Trustee Engagement Officer

Role Overview

The Trustee Engagement Officer is the central coordination hub between the Foundation’s President, Trustees and staff. The position reports to the Director of Operations. This is a full-time, in-office position.

This role has three core areas of responsibility:

1. Executive support to the President (40%)
   
   
2. Trustee and rising trustee engagement, including discretionary giving and governance coordination (35%)
   
   
3. Coordination of the Foundation’s participation in external events and engagements (25%)
   
   

The TEO ensures that people, information, logistics, and follow-through are handled with precision, discretion, and professionalism, allowing leadership and trustees to engage effectively and represent the Foundation well.

Responsibilities

1. Executive Support to the President (40%)

• Ensure the President is fully supported administratively, logistically, and informationally.
• Manage calendar, scheduling, and logistics with foresight and discretion
• Prepare meeting materials, briefings, agendas, and follow-up summaries
• Track commitments, decisions, and action items to ensure timely follow-through
• Coordinate travel arrangements, reimbursements, and documentation
• Serve as the first point of contact for routine administrative needs
• Maintain efficient systems for meeting preparation and follow-through

2. Trustee & Rising Trustee Engagement (35%)

• Act as the primary administrative point of contact for trustees and rising trustees
• Coordinate all discretionary giving initiated by trustees and rising trustees, including intake, tracking, internal coordination, and documentation
• Coordinate board and committee meetings (scheduling, materials, minutes, follow-up)
• Maintain trustee records, contact lists, and engagement tracking systems
• Support onboarding and orientation of new and rising trustees
• Track and diplomatically reinforce follow-ups and commitments

3. External Events & Foundation Representation Coordination (25%)

• Coordinate the Foundation’s participation in external events attended by trustees or leadership, including tables, seats, and sponsorship-related benefits
• Manage event entitlements such as recognition language, advertisements, signage, and acknowledgments
• Draft or coordinate copy for event ads and recognition placements in consultation with the President and Communications Director
• Serve as the primary liaison with host organizations regarding event logistics and deadlines
• Coordinate guest lists, RSVPs, seating, and calendaring
• Support occasional Foundation-hosted gatherings or convenings, as needed
• Coordinate with Communications on trustee-facing and event-related materials
• Ensure materials align with Foundation tone, branding, and approvals
• Maintain organized digital archives of trustee communications and governance records

Qualifications

• Bachelor’s degree required
• Minimum 5 years of relevant experience
• Exceptional organization, judgment, and follow-through
• Strong written and verbal communication skills
• Comfort operating in a multi-generational family foundation environment
• Proficiency with Google Workspace
• Appreciation for Jewish values and communal life