Planning and Allocations Suzette Fisher, Vice-President Barbara Miller, Director
There are three local councils: • Council of Jewish Life and Learning (CJLL) • Senior Adult Council • Youth and Family Council
What Council Members Do: • Review community programs and funding applications • Monitor program performance • Make recommendations to Planning and Allocations Committee (P & A) for local allocations
The Planning and Allocations Committee • Consists of council co-chairs and other lay leaders of the Jewish Federation • Makes final recommendations to the Board of the Jewish Federation
Partner Agencies • Cincinnati Hebrew Day School • Hillel Jewish Student Center at UC • Jewish Family Service • Jewish Vocational Service • Mayerson Jewish Community Center • Rockwern Academy
Non-Partner Agencies Receiving Funding • Camp Chabad • Camp Livingston • Cedar Village • Center for Holocaust and Humanity Education • Hebrew Union College • Hillel of Miami University • Kollel • RITSS • UC Department of Judaic Studies • Workum
National and Regional Agencies Receiving Funding • American Jewish Committee (AJC) • JTA • MARCC • National Hillel • Ohio Jewish Communities • UJC Birthright Israel
Local Synagogues (SEED) • Adath Israel • Beth Israel • Congregation Beth Adam • Congregation B’nai Tikvah • Congregation Ohav Shalom • Golf Manor Synagogue • Isaac M. Wise Temple • Northern Hills Synagogue • Rockdale Temple • Temple Sholom • Valley Temple • Zichron Eliezer
Organizational Chart for Planning and Allocations JFC Board Bret Caller, President F&A/Treasurer Bill Freedman Vice President Planned Giving & Endowment Bob Brant Vice President Planning and Allocations Suzette Fisher Vice President Strategic Planning Andy Berger Vice President New Gifts Fred Kanter Vice President Philanthropic Initiatives Hank Schneider Vice President Annual Giving Tedd Friedman Vice President Community Leadership Development Fran Coleman Vice President Youth & Family Susan Brenner, Billy Bie Co Chairs CJLL Chase Kohn, Tamar Smith Co Chairs Seniors Kathie Kaplan, Dr. Sidney Cohen Co Chairs JCEC* Renee Roth Chair *JCC Committee JCRC Gary Greenberg Chair P2K Kathy Kanter, David Gershuny Co Chairs
The Allocations Pool • Total allocations calculated from • the collectable annual campaign • unrestricted endowment draw • income from interest and fees
Allocation Distribution • Israel and overseas (35% of collected dollars from the annual campaign) • Local and national programs • Federation’s operating expenses
The Process • Two to three council members make informal site visits to each program before agency application deadline (May 15, 2011). COUNCIL MEMBERS SELECT DATES. • Agencies submit completed applications by May 15, 2011 • Councils review their applications • Two to three council members make second, more formal site visits to each program • Council members report back to councils about site visit • Agency Execs address unanswered questions of council members • Councils evaluate programs using the program/scholarship evaluation tool • The P&A Committee reviews and evaluates partner agencies • The Councils and P&A committee’s combined evaluations determine the allocations recommendations • Co-chairs make specific dollar recommendations to P&A Committee • The P&A committee presents the final recommendation to the Board • The Board of the Jewish Federation approves the allocation
Priority Levels • Level 1: Vital services; immediate and detrimental impact; lives at risk. • Level 2: Detrimental impact on the future of our Jewish community. • Level 3: Service can be suspended without significant harm to the community. • Level 4: Duplicative programs.
The Applications • Agency Profile – Part I • Program Funding Request – Part II • Scholarship Funding Request – Part III • SEED Application (Completed by synagogues only)
How do I access the completed applications? • Go to www.jewishcincinnati.org • Click on Allocations (left column) • Go to individual links for each council on Allocations page http://www.jewishcincinnati.org/page.aspx?id=217479 • These links will be in the right hand column, underneath the allocations links, and will be titled “Administrative Links”. * • Log in as one of the following chairs: • CJLL (Chase Kohn) • Seniors (Kathie Kaplan) • Youth and Family (Susan Brenner) • Planning and Allocations (Suzette Fisher) • * You will be prompted to enter the login/password when you click on the administrative link for your council. For assistance, call Susan Zimmerman at 985-1502, or email her at email@example.com
Term Limits • Council Members • Up to three consecutive two-year terms • Council Co-chairs— • One two-year term rotating in alternate years. • P & A Committee Member— • Up to two consecutive three-year terms. • Chair of Planning and Allocations— • One three-year term.