Interim Director of Planned Giving and Endowments @ Jewish Federation of Greater Rochester

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.

This position also:
• Provides stewardship for the funds of The Foundation of the Jewish Federation of Greater Rochester, working with donors to achieve their
philanthropic goals.
• Oversees distributions from the various funds and ensure that distributions are made in accordance with the terms of the fund
agreements.
• Prepares quarterly reports for fund holders and answer other requests for information.
• Staffs Silver Circle – the Federation’s 25 year-and-over giving society and for the Professional Advisory Committee of financial
professionals.
• Works with volunteers and individually to develop new planned gifts and additional contributions to existing funds

The ideal candidate will have a minimum of 5 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.

The candidate should be a skilled communicator, able to engage and motivate volunteers and work comfortably as part of a team. This individual should be well organized, innovative, and able to manage multiple tasks. Applicants should be self-starters who are comfortable working in a collegial, team-based workplace.

Office technology is in a networked environment using Microsoft Office and specially designed donor management software.

Application Instructions

Job Summary

  • Duration: full-time
  • Benefits: paid vacation, sick leave, medical, vision, dental, retirement plans, leave early for Shabbat, Life Insurance
  • Preferred Experience: Managerial (3-5 years)
  • Preferred Degree: Bachelors
  • Job Posted: 2020-08-03
  • Times this job has been viewed: 383 times
  • Job is posted for: 60 days
  • Job Categories: Community Outreach, Fundraising/Grants/Giving, Planned Giving
  • Organization Type: Federation
Job Location
Jewish Federation of Greater Rochester
255 East Avenue, Second Floor, Suite 201
Rochester , New York 14604
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