Associate Vice President, Planned Giving and Endowments

POSITION TITLE: Associate Vice President, Planned Giving and Endowments

DEPARTMENT: Total FRD Department

REPORTS TO: Vice President of Philanthropy

Full Time Position, Salary Range - $170-$190K

Hybrid work environment. Preference for candidates commutable to NYC or DC office.

** The Jewish Federations of North America (“JFNA”)
** consist of 141 Jewish Federations and dozens of Network communities which collectively raise and distribute more than $3 billion annually to support flourishing Jewish life and the needs of the Jewish people in their home communities and around the world. The Jewish Federation system, among the top 10 charities on the continent, leads the largest network of volunteer and professional leaders who build and sustain Jewish communities that are healthy, safe, caring, welcoming and inclusive, educated and engaged, involved in the broader community, and deeply connected to Israel and the global Jewish people.

The Associate Vice President (AVP) of Planned Giving and Endowments is responsible for providing leadership over JFNA’s planned giving and endowment program, offering services and resources to a network of 141 Jewish Federations of varying scope and sophistication. This role seeks to raise the profile of planned giving as an important component of total financial resource development and will serve as a technical expert, giving direction, staying current on legislative and policy developments and disseminating information as appropriate.

The Associate Vice President is expected to effectively articulate and demonstrate the value of endowment income to the system and the ROI in training major gift fundraisers about the role planned giving plays in securing short- and long-term philanthropic investment in our communities. The position places planned giving and endowments in a central, prominent and leadership role in creating, informing and promoting best practices to the field and across JFNA.

As a senior member of the FRD Department the AVP, PG&E will work closely with JFNA’s internal team and across departments throughout the organization to inform and catalyze national giving.

This position is also responsible for engaging lay leadership, field professionals and other key stakeholders in service of overall goals. This person is a key liaison for PG&E professionals in the system and consults with communities on an as needed basis.

• Create a strategic vision for planned giving and community investment.
• Oversee and support the landscape of planned giving and endowment and foundation professionals in the field, to share best practices and resources from JFNA.
• Lead and model the integration of planned giving fundraising efforts into all areas of JFNA fundraising initiatives and efforts; develop evaluation metrics and goals for all initiatives related to planned giving.
• Assess the assets, distributions and total value of endowment programs annually to support national and local leadership engagement, peer benchmarking in coordination with Impact and Growth team.
• Represent and position JFNA in larger Jewish and secular philanthropic networks in PG&E and philanthropic advising spaces.
• Support and grow Donor Advised Fund strategy, marketing, and stewardship across the system.
• Monitor legislation and regulation dealing with charitable giving and endowments, in partnership with the Washington DC office of JFNA. When necessary and appropriate, advocate for policies.
• Partner with senior professionals to expand capacity in philanthropic advisory, policy and governance, professional development and donor engagement.
• Identify and analyze market opportunities that may be scaled system wide; mobilize national partners in support of strategic priorities.
• Curate and steward national resource bank policies, governance and procedures regarding planned-giving and community investments.
• Oversee design, develop, curate, and project-manage ongoing and robust legacy and endowment training opportunities (in person and online).
• Manage and support program instructors/facilitators, both external and JFNA’s subject matter experts, determine workflows, timelines, logistics, and…