Overview of Stewardship and Philanthropic Services within PLG:

The Philanthropic Leadership Group (PLG) serves as the strategic engager of major donors to UJA’s annual campaign. The work of our team is varied and includes many programs and events throughout the year to engage and steward UJA’s major donors; much of this engagement is through the major giving societies at the $25K+ gift level. Another core focus involves creating and managing site visits and volunteerism in collaboration with our fundraising colleagues throughout the organization to take UJA donors on a philanthropic journey to understand UJA’s work firsthand. Through these enhanced experiences, donors will learn more about our work, feel more connected to our mission, and ultimately better appreciate the impact of their generosity. In addition, ongoing meetings, donor interactions, and collaborative projects are a central part of our work.

Position Summary:

The Development Associate will work with the Director of Stewardship and Philanthropic Services to engage major donors and prospects with UJA in a meaningful way through in-person and virtual programming and other forms of stewardship and cultivation engagement. They will be responsible for working with colleagues throughout FRD, developing meaningful donor experiences that help show the impact of our work and what our donors philanthropy helps make possible, and determining and coordinating strategic follow up post events and programs. This person will be responsible for technical execution and logistics for stewardship and cultivation events and helping to coordinate data management of all major donors.

Major Responsibilities:

• Work cross-departmentally with multiple fundraising divisions to maximize impact of giving society level programming
• Partner with PLG and other fundraisers on major donor engagement – stewardship and cultivation
• Manage a successful calendar of events, including missions, briefings, art tours, film screenings, and other unique experiences
• Coordinate event logistics with internal departments to ensure the success of these programs
• Work collaboratively with colleagues to identify donors that have the potential for upgrade and help to coordinate strategy that would get donors to the $25K+ level
• Provide unique stewardship and recognition opportunities that may include a donor newsletter, Roll of Honor, and other creative ways to show our appreciation
• Utilize existing giving society donors to help identify other prospective donors who would also be interested in giving at a major gift level
• Organize the data-management of all $25K+ donors in our CRM
• Analyze data and use it to refine and improve the programming model and evaluate effectiveness
• Be an integral part of the PLG team, partnering with colleagues on developing strategy to cultivate new and existing donors to the organization

Competencies and Skills:

• Ability to build strong and genuine relationships with donors and colleagues within and outside of UJA
• Well-versed and knowledgeable on the current events and issues in the Jewish community
• Passion for and deep understanding of UJA-Federation’s mission
• Capacity to be part of a positive team environment
• A self-starter who is creative and innovative
• Incredibly resourceful – strong problem-solving skills and ability to think strategically
• Strong organizational skills, including excellent attention to detail, and ability to juggle multiple projects at the same time
• Excellent written and oral communication skills
• Excellent data management skills using a CRM and Excel
• Must be willing to travel occasionally throughout the region

Salary:

The salary for this role is $66,300.

Reporting Information:

This role reports to the Director, Stewardship Philanthropic Services