The Director of Planned Giving and Endowments will be primarily responsible for strengthening the Lehigh Valley Jewish Foundation, the community’s endowment fund operated by the Jewish Federation of the Lehigh Valley. The Director will maintain and enhance relationships with donors, identify and cultivate new donors, and interact at the highest levels with members of the planned giving community locally and nationally. The ideal candidate will be a motivated self-starter with excellent interpersonal and communication skills. He or she will have advanced technical knowledge and experience in the field of planned giving, financial planning, tax law, and/or tax accounting, as well as familiarity with Jewish culture and the organized Jewish community.
Fundraising, Donor Stewardship and Marketing:
- Direct and conduct development, solicitation and marketing to create new endowment funds.
- Increase gifts from current donors and obtain gifts such as bequests, gifts of retirement plans and split interest trusts and other entities that will substantially contribute to Federation’s future endowment.
- Enhance communication, offer educational opportunities and maintain positive relationships with annual campaign donors and current fund holders so they continue to be a key source of additional endowments.
- Maintain and enhance relations with the greater Lehigh Valley professional estate planning community and cultivate these sources of business referrals.
- Maintain and enhance relations with local and national foundations and seek to identify strategic collaborations.
- Advise and assist prospective donors and their professional advisors in their charitable and estate planning efforts.
- Solicit individuals and businesses to participate in Pennsylvania’s Educational Improvement Tax Credit program through the organization and maintain paperwork and communication with the state to receive credit.
- Develop a thorough knowledge of local beneficiary agencies and synagogues, and overseas beneficiaries in order to accurately represent their financial needs to prospective donors.
Management and Administrative:
- Direct strategic planning for endowment department to create the maximum financial resources with controlled expenditures.
- Staff endowment and investment committees to develop lay leadership, obtain lay input and increase participation in decision making process.
- Demonstrate leadership, communication, mentoring, empowerment and resource management within Federation and the endowment department.
- Work with Investment Committee, maximizing investment returns within appropriate risk parameters.
- Ensure operations of foundation endeavors are conducted within stringent requirements of law and fiduciary duty.
- Maintain relationships with, and the records of, affiliated supporting foundations.
- Develop and implement annual budget for the endowment department.
- Provide effective liaison with other departments to promote integration of donor development, marketing, information technology and fund distribution into successful Federation operations.
- Direct the operations of the endowment department to include record retention, fund distributions, events and mailings.
- Support the Federation’s annual campaign by accurately and successfully completing special assignments according to defined timelines, cooperating with co-workers and volunteers to achieve campaign goals.
- Promote the mission of the Federation at all times through superior customer service to all and through the efficient use and care of all resources.
- Bachelor’s degree; a graduate degree in law, accounting, finance, business or related field is preferred.
- Demonstrated written and oral communication skills, the ability to deal with confidential topics, and ability to articulate the mission of the Federation’s endowment program to the community are required.
- Exceptional interpersonal skills, supervisory and leadership abilities, and sales/marketing skills are essential.
- Knowledge of Jewish culture and the organized Jewish community are required, as is the ability to present a strong and recognizable commitment to the enrichment of the Jewish community.
- Advanced technical knowledge and experience in the field of planned giving, financial planning, tax law, and/or tax accounting is desired.
- Demonstrated fundraising experience is helpful.
- Ability to organize, prioritize, delegate and follow through with multiple projects simultaneously, focusing carefully on detail and timelines, is essential.
- Desire to be part of an assertive, cooperative, and collaborative professional staff team is required.
- Working knowledge of computers, Microsoft Office software (especially Word, Excel, and PowerPoint), and Crescendo planned giving software (or equivalent) is required.
The Director of Planned Giving and Endowments functions under the direct supervision of the Executive Director of the Jewish Federation of the Lehigh Valley as augmented by the guidance of the Jewish Federation President, the Chairperson of the Lehigh Valley Jewish Foundation Committee, and the chairperson of the Lehigh Valley Jewish Foundation Investment Committee.
The Director of Planned Giving and Endowments, an exempt position, will serve as a member of the Resource Development Management Team.
An attractive and competitive compensation package is available.
TO APPLY AND FOR MORE INFORMATION
E-mail cover letter and resume to Stephanie Smartschan, Director of Community Development & Operations, at email@example.com.
Selected Potential Measurements of Success:
Director of Planned Giving and Endowments
- Upgrade planned giving assessment and presentation software
- Upgrade in the quality of donor communications and proposals to donors
- Increase in the number of donors under stewardship
- Increase in the number of donor cultivation meetings
- Development of a professional advisory committee
- Increase in total assets
- Increase in lifetime contributions to existing funds
- Increase in the number of Donor Advised Funds
- Increase in the number of Charitable Gift Annuities
- Increase in the number of donor supporting organizations
- Increase in the number of organization supporting organizations
- Increase in the number of affiliated organizations
- Increase in the number of PACE/LOJE funds
- Increase in the number of donor recognition events and/or vehicles (e.g. Book of Life, etc.)
- Increase in the number of agencies with coordinated endowment development plans
- Increase in the number of planned giving presentations to groups
- Improve the management of endowment records, forms, by-laws, and standard operating procedures
- Improve the timely management of supporting foundation boards
- Improve investment performance reporting to donors, fund advisors, and affiliated organizations
- Development of a Silver Circle/Golden Givers program