Life & Legacy Community Consultant

The Harold Grinspoon FoundationAgawam, MA
$90,000 - $110,000Hybrid

About The Position

The Harold Grinspoon Foundation (HGF) is looking for a strategic, mission-driven professional to join the Life & Legacy® team. Life & Legacy empowers donors to invest in their local Jewish communities across North America through endowment-building and legacy giving to ensure long-term sustainability. Joining a small team, the Consultant plays a key role in advancing the program in participating Jewish communities by delivering engaging training and coaching with a portfolio of grantee communities, as well as developing new resources to deepen legacy giving within the Jewish community. In partnership with the Life & Legacy Director and team, the Consultant ensures high-quality program implementation and fosters meaningful, lasting engagement across participating communities across North America.

Requirements

  • 8+ years of experience in fundraising and planned giving strategies, including legacy giving, endowments, and community organizing.
  • Expertise in adult learning, training, and facilitation.
  • Experience designing and delivering trainings, workshops, or educational programs.
  • Knowledge of or experience in the Jewish communal landscape.
  • Strong proficiency with online learning tools, virtual platforms, data visualization software, webinar delivery, and project management software.
  • Experience using data and metrics to assess outcomes and inform decision-making.
  • Strong organizational and project management skills with attention to detail.
  • Ability to work independently and collaboratively across teams and partners.

Responsibilities

  • Manage a portfolio of active community grantees, serving as a coach to help them reach key milestones, from securing after-lifetime commitments to executing effective marketing and stewardship plans.
  • Cultivate and maintain strong, collaborative relationships with partner organizations to support long-term success and engagement.
  • Engage with community leaders, both virtually and in person, to implement the Life & Legacy training and curriculum, tailoring approaches to fit the unique needs of each community.
  • Support the implementation of Life & Legacy grants, including reviewing applications & budgets, assessing community readiness, as well as monitoring and reporting on progress and impact.
  • Ensure all grantee reporting and documentation is accurate, compliant, and aligned with the program's goals.
  • Contribute to curriculum development on key legacy training topics in collaboration with Life & Legacy team members.
  • Design and deliver engaging adult learning experiences, including workshops, webinars, and gatherings to a portfolio of communities.
  • Develop new tools, toolkits, and resources to support participating organizations and track progress over time.
  • Facilitate and manage communities of practice that foster peer learning, collaboration, and networking among participants.
  • Ensure program resources and learning opportunities are clearly communicated and accessible through available tools and technology.
  • Project manage website content updates and enhancements for the Life & Legacy program on the foundation's website platform.
  • Contribute to the integration of Life & Legacy resources and curriculum into other HGF initiatives, including PJ Library and JCamp 180.
  • Collaborate closely with the Life & Legacy team to strengthen, expand, and continuously improve program offerings.
  • Support the planning and implementation of conferences and learning convenings, including identifying speakers, shaping content, and designing effective learning experiences.
  • Create specific content for the annual Life & Legacy Leadership Conference, ensuring a valuable and engaging experience for both professionals and lay leaders.

Benefits

  • Health, dental, and vision insurance
  • Flexible Spending Plan
  • Short- and long-term disability insurance
  • 401(k) plan with employer match
  • Flexible work schedule policy
  • Paid sick, holiday, vacation, and personal time
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