Senior
About The Position
The Jewish Federation of Palm Beach County seeks a seasoned leader to help drive and operationalize the William A. Meyer Jewish Community Foundation (Meyer JCF). The Meyer JCF manages approximately $150 million in assets, an additional $90 million in documented legacy commitments, and approximately 100 donor-advised funds, serving one of the most dynamic Jewish communities in the country. This is a senior, high-impact role for someone who has led or helped lead a planned giving and endowment program and is ready to run the engine of a sophisticated foundation platform, while helping to shape its next phase of growth. The Senior Director reports to the Executive Director, who is primarily externally focused. This role owns day-to-day leadership, execution, and infrastructure, and plays a key role in driving and operationalizing strategy.
Requirements
- 7+ years of experience in planned giving, endowments, or philanthropic financial services
- Experience leading or playing a senior role within a foundation or planned giving program
- Deep knowledge of DAFs, endowments, estate gifts, and complex gift structures
- Strong operator who can manage complexity while maintaining strategic perspective
- Credible with donors, professional advisors, and senior leadership
- Able to lead multiple workstreams with clarity, discipline, and strong judgment
Responsibilities
- Lead all Foundation operations across donor-advised funds, endowments, and legacy gifts
- Serve as administrative approver for DAF disbursements, cash receipts, and new grantee organizations, including due diligence
- Oversee all gift agreement processes, including drafting, approvals, execution, and CRM documentation (Dynamics and related systems)
- Ensure strong financial stewardship, accuracy, and compliance with a high level of fiduciary integrity
- Lead budget preparation and ongoing review in partnership with finance
- Drive and operationalize strategy to grow planned giving and endowment commitments
- Engage donors and professional advisors on complex gifts, estates, and philanthropic structuring
- Oversee estate and trust administration and serve as a forward-facing partner to donors and their representatives
- Lead all Board and governance functions, including agendas, annotated agendas, presentations, and communications
- Oversee supporting organizations, including board management, stewardship, grantmaking, and related follow-up and documentation
- Serve as liaison to Women’s Philanthropy leadership, supporting alignment of legacy and endowment strategy
- Oversee grantmaking and stewardship across all funds, including priority funds
- Lead work connected to the Federation’s philanthropic advisory practice (GPS), supporting donors with strategic grantmaking, impact reporting, and proposals
- Ensure high-quality, data-driven impact materials and donor communications
- Create and lead the Professional Advisor Program, including communications, meetings, events, and continuing education
- Serve as a credible partner to attorneys, accountants, and financial advisors
- Serve as primary liaison to marketing on materials, website, stewardship content, and special projects
- Lead donor recognition programs and societies
- Oversee key initiatives, including the Comiter Gratitude Event, the Meyer JCF’s signature donor appreciation and stewardship annual event
- Supervise and develop team members, including a Foundation Officer
- Partner across development, finance, and marketing to ensure seamless execution
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)
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
