Director of Planned Giving & Endowments

Location: Nashville, TN (hybrid)

Reports to: Chief Executive Officer (CEO)

Status: Part-Time (24 hours/week) | Exempt

Salary: $70,000 - $75,000

Position Summary

The Director of Planned Giving & Endowments will lead the strategic development and implementation of planned giving and endowment initiatives for the Jewish Foundation of Greater Nashville. This part-time role (24 hours/week) focuses on cultivating legacy gifts, stewarding donor relationships, and managing the Jewish Foundation and Life & Legacy programs. The Director will work closely with lay leaders, professional advisors, and community partners to grow long-term philanthropic resources that sustain and enrich Jewish life in Nashville.

Key Responsibilities

Fundraising, Donor Stewardship & Marketing

• Develop and implement strategies to secure new endowment and legacy gifts.
• Cultivate relationships with current donors to encourage additional planned gifts (e.g., bequests, retirement assets, life income gifts).
• Supervise the Life & Legacy Coordinator.
• Supervise the B’nai Tzedek Program Coordinator.
• Promote Life & Legacy through community education, marketing, and donor engagement.
• Serve as a resource to donors and their advisors on charitable and estate planning.
• Build relationships with local estate planning professionals and foundations to foster referrals and partnerships.
• Represent the financial needs of local Jewish agencies, synagogues, and overseas beneficiaries to prospective donors.

Program Management & Administration

• Lead strategic planning for endowment growth and sustainability.
• Staff relevant committees, including the Jewish Foundation, Federation Investment Committee, and Life & Legacy team.
• Ensure compliance with legal and fiduciary standards in all foundation operations.
• Collaborate with the Investment Committee to monitor fund performance and risk.
• Maintain accurate records of donor funds, distributions, and communications.
• Coordinate with Federation departments to integrate donor development, marketing, and fund distribution.
• Prepare and manage the endowment department’s annual budget.
• Support Federation-wide initiatives, including the annual campaign, as needed.

Supervision & Collaboration

Reports to the Chief Executive Officer of the Jewish Federation of Greater Nashville. Works in partnership with the Chair of the Jewish Foundation, Create a Jewish Legacy leadership, and relevant committees. Serves as a key member of the Federation’s resource development team.

Qualifications

• Bachelor’s degree: Required; advanced degree or certification in financial planning, law, or nonprofit management preferred.
• Experience: Proven experience in fundraising, planned giving, or financial services.
• Skills: Strong interpersonal, communication, and relationship-building skills.
• Project Management: Ability to manage multiple projects with attention to detail and deadlines.
• Knowledge: Knowledge of Jewish values, traditions, and communal structures.
• Communication: Excellent written and verbal skills.
• Technical Proficiency: Proficiency in Microsoft Office and donor management software. Blackbaud experience is a plus.

Equal Opportunity Employer

The Jewish Federation of Greater Nashville is proud to be an equal opportunity employer. The organization celebrates diversity and is committed to creating an inclusive environment for all employees. Employment decisions are based on qualifications, merit, and business need.

To Apply: Applicants must include a cover letter stating interest in the position and a resume of educational and professional experience. Applications should be sent via email to [email protected]. Please, no phone calls.