POSITION SUMMARY: The Senior Director of Philanthropy is responsible for crafting and implementing JEWISHcolorado’s donor-centric approach toward individual, organizational, and community wide philanthropy. This includes the organization’s Planned Giving program, connecting with legacy and major donors as well as DAF holders and community organizations to help them create meaningful, individualized strategies to enhance their philanthropy and their impact through giving.
The person in this role will strengthen JEWISHcolorado’s role as a trusted leader for the Colorado Jewish community in investment, grantmaking and planned giving solutions.
REPORTS TO: Chief Advancement Officer (CAO)
Demonstrates JEWISHcolorado core values:
- Bring your best self to work
- A positive can-do attitude
- Effective collaboration
- A commitment to and responsibility for shared values and building community
- A strong work ethic and commitment to one’s work
75% Planned Giving & Major Gift Fundraising
- Direct planning and execution of JEWISHcolorado’s planned giving priorities, strategies, fundraising, recognition, operations, and marketing, in collaboration with CAO.
- Identify, cultivate, solicit, and steward planned gifts, Donor Advised Funds, and Agency, Restricted, and Unrestricted Endowments.
- Manage a portfolio of donors and prospects at $10,000+ to the Annual Campaign.
- Steward Jewish agencies whose endowments are under the care of JEWISHcolorado.
- Create and execute donor strategies to identify, cultivate, solicit and steward annual and planned gifts.
- Work collaboratively with professional and volunteer campaign leadership, Advancement staff, and senior leadership, including execution of Major Donor Giving Society efforts.
- Work with Planned Giving & Endowment Chair and Committee; Participate in Investment Committee.
- Serve as staff lead for planned giving and fundholder events.
- Connect major gift donors to internal and external funding opportunities.
- Maintain donor records in database and ensure accurate and timely gift processing.
- Advise Fundholders about community needs and opportunities; help them establish philanthropic goals, priorities, and metrics.
- Learn, implement, and maintain an online planned giving platform (currently Crescendo).
- Maintain records and policies and ensure compliance of planned gifts, bequests, and fund agreements in accordance with the law and JEWISHcolorado’s policies.
- Collaborate with Finance and Donor Services departments to ensure planned gifts are appropriately reviewed and processed, including annual distributions of Restricted Endowments.
- Manage relationships with fundholders and planned giving-related contacts and vendors, in collaboration with Marketing, Finance and Operation departments: Crescendo, FTP, Syntrinsic, agencies, successor advisors, partner organizations, etc.
- Stay up to date on planned giving vehicles and trends; provide training and solicitation material
- Enhance communication, offer educational opportunities, and maintain positive relationships with annual campaign donors and current and prospective fundholders so they continue to be a key source of additional endowments.
- Ensure appropriate recognition for donors through collaboration with Marketing & Communications team.
- Maintain and enhance relations with professional wealth management and estate planning community and cultivate these sources for business referrals.
- Provide strategic direction and oversight of JEWISHcolorado’s grantmaking structure and activities, including grant criteria and metrics.
- Collaborate with Jewish Life & Engagement team to understand community needs and develop priorities and strategies for areas of interest funds and defined needs.
- Develop a thorough knowledge of local and overseas beneficiary agencies to accurately represent their financial needs to prospective donors.
- Integrate and communicate community needs and priorities into grantmaking, Annual Campaign fundraising, planned giving, donor relations and community resources.
- Work with Planning & Grantmaking Chair, Committee, and grant-related sub-committees in coordination with Director of External Affairs and Chief Jewish Life & Engagement Officer.
- Maintain relationships with grantee organizations.
- Stay up to date with national grantmaking and funding trends.
- Collaborate with External Affairs, Communications, Finance, and appropriate administrative staff to execute grant applications, deliberations, funding agreements and distributions.
- Other philanthropy- and donor-related service duties as assigned by CAO.
The ideal candidate will have excellent interpersonal and communication skills and advanced technical knowledge and experience in the field of major gift fundraising, grantmaking, planned giving and financial and tax planning. Thorough knowledge of Jewish culture and the organized Jewish community are required, along with the ability to present a strong and recognizable commitment to the enrichment of a sustained Jewish community.
- Bachelor’s Degree required; Master’s Degree or Advanced Certification in Nonprofit Management, Financial Planning, Business, or other-related field preferred.
- Minimum of 10 years relevant experience.
- Demonstrated success of securing six- and seven-figure and/or planned gifts.
- Demonstrated success of fundraising campaign planning, forecasting, and budgeting.
- Experience in a multi-faceted fundraising environment desired (annual, legacy and community foundation services).
- Exceptional donor-relations skills: proven ability in creating strategies to cultivate prospects and channel donor engagement.
- Experience with research, donor outreach and events management.
- Demonstrated ability to accept and apply feedback, follow leadership and align with organizational decisions.
- Self-motivated; able to multi-task with excellent attention to detail and deadlines.
- Excellent oral and written communication skills.
- Computer proficiency with various Microsoft Office applications and complex donor management software a plus.
- Share a passion for JEWISHcolorado’s mission; Knowledge and appreciation for the Jewish community, its customs and practices.
Compensation: $95,000-$115,000 per year, exempt.
Benefits include vacation, sick leave, FSA, HSA, HRA, health, vision, dental, disability, and life insurance; 401(k) match.
To Apply: Please forward a resume and cover letter to [email protected]