The Jewish Federations of North America (“JFNA”) represents 152 Jewish Federations and over 300 Network communities, which raise and distribute more than $3 billion annually for social welfare, social services and educational needs. The Federation movement, collectively among the top 10 charities on the continent, protects and enhances the well-being of Jews worldwide through the values of tikkun olam (repairing the world), tzedakah (charity and social justice) and Torah (Jewish learning).
This position is expected to provide leadership and direction to JFNA’s planned giving and endowment program, offering services and resources to a network of 152 Jewish Federations of varying scope and sophistication. Position seeks to create collaboration throughout departments at JFNA to inform and catalyze national giving. The Associate Vice President is expected to instill a heightened and broader focus on the importance of integrating planned giving into the scope of Federations’ financial resource development strategies. Position places the department in a central, prominent and leadership role in creating, informing and promoting best practices to the field in planned giving. Internally, the PG&E department of approximately 5 staff are core to the overall Philanthropic Resources department and JFNA’s approach to fundraising. The position reports to the Senior Vice President, Philanthropic Resources.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Consultative and Support Services to Local Federations and Jewish Community Foundations:
- Continuing education and training – look for or create opportunities for growth and development for both volunteer and professional staff engaged in this field.
- Investment management - support and provide information and resources on best investment management practices and promote pooled investment resources to improve performance and reduce fees, including management of the National Jewish Federation Investment program.
Research and analysis – assess the assets, distributions and total value of endowment programs annually to support national and local leadership engagement and peer benchmarking, and research best practices.
Legislative monitoring – monitor legislation and regulation dealing with charitable giving and endowments, in partnership with the Washington office of JFNA; when necessary and appropriate, advocate for appropriate policies.
Driving Growth of Local PG&E Programs:
- Create a Jewish Legacy – provide a turnkey program to assist Federations to significantly increase the value of their legacy commitments.
- Multi-Generational Philanthropy – assist Federations in gaining skills for dealing with multi-generation philanthropic leadership families.
- Marketing – provide focused materials and web resources on endowment development to support local programs.
- Recognition – maintain national recognition program for local donors who make significant endowment commitments in their home communities.
- Gift planning and compliance – provide consultation services that assist local Federations/foundations in closing gifts and supporting ongoing endowment programs within regulatory compliance.
- National Donor Advised Fund Platform – create a new national outsourced Donor Advised Fund platform to assist smaller Federations and Foundation service donors interested in this framework.
- Jewish Endowment and Foundation Investment Initiative – create a more sophisticated investment operation to support Federations and Foundations in leveraging more effective investment opportunities.
- Biennial JFNA Investment Institute – grow and expand in both sponsorships and participation, making inroads into family foundations as a priority.
Management and Supervision:
- Direct PG&E Team – supervise, train, and support a departmental team of experts and support their professional development throughout the year.
- Staff the JFNA Endowment Committee- work with leadership to advance department’s goals and objectives and manage the annual grants process related to JFNA endowments.
- Integration with Philanthropic Resource Team – lead and model the integration of PG&E fundraising into the range of Federations’ fundraising strategies and approaches.
- Manage departmental budget
- Experience working at a Jewish Federation, Jewish community foundation or similar agency.
- Knowledge of endowment vehicles and mode of operation.
- Educational background in a social science discipline or the law.
- Excellent writing skills as well as the ability to effectively articulate JFNA’s mission in this arena to all relevant constituencies.
- Customer service oriented in relating to local Federations planned giving staff and leadership.
- Sales oriented and entrepreneurial in leveraging resources and opportunities to position and strengthen our work;
- Excellent at building and motivating a team;
- Ability to work collaboratively and effectively within and across teams;
- Strong interpersonal, leadership and organizational skills.
- Excellent supervision skills
Desired Education Degree/Level: Master's Career Level: 5-10 yrs. Experience
Contact For Job: JFNA MCLE - RK
Contact Title: Consultant
Preferred Contact Method: E-mail
Submit Resume to: [email protected]
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