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Showing posts with label Federation Type. Show all posts
Showing posts with label Federation Type. Show all posts

Monday, February 24, 2020

taking charge of my tzedakah obligation

https://www.yutorah.org/sidebar/lecture.cfm/945434/rabbi-mordechai-torczyner/running-tzedakah-like-a-business/

yutorah.org has a plethora of stimulating lectures that keep my mind sharp past retirement.  There's a category called machshava, or thinking, that I like as well as history.  Over the years of listening to these podcasts, a few teachers stand out.  Talks that approximate one I might have attended in college attract me most, those that recall Hebrew School get turned off quickly.  Rarely do I feel personally involved.  Often I think of some type of question, which suggests I am really listening.

This one on Tzedakah connected personally, more than most, since I made a transition in fulfilling this mitzvah about 25 years ago.  I had wondered for a long time if I was right, particularly when prompted by a personally adverse Jewish communal experience, yet had never run my decision by any Rabbinic authority just assuming they are more attached to their agenda than to researching the principles of tzedakah to match how my approach conformed with traditional interpretations of our Sages or ran afoul of them.  Rabbi Torczyner, a prolific yutorah.org lecturer with attention to source detail, gave cyberspace with me in it the overview that I lacked the skill to seek on my own and the trust to appoint an agent to research what I had done.

Some background.  I remain observant despite taking a few lumps from leadership, a member of the synagogue, a refugee from a previous synagogue and for the most part a defector from Jewish communal activities.  As Mayor Bloomberg advised the graduates at my son's commencement, I have made my best attempt to promote my own INDEPENDENCE/HONESTY/ACCOUNTABILITY/INNOVATION.  In fact most of these require little special attention on my part, though at the price of kehillah sometimes.  I have lived in my community for about 40 years, not exactly wandering in a Jewish desert or seeking some other setting.  Like most mammals, I seek food, protection from predators, and a commitment to reproducing.  Ordinarily that herd provides protection but for some it is the source of one member imposing dominance on another.  I was not alpha.  I also eventually found myself in the anti-herd situation of having to protect offspring.  Not having too many herds around, I divested myself of the ones with the most predatory machers.  I could be useful at times, an irritant at times, but never unconditionally valuable.  There are other people to whom I could be unconditionally valuable.

Uneasy relations go back a long way.  As a bar mitzvah era camper at an esteemed Jewish summer camp, the head counselor assembled our group the day before departure.  He noted in his remarks that about 10 kids had gotten too homesick to stay.  Among his remarks were that those people were not the caliber of person this camp and the Jewish institution it represents really seek.  There was something inferior about them, some impediment to their being groomed as future leaders of his Movement.  I didn't want to return the next year, not experiencing anything close to an Ace summer,  and told our Rabbi who had a lot of his professional training invested in that camp.  I became inferior too, convenient when Torah needed to be chanted at shabbos mincha but somebody whose loyalty to his Movement was not absolute.  University participation in Jewish life was voluntary.  Since nobody had expectations or an enduring agenda, whatever I opted to do met with Hakras haTov, something not captured since.  It may be the only ongoing stretch that nobody of title berated me for resisting what they thought was their due, my fulfilling my part of their mission.

My medical degree opened many doors.  It also generated some perceptions, not always true.  Being in a new community, Jewish, a skilled bimah participant at my new shul from the outset, and a young person whose income could only rise and whose ability to pay day school tuition for future offspring at their day school would reinforce their agencies brought more invitations than I was used to.  Camp revisited:  we want you here because of what you can bring us.  We just have to show you the Federation Way.  So I started going to meetings which sounded a lot like what the head counselor, who by then had become a Seminary Dean, imparted.  They were the umbrella organization.  No challenge on my part to how that benefits a community.  Every Jewish community of any size since the Middle Ages has had elders dispersing alms or stabilizing institutions.  Help us raise funds at the next phone bank session.  OK.  They gave the two dozen of us best and brightest a script which sounded too much like a shakedown of people I didn't know to actually read, and felt the same way.  I substituted my more dignified approach, that which the person who called me the previous winter had used.  If somebody offers me $100, my inclination is to thank them.  The script said not to, ask for $150 instead.  They called husbands and wives separately.  I got to call the husbands.  I had a joint account, not a very full one, and my wife and I share the big expenses.  I am not about to give a large amount knowing that she might be shamed into giving more than we should.  As I called with no interest other than being a dutiful agent for a worthy project, I got quite an earful for resentment.  And they told us younguns, never offer to send anyone their pledge card.  When they called me the next year, I asked for my pledge card and got a lot of resistance from a very experienced participant.  My lack of specific amount would impair their planning, he told me.  I responded, then put me down for zero.  The Federation will get more than that from me if they send the card so they can do even more than was planned.  He really did not want to write zero on the card, so he sent it and I mailed off a check.  Of our two dozen high prospects, attrition was high.  By the time I waved soyonara fifteen years later, my original cohort depleted to a couple of pushy attorneys who fit in a lot better than the docs and engineers.  I guess they are imprinted to see challenges as opportunities for negotiation.  I saw the experience as one more manipulation in the name of Jewish leadership.

Opting out of this aspect of communal Judaism does not negate my obligation to help the poor and sustain institutions.  I replaced this with a more business-like approach to tzedakah, one with more purpose than being amid the herd.  I took the sum that I had donated to the umbrella, added 50% and divided six ways.  On the 20th of every even numbered month, I would send a check along with a card or note expressing thanks to the special mission of each agency, sometimes with a Hebrew citation of why their work sustains Judaism.  My first check went to a Camp for special needs Jewish children who, like my own son, found themselves outliers.  That first year, I got four phone calls from agency heads thanking me for my good wishes and usually a hand written note added to the acknowledgement letter.   As the years went on, my prosperity advanced so the frequency of checks rose to every month and the amount increased, so that the annual donation became several times what I would have considered giving to a communal umbrella that made me uneasy.  Donating became a form of kevah, setting a time.  It also became a time of exploration.  No agency's fortunes depend on whether I give that year so from the outset I began exploring what is out there to support.  Some agencies are large and impact on how we all live as Jews.  The local Family Service gets the January donation each year, since rescuing the needing of our county has tzedakah priority over everything else.  Children of Entitlement at our day school, a place that gave me more tzuris than any other affiliate agency when my outlier son came knocking, have other means of support.  I like universities and museums, some relatively obscure.  Friends of the IDF shows appreciation to young people on a difficult and dangerous mission, not always voluntarily.  It is my obligation to offer them some assistance.

As time went on, checks and notes became less efficient ways of collecting, perhaps adding to overhead that detracts from what can go to beneficiaries.  The notes from the directors to my note all but stopped as money collection became more mechanized.  This year for the first time I yielded and went electronic.  The agency heads will no longer have their Hakaras HaTov  from me, only their funds.  They will just have to assume my personal esteem for the good they do continues tacitly.

So how did I do?  Not bad according to the principles sourced in Rabbi Torczyner's presentation.  Better to give a lot of small disbursements rather than one big one.  There are coins for the pushkas at minyan, emptying loose change from my pocket into my home tzedakah box, various fundraisers that crop up.  It's better than a big pledge on Super Sunday and the Yom Kippur Appeal at shul.  Every month has a 20th day.  I have to think about what must be the best destination for that month's donation and what about that recipient adds to the mosaic of Judaism that we need to sustain.  Bypassing the umbrella has its own merit, though in retrospect it might have been preferable to depart for opportunity rather than resentment.  On the other hand, we have contemporary Judaism because participation has to be repackaged periodically, whether replacing a central Temple with scattered synagogues, allowing the Hasidic tzadikim to supply a spirit that was previously inadequate, and rethinking the roles of women.  These days we have our Jewish None's, including a fair amount of leadership generated attrition.  Our head counselor could not have been more in error.  Those who were disappointed by his camp were not inferior, nor are the millenials defecting now.

Finally, the sources presented hinted that tzedakah needs to be businesslike in its efficiency and predictability but not at the expense of personal attachment.  That matters a lot more than the size of the checks.  Not at all the message I got from my high potential Young Leadership invitation nearly forty years back.  The decades seem to have confirmed the error of that message and what might have generated more committed enthusiasm among some really talented people.

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Monday, May 30, 2016

Rethinking Membership

Somebody sent me this article from Ha-Aretz.  As a non-subscriber, I cannot identify its author to give him or her due credit, but its a fine piece of thought.  A few comments, edited considerably due to the length of the article, help match the suggestions with my own reality.

Ha-Aretz    Furrydoc

Death of the Traditional non-Traditional synagogue
It is no secret that the traditional synagogue model is showing signs of age: Over the past two decades, membership has declined across the United States, forcing many synagogues to merge and even to close for good.

And mine's not too far off.

<snip>
One popular target is the traditional dues model that most synagogues today utilize as the backbone of their financial model. This model, which was developed and has been left largely unchanged since before World War II, stipulates a set fee that would-be congregants must pay in order to become a “member” of the community. Membership, in turn, grants the individual (and his/her family, if relevant) certain rights and privileges within the congregation.
<snip>

Members are free to utilize the services and programs offered by the synagogue as much or as little as desired or necessary, and are similarly free to participate in congregational life and leadership if they so choose.

Depends where.  Some places are still vibrant enough with kingmakers sufficiently secure, to make some elements of participation by invitation only.
Critics of this model often point to the high cost of dues at the typical synagogue, arguing that many American Jews struggle to afford them and, moreover, that many do not affiliate because of the expense. More to the point, critics of the traditional dues model point out that many Jews feel the expense of membership far exceeds the benefits. Considering that most synagogue members only attend their temple on the High Holy Days, and rarely if ever utilize the other benefits of membership or participate in synagogue leadership (especially after the last child has his or her bar or bat mitzvah), they might rightly ask what they are receiving for their two grand (or more) per year.

Not a great consumer purchase.  Yet Orthodox congregations continue to have a commitment from their communities, people who utilize the synagogue regularly, lower expenses and lower dues. These folks get stung financially by day school tuition.
<snip>

For these reasons, there has been a growing movement in the 
American Jewish community for synagogues to change their financial model. Advocates for change usually advance a voluntary-giving model of one kind or another, While there are a number of different versions of voluntary-giving structures (many of which are analyzed in detail in the exceptional new book "New Membership & Financial Alternatives for the American Synagogue" by Rabbis Kerry and Avi Olitzky (Jewish Lights, 2015)), they all more or less advocate decoupling membership from financial obligation. Membership is free, universal giving is encouraged.

It's hard to get away from the reality of needing secure funding, if not only to meet expenses, but even to be able to budget and set priorities.
<snip>

At the moment, my synagogue is one such congregation. Over the past year, a team of thoughtful and sensitive leaders was tasked with studying and analyzing these alternative models in order to determine whether changing to a new model would be right for our community. Ultimately, they concluded that the risks outweighed the potential rewards, and as people who cared about the congregation’s long-term future, they could not recommend a change.
As this taskforce presented its findings to me and our congregation’s “visioning” committee, I was disappointed. Years of studying the sociological trends and organizational best-practices had led me to conclude that voluntary-giving models were the wave of the future, not only because they were more in sync with the zeitgeist, but also because they were more in line with Jewish values of communal inclusion.

I'm not at all convinced that Jewish organizations ever really had Jewish values and communal inclusion as its sine qua non.  Neither was Amos or Isaiah.

But as the conversation progressed, something dawned on me: the major flaw in the traditional model is not necessarily the fixed cost typically associated with membership but, rather, the notion of membership itself. Voluntary giving systems will ultimately be ineffective unless they address the fundamental flaw inherent in the traditional membership model. Similarly, congregations unwilling to part with a traditional dues system can yet remain relevant, vital, and vibrant, so long as they address this flaw.

If they have money, they don't need members.  There are synagogues with large endowments that function this way, including two of my former places that held on long after membership dues could not meet even minimal expenses.

How did I arrive at this conclusion? The more I heard the word “membership,” the more I realized that it is an inherently transactional term. A member of an organization is typically one who pays some sort of premium in order to receive certain benefits that organization provides at no additional cost. It is, therefore, the very definition of fee-for-service. Consider the things we are members of today: I’m a member of my gym, of Costco, of Netflix and Amazon Prime. The one thing all of these memberships have in common is that I am a regular consumer of their products and services. The membership premium makes sense so long as I remain a regular customer.

And the people who run these places have the saichel to entice their customers' participation, my synagogue's poobah's don't.  They've not really invited anybody personally to participate other than broadcast offerings.  It's more akin to building a public trough for hungry snouts to sift through.

Synagogues, however, generally purport to be communities, not merely service providers. Community is supposed to be covenantal, not transactional. Communities are made up of people committed to supporting each other and to the infrastructure and systems that facilitate communal well-being. While a member of an organization is primarily interested in what he or she is receiving for him or herself, a participant in a community, while not necessarily sacrificing his or her own needs, is simultaneously interested in the welfare of his or her neighbors and in the success of the community as a whole.
Using the metaphor of “membership” to define belonging to a community reinforces and perpetuates a mentality that is the very antithesis of community.

But you have to make a distinction between wanting the people as assets to community and wanting people as financial assets.  My congregation does not really know how many people are members, they keep score as dues paying membership units, quite literally.  There has never been a census, there has never been an analysis of community.  I have never attended a Board Meeting in which service to a constituency was ever discussed separately from its financial potential.  That's the way the leadership thinks and the nominating committee perpetuates that thinking by creating a leadership recycling center.
It is precisely this reality that drives contemporary Jews away from the traditional synagogue model. Individuals who want Jewish experiences can consume it in any number of different venues, with much less baggage, and for much cheaper. One can effortlessly find a freelance bar mitzvah tutor or readily rent a rabbi to officiate his or her family’s lifecycle events. One can access all the Jewish information one could ever possibly need, for free, on the Web.

Not only that, but with the most talented rabbinical insights in the world.  But you cannot engage in the major elements of worship without some critical mass, in most cases a minyan.  The challenge is to make the minyan experience valuable.
Thus, even those synagogues that have adopted a voluntary-giving model won’t change the dynamic driving their decline unless they also stop identifying belonging as “membership,” because even free or pay-what-you-want membership is still fundamentally transactional. At the same time, synagogues that are unprepared to adopt a voluntary-giving model can still transform themselves so long as they reframe what it means to be a part of the community.

You pay your half-shekel and you are counted?  Or your half-shekel is counted?
How can synagogues do this? For starters, they can employ a term other than “membership,” something that connotes covenantal responsibility rather than consumer transaction. For example, a pastor friend of mine uses the term “teammates” instead of “members” at his rapidly growing startup church. I like that. “Partner,” “supporter,” or “builder” are also good options.
My humble suggestion? Use the term “friend” instead of “member.” Why? First, because the Hebrew word for member is haver, which also means friend. (Those who may find a change of this magnitude difficult can take comfort in the strong linguistic continuity between the two terms.) Second, because there are few words more evocative of a covenantal relationship than “friend,” a concept virtually synonymous with support, interdependence, and sharing, all essential elements of communal participation.

Comrade?  Didn't really work for the Soviets either.  Probably partner would be better, but since the relationships are really not equal as partnership or friendship often implies, there has to be some means of taming macher swoops or other leverage of greater upon the lesser built into the flattening of hierarchy.  Inability to do this or unwillingness of a dedicated leadership to sacrifice authority, no matter how limited in reality, seems like an obvious Achilles Heel to this type of transformation.
Friendship isn’t free. As a midrash puts it, “One only acquires a friend through great effort” (Sifre Devarim, Piska 305). Thus, it is not inherently antithetical for a synagogue to expect potential friends to give a specific financial amount as a statement of their dedication and as an acknowledgement that covenantal communities require resources to sustain them. However, the term “dues” is as fraught with unhelpful transactional connotations as “membership,” so it should probably also be replaced, perhaps with something like “investment” or “commitment.”

Before the Federation types totally teed me off to the point of departure about twenty years back, their machers would solicit less prosperous people like me with terms like personal commitment or being part of the community.  It did not take long to figure out that there was not a lot of sincerity to the scripted solicitation and once a problem arose, minor stockholders like me really had very little recourse other than becoming part of their calculated attrition, which I and numerous others did.
But synagogues must also make clear to potential friends that belonging to community is not a fee-for-service transaction. True friendship also takes a commitment of one’s time and talent. Becoming a friend of a synagogue community must thus also require active personal involvement – participation in programs and in leadership – in addition to monetary commitment. Only then can friendship fulfill the promise it implies, and only then can synagogues truly flourish.

I've actually not been invited to do anything at my congregation other than implementation of my bimah skills in quite some time.  My guess is that if the Rabbi or President were to take a yellow pad and write who they invited for any meaningful participation other than some perfunctory High Holiday Ark openings with a fundraising intent, the list would not fill a single page.  The officers, most recycled for ten or more years, just see slots to be filled in their agendas and take the path of least resistance in the invitations to the people who did them before.  You have to change the way people think and that's something that meets a lot of resistance, especially when these are the genes of institutional incest that are being expressed.
Synagogues in our era will only flourish if they cease being transactional, service-providing organizations and become true covenantal communities. Changing terminology won’t itself accomplish this task. But then again, recall that when God set about creating the world, God chose to do so through words.

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Friday, May 6, 2016

Bellwether or Outlier?

Image result for outlierThere is this odd appeal to me about the rise of Donald Trump as a real voting option.  Before Comments get deluged, I disavow building a wall, turning in my undocumented foreigner patients for deportation, keeping some rather decent young Islamic physicians from entering the USA to join our residency program, and assessing the qualifications of women by what their face looks like.  Those things capture attention for further exploration as being provocative, though maybe they should shut the door instead.  But what The Donald has done that I find refreshing in a way is capture some very real dissatisfaction.  He claims to be a winner, but the vast majority of superficial winners, our medical leadership, our insurance executives who impede my mission as a physician, our Federation Types who too often corrupt the essence my religious faith, those title pursuers and those with the facade of amiability who really stand for what is convenient at the moment, they all band together to make an iconoclastic message of redemption attractive.  In my medical world, which has become the focus of my being, the people who could make being a doctor great again saluting directives from above that they should be resisting.  When I attend shul on shabbos I'm not engaged.  There are places that have reached the promised land of institutionalized mediocrity that rationalize their circumstances while expressing hostility to any potential upgrade that challenges their comfort.  This is widespread, widely accepted as a punch ticket for advancement, and with a paucity of resistance to what any end user knows to be harmful over time.

So will Donald really Make America Great Again or make being a doctor great again, or make the wall in China great again?  Even if he could, the expressed approach seems sufficiently abhorrent to deter the electorate from accepting what is being proposed.  What he has done perhaps is revisit the Pesach message, that what we have is not really what we deserve.  There no shortage of people who buy into that, myself among them, but like the Pesach message, we need to be harmed  first before we are motivated to take bold action, and even then we have some very legitimate concerns the negative consequences that come with making a statement.

So are the Trump supporters the Bellwethers or the Outliers?  Or is a person like myself, professionally oppressed like most of my clinician colleagues who once knew something better or a fundamentally Conservative mindset Jew who migrated from the movement as it plunged to mediocrity through its own leadership, that Navi who distinguishes what is from what should be?

If we learned anything from our recent political experience, there may be quite a few people lurking around who wish their experience was better than it has been.

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Monday, April 11, 2016

Trumpism Redirected

Make America Great Again.  There's a certain appeal to that.  It survives the bombast and ethical blight which accompany the core message.  And while it's not likely to happen, recognition of deterioration and opportunity for reversal has inspired many more legitimate reformers.

Make Being a Doctor Great Again.  Make the Jewish Experience Great Again.  There's a certain appeal to these too.  Just like candidate Trump depends on those displaced by the current reality, usually involuntarily, medicine as well has an army of irritated competent practitioners given the raw deal and the attrition from Jewish life is also well documented as are pockets of revival.  Medicine does not yet seem to have the Trump-like figures it needs to advocate on its members' behalf.  Judaism may have a much more difficult problem where its advocates are Hillary style Federation Types, who make alliances with the kingmakers and then try to sound credible to a skeptical public, something that generally comes across as feeble.

No, we are still on our own.

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Friday, March 25, 2016

Being Manipulated

http://forward.com/opinion/336718/a-humbled-aipac-is-paying-a-price-for-growth/?attribution=articles-hero-item-text-4&attribution=articles-hero-item-text-4

AIPAC held its annual meeting, an extravaganza of Zionists, of which I include myself, though some of the in your face positions leave me wondering at times.  I've never attended the annual meeting, though increasing numbers of people do.  I've got enough vacation time and it's Washington location is easily accessible.  I'm a little put off by the expense, and as I read about JJ Goldberg's account in The Forward I might be a little put off by the people who go there.  It comes across in the report as Macher City, people who restrict or even manipulate what they want you to know, the experience they want you to have, and even when the people who count think applause would sound good.  Federation Types everywhere absorbed in their own importance thoroughly neglectful of the reality that the rabbinical tradition of Judaism that has made us enduring depends not only on diversity of opinion but on its expression and analysis.  Manipulation = Attrition.  I definitely looked askance of reporter Goldberg's account of the event.  While attendance is up, I have little desire to be a part of the extravaganza that he wrote about.

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