At the Jewish Community Federation and Endowment Fund (the Federation), we envision diverse, dynamic Bay Area Jewish communities, deeply engaged in Jewish life and doing good locally, in Israel, and around the world. We create opportunities for people in the Bay Area to connect with and contribute to their communities. Our work is guided by the timeless Jewish values of kehilla (community), tzedakah (giving with just intention), and tikkun olam (repairing the world).
Together, our community is shaping Jewish life in the Bay Area by focusing on three main priorities. First, we’re working to foster and facilitate more impactful philanthropy. Second, we’re working to ensure security and resilience for local Jewish families. And third, we’re engaging the next generation of Bay Area Jews, so they too can find connection and meaning in the values and traditions of Judaism.
The Federation seeks highly motivated individuals with a variety of skill sets to build the next generation of Federation engagement. We are especially interested in forward-thinking, collaborative, and open-minded candidates who are willing to take risks, possess a high level of integrity, and model a positive attitude that inspires confidence.
FEDERATION PHILANTHROPY PARTNERS PROGRAM OVERVIEW
The Federation helps donors make their philanthropy more effective. Through the generosity of over 1,100 donors, the Federation grants close to $200 million a year, both locally and globally, to a variety of Jewish and non-sectarian causes. Federation Philanthropy Partners works with these donors, who all have unique situations and varying degrees of need for our guidance. Our aim is to be a trusted advisor and to inform, educate, inspire, and challenge philanthropy driven by Jewish values, and the philanthropists in our communities.
The Philanthropy Associate – Donor Research is a full-time, non-exempt position reporting to the Director of Data and Operations. In partnership with the Philanthropy and Development departments, this position provides up-to-date information and updates that support the organization in achieving its fundraising and philanthropic goals. The position conducts research on major lifecycle events of donors – marriages, births, deaths, b’nai mitzvah, etc. – informs the donor relationship managers, philanthropy advisors, and updates the organizational databases. Additionally, this position assists in the research of prospective donors, segmentation of existing donors, and stewardship of donors primarily under $2,500.
ESSENTIAL FUNCTIONS OF THE POSITION
Using donor databases and external research, manages, researches, records, and reports on a wide range of demographic, financial, lifecycle, and other descriptive information.
Builds relationships with organizational partners to obtain up-to-date constituent information.
Stewards, cultivates, and manages relationships with a portfolio of donors primarily under $2,500.
Gathers, prepares, and summarizes information and data for internal presentation and reports.
Analyzes interrelationships of individuals and updates database records accordingly.
Assists in planning and implementation of projects and programs that support development and philanthropy departments.
Conducts financial and biographical research of individuals and corporations to identify and prioritize prospective donors to both annual and designated campaigns – maintaining confidentiality and ensuring the accuracy of research.
Acts as liaison between solicitors (professional and volunteer) and internal JCF team to resolve issues quickly and maximize service to donors and volunteers.
Provides backup support for development department activities.
Performs miscellaneous job-related duties as needed.
Supports departmental use of Raiser’s Edge and Salesforce databases.
As appropriate and necessary, partner directly with the events team on logistics and event support. Some weeknights or weekends may be possible.
EDUCATION OR TRAINING EQUIVALENT
Bachelor’s degree or at least 3 years of experience related to the duties and responsibilities specified.
Research background preferred.
QUALIFICATIONS (SKILLS, ABILITIES, LICENSES)
Knowledge and understanding of fundraising and donor relations concepts, principles, techniques, procedures, and practices.
Team player with the capacity to work independently and collaboratively in a fast-paced environment and across departments.
Ability to prioritize and manage multiple tasks with accuracy, attention to detail, and confidentiality.
Exercises good judgement, demonstrates discretion in interactions with donors, prospects, lay leaders, and other community members.
Skill in organizing resources and establishing priorities.
Thorough knowledge of CRM software and relational databases – Raiser’s Edge, Salesforce, iWave, etc.
Ability to gather and analyze information, prepare consistent reports.
Project management skills.
Working knowledge of Jewish community and traditions.
Ability to help transform data into stories.
Inquisitive and/or has a curious mind.
Acts as a self-starter.