Jewish Family and Children’s Services

Position: Manager of Planned Giving/Endowment Administration
Reports to: Director of Development and the Endowment Fund
Location: San Francisco, California (currently hybrid)

THE ORGANIZATION

 

Overview

 

Jewish Family and Children’s Services of San Francisco, The Peninsula, Marin and Sonoma Counties is one of the oldest and largest family services institutions in the United States. JFCS was founded in 1850 by immigrant pioneers who arrived in California during the Gold Rush and created an extended family to care for each other. Today, JFCS continues that extended family, serving over 80,000 people annually with the highest quality, research-based social services designed to strengthen individuals, strengthen families, and strengthen community.

Programs

JFCS is a lifeline for children, families, and older adults who are facing life transitions as well as personal crises or challenges. JFCS has over 40 programs, including dementia care for seniors, therapy for children, youth volunteer programs, and services for people with disabilities. It supports the well-being and strength of the entire community - both Jewish and non-Jewish - so that all have the opportunity to reach their full potential. JFCS’s services range from infant adoption and new baby parenting classes through senior home care and palliative care services, recognizing that at some point in life, everyone needs support to weather life's transitions and challenges. JFCS serves clients of all ages, races and sexual orientations.


THE POSITION


The Manager of Planned Giving/Endowment Administration is a key member of the development team, overseeing daily, internal operations of JFCS’s Planned Giving and Donor Advised Fund (DAF) programs. They will work collaboratively with JFCS colleagues to identify, support and provide services to planned giving, legacy, endowment and DAF donors. The Manager will market and promote planned giving and endowment giving opportunities, following up on leads, responding to enquiries and cultivating and stewarding new and current PG donors and legacy society members. They will also work closely with Finance and Program staff on planned giving, bequest and DAF administration and reporting. The opportunity provides a rewarding opportunity for someone with strong multitasking skills and interest in donor relations, development operations, financial analysis and reporting. The position will include ongoing engagement of a mature and loyal donor base, executors, trust officers and attorneys and require strong interpersonal skills.


RESPONSIBILITIES

  • Provide operational and administrative support for JFCS’s Planned Giving program.

  • Serve as planned giving resource for donors, prospects and colleagues in evaluating gifts and reviewing compliance with gift acceptance policies.

  • Oversee JFCS’s estate administration and bequest program. Work with estate planning attorneys and trustees on receipt of bequest expectancies; review open estate files to determine status. Liaise with professional advisors to resolve complicated or contested estate files as necessary.

  • Support the operations of JFCS’s supporting foundation. With Finance colleagues, manage back-office grant process, including authorizations, payments, deposits and acknowledgements.

  • Oversee activity and growth of JFCS’s legacy giving society, Heritage Circle (500+). Help plan and execute bi-annual JFCS Heritage Circle event. Track, report and evaluate engagement with members of the Heritage Society.

  • Manage JFCS’s Donor Advised Fund (DAF) program. Work with Finance colleagues to ensure accuracy of financial records and donor intent. Serve as a liaison to DAF holders.

  • Serve as a resource to donors and staff regarding JFCS’s endowment campaign and ways to establish named endowment funds.

  • Collaborate with the Director of Digital Development to promote planned, DAF, legacy and endowment giving through publications and marketing. Respond to enquiries from mailings, publications, emails, etc.

  • Conduct prospect screening and qualification of planned giving leads. Develop and monitor stewardship plans for planned giving donors/prospects.

  • Provide operational support to the Endowment Committee of the Board and assist in preparation of endowment activity reports.

  • As needed, collaborate with the Director of Institutional Giving on grant proposals and reports. Prepare donor correspondence, including payment notification letters, personalized agreements, and financial reports.

  • Collaborate in preparing planned giving/legacy donor profiles and articles for the endowment newsletter, website, and other publications.

  • As appropriate, cultivate, solict and steward donors for JFCS’s Endowment and Annual Campaigns.

 

CANDIDATE QUALIFICATIONS/EXPERIENCE

 

Experience:

  • A minimum of three to five years of development operations, paralegal, business or other relevant professional experience in a nonprofit or for-profit organization.

  • Familiarity with deferred giving vehicles: remainder trusts, gift annuities and estate planning programs or satisfactory equivalent combination of education and relevant professional experience.

  • An understanding of the planned giving process, principles, and practices and the ability to develop successful donor relationships.

  • A working knowledge of nonprofit fundraising, ideally including bequest administration and development operations.

  • Experience synthesizing technical, legal and financial information and summarize it for colleagues, prospects and donors.

  • Experience writing reports – both narrative and financial - and/or grant proposals.

  • Familiarity with using digital tools including, but not limited to, the functions and features of Zoom and/or other streaming platforms.

Education:


A Bachelor’s degree is required.

 

COMPETENCIES/ATTRIBUTES

 

The successful professional will have or be:

 

  • Strong organizational and project management skills, attention to detail, and ability to perform well, given workload fluctuations.

  • Excellent quantitative, analytic, and problem-solving skills which enable sound decision-making.

  • Strong interpersonal skills and experience working with individuals from diverse backgrounds.

  • Unquestionable integrity and commitment to professional ethics; ability to responsibly handle sensitive and confidential information with discretion.

  • Excellent written and verbal communication skills.

  • An understanding of the budget preparation and reporting process and ability to provide accurate and timely reports as required by donors.

  • Ability to be self-directed and to work cooperatively on a multi-disciplinary team, and with board members, community partners, and collaborators.

  • Skill in using personal computers and experience with related software. applications, including Crescendo Interactive, Raiser’s Edge, MS Office.

 

COMPENSATION AND BENEFITS


This is a full-time, exempt position. A competitive salary and generous employee benefits package will be offered. To be considered for this position or for additional information on the opportunity, please send resume to or contact:

David N. Randall

Principal

Randall Search Associates

415 769 4210

david@randallsearchassociates.com