Philanthropy Associate, Gift Planning and Endowments

FEDERATION 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).

POSITION SUMMARY

The Philanthropy Associate, Gift Planning and Endowments, serves as a key team member responsible for providing administrative, operational, and programmatic support to the Gift Planning and Endowments team of the Jewish Community Federation.

ESSENTIAL FUNCTIONS OF THE POSITION

Donor Service and Stewardship 

• Provide exceptional support for donors and colleagues in the development and stewardship of planned gifts, endowment funds and agency funds. Work with and develop relationships with a variety of constituents, such as prospects, donors, professional advisors, community organizations, estate executors, and internal partners across the Federation.
• Act as point of contact for requests for information from donors and community organizations, researching as necessary and responding as appropriate.
• Process all incoming contributions; assist in drafting and sending gift acknowledgements and related correspondence to donors and community organizations.
• Coordinate with donors, community organizations, estate executors, and colleagues to obtain necessary approvals for agreements, grant distributions, and other transactions.
• Distribute regular financial reports to endowment donors and agency fund holders.
• Coordinate condolence communications to family members of recently deceased planned gift donors.
• Support the execution of awards and scholarships as appropriate.
• Assist with other donor service and stewardship activities as needed.

Administration

• Support planned gift administration through correspondence with third parties such as life insurance companies, retirement plan administrators, and life income gift administrators, maintaining records as needed; process life insurance premium payments and requests for reimbursement, corresponding with donors as needed.
• Provide logistical support for meetings and events. Reserve facilities, work with caterers, set up meetings, mail invitations, take minutes, manage mailing lists, develop speaker and attendee profiles, manage registration, and perform on-site logistical activities.
• Collaborate with colleagues in Philanthropy, Finance, and senior management to ensure maximum process efficiency, updating procedures as necessary.
• Assist in the development and distribution of presentations, print and electronic materials, and mailings to aid with the cultivation of planned giving donors.
• Assist in keeping Gift Planning and Endowments’ print and website resources up to date, partnering with Marketing and IT departments as necessary.
• Coordinate paperwork flow and calendar management.
• Provide assistance to colleagues in the Philanthropy department as needed.

Data Management

• Confirm, enter, update, track, and manage database records for constituents, gifts, grants, and preferred donor name listings, ensuring records are accurate, up-to-date, and in sync with separate information systems.
• Design and produce reports on donors, planned gifts, funds, and other Gift Planning and Endowments- related data.
• Establish and maintain systems to file and manage sensitive and confidential financial, estate planning and restricted fund documentation, such as wills, trusts, gift agreements, and other legal documents.

EDUCATION OR TRAINING EQUIVALENT

• Minimum of 2-3 years of administration, donor service, program development and coordination, or related experience.
• Experience working closely with multiple stakeholders such as donors, community institutions, and volunteer leaders is ideal.
• Bachelor’s degree preferred.

 QUALIFICATIONS (SKILLS, ABILITIES, LICENSES)

• Interpersonal skills and a commitment to professionalism and collegiality, including a high-level of diplomacy, sound judgment, confidentiality, and discretion when communicating with donors, volunteers and community professionals.
• Time management, prioritization, planning, and organizational skills; attention to detail and accuracy; ability to multitask and adapt to shifting priorities as necessary.
• Oral and written communication skills; listening and analytical skills.
• Team orientation, taking initiative with the capacity to work independently and collaboratively, based on the situation.
• Flexibility, including willingness to work with a variety of staff members, donors, institutions, and lay leaders.
• Skills with Microsoft Office (especially Excel and Word); constituent management systems (ideally, Salesforce); and accounting databases (FIMS experience desirable).
• Preferred: knowledge of and appreciation for the Jewish community, its customs and practices.

COMPENSATION

Salary range: $34.46 - $38.46/hour. Annualized salary is $67,000 - $75,000. Full-time.
Benefits include medical, dental, vision, vacation, sick pay, holidays (including Jewish), and retirement plan.

TO APPLY

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.

The Federation requires COVID-19 vaccination for new hires and is planning a hybrid work model of currently working one day a week in our office. Read Our Commitment to Diversity to learn more.