Philanthropic Advisor, Donor-Advised Funds

Homepage| Jewish Federation of Cincinnati • Cincinnati, OH

13d • Hybrid

About The Position

The Jewish Federation of Cincinnati (“JFC”), the backbone organization of the Jewish community, is seeking a Philanthropic Advisor, Donor-Advised Funds. The JFC connects our community, solves big problems, and stewards community resources. We welcome all cultural backgrounds and faiths including those of every socioeconomic status, race, gender, national background, sexual orientation, gender identity, and physical, mental, and developmental ability. Grounded in Jewish values, together with you, our volunteers, and partner organizations, we support the vulnerable, nurture connections with Israel and Jewish communities globally, and protect and energize Jewish life. We feed the hungry, comfort the sick, care for elderly, and educate our youth. We are your community’s organization problem-solvers and opportunity-makers, committed to ensuring the strength and quality of Jewish life for our children and our children’s children.

The Philanthropic Advisor, Donor-Advised Funds (DAFs) at the Jewish Federation of Cincinnati (JFC) reports to the Director of Philanthropic Planning, to lead the enhancement and implementation of programs to increase the quality and quantity of Jewish philanthropy. The Philanthropic Advisor for DAFs is responsible for cultivating relationships with existing donors and prospects that are capable of making principal gifts towards, or deferred financial gifts, to benefit the Jewish Community and beyond through a DAF, endowment fund, legacy planning, or otherwise. This individual is responsible for stewarding DAF donors and their philanthropic goals, while working to secure gifts and gift commitments as part of JFC’s Total Giving strategy, including Annual Campaign, Directed Giving supporting community agencies, and planned gifts. This position is responsible for implementing and overseeing: Cultivation, solicitation, and stewardship of DAF holders, other stakeholders, and approximately 75 donors under management. Recruitment of new DAF holders. Daily operations of DAFs and DAFs grant approval process including reporting and technical components of the DAF platform. Investment policy and tax benefits related to DAFs and other giving vehicles. Oversight of JFC’s Investment Committee, working with an OCIO model. Life insurance program management. Ongoing solicitations for Annual Campaign, Directed Giving, and Legacy Giving.

Requirements

• Bachelor's degree required
• 10+ years of professional experience, including but not limited to nonprofit and fundraising proficiency.
• Experience with donor-advised funds strongly preferred.
• Relational database experience.
• Team player with high energy and passion for the mission.
• Excellent oral and written communication skills.
• Detail oriented; ability to multitask and meet deadlines, work independently and collaboratively, as required.
• Demonstrated ability to maintain confidentiality and operate with discretion.
• Competent in all Microsoft Office Suite of Products.
• Knowledge of Jewish community culture, heritage and traditions.

Nice To Haves

• JD and CAP® preferred.

Responsibilities

• Manage and grow the Jewish Federation of Cincinnati's Donor Advised Fund (DAF) program through donor and prospect cultivation, marketing initiatives, relationship management, and educational presentations.
• Partner with donors and their successors to maximize philanthropic impact, including developing endowment agreements, the creation of gift agreements, promoting directed giving opportunities, and supporting planned and legacy gift strategies.
• Identify, cultivate, and maintain relationships with professional advisors, including attorneys, accountants, and financial planners, to encourage DAF and endowment fund establishment within the Jewish community.
• Support Federation fundraising priorities by contributing to the Annual Campaign, coordinating donor solicitations, and advancing Federation's Total Giving strategy.
• Oversee DAF grantmaking processes, including conducting due diligence, coordinating with donors, community agencies, legal and financial representatives, and the Finance & Administration Committee to ensure compliance and donor intent fulfillment.
• Maintain accurate donor records and timely communications, including grant acknowledgments and tracking all donor and prospect interactions in Microsoft Dynamics; attend meetings, events, and occasional evening or weekend functions.

Benefits

• Robust Medical, Dental, and Vision insurance with employee health and wellness plan.
• Talent Management & Professional Development programs and learning opportunities.
• Competitive 401(k) program with company match and additional contribution opportunities.
• Complimentary single membership to the Mayerson JCC Fitness Center + Discounts to the onsite Café and Spa.
• F.S.A, Employer Matched H.S.A, life insurance, Voluntary Short-Term/Long-Term Disability Insurance, 529 College Savings Plan, Legal Shield plan.
• Incredible Paid Time Off: 15 days vacation, 12 days of sick, and up to 10+ paid Jewish Holidays per year (in addition to federal holidays).
• Fun, collaborative, business-casual work environment, with a hybrid work model.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior