Associate Vice President, Planned Giving and Endowments
About The Position
The Associate Vice President (AVP) of Planned Giving and Endowments is responsible for providing leadership over JFNA’s planned giving and endowment program, offering services and resources to a network of 141 Jewish Federations of varying scope and sophistication. This role seeks to raise the profile of planned giving as an important component of total financial resource development and will serve as a technical expert, giving direction, staying current on legislative and policy developments and disseminating information as appropriate. The Associate Vice President is expected to effectively articulate and demonstrate the value of endowment income to the system and the ROI in training major gift fundraisers about the role planned giving plays in securing short- and long-term philanthropic investment in our communities. The position places planned giving and endowments in a central, prominent and leadership role in creating, informing and promoting best practices to the field and across JFNA. As a senior member of the FRD Department the AVP, PG&E will work closely with JFNA’s internal team and across departments throughout the organization to inform and catalyze national giving. This position is also responsible for engaging lay leadership, field professionals and other key stakeholders in service of overall goals. This person is a key liaison for PG&E professionals in the system and consults with communities on an as needed basis.
Requirements
- Brings a minimum of 15 years of experience as a senior professional in the Jewish communal field, Jewish Federation, Jewish Community Foundation, or similar complex national organization
- Exhibits excellent writing skills and effectively articulates JFNA’s mission in this arena to all relevant constituencies
- Works collaboratively and effectively within and across teams
- Demonstrates advanced knowledge of endowments and other planned giving vehicles and advising.
- Experience overseeing Donor Advised Fund programs and platforms
- Experience working with major donors' families to design and direct them to best-giving vehicles and structures to support their goals.
- Demonstrates strong interpersonal, leadership, facilitation, and organizational skills
- Inspires results and thinks strategically
- Works collaboratively and effectively across the organization
Responsibilities
- Create a strategic vision for planned giving and community investment.
- Oversee and support the landscape of planned giving and endowment and foundation professionals in the field, to share best practices and resources from JFNA.
- Lead and model the integration of planned giving fundraising efforts into all areas of JFNA fundraising initiatives and efforts; develop evaluation metrics and goals for all initiatives related to planned giving.
- Assess the assets, distributions and total value of endowment programs annually to support national and local leadership engagement, peer benchmarking in coordination with Impact and Growth team.
- Represent and position JFNA in larger Jewish and secular philanthropic networks in PG&E and philanthropic advising spaces.
- Support and grow Donor Advised Fund strategy, marketing, and stewardship across the system.
- Monitor legislation and regulation dealing with charitable giving and endowments, in partnership with the Washington DC office of JFNA. When necessary and appropriate, advocate for policies.
- Partner with senior professionals to expand capacity in philanthropic advisory, policy and governance, professional development and donor engagement.
- Identify and analyze market opportunities that may be scaled system wide; mobilize national partners in support of strategic priorities.
- Curate and steward national resource bank policies, governance and procedures regarding planned-giving and community investments.
- Oversee design, develop, curate, and project-manage ongoing and robust legacy and endowment training opportunities (in person and online).
- Manage and support program instructors/facilitators, both external and JFNA’s subject matter experts, determine workflows, timelines, logistics, and deliverables.
- Coordinate with teams across JFNA and outside facilitators to ensure quality and excellence and support for key tasks, including session scripting, production, marketing, logistics, and budgeting.
- Create an updated and integrated strategy for PG&E campaigns and products, as well as supporting JFNA and system-wide priority area efforts with base current messaging and marketing materials; develop channels of distribution and ease of access for system professionals.
Benefits
- JFNA offers a comprehensive benefits package (medical, dental, vision, FSA), including a defined contribution plan, generous vacation policy, paid legal and Jewish holidays, life insurance, generous parental leave policies and flexible remote work practices.
- Additionally, we offer voluntary learning programs throughout the year in subjects of interest to our staff.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Executive
Education Level
No Education Listed
Number of Employees
101-250 employees
