Associate Director, Planned Giving

Description

Jewish Family Service of Colorado (JFS) seeks an Associate Director, Planned Giving, who will have primary responsibility for managing a portfolio of current and prospective donors, focusing on cultivating, soliciting, and closing planned gifts. This includes qualifying leads generated internally and externally, responding to inquiries with tailored estate‑planning education, and preparing life‑income gift proposals for donors and their advisors. The creation of this new role at JFS marks a significant milestone, reflecting our community's readiness for expanded investment and continued growth.

This role works to build and deepen long‑term relationships, guiding supporters and their advisors through the process of making significant legacy gifts to JFS, including outright gifts, real estate, trusts, and all forms of deferred giving (estate planning, bequests, and other life‑income gifts). The Associate Director, Planned Giving serves as a subject matter expert on complex gift vehicles and collaborates closely with fundraising colleagues to advance fundraising goals.

This role requires virtual and in‑person outreach to members of the JFS Legacy Society, as well as a robust prospect pool, to understand and deepen their commitment to the mission of JFS.

The Associate Director, Planned Giving, will also share responsibility for collaborating with the entire Development and Marketing teams on additional development activities, including but not limited to identification of planned giving prospects, development and execution of donor strategies (including blended gift opportunities), fundraising events, special projects, and other duties as assigned.

• Serve as JFS's primary Planned Giving expert, providing comprehensive training to colleagues, board members, and stakeholders on best practices, legal protocols, and solicitation strategies with particular emphasis on "blended asks" and optimal timing for introducing planned giving vehicles.
• Develop, lead, and manage JFS's comprehensive planned giving strategies incorporating bequests, charitable trusts, gift annuities, and emerging vehicles (including cryptocurrency and real estate gifts) to support the 2025‑2028 Strategic Framework's goal of $8‑10M annual fundraising.
• Personally manage a vetted portfolio of 1,000+ planned giving prospects and donors, systematically moving them through identification, cultivation, and solicitation phases.
• Close planned gifts including bequests, beneficiary designations, and charitable gift annuities to achieve annual and comprehensive campaign goals, measured against GAAP/non‑GAAP revenue targets, donor meeting quotas, Legacy Society growth, and collaborative solicitation metrics.
• Partner with legal and financial advisors to structure complex planned gifts, overseeing implementation of updated gift acceptance policies and managing non‑traditional assets through strategic partnerships.
• Deliver compelling presentations and personalized proposals that connect donor values and personal stories to JFS's 152‑year mission and future impact.
• Collaborate with Marketing team to execute targeted planned giving campaigns, including quarterly Legacy Society newsletters, digital outreach, and the newly rebranded suite of print materials.
• Maintain meticulous donor interaction records and gift documentation with appropriate discretion, using data analysis to optimize pipeline management.
• Design and implement high‑touch stewardship and recognition programs for Legacy Society members in partnership with the Director of Special Events, deepening donor connection to JFS's mission.
• Execute personalized stewardship plans for assigned portfolio while supporting broader JFS donor stewardship initiatives.
• Collaborate strategically with CAO and Director of Development to integrate planned giving into all fundraising efforts, ensuring legacy giving maintains visibility and urgency across departments.
• Serve as planned giving advisor to the Development team, building their capacity to identify opportunities and seamlessly incorporating planned giving strategies into donor conversations and proposals.