Philanthropy Associate, Donor Advised Funds

REPORTS TO: Director, Donor Advised Funds

ORGANIZATIONAL OVERVIEW

At the Jewish Community Federation and Endowment Fund (the Federation), we envision diverse, dynamic Bay Area Jewish communities, deeply engaged in Jewish life and doing good locally, in Israel, and around the world. We create opportunities for people in the Bay Area to connect with and contribute to their communities. Our work is guided by the timeless Jewish values of kehilla (community), tzedakah (giving with just intention), tzedek (pursuing justice), and tikkun olam (repairing the world).

Like the diverse and multicultural community that we are, and in the long history of Jewish peoplehood, we are ever-changing and adapting. We celebrate and embrace all individuals who make up the fabric of our community, representing all races, ethnicities, religions, denominations, gender identities, gender expressions, sexual orientations, ages, socioeconomic backgrounds, abilities, and national origins, among other identities. Our many identities are an asset as we build stronger, vibrant, and joyful communal belonging and a resilient ecosystem in which we all thrive, together.

POSITION SUMMARY

The Philanthropy Associate will work as part of a team administering donor advised funds: donor-directed charitable giving vehicles established by donors we serve in the Federation Philanthropy Partners practice. The Donor Advised Funds (DAF) program contains approximately 1,100 funds totaling over $650 million and disburses approximately 10,000 grants per year. The DAF program, as part of the Federation Philanthropy Partners team, is a growing practice, and the person in this position can anticipate the opportunity to grow professionally and rise in the organization over time. The Philanthropy Associate will also support the Director of Donor Advised Funds and other colleagues to meet donor and prospective donor needs. The Philanthropy Associate may also be responsible for assisting with key projects in the business development of the philanthropy advisory practice at the Jewish Community Federation and Endowment Fund. This work will support a growth strategy that has the goal of becoming a preeminent philanthropy advisory practice in the Jewish world, a trusted advisor to generations of Jewish philanthropists, and a pacesetter in philanthropy. This team support will be assigned depending on areas of expertise and need and may include supporting the development of donor-centric service models; supporting the build of specific programs and the delivery of specific events related to donor experience; and supporting due diligence on new products, platforms, and services for our clients.

MANAGERIAL RESPONSIBILITIES 

This role does not have managerial responsibilities

ESSENTIAL FUNCTIONS OF THE POSITION

Donor Advised Fund administration:

Grants administration

  • Participate as part of the DAF team to process grant recommendations, conduct due diligence for weekly grant batches, and coordinate the mailing process
  • Compile grant materials for board docket and coordinate internal vetting process for new organizations and projects
  • Communicate with accounting team and grantees, as necessary, regarding fulfillment of grant requests

Client service and fund management

  • Assist DAF donors on day-to-day issues regarding all aspects of their funds
  • Perform administrative tasks related to donor requests as necessary

Technology support

  • Provide donor support for online portal access and utilization
  • Assist with online portal updates, improvements, and communication process

Database management

  • Maintain and update DAF records as necessary in database
  • Assist with statement delivery and communication process
  • Work with DAF and accounting teams to establish new funds, as well as update and retire existing funds

Gift administration

  • Receive, record and acknowledge contributions to donor advised funds

Federation Philanthropy Partners practice donor service delivery:

  • Completes, with donors and colleagues, key meeting follow-ups so that clients receive caring, pro-active, competent service
  • Documents outcomes of donor meetings in CRM and assists with follow-ups for Associates and Advisors
  • May help to coordinate donor meetings, including: the production of agendas, timing and scheduling; electronic and paper documentation and delivery; supporting Philanthropy Advisors to set agendas for families’ key philanthropy concerns, foundation agenda, and/or issues throughout the year
  • Uses and at times administers database information for prospecting, donor service, and events
  • Runs reports for staff, board, and lay leadership, as requested
  • Assists in the delivery of events for donors and prospects
  • Is briefed and knowledgeable about Federation’s priorities and funding areas, and can ably represent Federation as a member of the larger team
  • Participates as a member of the Federation Philanthropy Partners team for a specific group of projects designed to further develop and advance the business
  • Communicates professionally with volunteer leadership, and provides professional support to these leaders
  • Supports the management of a community catalogue of Jewish giving opportunities for internal and external programs, programmatic content, collaborative funding opportunities and educational events as needed
  • This position will eventually require occasional attendance/participation at events in the evening or on weekends

QUALIFICATIONS & REQUIREMENTS

  • 3-5 years of direct client service experience, in any multifaceted, complex environment
  • Bachelor’s Degree required
  • Experience working with high-net worth clients preferred
  • Experience participating in the management of donor advised funds and/or philanthropic operations, systems, and grant programs preferred
  • Exceptional organizational skills
  • Intrapreneurial or entrepreneurial mindset and interest encouraged
  • Knowledge of and appreciation for the Jewish community, its customs and practices
  • Proven ability to work collaboratively with many constituencies
  • Strong interpersonal skills and team approach
  • Excellent written and verbal communication skills
  • Must have a positive attitude that inspires confidence and action
  • Demonstrated ability to establish and meet objectives and performance standards
  • Ability/comfort level to work with a broad cross-section of individuals from the community
  • Proficiency in MS Office Suite
  • This position will require the ability to work in our San Francisco office approximately 2-5 days per week (Thursdays & Fridays a must)

Compensation range: $30.76 - $35.89/per hour

TO APPLY

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

WHAT WE OFFER

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

*The Federation requires COVID-19 vaccination for new hires.

The Jewish Community Federation and Endowment Fund is an equal opportunity employer. We are committed to employment equity throughout all levels of the organization. All qualified applicants will receive consideration for employment without regard to race, religion, sex, orientation, ethnicity, national origin, disability, or veteran status. Pursuant to the San Francisco Fair Chance Ordinance, we will consider employment-qualified applicants with arrest and conviction records.

We are committed to building an organizational culture that advances diversity, equity, racial justice, and belonging. Read Our Commitment to Diversity to learn more.

APPLY BY EMAIL
hr@sfjcf.org