REPORTS TO: Director of Philanthropy, East Bay
The Jewish Community Federation and Endowment Fund (the Federation) of San Francisco, the Peninsula, Marin and Sonoma Counties is a philanthropic catalyst, connecting Bay Area Jews – of all ages, backgrounds, and perspectives – to the power we have as a community to improve the world. We partner with donors, organizations, and foundations to address the pressing issues facing our community and develop innovative strategies that result in deep and lasting impact.
Our vision is a vibrant, connected, and enduring Jewish community that is a force for good locally, in Israel, and around the world. Our work is guided by the timeless Jewish values of kehilla (community), tzedakah (giving with just intention), and tikkun olam (repairing the world).
The Federation seeks highly motivated individuals with a variety of skill sets to build the next generation of Federation engagement. We are especially interested in forward-thinking, collaborative, and open-minded candidates who are willing to take risks, possess a high level of integrity, and model a positive attitude that inspires confidence.
FEDERATION PHILANTHROPY PARTNERS PROGRAM OVERVIEW
The Federation helps donors make their philanthropy more effective. Through the generosity of about 1,000 donors, the Federation grants over $200 million a year, both locally and globally, to a variety of secular and Jewish causes. Federation Philanthropy Partners works with these clients, who all have unique situations and varying degrees of need for our guidance. Our aim is to be a trusted advisor, and to inform, educate, inspire, and challenge philanthropy driven by Jewish values, and the philanthropists in our communities.
The Philanthropy Associate will support the activities of the Federation Philanthropy Partners’ East Bay office through donor service, event planning, research, and administration. Working closely with the East Bay Director of Philanthropy and the East Bay Philanthropy Advisor, the Philanthropy Associate will provide support in terms of service and relationship development, developing their own relationships with a wide variety of donors, prospects, advisors, and others along the way. This person will apply great attention to detail and a service orientation to ensure that donors receive caring, proactive, and competent service. They will help develop, manage, and execute programs that provide meaningful opportunities for donors and others to learn and connect, helping them become more empowered, grounded, and strategic in their involvement with philanthropy. The Philanthropy Associate will participate in key projects to help make the Federation’s philanthropy advisory practice pre-eminent in the Jewish world and a pacesetter in philanthropy. Projects will be assigned based on areas of expertise and need and may involve the development of donor-centric service models, new programs and services, enhancing the donor experience, and participating in due diligence on new products, platforms, and services. The growth of the advisory practice will provide opportunities for professional growth, development, and potential advancement in the organization over time.
ESSENTIAL FUNCTIONS OF THE POSITION
• Act as local coordinator and point person for Bay Area-wide Federation programs and initiatives such as intergenerational philanthropy programs, donor education, giving circles, donor appreciation efforts, and programming for legal and financial professionals
• Plan, manage, and execute events, providing scheduling, logistics, staffing, outreach, attendee recruitment, and coordination with colleagues in San Francisco and Palo Alto offices
• Support donor cultivation, development, and stewardship efforts by coordinating and providing logistical support for meetings, compiling and sending materials, generating reports, maintaining records, and doing research on donor backgrounds and estimated giving capacity
• Provide meeting follow-up, including documenting meeting outcomes and project managing follow-up from fellow staff members
• Respond with professionalism to requests for information, reports, and services from individual donors, agencies, synagogues, and volunteer leaders, coordinating with San Francisco office-based donor service and accounting teams as needed
• Support special donor grantmaking efforts through research, correspondence, collecting reports from grantees, developing subject matter expertise in areas of donor interest, and compiling reports for staff and donors
• Provide general administrative support for the East Bay Director of Philanthropy, Philanthropy Advisor, and Major Gift Officer, providing logistical support, putting together mailings, and maintaining records in databases and other systems
• Representing Federation as a member of the larger team, drawing upon knowledge about Federation’s priorities and funding areas
Additional responsibilities may include:
• Providing support for selected non-East Bay philanthropic advisory projects, collaborating with Philanthropy Advisors and Philanthropy Associates in San Francisco and Palo Alto offices
• Serving as relationship manager for a portfolio of key donors at varying levels
• Assisting colleagues in setting agendas for donors’ key philanthropy concerns and issues across the year
• Supporting the development of the East Bay office of the Federation’s Philanthropy Advisory Practice, helping build out of a “center of gravity” for Jewish philanthropy in the East Bay, and participating in special projects designed to further develop and advance the business
• Helping to develop and manage a community catalogue of Jewish giving opportunities for internal and external programs, programmatic content, collaborative funding opportunities, and educational events This position will require occasional attendance/participation at events in the evening or on weekends.
• This position will require occasional attendance/participation at events in the evening or on weekends.
EDUCATION OR TRAINING EQUIVALENT
• Bachelor’s Degree required
QUALIFICATIONS (SKILLS, ABILITIES, LICENSES)
• 3-5 years of direct donor or client service experience in a multifaceted, complex environment such as a community foundation, non-profit development office, financial advisory firm, wealth management firm, travel agency or similar setting
• Exceptional organizational skills and attention to detail
• Intrapreneurial or entrepreneurial mindset and interest
• Knowledge of and appreciation for the Jewish community, its customs and practices
• Proven ability to work collaboratively with coworkers
• Comfort level with working with a broad range of individuals of different backgrounds, preferences, and personality types
• Strong interpersonal skills and team approach
• Excellent written and verbal communication skills
• A positive attitude that inspires confidence and action
• Demonstrated ability to establish and meet objectives and performance standards
• Proficiency in MS Office Suite, esp. Excel
• Qualitative research experience in an academic setting or with industry or issue areas
• Database and/or customer relationship management systems (e.g., Salesforce) experience
• Familiarity with accounting
• Experience participating in the management of philanthropic grant programs
• Experience producing de novo reports
• For additional information on the opportunity, please send a copy of your resume with a cover letter
• All applications and inquiries will receive a response and will be kept strictly confidential
• Competitive salary commensurate with experience. Excellent benefits — medical, dental, vision, vacation, sick pay, holidays (including Jewish), and retirement plan