Manager, Philanthropic Services

Jewish Federation of Palm Beach County • West Palm Beach, FL

14h • Onsite

About The Position

The Jewish Federation of Palm Beach County is seeking a detail-oriented and highly organized professional to serve as the Operations Manager for the William A. Meyer Jewish Community Foundation (MJCF). The MJCF manages approximately $175 million in assets, an additional $90 million in documented legacy commitments, and approximately 110 donor-advised funds. This role is the central point for the day-to-day operations of the DAF program and the broader philanthropic advisory practice. It involves driving DAF and Priority Fund engagement and growth, approving grants and cash receipts, supporting Generational Philanthropy Services, coordinating board and committee meetings, preparing budgets, maintaining bequest and estate records, and acting as a cross-functional liaison to Marketing, Women's Philanthropy, and Grants & Stewardship. The Operations Manager reports to the Executive Director of the MJCF and collaborates with Development, Finance, Marketing, and Grants & Stewardship to ensure smooth, accurate, and timely Foundation operations.

Requirements

• 3+ years of experience in operations, program administration, or fund/gift administration within a nonprofit, foundation, or financial/professional services setting.
• Highly organized, detail-oriented, and comfortable managing multiple concurrent workstreams and deadlines.
• Strong written communication skills, with experience producing donor-facing content such as newsletters or marketing materials.
• Comfortable serving as an approver within defined authority levels, with sound judgment around financial controls and documentation.
• Credible, professional communicator who can liaise effectively with donors, professional advisors, attorneys, and estate representatives.

Nice To Haves

• Experience coordinating board, committee, or governance meetings.
• Familiarity with DAF administration, planned giving, or CRM/donor database systems.

Responsibilities

• Drive growth and engagement across the DAF program, including identifying and helping implement new program ideas.
• Serve as the DAF Committee liaison for the review and approval of new grantee organizations.
• Approve grants ranging from $100 to $24,999, and all cash receipts, ensuring consistent, well-documented review.
• Produce the DAF program's quarterly newsletter.
• Lead the successor advisor audit and related recordkeeping projects, ensuring fund succession plans stay current.
• Plan and execute DAF Day programming and donor seminars.
• Manage Generational Philanthropy Services administration, including the Priority Fund, DAF participant coordination, and related reporting.
• Partner with Development Officers to proactively engage priority DAF and Priority Fund holders, including GPS participants and other significant fund holders, through philanthropic conversations to understand their interests, share the impact of their giving, identify community needs and opportunities, and help guide future grantmaking.
• Serve as the primary relationship manager for DAF and Priority Fund holders without an assigned Development Officer, in consultation with the Executive Director.
• Use knowledge of DAF and Priority Fund holders’ interests, past giving, and community needs to introduce relevant opportunities, aiming to increase support for Federation and community priorities while helping donors make informed, meaningful grant decisions.
• Partner with Finance, serving as the Foundation liaison to ensure donor questions are routed and resolved accurately.
• Maintain supporting organizations, including meeting management and documentation.
• Serve as the primary liaison to Grants & Stewardship to align fund activity, reporting, and donor communications.
• Manage Board meeting logistics, including scheduling, agenda development, materials preparation, and follow-up communications.
• Lead budget preparation for the Foundation in partnership with Finance and the Executive Director.
• Serve as liaison to Marketing for Foundation materials, website updates, and stewardship content.
• Coordinate Donorsphere-related updates and ensure donor-facing content stays current and accurate.
• Serve as liaison to Women's Philanthropy (WP) leadership to align processes and reporting across programs.
• Maintain the Bequest & Expectancies List, ensuring records are current, accurate, and well-documented.
• Serve as a point of contact for required communications with attorneys, estate executors, and estate trustees regarding bequests and expectancies.

Benefits

• Comprehensive health coverage including medical, dental, and vision plans
• Disability and life insurance coverage
• A dedicated employee wellness program focused on overall well-being
• Generous paid time off
• Paid Jewish and U.S. holidays
• Early office closings on Fridays in observance of Shabbat
• Early closings on many holiday eves
• 401 (k) retirement plan with employer contribution
• Pre-tax benefits including Flexible Spending Accounts (FSA) and Health Savings Accounts (HSA)

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed