Donor Services Associate

The Jewish Federation of Greater Washington | North Bethesda, MD, United States

Posted Date 9/15/2022
Description

Candidates should be located in or willing to relocate to the Greater Washington (DC, MD, and Northern VA) region. This position is eligible for a hybrid work arrangement, with 2-3 days a week required in the office.

Organizational Vision, Mission, and Function

The Jewish Federation of Greater Washington envisions an open, connected, and vibrant Jewish community that cares for each other, fosters Jewish learning and journeys, embraces Jewish peoplehood and Israel, and acts as a force for good in the world. As a mission-driven non-profit organization, we work to inspire, build, and sustain vibrant Jewish life in a changing world by mobilizing our community in common purpose, intentional innovation, and effective action. Learn more at shalomdc.org.

As part of the Jewish Federation of Greater Washington, The Jewish Community Foundation of Greater Washington (JCF) works to inspire, partner with and support individuals and families on their journey to achieve their present and future philanthropic dreams. JCF manages more than $300 million in assets and has facilitated more than $175 million in grants over the last 15 years. This is an exciting opportunity to join a team on the ground floor and help launch and build a newly reconstituted Jewish Community Foundation of Greater Washington.

Position Overview

This position works for the Jewish Community Foundation of Greater Washington. The Associate supports the operations, administration, strategy and program development and growth of the JCF, by working directly with the Executive Director and the Deputy Director on building and implementing processes to aid fund development and providing high quality customer service. The Associate will help build the newly structured Jewish Community Foundation, supporting the implementation planning process, helping to launch pilot services and programs, contributing to innovative ideas for the new structure and supporting the development of efficient systems.

This team member must be committed to the mission, bring an entrepreneurial mindset, and provide high level customer service and build trust and strong relationships with donors. A successful candidate will also be detail-oriented and excel as a project manager, both participating in and leading a number of projects. They will understand the big picture and take responsibility for and ownership of their body of work. They will have the technical skills to quickly learn the complex software and the communication skills to work with a wide range of constituents. The Associate must be a self-starter, able to navigate competing priorities and manage multiple projects.

Primary Responsibilities:

Donor Service and Fund Management

  • Provide excellent customer service by responding independently and timely to fundholders on day-to-day issues; perform administrative tasks related to donor requests as necessary
  • Provide first-line donor support for online portal access and use
  • Manage the fund development pipeline including tracking prospective fund holder conversations, working with the finance team to establish or update funds, preparing gift documents, and conducting prospective and current fund holder research
  • Maintain and update fund records in database
  • Acknowledge contributions to funds
  • Act as the project manager for donor recognition and stewardship including donor communications and new initiatives to build fund holder trust
  • Help coordinate donor meetings, including production of agendas, timing and scheduling, electronic and paper documentation, and assist with follow-up

Research and Project Support

  • Research and analyze data to support the implementation process including helping JCF understand donor interests and community and nonprofit needs to confirm strategic priorities and goals and services; project managing the stakeholder engagement process and preparing materials to help facilitate key stakeholder meetings
  • Support the JCF team in building their understanding of prospective donors, nonprofit organizations, and community partners through research and meeting coordination
  • Support the creation and management of a catalogue of giving opportunities, programmatic content, collaborative funding opportunities and educational events
  • Help manage special projects including planning and launching of pilot donor services including learning programs and collaborative funding
  • Participate in ongoing training and professional development, including staying abreast of industry trends and their appropriateness for JCF’s philanthropic services practice

Project Management, Administration, Technology, and Committee Support

  • Coordinate JCF Trustee and JCF planning meetings and materials, ensuring timely preparation and follow up
  • Assist Investment Committee’s process, monitor and organize JCF meetings and investment documentation and reporting requirements, draft minutes for Investment Committee meetings
  • Prepare reports and dashboards as needed
  • Serve as an expert user for JCF software, deploying expertise to troubleshoot donor issues and serve as a resource for internal and external audiences
  • Serve as backup for philanthropic fund services and donor services specialists in the administration of fund distributions, key donor insurance program, etc.
  • Maintain accurate database of initiative partners and records

 

Qualifications and Experience:

  • Bachelor's degree (or equivalent) with a minimum three years of nonprofit or related experience
  • Understanding of philanthropy as it relates to the not-for-profit organization and knowledge of fundamental disciplines of resource development
  • Experience with philanthropic operations, systems, and client/donor service a plus
  • Brings a positive attitude, an interest in learning and openness to change, and enjoys working in start-up entrepreneurial environments
  • Proven ability to work collaboratively with many constituencies from different backgrounds across the community who hold diverse perspectives
  • Experience in one or more of the following: working on internal or external projects supporting historically marginalized identities, supporting diversity, equity, inclusion and belong (DEIB) efforts, and/or lived experience in a marginalized community.
  • The ability to work independently and as part of a team; detail oriented, well organized, focused and goal oriented, with a high level of initiative and energy, as well as problem solving skills
  • Excellent verbal, written and digital communication skills that are effective with a diverse range of audiences such as trustees, lay leaders, volunteers, our internal team members, donors, vendors and potential funding partners
  • Strong research and report-generating skills
  • Ability to convey a high degree of commitment and passion for the mission
  • Ability to maintain a high level of confidentiality
  • Proficient in Microsoft Teams and Office including Word, Excel, Power Point and Outlook
  • Prior experience in a database management as well as knowledge of CRM database preferred
  • Knowledge of the local Jewish community and agencies a plus

 

A People-Friendly Workplace

The Jewish Federation of Greater Washington is an equal opportunity employer offering a people-friendly environment, including:

  • Excellent health care and retirement benefits
  • Generous time off
  • Flexible work options
  • Opportunities and an annual stipend for continued professional development
  • Access to the JPRO Network, which connects, educates, inspires, and empowers professionals working in the Jewish nonprofit sector
Salary65000.00 Annual
Duration
Full Time
Categories
Administrative Support | Community Outreach | Philanthropy | Planned Giving
Organization Type
Federation
Benefits
Retirement Plans | Dental | FSA | Leave Early for Shabbat | Life Insurance | Medical Insurance | Paid Holidays | Paid Vacation | Parental Leave | Sick Days | Vision
Job Location
US

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