Jewish Foundation Mercer Committee Report
The Jewish Community Foundation of Greater Mercer's Committee Report discusses the challenges and recommendations regarding potential affiliations with other organizations. The committee suggests suspending alignment with federations, rebranding without geography, launching an executive director search, and more. Explore the detailed findings and proposals outlined in the report to understand the Foundation's strategic direction.
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Presentation Transcript
Jewish Community Foundation of Greater Mercer Emergency Board meeting March 11, 2024
Discussion of Affiliation Committee Activity Trustees: Chip Loeb Joyce Kalstein Jeff Miller Susan Falcon Staff: Linda Meisel
Committee report Background The Affiliation Committee had multiple internal meetings, as well as face-to-face meetings with both the Jewish Federation PMB and the Jewish Federation West Central. Discussions with Rabbi Blum, in her capacity as chair of the Board of Rabbis, regarding how best to move our Federation/Foundation forward. Subsequent to the January 29thBoard meeting the committee continued to seek the Rabbi s counsel. The Committee made a presentation to the Foundation board at the January 29, 2024, board meeting. The Committee s recommendation was to continue due diligence with West Central in pursuit of a formalized affiliation. Robin Freedman Kramer and Linda Meisel met via Zoom with four consultants requesting an affiliation proposal from each consultant. The Affiliation Committee reviewed the proposals and held a meeting on March 4th
Committee Report The following issues have emerged as key to the process of moving ahead: There are inherent risks both economic and in community building in a two way affiliation/merger with either federation, with potential negative consequences for the Foundation. Based on preliminary conversations with the consultants there do not appear to be any cost saving opportunities in any operational structure. While the vision was to have a shared ED it became clear there would need to be additional fundraising and administrative staff which would increase the levels of supervision needed as well as trigger increased staffing and potential office space costs. The Committee reviewed the proposals, and at its March 4thmeeting had a thorough discussion of next steps and recommendations to the Board. The proposals appeared boilerplate and not sufficient for the Committee to recommend an engagement at this time.
Committee report The committee did not identify any Foundation/adjacent Federation merger. We did find (Tampa Orlando Pinellas TOP) one example of a Foundation that supported multiple adjacent communities. There has been a continuing belief that the Foundation would be best served by moving ahead without geographic boundaries.
Committee Report Committee Recommends that the Foundation: Indefinitely suspend the process of alignment with any Federation. Rebrand as a Foundation without geography. Empower the Succession Committee to launch a search for a new executive director. Create a Platinum Partner level for federations and other Jewish organizations associated with the Foundation based on level of assets in the Foundation, and which would entitle those partners to a higher level of service and benefits. Search for a consultant regarding branding and product development. Establish a small committee to fundraise a portion of the funds necessary for this project.
Upcoming Meetings Investment Committee Monday, March 18 Board Meeting, Monday, March 25 Executive Committee, Monday, April 15 Board Meeting, Monday, May 20 60thAnniversary Celebration, Thursday, May 23 Annual Meeting, Monday, June 10
