2015 Beth Shalom Annual Meeting

May 31, 2015

Agenda• Welcome and Call to Order: Hal Zenick• Verification of a quorum: Heather Carter• Rabbi’s Remarks• Introduction of the Board – Hal Zenick• Highlights and Priorities

Communication – Hal Zenick

Study/Education – Ronni Ticker

Prayer – Hal Zenick

BeShTy – Hal Zenick

Membership – Hal Zenick

Treasurer’s Report – Lori Greenstein

Fundraising at Beth Shalom – Hal Zenick

Building Transition – Hal Zenick Let Our Voices Be Heard Update –Jeff Long/Toby Vitek Board Elections – Larry Ginsburg President’s Priorities – Hal Zenick

Rabbi’s Remarks

Rabbi Ariel Edery

2014-2015Board of Directors

2014-2015 Board Members

President – Sally Zenick Hal ZenickPast President – Larry Ginsburg Sally ZenickPresident-Elect - VacantRecording Secretary – Heather CarterTreasurer – Lori GreensteinVice-President of Administration – Steve WeitzmanVice-President of Community – Brandy GivensVice President of Facilities – Al SlonimVice President of Fundraising – Tiffiny WolfVice-President of Membership – Ellen DershowitzVice President of Prayer – Judy HodginsVice President of Study – David ZondermanMember-at-Large – Deb Long

Sisterhood (ex-Officio) – Brandy Givens/ Sharon LordMen’s Club (ex-Officio) – Jeff Long

Highlights & Priorities

News & ObserverWRAL TV NEWS

News & Observer

Publicity

Tools

WebsiteE-News L’Chayim

Communications Highlights

Raleigh Synagogue celebrates dogs with ‘Bark Mitzvah’

Facebook Blogs

Improved & Increased Communications Between Committees

Electronic Submissions

L’ChayimE-News

Future of Communications

STUDY/EDUCATIONHIGHLIGHTS

• Kicked off a revamp of the school curriculum

• Adult Ed series led by Rabbi Edery and David Zonderman

• Extended the BeSH Lifelong Learning Model– Family Engagement – Parent Learning– Wine, Women & Wonder– Torah on Tap

STUDY/EDUCATION2015/2016 PRIORITIES

• Continue with 2014-15 Initiatives

• Invest in the Professional Growth of our teachers

• Integrate school & B'nei Mitzvah process

• Roll out Behavior Management System SPARK

Self-motivationParticipationAttitudeResponsibilityKindness

WHAT CAN CONGREGANTS DO?

• Join us– Join Education Committee – Assume responsibility for a task or event– Substitute– Share your passion– Support Fundraisers

• Try something new

• Let us know what interests you

PRAYER2014-2015 Highlights• The first High Holy Days in our new sanctuary. Rosh

Hashanah record attendance of 565• Services for all Holidays and 8 special observances• Sanctuary Dedication Anniversary & Donor Board

2015-2016 Priorities New High Holy Days transliteration booklet• Pursuing ways to increase Friday night Shabbat attendance

and piloting Saturday morning services• Musicians/Singers developing new melodies/new songs • Seek ways for musically talented youth to participate in

services.

 

Beth Shalom Temple Youth (BeShTy)

2014-2015 Sample Highlights

*Jr. BeShTY (6th-8th grade): Phillips Corn Maze; Hiked at Hemlock Bluffs; Dreamsports; Havdalah and Game Night; Bowling; Canes game; Rock Climbing; Dave and Busters; Ended the year at Wet-n-Wild Emerald Pointe!

*Sr. BeShTY (9th-12th grade): A tie dye workshop; Volunteered at the Interfaith Food Shuttle Farm; Collected for the Food Bank; Cleaned up Annie Jones Park; Presented a Variety show; Hosted over 50 teens from surrounding area temples for Southern Sleepover at Beth Shalom. Visit to Carowinds and Uwharrie National Park for end of year trip. 

2015-2016 Planning Underway

Membership

Membership Stands at 235• Added 24 new families• 12 resignations and four more pending.

Reasons for Resignations:• 5 - Moved • 2 - Too many commitments & child already

had B'nei Mitzvah• 2 - Personal reasons• 1 - Off to college• 5 - Not using what the temple has to offer• 1 – No reason given

Membership Statistics

TREASURER’S REPORT

Lori Greenstein

Proposed Budget Summary FY2015-16

Proposed Budget Summary FY2015-16

• Full-time student (individual): $54 per year• Under 30 (individual/family): $180/$360• Ages 30 - 34 (individual/family): $540/$1,080 • Ages 35 - 64 individual/family): $1,440/$2,016 • Age 65 plus (individual/family): $810/$1,350

Eligibility for each category is based upon the age of the oldest person in the primary member family as of July 1.

Proposed Budget SummaryMinimum Annual Commitment (MAC)

No change from FY 2014-2015

• Mitzvah Circle: $3,600• President's Honor Circle: $5,400• Rabbi's Honor Circle: $7,200• Circle of Blessing: $9,000• Circle of Life: $10,800

Proposed Budget Summary FY2015-16

Honor Circles of Giving

FUND RAISING

A Sample of Ways to Help Fund Raising

Ongoing Basis:DonationsPledges of stocks or mutual fundsDonation of one of the “wish-list” itemsIn-kind donations of needed suppliesMatching employer corporate giftsName Beth Shalom as a beneficiary in your will or life insurance policy Standing ActivitiesGift cards through Beth Shalom,iGive & AmazonSmile programs for your online purchasesClip Box Tops for EducationBring in Coca Cola bottle capsHarris Teeter Together in Education programsSimcha Gram – Passover 2016

Formally Planned Fund Raising Events

• “Wine-O”: A fun evening involving wine-tasting and BINGO. Mark your calendars for November 7th!

• Continuing with Charity Days with Belk• Selling bricks for landscaping while

beautifying the surroundings, and honoring life-cycle events at the same time.

2014-15 HIGHLIGHTS OPENED THE SANCTUARY WITH SOCIAL HALL & OLD LOBBY

UPGRADED FURNISHED & EQUIPPED BUILDING, (E.G., AV/IT, NER TAMID

& YAHRZEIT BOARDS) INITIAL SITE LAYOUT AND USES, INCLUDING THE LOCATION

OF THE HOLOCAUST MEMORIAL PAVED LOWER PARKING LOT AND RESOLVED DRAINAGE

ISSUES

2O15-2016 PRIORITIES: PURCHASING 240 NEW CHAIRS ACOUSTICAL TREATMENTS FOR THE SOCIAL HALL COMPLETE A MASTER SITE PLAN (E.G.,

SAFETY/DRAINAGE/LANDSCAPE FURTHER AV & TECHNOLOGY UPGRADES (E.G., SANCTUARY,

FLEX SPACE AND SOCIAL HALL REFINE & IMPLEMENT FACILITIES USE AND RENTAL

POLICIES

BUILDING TRANSITION

LET OUR VOICES BE HEARD UPDATE

Jeff Long / Toby Vitek

2015-2016 Board Elections

Vice-President of Administration – Greg Bennett

Vice President of Prayer – Judy Hodgins

Vice-President of Membership – Barnaby Court

Member-at-Large – Deb Long (New 1 Year Term)

Vice-President for Community – Rhonda Levy*

2015 / 2016 NOMINEES

President’s Priorities

Update/revise by-laws as well as policies/procedures

Increase efforts at retention as well as recruitment of new members

Designate a work group to develop a draft Five Year Strategic Plan that will anticipate continued growth including a long range capital improvements with priorities

Initiate a Succession Plan to ensure a pool future leaders to carry out a Strategic Plan

Hold seminars on “Leading in Volunteer Organizations”

Test the Waters: Work on Time-Limited Project

Jump in With Both Feet: Be on a Committee to Chairing a Committee

Dive Full In: From Chairing a Committee to Being a VP/President

Step Wise Succession Planning

• 14 families with children from pre-K-grade 6-14

•  2 families with children in high school• 3 singles• 5 empty nesters

New Member Demographics