Life & Legacy Consultant, Curriculum & Evaluation

The Harold Grinspoon Foundation (HGF) is looking for a strategic, mission-driven professional to join the Life & Legacy® team. Life & Legacy empowers donors to invest in their local Jewish communities across North America through endowment-building and legacy giving to ensure long-term sustainability.

The Consultant plays a key role in advancing the program by developing curriculum, delivering engaging learning experiences, and strengthening communities of practice. This role uses data to tell the story of impact, guide strategy, and drive continuous improvement. In partnership with the Life & Legacy Director and team, the Consultant ensures high-quality program implementation and fosters meaningful, lasting engagement across participating communities.

Responsibilities

Curriculum & Learning Design

• Contribute to curriculum developmenton key Legacy training topics in collaboration with Life & Legacy team members.
• Design and deliver engaging adult learning experiences, including workshops, webinars, and gatherings.
• Develop new tools, toolkits, and resources to support participating organizations and track progress over time.
• Facilitate and manage communities of practice that foster peer learning, collaboration, and networking among participants.
• Ensure program resources and learning opportunities are clearly communicated and accessible through available tools and technology.

Program Implementation & Community Engagement

• Engage with community leaders, both virtually and in person, to implement the Life & Legacy curriculum, tailoring approaches to fit the unique needs of each community.
• Manage a portfolio of active communities, serving as a coach and mentor to help them reach key milestones, from securing after-lifetime commitments to executing effective marketing and stewardship plans.
• Monitor progress and provide training and guidance to support success.
• Develop and deliver compelling presentations that clearly communicate the Life & Legacy curriculum.
• Support the implementation of Life & Legacy grants, including assessing community readiness, overseeing grant administration, and monitoring and reporting on progress and impact.
• Cultivate and maintain strong, collaborative relationships with partner organizations to support long-term success and engagement.

 Evaluation & Continuous Improvement

• Track and assess key metrics to evaluate and communicate program success.
• Use data and community feedback to refine and enhance curriculum, program offerings, and resources.
• Manage website updates and content related to the Life & Legacy program.
• Help drive measurable growth in legacy commitments and endowment development across participating communities.

Integration & Team Collaboration

• Contribute to integrating Life & Legacy resources and curriculum into other HGF initiatives, including PJ Library and JCamp 180.
• Collaborate closely with the Life & Legacy team to strengthen, expand, and continuously improve program offerings.

Conferences & Convenings

• Support the planning and implementation of conferences and learning convenings, including identifying speakers, shaping content, and designing effective learning experiences.
• Create specific content for the annual Life & Legacy Leadership Conference, ensuring a valuable and engaging experience for both professionals and lay leaders.
• Oversee related responsibilities to ensure a smooth and impactful conference experience.

 Qualifications

• 8+ years of experience in fundraising and planned giving strategies, including legacy giving, endowments, and community organizing.
• Expertise in adult learning, curriculum development, and facilitation.
• Experience designing and delivering trainings, workshops, or educational programs.
• Knowledge of or experience in the Jewish communal landscape.
• Strong proficiency with online learning tools, virtual platforms, data visualization software, and webinar delivery.
• Experience using data and metrics to assess outcomes and inform decision-making.
• Strong organizational and project management skills with attention to detail.
• Ability to work independently and collaboratively across teams and partners.

Location

This role is available fully remote within the U.S. or hybrid from our offices in New York City or Agawam, MA. Hybrid employees are expected to be onsite 60% of the time. All team members must be available during standard Eastern Time (ET) business hours for meetings and collaboration.

Compensation

A competitive salary ranging from $90,000–$110,000 annually, commensurate with experience.