Planning Executive, Caring Department @ UJA-Federation of NY

Planning Executive, Caring Department

About us:

UJA-Federation of New York is the largest local philanthropy in the world. For more than 100 years, we’ve brought New Yorkers together to solve some of the most pressing problems facing our community. Thanks to our network of hundreds of non-profits, we can leverage our expertise across any number of areas — including health and human services, arts and culture, and education — to care for Jews everywhere and New Yorkers of all backgrounds, respond to crises close to home and far away, and shape our Jewish future. Our reach extends from New York to Israel to nearly 70 other countries around the world, touching 4.5 million people each year.

About the Caring Department:

UJA-Federation of New York’s Caring Department fosters a thriving Jewish community that is caring and inclusive: one that enables its members to be supported in times of individual and communal crisis, as well as during critical life-cycle junctures. To advance this mission, the department undertakes community assessment, strategic planning, and grant allocations aimed to address poverty, employment, mental health and wellbeing, disabilities, the aging population, Holocaust survivors, and end-of-life care. Globally, the Caring Department supports distressed Jewish communities so that they are strong, resilient and able to respond to crises. In Israel, we aim to enable those on the margins to have equal access to opportunities to fully participate in the economy and society.

Through a diverse portfolio of initiatives totaling $23 million annually, the Caring Department helps ensure that Jewish communal institutions are equipped to respond to the vast array of challenges affecting individuals in need. The work of the Caring Department represents the commitment of more than 100 volunteer leaders across multiple committees working alongside select professionals within UJA-Federation’s network of agencies.

Position Summary:

The Planning Executive is expected to be creative, articulate, and passionate about the role of philanthropy in addressing the needs of vulnerable populations. He/she must have the passion to develop new and innovative initiatives, and the expertise to assess current programs. The Planning Executive will help to establish goals and key performance indicators for initiatives and evaluate the success of projects based on data, trends, and knowledge of the field. The Planning Executive will be a spokesperson for Caring Department initiatives internally within UJA-Federation and at external conferences and symposia, as relevant.

Major Responsibilities:

- Working with lay leadership and a professional team in NY and Israel, the Planning Executive within the Caring Department will steward two distinct areas of work:
- Support global efforts aimed at responding both to acute crisis and vulnerable Jewish communities in specific regions.
- Reduce barriers that prohibit equal access to employment and economic stability for Israeli citizens.
- Grant Portfolio Management:
1) Work closely with lay chairs and lay committees to steward consensus drives processes
2) Establish goals and key performance indicators for initiatives/grants.
3) Timely development and dissemination of committee meeting materials (grant charts, grant summaries, strategy, and planning documents, as well as meeting reminders and relevant follow up)
4) Timely and comprehensive completion of internal budget materials, narrative documents, data charts, and metrics.
- Represent the Caring Department and UJA at internal and external events, funder collaboratives, presenting on grant making and telling the story of UJA’s work.


The ideal candidate is a strategic thinker and thought leader, has a firm appreciation of Israeli society, and can balance many priorities with impeccable organizational, interpersonal and communication skills.
- Strategic and agile: Strong organizational and long-range planning skills including the ability to manage many projects simultaneously and set priorities in a fast-paced environment. Ability to be flexible and keep a sense of humor under pressure
- Results-driven: Proven ability to leverage data to optimize programming for increased success.
- A deft communicator: Proven written and verbal communication skills including an ability to speak publicly in a friendly and engaging manner.
- A team player: Able to comfortably collaborate with others to achieve a common goal.
- Educated: Master’s degree, with at least three years of experience in the field.
- Passionate: Fueled by a passion for Israel and a responsibility to the global Jewish community.

Application Instructions

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Job Summary

  • Duration: full-time
  • Benefits: paid vacation, sick leave, parental leave, medical, vision, dental, retirement plans, leave early for Shabbat, Life Insurance
  • Preferred Experience: Entry Level (0-2 years)
  • Preferred Degree: Bachelors
  • Job Posted: 2020-10-20
  • Times this job has been viewed: 555 times
  • Job is posted for: 60 days
  • Job Categories: Community Planning, Fundraising/Grants/Giving, Human Services
  • Organization Type: Federation
Job Location
UJA-Federation of NY
130 East 59th Street
New York , New York 10022


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