prayer book series published by JRF’s Reconstructionist Press. He is renowned for his consulting and training in not-for-profit management, including values-based decision making.

Finances: Dues Models That Work

Apr 3 2008 - 10:00am
Session Facilitator: 
Rabbi Shawn Zevit
Session Presenters: 
Melissa Segal, Francine Shetterly, Susie Speer

The way a congregation develops and markets its dues structure speaks volumes about its values, membership, and goals. Whether it be flat rate, fair share, hybrid, or another model, learn how congregations can be successful in creating a dues structure that is in line with the best of its Reconstructionist values.

Presenter Bio(s): 

Susie Speer is currently president of the Board of Trustees for Congregation Beth Evergreen (CBE). Immediately upon moving to Evergreen, CO from Atlanta, GA in 2004 with her husband, Neil and their son Dylan, the Speers joined CBE. Susie quickly became involved in synagogue leadership, first as chairman of the Membership committee. A year later, she was asked to participate on the Board as Vice President where she served a two-year term and is currently halfway through her two-year term as President. At the same time, CBE just hired their first full time rabbi, Jamie Arnold. CBE has experienced phenomenal growth in the last 3 years and now has 200 member families.

Susie juggles the demanding schedule as president with a career in residential real estate. She is also a volunteer Family Support Partner for Blue Spruce Habitat for Humanity, mentoring a recipient family in all aspects of home ownership. Last year, Susie had her own adult bat mitzvah at CBE, which was the culmination of two years of study including Kabbalah and Reconstructionist Judaism. When not working or volunteering, she enjoys cooking, running, hiking, bicycling, reading and travel.

Syndicate content