Jewish Family and Children's Services

Manager of Planned Giving and Endowment Administration

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 and 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. Reporting to the Director of Development and the Endowment Fund, the Manager will work collaboratively with colleagues to identify, support and provide services to planned giving, legacy, endowment and DAF donors. The PG Manager will market and promote planned giving and endowment fund giving opportunities, following up on leads, responding to enquiries and assisting with the cultivation and stewardship of new and existing PG donors and legacy society members. In conjunction with the Director, they will help realize the strategic vision and goals for JFCS’s legacy giving program and endowment campaign by helping donors achieve their charitable and financial goals. They will also work closely with JFCS Finance and Program staff on planned giving, bequest and DAF administration and reporting. The opportunity provides a rewarding opportunity for someone who can multitask and enjoys donor relations, writing, operations, financial management analysis and reporting. The position will include ongoing engagement of a mature and loyal donor segment, executors, trust officers and attorneys and require strong interpersonal skills.  

RESPONSIBILITIES

  • In partnership with the Director of Development, manage and support the overall operations of JFCS’s Planned Giving program. Serve as planned giving resource for donors and prospects and JFCS 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 to monitor the timely receipt of bequest expectancies and undertake appropriate follow up; review open estate files to determine status. Liaise with professional advisors to help resolve complicated or contested estate files as necessary.

  • Oversee and monitor 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 key liaison to DAF holders as appropriate.

  • Serve as resource to donors and staff regarding JFCS’s endowment campaign and the ways of establishing a named endowment fund. When appropriate, encourage annual campaign donors to consider making an endowment gift to JFCS.

  • Enhance communication and build positive relationships with current JFCS endowment donors. Encourage current fund holders to consider making an estate gift to JFCS.

  • Collaborate with the Director of Digital Development to market and promote planned, DAF, legacy and endowment giving through donor publications and external advertising. Respond to enquiries from mailings and publications and through phone calls and emails. Conduct prospect screening and, as appropriate, initial donor qualification of planned giving leads. With input from the Director, develop and monitor stewardship plans for select planned giving donors/prospects.

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

  • Support the operations of JFCS’s supporting foundation. Manage back-office grant process, including authorizations, payments, deposits and acknowledgements. Work closely with members of the Finance Department and foundation staff. Ensure regulatory compliance. Prepare materials for meetings of the Board of Directors.

  • Work with the Director of Institutional Giving on grant proposals and reports, as needed. Prepare donor correspondence, including cover, thank-you and payment notification letters, personalized agreements, and narrative and financial reports for planned giving and occasionally annual campaign donors.

  • Write planned giving/legacy donor profiles and articles for the endowment newsletter, website, agency newsletter, and other publications and assist with the preparation of the annual endowment report.

  • Undertake other duties as assigned, including but not limited to involvement with the JFCS Annual Campaigns, events or other development program activities.

     

CANDIDATE QUALIFICATIONS

Education:

 

  • A minimum of three to five years of development, paralegal, business/finance 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 including prospect research; and the ability to develop successful donor relationships.

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

  • Capacity to synthesize complex, technical, legal and financial information and summarize simply for colleagues, prospects and donors. 

  • Experience preparing and monitoring budgets.

  • 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.

  • Experience working with donors, committee members, and volunteer leadership professionally and with tact and diplomacy.

Experience:

 

  • A Bachelor’s degree is required. An advanced degree, particularly in law or business is desirable.

     

COMPETENCIES/ATTRIBUTES

The successful candidate will have or be:
 

  • Excellent written and verbal communication skills.

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

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

  • Commitment to the agency’s mission, goals, and objectives.

  • Thorough understanding of the budget preparation and reporting process.

  • Ability to provide accurate and timely reports as required by funders.

  • Excellent analytical skills.

  • 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.

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

     

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