Senior Director, Planned Giving & Endowments

The Jewish Federation of Palm Beach County seeks a seasoned leader to help drive and operationalize the William

A. Meyer Jewish Community Foundation (Meyer JCF).

The Meyer JCF manages approximately $150 million in assets, an additional $90 million in documented legacy commitments, and approximately 100 donor-advised funds, serving one of the most dynamic Jewish communities in the country.

This is a senior, high-impact role for someone who has led or helped lead a planned giving and endowment program and is ready to run the engine of a sophisticated foundation platform, while helping to shape its next phase of growth.

The Senior Director reports to the Executive Director, who is primarily externally focused. This role owns day-to-day leadership, execution, and infrastructure, and plays a key role in driving and operationalizing strategy.

What You Will Own

Foundation Operations, Gift Administration & Compliance

• Lead all Foundation operations across donor-advised funds, endowments, and legacy gifts
• Serve as administrative approver for DAF disbursements, cash receipts, and new grantee organizations, including due diligence
• Oversee all gift agreement processes, including drafting, approvals, execution, and CRM documentation (Dynamics and related systems)
• Ensure strong financial stewardship, accuracy, and compliance with a high level of fiduciary integrity
• Lead budget preparation and ongoing review in partnership with finance

Planned Giving, Estates & Donor Strategy

• Drive and operationalize strategy to grow planned giving and endowment commitments
• Engage donors and professional advisors on complex gifts, estates, and philanthropic structuring
• Oversee estate and trust administration and serve as a forward-facing partner to donors and their representatives

Board, Governance & Key Stakeholder Engagement

• Lead all Board and governance functions, including agendas, annotated agendas, presentations, and communications
• Oversee supporting organizations, including board management, stewardship, grantmaking, and related follow-up and documentation
• Serve as liaison to Women’s Philanthropy leadership, supporting alignment of legacy and endowment strategy

Grants, Stewardship & Philanthropic Advisory (Generational Philanthropy Services)

• Oversee grantmaking and stewardship across all funds, including priority funds
• Lead work connected to the Federation’s philanthropic advisory practice (GPS), supporting donors with strategic grantmaking, impact reporting, and proposals
• Ensure high-quality, data-driven impact materials and donor communications

Professional Advisor & External Engagement

• Create and lead the Professional Advisor Program, including communications, meetings, events, and continuing education
• Serve as a credible partner to attorneys, accountants, and financial advisors

Marketing, Recognition & Events

• Serve as primary liaison to marketing on materials, website, stewardship content, and special projects
• Lead donor recognition programs and societies
• Oversee key initiatives, including the Comiter Gratitude Event, the Meyer JCF’s signature donor appreciation and stewardship annual event
• Supervise and develop team members, including a Foundation Officer
• Partner across development, finance, and marketing to ensure seamless execution

Who You Are

• 7+ years of experience in planned giving, endowments, or philanthropic financial services
• Experience leading or playing a senior role within a foundation or planned giving program
• Deep knowledge of DAFs, endowments, estate gifts, and complex gift structures
• Strong operator who can manage complexity while maintaining strategic perspective
• Credible with donors, professional advisors, and senior leadership
• Able to lead multiple work streams with clarity, discipline, and strong judgment

Why This Role Stands Out

• Lead the execution of a large-scale, high-potential foundation platform
• Work with sophisticated donors and professional advisors
• Balance strategy, donor engagement, and operational leadership
• Play a central role in securing the long-term philanthropic future of the Jewish community in Palm Beach County

Jewish Federation of Palm Beach County is committed to creating a workplace where employees feel supported,…