Foundations and Family Philanthropy Officer

Foundations and Family Philanthropy Officer

Full-time Regular PROFESSIONALS Cleveland, OH, US

The Foundations and Family Philanthropy Officer position requires a dynamic individual with exceptional relationship and communication skills, strategic thinking abilities, and a deep understanding of the Jewish philanthropic landscape, including familiarity with Jewish communal organizations and funding priorities.

This position includes two major components, which are often interrelated:

Assisting in the management, stewardship and grantmaking of 10-15 supporting foundations, with the expectation that over the next 1
-2 years, s/he moves into the role of primary foundation manager for several of them. This role includes providing day-to-day management and strategic support while ensuring effective governance, grantmaking, and stewardship across generations of a family (when relevant). Stewardship will span varied activities and connections, from exploring grantmaking interest areas, first-time individual gifts to Federation, and through endowment/legacy development. The goal for all being a broader and deeper involvement with the community, Federation, and its agencies.

Secure campaign, supplemental, and planned gifts. Provide donor stewardship/development for those associated with the foundations as well as others as assigned. This position will include an annual campaign assignment.

This position is full-time and reports to the Senior Director, Foundations and Family Philanthropy.

• Manage the foundation grantmaking cycle from opportunity identification through grant consideration, approval, notification, and stewardship.
• Help trustees and families evaluate grant opportunities in the context of the foundation's mission, values, history, and philanthropic priorities.
• Prepare grant materials, research, recommendations, and background information for foundation trustees.
• Facilitate thoughtful discussions that enable trustees to make informed and strategic grantmaking decisions.
• Track grant commitments and ensure effective communication and follow-through with grantees.
• Identify opportunities to deepen the foundation's impact through strategic partnerships, collaborative grantmaking, and engagement beyond financial support.
• Coordinate and prepare for foundation board and committee meetings, including agendas, meeting materials, minutes, action items, and follow-up.
• Partner with foundation leadership to establish meeting calendars, annual work plans, and priorities.
• Maintain accurate foundation records, governing documents, and policies.
• Ensure that foundation activities are conducted in accordance with applicable governing documents, organizational policies, and fiduciary responsibilities.
• Support trustees in understanding their roles and responsibilities and provide information necessary for thoughtful decision-making.
• Connect families and trustees of foundations with the broader activities of the Federation including the annual campaign, events, missions and other engagement opportunities.
• Collaborate with finance department to ensure smooth operation of grant payments, investment allocations, and reporting.
• Learn and understand the intersection of, and maximization of, giving vehicles and sources such as donor advised funds, IRA funds and endowment funds, both independently and as they relate to supporting foundations.
• Develop comfort level with the use of multigenerational tools and dynamics to be used with families and adapted for other purposes.
• Attend Federation and other community events.
• Provide the highest level of customer service to community members.

• Identify, qualify, cultivate, solicit and steward multiple generations of foundation family members and others, taking into account their individual desires and interests as well as the community's needs and priorities. Create customized solicitation strategies based on strategic objectives of the Federation and the interests of the donor. Secure gifts to the campaign, supplemental gifts, as well as secure legacy commitments.
• Serve as the staff liaison for each assigned donor prospect, ensuring that each donor development plan encompasses the broad spectrum of Federation activity and that each donor is provided with technical planning and fiscal support in the creation and implementation of their plans. Work collaboratively with other members of the Federation staff and lay…