Interim Director of Planned Giving and Endowments

This position is part of our Philanthropic Resource and Development (Phed) team 

 

Principal duties and responsibilities include: 


• Nurture donors and secure endowments for Federation and our partner agencies. 
• Oversee the Life and Legacy Program, including solicitation of legacy gifts. 
• Participate in the implementation of development plans. 
• Help to educate, motivate, recruit and train volunteer solicitors. 
• Respond to inquiries from prospects, donor representatives and professional advisors regarding charitable giving options and legacy gifts. 
• Establish new funds (including donor advised funds and restricted/designated funds) by helping donors to select the charitable giving 
option that meets the donor’s goals and philanthropic dreams. 
• Draft and prepare fund agreements. 
• Participating and leading solicitations, developing relationships with donors and potential donors. 
• Steward relationships with donors and potential donors. 
• Accept responsibilities in other areas of the Federation, as assigned by the CEO.

 

The ideal candidate will have a minimum of five years work experience, preferably in Jewish Federations or Jewish communal work. Experience with not-for-profits and knowledge of planned giving, as well as annual giving, would be a plus. Familiarity with Jewish life and traditions is essential. We will consider candidates with different, but applicable experience. For more information and to apply click here.