Senior Manager, Donor Advised Funds

Jewish Federation of Cleveland | Beachwood, OH, United States

Posted Date 12/21/2021
Description

About the Senior Manager, Donor Advised Funds position:

The Senior Manager, Donor Advised Funds is responsible for all aspects of the Donor Advised Fund program, working closely with Donor Advised Fund holders to help fulfill their philanthropic goals. The Senior Manager, Donor Advised Funds will develop trusted relationships with DAF holders and provide guidance and assistance that ensures a positive experience for their grantmaking. This includes working closely with a dedicated team to ensure that the program is operating efficiently and doing so within the bounds of all applicable regulations. In addition, this role includes working collaboratively with the Development team as the Donor Advised Fund expert and identifying opportunities for further engagement. The ideal candidate will be able to manage a robust program as well as think creatively and strategically with a development mindset.

The Senior Manager, Donor Advised Funds is a full-time position reporting to the Assistant Managing Director, Endowment Development & Supporting Foundations and is part of a dynamic and enthusiastic team. The Federation offers numerous benefits, including the opportunity to work in partnership with staff and community members, a robust professional development program that is designed to meet the individual needs of every staff member, and an all-around positive work environment.

 

Essential Functions:

Oversee and implement Donor Advised Fund Stewardship Plan

  1. Work with Development colleagues to develop stewardship opportunities for our DAF holders, including community briefings and meaningful educational programming pertinent to Donor Advised Funds
  2. Evaluate and update Donor Advised Fund related materials
  3. Serve as point person for all incoming Donor Advised Fund consultations

Oversee the Donor Advised Fund Program Operation

  1. Database knowledge as it pertains to Donor Advised Funds
  2. Manage daily workflow for the Donor Advised Fund Program
  3. Oversee process for approving New Grantees
  4. Ensure proper processing of checks and review letters that accompany checks
  5. Oversee acknowledgement process
  6. Review grant recommendations from donors for accuracy and purpose
  7. Supervise DAF team members
  8. Consult with colleagues in the IT, Fiscal and Legal departments as appropriate

Manage Donor Relations and External Aspects

  1. Manage communications for the DAF program
  2. Oversee process of donations to Donor Advised Funds in partnership with the Fiscal Department
  3. Open new Donor Advised Funds with donors and train staff
  4. Report to the Endowment Fund Committee and oversee the Donor Advised Fund Committee
  5. Build and maintain relationships with other Donor Advised Fund providers including other Federations

Additional Duties/Responsibilities

  1. Federation staff members have an annual fundraising campaign assignment.

 

Qualifications:

  1. Ability to maintain a high level of confidentiality and professional integrity, with an ability to inspire confidence and function as a trusted advisor
  2. Proactive and solution-focused
  3. Ability to exercise initiative and sound judgment and to respond resourcefully
  4. Strong customer service skills, exercising poise, tact, and diplomacy
  5. Strategic and creative thinker
  6. Working knowledge of and/or experience in the Jewish community, and Jewish culture and traditions
  7. Demonstrated experience supervising others
  8. Basic knowledge of tax advantages for philanthropic giving
  9. Proficiency in computer software skills (MS Office applications and CRM databases)
  10. Masters or advanced degree preferred
  11. Work experience in a nonprofit organization in a development role is preferred

 

About the Federation:

The Jewish Federation of Cleveland is the only organization in Cleveland that focuses on the health and vitality of the entire Jewish community. For more than 118 years, the Federation has created the critical scale necessary to drive meaningful social change and provide relief in times of crisis in ways no one person or organization could do alone. As Jewish Cleveland’s hub for innovative solutions and collaborative services, the Federation is able to change and improve lives in Cleveland, Israel, and around the world.

Duration
Full Time
Categories
Development Associate | Engagement | Fundraising/Grants/Giving | Philanthropy | Planned Giving
Organization Type
Federation
Benefits
401(k) or 403(b) plans | dental | FSA | kosher food option available | leave early for Shabbat | medical | Paid Holidays | paid vacation | parental leave | sick leave | vision
Job Location
US

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