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Temple Beth Shalom Policies and Procedures
Approval Process
Board of Trustees Job Descriptions
Membership Dues
Education Fees
High Holiday Tickets
Contracted Services
Employment Inquiries
B'nai Mitzvah Observances
Religious School Goals And
Philosophy
Hebrew School Curriculum
Religious School Student
Behavior Policy
Religious School Attendance
Policy
Charitable Fund Gifts
Funds Process Flow
Use of Funds for Camp Season
Acquisition of Artwork, Judaica,
and other Decorative or Ceremonial Objects
1.1 APPROVAL
PROCESS:
1.1.1. All proposals for new or amended policies
and procedures shall be submitted in writing to the board of trustees
through the policies and procedures chair.
1.1.2. The chair shall present any written proposal
to the board at its next monthly meeting, except when immediate
action is necessary.
1.1.3. If either the proponent or the chair believes
immediate action is necessary, the chair shall request the president
to call a special board meeting. The president is not required
to comply, except to the extent prescribed in Article VI, Section
4 of the Constitution.
1.1.4. The board shall discuss all policies as the board sees
fit. The board may adopt, reject, or modify any policy or procedure
by a majority vote of a quorum of the board.
1.1.5. The board may submit any new or existing policy or procedure
to the members of the congregation as a board-initiated proposal
to amend the constitution under Article XIII of the Constitution.
1.1.6. The secretary will maintain the policies and procedures.
The chair will keep a second set.
1.1.7. Copies of the policies and procedures or any portion may
be distributed to the membership by any person at the board's
discretion.
1.1.8. If any policy or procedure conflicts with the temple constitution,
the constitution will prevail.
1.1.9. The board's interpretation of the policies and procedures
and the constitution shall be final.
Back to Top 1.2 BOARD OF TRUSTEES JOB
DESCRIPTIONS:
1.2.1. Officers
PRESIDENT
Primary Responsibilities:
-preside over all meetings of the board of trustees and the congregation
-appoint committee chairs and delegate responsibilities to trustees
and others
-meet w/ rabbi on regular basis
-work with treasurer during budgetary process
-coordination with TBS personnel- hiring, contracts, ongoing communications,
conflict resolution
-represent TBS as appropriate at community functions
-present gifts to b'nai mitzvah
-present presidents message at services
-write monthly presidents message for Megillah
-write welcome letter to new members
Approximate time per month 20 to 30 hours
1ST VICE-PRESIDENT
Primary Responsibilities:
-assist president with any and all activities including budget-related
activity
-chair any board meeting for which the president is absent
-next in line in succession for president
-ensure that all committees are functioning well
-chair any special activity where a committee has not yet been established
-FY98/99 oversee ritual committee and Megillah
Approximate time per month: 10 to 15 hours
2ND VICE-PRESIDENT
Primary Responsibilities:
-oversee fundraising activities and work with or as fundraising
chair
-contribute fundraising info for budget
-work with other temple organizations which coordinate fundraising
events
-develop foundation fundraising activities and procedures
-develop cemetery procedures
Approximate time per month dependent on fundraising activities
Back to Top
SECRETARY
Primary Responsibilities:
-record the minutes at board meetings and distribute to the board
and Megillah
-send reminder postcard to each board member before each meeting
-write correspondence for board as needed
-supervise members' database of information; collect input from
all
appropriate sources and distribute accordingly
-produce and distribute annually the TBS directory
Approximate time per month 15 hours
TREASURER
Primary Responsibilities:
-coordinate and publish yearly TBS budget
-present budget at annual meeting
-present budgetary analysis as necessary at monthly board meeting
-oversee activities of bookkeeping service
Approximate time per month - 20 to 30 hours
1.2.2. Trustees
Trustee (Membership)
-prospect for potential new members
-coordinate prospective and new member events
-send out new member packets
-coordinate High Holiday ticket sales
-follow up on all monies not received by High Holidays
-greet all nonmembers who attend High Holiday services
Approximate time per month
4 hours except July, August, September, and October
Trustee (Education)
-chair education committee
-act as liaison for all education matters with board
-submit education info for budget
-submit enrichment forms to JECC for reimbursement
Approximate time per month 5-8 hours
Trustee (Social Action)
-organize and publicize "social action" activities at
temple
-recommend appropriate "social action" activities
Approximate time per month 2-4 hours
Trustee (Long Range Planning)
-chair long range planning committee
-develop strategies involved with land and future temple building
-interact with treasurer, education chair, and membership chair
to plan
programs that benefit TBS in the long range
-plan and prioritize usage of Project Joseph and other large gift
sources
-survey congregation concerning long range planning goals
Approximate time per month dependent on ongoing activities
Back to Top
Trustee(Policies and Procedures)
-coordinate TBS policies and procedures
-propose policies and procedures to board for approval
-document approvals in spreadsheet and provide hard copies for secretary
file
-maintain original file
Approximate time per month 10 hours
Trustee (Social)
-chair social committee
-work with membership and education chairs to coordinate multifunctional
events
-submit info for budget
Approximate time per month dependent on activities scheduled
1.2.3. Other Jobs
Megillah Editor
-produce 11 editions/year including writing, editing, copying, and
mailing
-solicit annual advertisements
-solicit annual Memorial Roll before Yom Kippur
Approximate time per month 20-25 hours
2.1R1 MEMBERSHIP DUES:
2.1.1. Members shall pay dues, assessments, and
other fees set by the board.
2.1.2. Annual dues shall be approved by the board
as part of the annual budget.
2.1.3. Dues shall be assessed based upon membership
category: Family/Single/Associate
2.1.4. Annual statements will be mailed to each
member by mid-July of each year.
2.1.5. If membership dues are paid in full by
August 15th, a 5% discount may be taken.
2.1.6. Otherwise quarterly billing statements
will be sent with due dates of October 31, January 31, and April
30.
2.1.7. Resignation of a member will not relieve
payment obligation for current or delinquent dues and fees.
2.1.7.1 Pro-rated payments may be applied to
transferee's new temple, as approved by the board.
2.1.7.2 Transferee's new temple shall be notified
of former member's membership standing, when possible.
2.1.7.3 A former TBS member shall not be allowed
to rejoin until any/all delinquent dues are paid in full or
settled to the satisfaction of the Special Membership Committee.
Back to Top
2.1.8. No membership will be denied because of
financial hardship. A "Special Membership Committee"
consisting of the Treasurer, President, and one additional board
member will be responsible for resolving financial hardship cases
via modified fee plans. The individual member details will be
kept confidential, but the number and impact will be reviewed
by the Treasurer quarterly for the board.
2.1.9 A member who is delinquent on payment for
three months may be suspended and deprived of all membership rights
and privileges as determined by the board. A notification of impending
suspension to the member copying the rabbi and the Ed. Dir. will
be sent by certified mail. No membership will be denied because
of financial hardship.
2.2R1 EDUCATION
FEES:
2.2.1. Education fees will be established
by the board for each fiscal year and be approved as part of the
budget at the annual meeting of the congregation.
2.2.2. Fees will be based on number of children
and services required: Sunday School Hebrew School B'nai Mitzvah
Fees Confirmation Fees
2.2.3. Immediate family must have family membership
at TBS in order to have children attend school.
2.2.4. Contract service personnel are exempt
from education fees.
2.2.5. Tuition will be billed in August to members
who have children registered.
2.2.6. B'nai mitzvah and confirmation fees will
be billed separately in January.
2.2.7. Education fees must be paid in full prior
to the commencement of the school year; unpaid tuitions will result
in removal of religious school privileges.
2.2.8. A "Special Membership Committee",
consisting of, at minimum, the Treasurer, Assistant Treasurer,
and President, will be responsible for addressing noncompliant
members.
Back to Top 2.3: HIGH HOLIDAY
TICKETS:
2.3.1. All members in good standing will
be eligible to attend all services. Visiting members of other
temples in good standing are also welcome; a letter of verification
would be required. Donations would be appreciated.
2.3.2. Good standing members having family memberships
are entitled to bring immediate family members at no additional
charge.
2.3.3. Non-member families and individuals may
attend TBS High Holiday Services by purchasing tickets in advance.
2.3.4. Any person purchasing tickets will be
able to apply the cost towards a TBS membership within one Jewish
calendar year.
2.3.5. Ticket prices will be 20% of the cost
of an annual membership; individual or family.
2.4: CONTRACTED
SERVICES
2.4.1. All contracted services shall be approved
by the board.
2.4.2. The Rabbi, Educational Director, Cantorial
Soloist, and other positions deemed necessary by the board shall
be engaged by written contract.
2.4.3. Contracted service contracts shall be
negotiated and approved by the board.
Back to Top 2.5: EMPLOYMENT
INQUIRIES
2.5.1. All requests for verification of employment
status or dates of employment for employees or contracted persons
shall be submitted to the president for review. The president
may require that a request be submitted in writing, either to
the president or to the board.
2.5.2. It is the policy of Temple Beth Shalom
to confirm only employment status and the dates of employment
for both current and former employees or contracted persons.
2.5.3. It is the policy of Temple Beth Shalom
not to disclose information on salary, benefits, or reason for
separation of any current or former employee or contracted person.
2.5.4. A prospective employee or contracted person
may receive information on current or proposed salary or benefits
for the prospective employee's or contracted person's position,
at the discretion of the board. 2.5.5. Temple Beth Shalom will
provide relevant statistical information upon request to the Union
of American Hebrew Congregations (UAHC) or affiliated organizations
as part of any congregational survey on issues such as rabbinical,
cantorial, or other salaries. Information provided shall not be
identified with any specific person.
Back to Top 3.2R3: B'NAI MITZVAH
OBSERVANCES:
3.2.1. Bar and bat
mitzvah students are expected to be enrolled in our religious
school and expected to finish their education with confirmation
class. Instead of enrolling in our religious school, bar and bat
mitzvah students may be enrolled in a Jewish day school satisfactory
to the rabbi and the education director.
3.2.2. New members'
children nearing bar and bat mitzvah age are expected to participate
in our Hebrew school at the level of their ability. All students
will be required to study Hebrew for a minimum of three years,
or demonstrate a similar level of proficiency, regardless of age,
in order to fulfill TBS requirements.
3.2.3. The member must
be in good standing including being current with their financial
obligations to TBS to be eligible for the b'nai mitzvah ceremony.
3.2.4. Ceremony dates
will be chosen by the Rabbi and the family through a written request
process no later than late winter of the child's sixth grade year.
No dates will be confirmed unless the member is considered in
good standing as noted in 3.2.3.
3.2.5. During the last
year before their b'nai mitzvah ceremonies, students are required
to attend at least one Shabbat service monthly, accompanied by
a parent or guardian. There will be an attendance roster at each
service. In addition b'nai mitvah children are expected to attend
and complete the curriculum for confirmation.
3.2.6. Approximately
six months before the ceremony, individual lessons will be scheduled
with the Rabbi and/or the b'nai mitzvah trainer on a weekly basis.
In addition to knowing the prayers, each student will prepare
the Torah and Haftorah portion assigned to the Shabbat of his
or her ceremony. Attendance is mandatory. For students whose ceremony
dates are in the Fall, summer schedules will be accommodated as
best as possible.
3.2.7. The family is
expected to attend and participate in the Friday night service
on the eve of the b'nai mitzvah ceremony.
3.2.8. All ceremonies
are scheduled for Saturday morning at 10:30 am at Temple Beth
Shalom. Any requests for change of venue or time must be made
in written form to the ritual chair at least six months in advance.
3.2.9. Each ceremony
will reflect the individual needs and circumstances of the student
and family. Family members may participate as is appropriate and
within the board guidelines. The Rabbi will review these with
each family. The child's religious school classmates can serve
as ushers for the service.
3.2.10. Each family
is expected to provide a kiddish following services; challah,
wine, and grape juice are customary. Appropriate provisions should
be considered as all congregants have an open invitation to the
service. Special receptions are at the discretion of the family.
3.2.11. Private, additional
tutoring can be arranged for students at an additional cost to
the parents.
3.2.12. It is expected
that during b'nai mitzvah observances there will be at least one
responsible adult in the balcony for every ten children there.
Back to Top 4.1R1.: RELIGIOUS
SCHOOL GOALS AND PHILOSOPHY:
4.1.1. The primary goal of the TBS religious
school is to provide a quality Jewish education to TBS member
students from pre-kindergarten through confirmation.
4.1.2. The educational program will consist of
both Judaic studies and Hebrew, developing a solid knowledge and
understanding of the importance of both within each student.
4.1.3. Our philosophy is to develop in our students
a strong sense of Jewish identity and pride by providing a religious
school program focusing on Jewish history, ethics, culture, custom,
texts, religion, and belief.
4.1.4. This Program is intended to be available
to all children of temple members, regardless of individual needs.
Where situations arise involving students with special needs,
every effort will be made to create the best education plan possible
for the student, as determined by the religious school director,
the education committee chair, the teaching staff, the rabbi,
and the parents.
4.2:
HEBREW SCHOOL CURRICULUM:
4.2.1. The goal of the Hebrew school is to prepare
students to be able to read, speak, and understand Hebrew sufficiently
to be able to conduct and follow a religious service in a variety
of congregational settings.
4.2.2. The Hebrew school program and curriculum
will be developed and maintained by the religious school director.
4.2.3. Preliminary Hebrew instruction will be
included during Sunday morning religious school for Grades K,
1, and 2.
4.2.4. For Grades 3, 4, 5, and 6, advanced Hebrew
instruction will be provided; currently Hebrew instruction takes
place on one weekday afternoon in addition to limited exposure
during Sunday morning religious school.
4.2.5. The teachers will provide a written general
checklist of each student's performance vs. requirements at mid-year
for the parents.
4.2.6. Beginning with Grade 3, promotion to the
next grade each year is subject to meeting or exceeding all of
the appropriate grade-level requirements as measured by the teacher,
with assistance from the education director.
4.2.7. The requirements will be determined by
the religious school director, the teaching staff, and the education
committee, as approved by the board, at the beginning of each
school year.
4.2.8. Students transferring into the program
after Grade 3 will be subject to evaluation by the religious school
director as to proficiency in Hebrew relative to grade-level requirements.
4.2.9. Tutoring can be arranged for students
at an additional cost to the parents.
Back to Top 4.3: RELIGIOUS
SCHOOL STUDENT BEHAVIOR POLICY:
4.3.1. In support of the goals for the religious
school stated in Policies 4.1 and 4.2, this student behavior policy
is established. The goal of this policy is to promote behavior
which is conducive to Jewish education at all times.
4.3.2. Temple Beth Shalom will support student
behavior which is helpful to and cooperative with others, respectful
of the rights and safety of others, and helps to resolve conflict.
TBS will not support behavior which is in conflict with these
aims.
4.3.3. Temple Beth Shalom will not tolerate disruption,
harassment, theft, or willful property damage by any student which
occurs during religious school or at facilities used for religious
school.
4.3.4. Disruption includes, but is not limited
to the failure to follow any classroom rule, the failure to obey
any directive from the education director, a teacher, or any person
in authority, or any action or inaction that unreasonably interferes
with the education of any student or with any class program.
4.3.5. Harassment includes, but is not limited
to fighting, verbal or physical threats against any person, any
physical touching or threat to touch which the offender knows
to be offensive or which a reasonable person would find offensive,
sexual harassment, or conduct creating or tending to create a
hostile environment for any person because of race, gender, national
origin, or physical ability.
4.3.6. Theft includes, but is not limited to
any intentional taking of property that does not belong to the
offender without the consent of the owner.
4.3.7. Willful property damage includes, but
is not limited to any intentional damage to or destruction or
alteration of property that does not belong to the offender without
the consent of the owner.
4.3.8. Any disruption by any student will result
in an immediate warning by the teacher or other person in authority.
In the discretion of the teacher or other person in authority,
or without exception on the second instance, the offender will
be referred to the education director.
4.3.9. The educational director shall take such
action as the education director believes to be appropriate under
the circumstances. As a guide for parents and not as a limit on
the authority of the education director, the following actions
are likely to occur: On the first referral, the education director
will place a telephone call to the parents. On the second referral,
the parents will be required to meet with the education director.
The offender will be suspended from the religious school until
this meeting occurs. On the third referral, the offender will
be suspended indefinitely from the religious school.
4.3.10. Any harassment, theft, or willful property
destruction will result in the immediate referral of the offender
to the education director. As a guide for parents and not as a
limit on the authority of the education director, the offender
will typically be suspended indefinitely from the religious school.
4.3.11. The parents of each student shall fully
reimburse TBS for any theft or willful property damage caused
by the student. The parents of any student who engages in harassment,
theft, or willful property damage shall indemnify and defend TBS
against any claim of any third party resulting from the harassment,
theft, or willful property damage.
4.3.12. At the discretion of the educational
director, parents of any student may be required to attend periodic
meetings to discuss the student's behavior. This will typically
occur where the student or the parent has a history of trouble.
The failure of a parent to attend a meeting will result in the
suspension of the student.
4.3.13. The education director will compile a
list of referrals for specialized services such as mental health,
special education, and counseling. This list will be available
to parents upon their request. TBS will not be responsible for
paying for such services but may require their satisfactory completion
as a condition of a student's return to religious school. The
list will indicate that TBS does not recommend, prefer, or endorse
the list of providers or any specific provider listed. The list
is merely informational.
4.3.14. If a student's parents fail to pay for
theft or willful property damage or fail to indemnify TBS against
any claim of any third party, the student will not be eligible
for further religious school or b'nai mitzvah.
4.3.15. Any student suspended from religious
school will be ineligible for bar or bat mitzvah unless and until
the religious schooling requirements have been completed by private
tutor or otherwise, to the satisfaction of the education director,
rabbi, and bar and bat mitzvah trainer, and the discretion of
the board.
Back to Top 4.4: RELIGIOUS
SCHOOL ATTENDANCE POLICY
4.4.1. In support of the goals of the TBS religious
school stated in Policies 4.1 and 4.2 and particularly to provide
a quality Jewish education to TBS member students, this student
attendance policy is established.
4.4.2. Except where a student has been excused
by the rabbi or the education director, enrollment in our religious
school requires regular attendance and participation in coursework.
See Policy 3.2.1 [concerning Jewish day school as an exemption
to enrollment].
4.4.3. Students are expected to keep pace with
the curriculum taught in the TBS religious school, regardless
of any excused or unexcused absences.
4.4.4. An excused absence is a missed day or
partial day from the TBS religious school which occurs with the
prior written consent of the educational director. All other absences
are unexcused absences, even if they are beyond the control of
the student or the student's parents. In special circumstances
such as extended illness, the education director at her discretion
may consider otherwise unexcused absences to be excused absences.
4.4.5. A student who has three or more unexcused
absences will generally be expected to perform makeup work to
enable the student to keep pace with the other students in his
or her grade. This makeup work may consist of extra written assignments,
private tutoring at the parents' expense, or another suitable
means of enhancing the student's performance. The nature and extent
of makeup work to be performed will be determined at the discretion
of the educational director. See Policy 4.4.3.
4.4.6. An absence resulting from the student's
participation in sports will generally be considered an unexcused
absence. Parents are expected to prioritize their children's religious
education. See Policy 4.4.3.
4.4.7. All parties should keep in mind that
the purpose of this policy is to facilitate the religious education
of TBS member students by keeping them in class and on pace with
the curriculum. This policy was not designed to determine fault
for unexcused absences. Excessive absences are likely to interfere
with a student's religious education regardless of why the absences
have occurred. Absences should be avoided whenever possible.
Back to Top 6.1R1: CHARITABLE FUND
GIFTS:
6.1.1. The board shall determine the number
and utilization of funds.
6.1.2. The current TBS Funds are listed below:
6.1.2.1. Education Director's Discretionary
Fund - For special projects deemed necessary by the education
director and approved by the board.
6.1.2.2. Floral and Fruit Fund - To provide flowers or fruit
baskets in honor of a birth or simcha or in the unfortunate
case of illness or loss.
6.1.2.3. Fund for the Future - To expand services and/or purchase
temple land and/or a building.
6.1.2.4. General Fund - For projects deemed necessary by the
board.
6.1.2.5. Mary Krupp Fund - To fund formal and informal youth
group activities, children's trips to Israel, and children's
attendance in Jewish-affiliated camps for member families in
need, as approved by the board.
6.1.2.6. Prayer Book Fund - To purchase various prayer books,
as determined necessary by the board, or a specific prayer book
which may be inscribed, "in honor (memoriam) of ____",
etc. Updated costs are available from the ritual chair or the
treasurer.
6.1.2.7. Rabbi's Discretionary Fund - For special projects and
occasions deemed necessary by the Rabbi; funds are controlled
by the Rabbi.
6.1.2.8. Evelyn Weinberger/Keren Or Fund - To purchase Jewish
artwork, religious items, and furnishings for a future temple
building.
6.1.2.9. Social Action Fund - To provide for social action programs,
including support of Holocaust victims, and resettling Russian
Jews.
6.1.2.10. Betsy Rosenwasser Caring Heart Fund - In memory of
Betsy, this fund will support a committee that will serve as
the "heart" of our temple. To offer strength and help
our members in time of need- be it illness, death or other challenges.
6.1.2.11. Michael Rapport Memorial Fund - To provide for adult
learning needs. To fund guest speakers to our congregation and
support individual members, teachers, and staff as they seek
to deepen their Jewish knowledge through courses and conferences.
6.1.2.12. Cyrille Y. Mass Memorial Fund - To fund well-known
rabbis, cantors, and educators for special lectures or as a
scholar in residence.
6.2R1: FUNDS PROCESS
FLOW:
6.2.1. Charitable gifts shall be directed to
Temple Beth Shalom Funds at the temple address.
6.2.2. Contributions and donations may certainly
be anonymously donated.
6.2.3. For recognition in the Megillah, donors
need to provide their name and address.
6.2.4. For gifts of $250 or greater, a thank
you note is sent on behalf of the congregation by the secretary,
the funds chair, or the president.
6.2.5. Donors should designate the appropriate
fund(s) including occasion; also if a note is to be sent for a
gift or memoriam, the name and address is required.
6.2.6. Charitable gift forms will be made available
for all members via the quarterly dues statement and/or the Megillah.
6.2.7. The treasurer/bookkeeper will be responsible
for retrieving the donation from the PO Box, applying the funds
accordingly, and providing the donor information (form) to the
funds chair at the next board meeting.
6.2.8. The funds chair is responsible for ensuring
fund donations are provided to the Treasurer, donor's information
to the Megillah (if not anonymous), a note to the recipient, and,
as appropriate, a thank you note to the donor.
6.2.9. The funds chair shall achieve closure
on the above-noted tasks within 30 days of the temple's receipt
of the charitable gift.
6.2.10. If a gift is designated for a specific
TBS fund, it shall be given to that fund. All undesignated gifts
shall be given to the general fund unless the board decides otherwise.
Back to Top 6.3R1: USE OF FUNDS FOR
CAMP SEASON:
6.3.1. Each year the board will determine whether
funds will be made available for members in good standing to attend
board-approved Jewish-affiliated camps.
6.3.2. Announcements will be made in the Megillah
for potential funds available for members' children.
6.3.3. Applications for funds must be submitted
by April 30 of the same year, or any other date determined by
the board. Late applications will typically be denied because
of the commitment of available funds to other members.
6.3.4. In considering applications, the board
will consider the availability of TBS funds, the TBS budget, the
financial need of the applicant and the applicant's family, the
needs of other applicants, the applicant's ability to obtain funds
from other sources, and any other factor the board wishes to consider.
6.3.5. The treasurer will review timely applications,
considering the factors stated above, and present a recommendation
to the board on the use of funds.
6.3.6. The board will establish the maximum per
child, typically less than $1,000 for each season, depending upon
the factors stated above.
6.3.7. The support dollars must not exceed 50%
of the individual's expense for the camp.
6.3.8. The individuals receiving the support
will receive written notification from TBS.
6.3.9. Applications will be denied if the applicant
or the applicant's family is not current with dues and all other
TBS obligations.
6.3.10. Payment will typically be made by check
co-payable to the board and the applicant's member parent or parents.
6.3.11. Any decision by the board on the use
of funds will be final.
6.4: ACQUISITION
OF ARTWORK, JUDAICA, AND OTHER DECORATIVE OR CEREMONIAL OBJECTS:
Members and friends of Temple Beth Shalom who
have items they wish to donate to the temple present the temple's
leadership with both opportunities and challenges. Although such
offers are generous and those making them must be acknowledged
for their thoughtfulness, care should be used when accepting these
offers. Receiving a donated object implies that certain responsibilities
to that item will be met that it will be properly catalogued,
conserved (if needed), and stored or presented.
All potential donations should be proffered to
the major gifts chair, who can then present the item(s) to a gifts
committee. The committee will be composed of the gifts chair,
the temple president, the rabbi, and two other board members to
be chosen annually. The committee can meet as needed; the volume
of past donations suggests that two meetings each year should
be sufficient.
Before taking on this responsibility and the
costs that may go with accepting a new object, the gifts committee
should use the following criteria to determine whether to accept
it.
1. The item should be relevant to the purposes
and activities of Temple Beth Shalom; that is, it should have
a Judaic content or function and prove useful to the temple's
duties to serve its congregation and preserve Jewish heritage.
2. The item must be accompanied by valid legal
title with no restrictions or conditions, except those that
are deemed acceptable by the committee. The temple will retain
the right to sell or dispose of those items at some future point,
if it is determined to be necessary by the committee.
3. Any items accepted should be of very high
quality, as determined by someone with expertise in that area.
(If necessary, an outside expert can be consulted.)
4. The donor should provide an appraisal of
the item's value for tax purposes. Exceptions to this rule may
be made as necessary.
A written and computer record of all items in
the temple's collection should be maintained. All items in the
collection can be numbered in a way that will indicate both the
year in which they entered the collection and the order in which
they entered in that year. For example, the first item accessioned
in 1999 would be assigned the number 1999:01. This number should
appear somewhere on the item itself, as well as in the record.
Once accessioned, these items will be regarded
as the property of Temple Beth Shalom, not of any individual member
or employee. They are not to be used for anyone's private purpose,
but rather, purely for the benefit of the temple and its collective
membership.
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