Director, Planned Giving & Endowments

POSITION DESCRIPTION

Title: Director, Planned Giving & Endowments

Summary: The Jewish Federation & Foundation of Northeast Florida is a nonprofit organization serving Jewish donors, agencies, and organizations. The Director, Planned Giving & Endowments is responsible for the cultivation, solicitation, and stewardship of new funds and fundholders at the Jewish Federation & Foundation. The Director will work closely with the Jewish Federation & Foundation of Northeast Florida fundholders, staff, community agencies, and synagogues.

The primary focus of the Director, Planned Giving & Endowments is to increase the permanent assets, endowments, and charitable gift planning to the Jewish community and its partners. They are responsible for new client development, professional advisor relationships. and assisting organizations and synagogues. The Director, Planned Giving & Endowments will be a results-driven leader who is able to inspire the community to help ensure our Jewish future.

Reports to: Chief Executive Officer

Responsibilities: Listed below are major duties and responsibilities of this position. It is not designed or intended to cover or contain a comprehensive listing of the activities, duties, or responsibilities of the employee.

• Work with the Foundation Department Advisory Committee to set the strategic direction for assets development, planned giving, endowments, and professional advisor relationships.
• Develop and implement a strategic plan for the Planned Giving 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 Jewish Federation & Foundation of Northeast Florida's vision and mission - including a comprehensive plan with measurable goals related to the direction of the department.
• Staff the Investment Oversight Committee to ensure compliance with approved policy and monitoring of performance for funds.
• Guide the Jewish Federation & Foundation of Northeast Florida in establishing priorities for fund types and building planned giving agreements and endowments for the restricted and unrestricted needs of the Jewish community.
• Solicit planned gifts and endowments, based upon the priorities. Create and manage the completion of gift agreements.
• Develop and steward both existing and new relationships with the investors: community partner agencies, synagogues, fundholders, and annual donors.
• Assure that the Jewish Federation & Foundation of Northeast Florida and its Board of Directors, 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 work of the Planned Giving department.
• Attend national, or international, meetings or missions on behalf of the community from time to time.

Qualifications & Experience:

• Thorough understanding and strong commitment to the Jewish Federation & Foundation of Northeast Florida's goals and mission.
• Minimum of five (5) years experience within nonprofit development, with an emphasis on major and/or planned gifts.
• Must have experience in governance, volunteer committees, and staff supervision.
• Commitment and experience in providing high-quality service to donors, volunteers, grantees, and colleagues.
• Excellent written and oral communication skills; able to communicate clearly, diplomatically, and persuasively, and to facilitate meetings; able to prepare written communications, expositive and/or persuasive memos, and other written materials of the highest professional quality.
• Consistent demonstration of integrity, tact, and analytical reasoning, problem-solving, and positive inter-personal skills. Most importantly, the position requires an ability to manage people and processes.
• Ability to manage multiple assignments with time constraints.
• An understanding of the significant legal and financial issues which bear on the mission and development efforts of the Jewish Federation & Foundation of Northeast Florida are required.
• Knowledge of and a deep commitment to Jewish values are highly desired.
• Bachelor's degree from an accredited university required. Advanced degree and/or professional designations such as JD, CFP, CLU, CFRE, CAP, or ChFC desirable.
• Must possess a driver's license, reliable vehicle, and the ability to work some evenings and weekends. Some out of town travel is required.