The Planned Giving department, formerly known as the Foundation will provide endowment development and charitable gift planning services for its partners and for the community.

RESPONSIBILITIES

• Develop and implement a development plan with measurable objectives and accountability.
• Guide the Federation in establishing priorities for fund types and building endowments for the restricted and unrestricted needs of the Jewish Community.
• Solicit planned and collateral gifts, based upon the priorities of the Federation including unrestricted, program/restricted, donor-advised, and related funds.
• Develop and steward both existing and new relationships with the investors: community partner agencies, synagogues, fund holders and annual donors.
• Create and manage the completion of gift agreements.
• Develop and implement a strategic plan for the PG department to include its future direction, community relationships, Legacy program, marketing, and relationships with donors, donor development and other key elements that will ensure the success of the Foundation’s vision and mission.
• Host events or programs, as necessary, to draw attention to goals and objectives of the Federation Planned Giving.
• Assure that all participating family advisory groups meet on a regular basis and that an attempt is made in each case to steward the relationships associated with each family.
• Assure that material is provided to each family which assists them in crafting and carrying out their philanthropic mission of their fund. Monitor over time the fulfilling of that philanthropic mission.
• Assure that the Federation and its board, as well as key staff, are made aware of and comply with current legal and compliance issues pertaining to endowment development and ensure its compliance.
• Communicate on a regular basis with estate, tax and financial professionals within the community regarding matters that pertain to philanthropy and the Foundation and Federation.
• Speak on behalf of the Federation. Attend national or international meetings or missions on behalf of the community from time to time.

SUCCESS FACTORS

Builds Trusted Relationships
The Director builds trust and maintains relationships with a range of stakeholders including the board, agencies, synagogues, donors, community leaders, staff and others. The Director successfully positions and represents the Foundation in the community.

Fundraising Skills
The Director must attract and steward high net-worth individuals as well as expand the general donor base. Accountable for Planned Giving success, s/he must be attuned to donor interests and concerns while conveying a deep passion for the mission.

Ethics, Integrity and Credibility
The Director will demonstrate openness, transparency, accessibility and accountability. S/he will take responsibility for decisions and consequences and act as a role model for volunteer and professional leadership. The Director will place the Federation’s goals above own self-interest.

• Practice fundamental financial transparency
• Sending timely gift acknowledgements
• Respecting donor intent and restrictions on donors’ gifts
• Disclosing to the public what the law requires
• Providing timely reports.

Thinks and Acts Strategically
The Director must communicate a compelling vision for the Jewish community and translate the vision and mission into objectives, strategies and deliverables.

Inspires Others and Builds Commitment
The Director must be able to inspire engagement, participation and commitment both inside and outside the organization. S/he will need to sustain a productive work environment, develop teamwork and collaboration, and garner support for change efforts.

SUCCESS METRICS

• Meet with all fund holders twice per year or as needed and desired.
• Increase size of existing donor advised funds.
• Increase number of bequests and endowment fund agreements to benefit partner agencies and synagogues.
• Increase Federation unrestricted endowment fund.
• Create a professional advisory committee.
• Create a Planned Giving committee.
• Work with Investment committee.

QUALIFICATIONS

The ideal candidate will have:

• Seven or more years of senior experience within a non-profit environment, with a proven track record of success in resource development, including planned, supplemental, and annual gifts.
• Must have experience in governance and staff supervision.
• Excellent interpersonal skills and writing abilities are essential.
• An understanding of the significant legal and financial issues which bear on the mission and development efforts of the Foundation are required.
• Knowledge of and a deep commitment to Jewish values are highly desired.
• BA, graduate degree in appropriate field is required and a legal background is helpful.
• Graduate degree preferred.
• Must possess a driver’s license, reliable vehicle and the ability to work some evenings and weekends.