Job Title: Senior Development Officer for PG&E
Date Last Updated: 5/5/2013
Job ID #: 10714
Planned Giving and EndowmentOrganization Name:
Dallas Jewish Community FoundationLocation:
Senior Development Officer for Planned Giving & Endowments
Dallas Jewish Community Foundation
The Senior Development Officer for Planned Giving & Endowments (SDO) is an integral member of the Foundation’s senior development team. Reporting to the CEO, the SDO’s portfolio will focus on identifying, cultivating, soliciting, and
stewarding new and existing endowment donors. The SDO will steward and enhance these relationships to maximize their long-term value and benefit to the Dallas Community.
The SDO will coordinate cultivation and solicitation meetings with current and prospective endowment donors. The SDO is accountable for generating new and increased planned gifts, both current and deferred.
The SDO needs to be knowledgeable on a broad range of topics related to the Jewish Community, and the general community.
- Increase the number deferred gifts, including bequests, gifts of retirement plans and other entities that will substantially contribute to Foundation’s
future endowment. A major emphasis will be placed on creating Donor Advised Funds.
- Conduct a minimum of ten face-to-face meetings per month with endowment prospects following a philosophy in keeping with “moves management”.
- Advise and assist prospective donors and their professional advisors in their charitable gift planning efforts. Maintain and enhance relations with advisors in the Dallas professional estate planning community. Conduct at least two (2) face-toface individual or group meetings per month with advisors on relevant topics related to endowment development at the Foundation.
- Maintain a working knowledge of current tax laws and legislative activity, investments and planned giving opportunities necessary to develop tailored, high quality gift plans for individual donors.
- Participate in special events, recognition and stewardship programs as appropriate.
- Bachelors Degree required; Masters Degree or JD preferred. (Other relevant credentials may include CFP, CLU, CPA, and CAP).
- Working knowledge of relevant estate and financial planning techniques; awareness and understanding of leading-edge tax changes and legislative activity.
- At least 5 – 7 years experience in development with knowledge of planned giving and endowments.
- Proven ability to produce tangible endowment development results in a goal oriented environment, including successful track record of closing current and/or deferred major gifts in the six-and seven-figure range.
- Ability to combine “big picture” thinking with attention to detail and absolute reliability.
- Successful experience in making cold calls as well as developing cultivation and solicitation strategies.
- Excellent interpersonal skills with a high level of “emotional intelligence.”
- Accomplished oral and written communication and presentation skills.
- Ability to operate independently and deal effectively and persuasively with senior leadership.
- Excellent organizational skills and demonstrated record of completing assignments on a timely basis.
Desired Education Degree/Level:
5-10 yrs. experienceContact For Job:
ConsultantPreferred Contact Method:
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