Director of Planned Giving and Endowments

ORGANIZATIONAL VISION, MISSION, AND FUNCTION:

The Jewish Community Federation and Endowment Fund (the Federation) of San Francisco, the Peninsula, Marin and Sonoma Counties is a philanthropic catalyst, connecting Bay Area Jews – of all ages, backgrounds, and perspectives – to the power we have as a community to improve the world. We partner with donors, organizations, and foundations to address the pressing issues facing our community, and develop innovative strategies that result in deep and lasting impact.

Our vision is a vibrant, connected, and enduring Jewish community that is a force for good locally, in Israel, and around the world. Our work is guided by the timeless Jewish values of kehilla (community), tzedakah (giving with just intention), and tikkun olam (repairing the world).

The Federation is looking for highly motivated and qualified individuals with a variety of skill sets who want to join a team working to build a new model of 21st century and next generation Federation engagement. We are especially interested in candidates who are committed to excellence, forward-thinking, open-minded, willing to take risks, and model a positive attitude that inspires confidence.

POSITION SUMMARY 

The Director of Planned Giving and Endowments will have overall responsibility for managing the planned giving and endowment efforts of the Jewish Community Federation and Endowment Fund, including its operations, programs and activities, and the assigned staff resources and its subcommittees. The Director will maintain and enhance relationships with donors and will have primary responsibility for identifying and cultivating new endowment donors and leading the Centennial Campaign. The Director will interact at the highest levels with members of the planned giving community to promote collaborative partnerships. This role will interact with other Federation senior managers and other members of the Federation staff and community.

ESSENTIAL FUNCTIONS OF THE POSITION
Fundraising, donor stewardship, marketing and management

• Lead the Centennial Campaign including directing and conducting development, solicitation, and marketing to create new endowment funds and managing the Centennial lay committee
• Increase gifts from current donors and obtain gifts such as bequests, gifts of retirement plans, and split interest trusts, as well as other entities that will substantially contribute to the Federation’s Unrestricted Endowment
• Enhance communication, offer educational opportunities, and maintain positive relationships with annual campaign donors and current fund holders so they continue to be a key source of additional endowments
• Maintain and enhance relations with the professional estate planning community
• Lead and direct the Professional Advisor’s Network (PAN), working hand-in-hand with Federation Philanthropy Partners and the Development team
• Advise and assist prospective donors and their professional advisors in their charitable and estate planning efforts
• Develop a thorough knowledge of local beneficiary agencies and synagogues, as well as overseas beneficiaries in order to accurately represent their financial needs to prospective donors
• Demonstrate leadership, communication, mentoring, empowerment, and resource management within the Federation and the endowment department
• Ensure operations of foundation endeavors are conducted within stringent requirements of law and fiduciary duty
• Maintain relationships with, and the records of, affiliated supporting foundations
• Provide effective liaison with other departments to promote integration of donor development, marketing, information technology, and fund distribution into successful Federation operations
• Direct the operations of the endowment department to include record retention, fund distributions, events, and mailings
• Direct, grow, and steward community agency funds
• Steward and build relationships with existing and new endowment donors in the Living Legacy Society and Quarter Century Society
• Work closely with accounting on legal gift and fund processing
• Supervise Centennial Campaign manager and other support staff as appropriate
• General legal work and review for the organization as appropriate

EDUCATION OR TRAINING EQUIVALENT TO

• Bachelor’s degree; a graduate degree in law, accounting, finance, business or related field is preferred
• 7-10 years of senior level experience in planned giving and endowments

SPECIAL QUALIFICATIONS (SKILLS, ABILITIES, LICENSE)

• Advanced technical knowledge and experience in the field of planned giving, financial planning, tax law, and/or tax accounting is desired
• Exceptional donor-relations skills: proven ability to create strategies to cultivate prospects and channel donor engagement
• Experience in a multi-faceted fundraising environment (major gifts, planned gifts, donor advised vehicles) desired
• Demonstrated ability to establish and meet objectives and performance standards
• Knowledge of and appreciation for the Jewish community, its customs and practices
• Proven track record of success with fundraising systems and prospect identification
• Proficiency in MS Office Suite, and various electronic communication tools
• Excellent verbal and written communication skills
• Proven ability to work collaboratively in a highly motivated goal-oriented team environment

TO APPLY

For additional information on the opportunity, please send a copy of your resume with a cover letter. All applications and inquiries will receive a response and will be kept strictly confidential.

Excellent benefits — medical, dental, vision, vacation, sick pay, holidays (including Jewish), and retirement plan.