Job Description

Job Description

Job Description

Description:

Organization Summary:

Jewish Federation of Palm Beach County is a 501(c)3 nonprofit organization dedicated to transforming, inspiring and saving lives in the Palm Beaches and 70 countries around the world. Each year, the Jewish Federation inspires thousands of community members to contribute, volunteer, and participate in programs that generate $50 million, thereby creating a significant impact within the community.

The William A. Meyer Jewish Community Foundation (Meyer JCF) operates as a department of Federation’s integrated Financial Resource Development (FRD) team. It strengthens Federation's role as the local community's center for philanthropy and leads our Philanthropic Advisory Practice, including Donor Advised Funds, and endowment fundraising for Federation, local synagogues, and community agencies.

Position Summary :

The Donor Relations Manager (DRM) has both internal- and external-facing tasks and responsibilities. This position is responsible for facilitating all Life & LegacyTM-related activities along with all planned giving services to agencies and synagogues.

The DRM's internal responsibilities include activities such as gift administration and management, planned giving administration, legacy recognition, marketing strategy and coordination and budgets.

The successful candidate will be part of a team that collaborates extensively with colleagues across Federation, including in Financial Resource Development (Annual Campaign, Development Services, Marketing, Events, and more) and other key offices throughout Federation, including Finance. This position reports to the Executive Director, Meyer Jewish Community Foundation.

Essential Duties and Responsibilities :

Endowment Vehicle Oversight and Reporting

• Monitors all endowment vehicles to ensure growth in each category, reporting on metrics as applicable
• Works with Administrative Specialist to ensure dashboard accurately reflects assets under management
• Work closely with Director of Campaign for the Future and subsequent funding campaigns to ensure endowment-related goals are created, monitored and met.
• Review, interpret and verify all information supplied by the donor and/or development officers and perform research as necessary to ensure accuracy of booking and crediting of the gift in the system of record (FTP/ PG Fund) and CRM.
• Provide MJCF updates at each FRD team meeting, share interesting stories, FAQs and update on new endowment donors

Agency and Synagogues

• Lead role for Life & LegacyTM participants including, but not limited to, collaborating with partner agencies, reviewing letters of intent for updated biographical information and follow-through in case of changes, and working to formalize any remaining letters of intent
• Working with appropriate professionals at synagogues and partner agencies on planned giving-related activities, including new targeted endowments

Comiter Gratitude Event

• Lead professional on annual event.
• Responsibilities include collaborating with Event Services, selecting and working with event chair and honoree, creating recruitment plan, ensuring donor officers play their role, event follow up

Gift Administration and Management

• Oversees and plays a lead role in the creation of new endowment documentation, multi-year current use fund agreements, and amendments of previously established funds. Prepares and/or reviews endowment, gift, and naming agreements in coordination with donor officers ensuring documented purpose and terms adhere to established policies.
• Acts as the primary contact for both internal and external inquiries about Federation policies regarding the establishment of new gift agreements, including researching endowment/gift policy and compliance issues, and investment related questions.
• Uses Federation’s CRM database to track and manage gifts agreements; performs ad hoc queries and audits of information as needed.
• Analyzes, reviews and improves processes, policies and procedures where appropriate to increase efficiencies, provide high-quality internal and external customer service and protect the interests of Federation.
• Serves as a point of contact for exceptions to general policies and guidelines and extremely complex or gifts that otherwise need additional attention by the ED, Meyer JCF.
• Manages electronic files in coordination with support staff.
• Serves as the initial point of contact for key policies related to planned gifts including the Gift Acceptance Policy and Campaign Counting Policy.

Planned Giving Administration

• Responsible for overseeing the life income program. Serves as main contact for Finance staff assigned to Meyer JCF tasks concerning investment and administration of the planned gift assets.
• Reviews all new planned gifts to ensure appropriate documentation for counting and crediting, and compliance with existing policies.
• Coordinates with Finance staff assigned to Meyer JCF tasks to ensure proper processing of planned gifts, including coordinating with other Federation departments to properly allocate funds.
• Monitors and ensures proper tracking of planned gifts for campaign and reporting purposes.
• Oversees acknowledgement process for planned gifts with Development Services, ensuring accurate and timely acknowledgement.
• Manages planned gifts in holding, ensuring compliance with Federation processes.
• Lead staff for In-Kind Gifts and Real Estate.

Legacy Recognition Program

• Creates a formal legacy recognition program
• Ensures legacy ribbons are used at all Federation events
• Works to ensure Forever Lions of Judah have flames and chips as appropriate

Marketing & Stewardship Strategy and Coordination

• Oversees acknowledgement process, revising and updating letters with Development Services as necessary
• Working with Marketing contact on:
• Donorsphere updates
• Website and information library
• MJCF stakeholder communications including DAF quarterly newsletters and expanded content for Office of Philanthropic Advisory Services participants
• Include stories of innovative ways to leave a legacy to encourage conversations about further investment with MJCF (i.e. complicated assets, private foundations, etc.)
• Advertising strategy and content – ad buys, brochures, retractables, etc.
• Collaborate with External Affairs colleagues to promote MJCF to donors (events, corporate members, media buys, etc.)

Budget Manager

• Supports the ED in the budget creation and forecasts as well as overall financial management and oversight

Donor Advised Fund Program

• Approves distributions of $100-$24,999

Professional Advisors

• Coordinates with Director, Business & Professionals to educate professional advisors on the benefits of discussing MJCF with their clients
• Additional responsibilities as they arise

Additional

• Work with Executive Director to create endowment trainings for staff, lay leaders and prospective endowment donors.
• Works with ED to staff the MJCF Board of Trustees, including scheduling, building agenda, drafting talking points and other meeting materials.
• Evaluate volunteer experience and develop and implement improvements and innovation as needed.
• Undertakes fundraising-related projects, such as the coordination of ad hoc committees and evaluative projects. Takes responsibility for writing memos, briefings, and stewardship reporting as needed.
• Serves as a back-up for core functions including but not limited to Office of Philanthropic Advisory Services initiatives, donor inquires, grant agreements, DAF cash receipts and distributions.
• Other duties as assigned.

Qualifications and Success Factors :

• Bachelor's degree required; advanced degree (J.D., LLB, related advanced degree/certification) preferred.
• Preference will be given to those with five or more years of related work experience, preferably in planned giving, legal, finance or other similar setting or equivalent combination of relevant education, experience and skills required.
• Experience as a lawyer or paralegal is a plus.
• Excellent interpersonal, organizational, written, and oral communication skills.
• Strong knowledge of basic office computing, including MS Office (Outlook, Word, Excel, PowerPoint, Teams), Zoom and basic database skills required.
• Strong interpersonal skills, ability to work collaboratively as a member of a team.
• Willingness to invest in ongoing professional development and education.
• Interest in the Jewish community and commitment to the goals of Jewish Federation of Palm Beach County.
• Ability to design, implement, and direct multiple projects, setting deadlines and ensuring program accountability.
• Ability to make strategic decisions based on analysis, wisdom, experience, and judgment.
• Ability to maintain confidentiality of frequently sensitive and emotionally charged information.
• Ability to work well under pressure in fast-paced, rapidly changing environment.
• Ability to read and comprehend detailed documents and instruments and to perform detailed work using reasoning and problem-solving skills.
• Ability to maintain professional appearance in accordance with Federation dress code.
• Ability to multi-task and work within timelines.
• Ability to develop and cultivate trusted relationships and be a team player.
• Must be able to pass a Level 1 background check.
• Must be able to work off-shift hours including nights and weekends, as needed.

Work Environment:

Position is eligible to work from home occasionally in accordance with Federation policies. When working from home, employee must:

• Follow all Federation policies and procedures,
• Be available to other employees during Federation’s normal business hours,
• Not work from a public place (e.g. coffee shop, library, etc.) and/or join a public, unsecure wi-fi network when working with sensitive or confidential information,
• Coordinate with IT department to maintain appropriate computer equipment and connectivity.

Pay Rate:

In addition to benefits, the annual salary for this role ranges between $60,000 and $87,000. We benchmark our salary ranges for new hires in relation to the role, level, and role location; however, we consider a multitude of factors, to include relevant experience, skills, and education/training, to determine compensation within the identified range.

The Jewish Federation of Palm Beach County is an Equal Opportunity Employer.

The duties and responsibilities described are not a comprehensive list and additional tasks may be assigned to the employee from time to time at the Federation’s discretion. Employment is at-will, and this job description is not an employment contract and nothing herein shall be deemed to create in any way whatsoever an employment contract.

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