The Jewish Federation of Palm Beach County is the center for Jewish Philanthropy in the Palm Beaches. With total annual philanthropy results of close to $30 million in Fiscal Year 2019, Federation supports and enriches the lives of people in Jewish households locally, nationally, in Israel, and around the world. Our future is bright with one of the largest Jewish communities in North America and with approximately $100MM under management and 400 legacy donors in the Jewish Community Foundation (JCF) from endowments, trusts, supporting foundations, donor advised funds, and charitable gift annuities.
Reporting to the Chief Development Officer (CDO), the Executive Director, Foundation/Vice President, Development is the principal professional leader for Federation’s planned giving and endowments department, which is called the Jewish Community Foundation, and a senior manager for Federation more broadly. The incumbent will provide strategy and oversight of the JCF—with a goal of growing Foundation assets to sustain the Jewish community—in partnership with the Chair and Vice Chairs of the JCF, members of the JCF Board of Trustees, Federation’s President & CEO, CDO and CFO, and peers on the Senior Team of Financial Resource Development.
The incumbent develops a plan and employs sophisticated relationship skills to identify, cultivate, solicit, steward and assess prospective and current donors. Philanthropic gifts are made via a portfolio of high potential planned giving vehicles such as donor advised funds, life insurance, bequests, annuities, trusts, etc., as well as major giving opportunities through Annual Campaign, designated gifts, etc. The incumbent devises personalized engagement plans for each assigned prospective donor, leveraging Federation’s many cultivation opportunities, presenting gift opportunity proposals that may include cash and other giving vehicles, understanding and achieving a donor’s philanthropic goals, and supporting Federation and our programs and partners.
The incumbent possesses familiarity and success in proposing and completing both outright and gift planning arrangements, working with donors, lay leaders and professional advisors. The individual develops and implements a comprehensive multi-year plan and timeline for assessment, cultivation, solicitation, and stewardship of assigned prospects. The incumbent serves as an educational and consultative resource aiding the President & CEO, CDO, Development Officers, and lay leaders in executing planned giving techniques and strategies for their assigned prospects, as appropriate. The incumbent actively contributes to broader Federation priorities as a member of the Senior Team of Financial Resource Development—and has goals and accountabilities for fundraising, marketing, events, and more—and as a member of the Federation Management Team.
ESSENTIAL JOB FUNCTIONS:
- Guide the JCF Board of Trustees and Federation in a JCF strategic planning process with an anticipated focus on engaging major philanthropists who care about our mission; increasing the number of assets under management; providing an educational program for multi-generation families; establishing next-generation and venture-philanthropy initiatives; reviewing our suite of charitable vehicles; producing a clear marketing strategy; and growing the number of supporting foundations with the JCF.
- Set the strategy for and provide oversight of the JCF:
- Set annual fundraising goals and monitor progress on an ongoing basis.
- Develop and maintain high quality stewardship process for planned gift donors.
- Ensure all planned gift agreements protect and benefit Federation as well as Federation donors.
- Staff the activities of the JCF Board of Trustees in close partnership with the JCF Chair and Vice Chairs and collaborate with Federation’s LIFE & LEGACY committee, Professional Advisory Council, and Board and Agencies Endowment Committees.
- Maintain a schedule of personal visits and the creation of moves management plans related to them that include strategies of engagement and solicitation.
- Develop and manage the JCF’s existing donors and DAF holders, along with a portfolio of planned and major giving prospects.
- Work closely with the President & CEO, CDO, Development Officers, and lay leaders to identify and engage individuals to secure the largest commitments for Federation’s priorities through both outright gifts and gift planning vehicles.
- Responsibility as member of the FRD Leadership team for donor solicitation in support of Federation’s Annual Campaign, Designated Giving priorities, and other fundraising efforts for a defined portfolio of donors. The Executive Director/VP is anticipated to have up to 40 Annual Campaign assignments, the majority of whom are also planned giving donors or prospects.
- Plan, launch, execute and manage a Federation-wide program to grow Endowments, including driving the activity for prospect identification, cultivation, solicitation, stewardship and recognition.
- Collaborate with FRD colleagues to identify, cultivate and solicit legacy and planned gifts. Report regularly on progress to lay leaders and FRD colleagues.
- Serve as lead fundraiser for achieving Federation’s LIFE & LEGACY program commitments.
- Ensure that JCF affiliated donors are actively cultivated and managed and educated about our community’s priorities and challenges.
- Serve as an active member of the FRD Senior Team, whose members collectively lead Federation’s integrated and comprehensive fundraising program in partnership with lay leaders.
- Identify emerging financial and estate planning trends with special emphasis on incorporating in solicitation of leadership and major gift prospects. Periodically identify creative giving strategies to add to the Foundation’s existing array of philanthropic vehicles.
- Record and track relationship development activities, gift, and reporting information in database.
- Perform related duties as requested.
- Serve as a Federation representative with partners and agencies and with the philanthropic community of the Palm Beaches.
Job Qualifications/Specifications/Knowledge/Skills Experience Required:
- Bachelor’s degree in relevant field required.
- Master’s degree in relevant field or related certification is a plus.
- Seven years+ experience in fundraising, with experience working with high-net worth individuals on major and planned gifts.
- Must possess an understanding of and practice in planned giving as defined by the National Association of Charitable Gift Planners (CGP)
- Program strategy development and execution experience. Individual and team success in securing and maintaining 6-figure+ accounts and/or philanthropy.
- Demonstrated ability in prospect identification, relationship building, strategizing and solicitation of charitable planned gifts or similar estate planning experience.
- Working knowledge in estate planning techniques laws regarding planned gifts.
- Proven ability to manage complex organizational relationships and work effectively with executive leadership.
- Experience with supervision of both administrative and professional staff.
- Excellent oral and written communication and presentation skills. Demonstrated ability to write and present persuasively.
- Strong organizational skills.
- Demonstrated effectiveness in outreach to volunteers and other fundraising partners.
- Interest in the Jewish community and commitment to the goals of Jewish Federation of Palm Beach County.
- Ability to read and comprehend detailed documents and instruments and to perform detailed work using reasoning and problem-solving skills.
- Excellent oral and written communications and organizational abilities.
- Must be able to deal with confidential data.
- Excellent interpersonal skills.
- Capacity to keep up with current trends and training in this field.
- Work hours are not confined to weekdays and may include evenings and weekends.
- National travel required.
For more information or to apply, contact Carin@sageviewconsulting.com
Qualifications: Bachelor’s Degree + Advanced Degree Preferred.