Planned Giving Council of Palm Beach County

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  • 08/21/2019 2:48 PM | Kasie Merical

    PURPOSE OF POSITION

    The Charitable Giving Officer is responsible for achieving development goals by creating and implementing strategies for identification and cultivation of new Community Foundation fund holders. This position is responsible for cultivating ongoing relationships with professional advisors and for (establishing new funds from) individuals, businesses, private foundations, nonprofits and civic organizations. The Charitable Giving Officer is also responsible for facilitating the annual appeal for gifts into the Operating Fund as well as securing non-cash and planned gifts. 

    CORE COMPETENCIES

    Accountability/Dependability |Relationship Building |Training /Presenting Information | Planning & Organizing | Results Focus & Initiative

    DUTIES AND RESPONSIBILITIES

    • Assists with the development and achievement of annual and long-range development goals.
    • Creates and implements a comprehensive prospecting plan (including private foundation outreach, professional advisor referrals, prospecting events, etc.).
    • Co-leads the anniversary campaign efforts.
    • Represents the Community Foundation throughout Palm Beach and Martin counties which will require travel and dedicating at least one day per week to an offsite visits.
    • Facilitates new funds.
    • Implements Professional Advisor outreach activities including events and monthly communication.
    • Manages the Philanthropic Advisory Council.
    • Manages prospective nonprofit funds.
    • Coordinates the annual support campaign for gifts into the Operating Fund, including direct mail, board gifts and new event sponsorships.
    • Promotes and facilitates planned gifts from new donors and professional advisors.
    • Maintains a process for tracking prospects and donor engagement activities through Community Foundation’s internal database system (Raisers Edge).
    • Works with Director of Marketing & Communications to develop strategies and supporting materials for prospects and professional advisors.
    • Ensures that the Community Foundation meets the highest standards of prompt response and accurate information to assist donors and advisors.
    • Represents the Community Foundation at a variety of community events and professional associations.
    • Conducts a minimum of five development related meetings/calls per week.

    EDUCATION AND EXPERIENCE

    Bachelor’s degree and a minimum of five years of experience working within the professional advisor industry (tax, wealth advisory, financial planning, legal, trusts or banking) preferred although fundraising experience or business development/sales will also be considered. Knowledge of planned giving vehicles and the ability to facilitate complex gift transactions is also preferred. Demonstrated ability to raise substantial funds from individuals, businesses, private foundations and other potential contributors is highly desired.  Strong written and public speaking skills will be required.

    QUALIFICATIONS

    A self-starter who enjoys cultivating new relationships; ability to gain the confidence and respect of donors and professional advisors; mature judgment; high integrity; approachable and comfortable initiating conversations with professional advisors and donors; ability to understand complex issues; creative problem solver; critical thinker; strong written communication skills and the ability to work one-on-one with donors or make a formal presentations to large groups; the ability to listen and find connections between donor needs/interests and giving strategies; experience working with volunteer committees, boards and donors; well-organized; resourceful; motivated; ability to multi-task; excellent interpersonal and customer service skills; strong computer skills; willingness to seek ongoing training and/or professional certificate(s) to maintain and improve current skills and knowledge.

    Language Ability

    Excellent writing, proofreading and critical thinking skills. Must have excellent interpersonal and communication skills. Ability to effectively present information to customers, clients, and other employees of the organization. Excellent telephone and customer service skills.

    Cognitive Demands

    Proven ability to manage multiple projects and tasks simultaneously, set priorities, handles numerous responsibilities, and work both independently and in a team environment.  Adaptable attitude, attention to detail, organized self-starter, and creative.  Able to interface well with a variety of people.  Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. 

    Supervisory

    None.

    Physical Demands

    The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 

    While performing the duties of this job, the employee is regularly required to sit and talk or hear.  The employee is frequently required to use hand to finger, handle or feel.  The employee is occasionally required to stand and walk.  The employee must occasionally lift and/or move up to 20 pounds.  Specific vision abilities required by this job include close vision.

    The Employer is an Equal Opportunity Employer.  In compliance with the Americans with Disabilities Act, The Employer will provide reasonable accommodations to qualified individuals with disabilities and encourages prospective employees and incumbents to discuss potential accommodations with the Employer.

    To apply, visit our website and submit a detailed cover letter and resume summarizing your experience and qualifications to https://www.yourcommunityfoundation.org/About-us/Careers. No phone calls accepted.
  • 04/23/2019 11:26 PM | Anonymous

    Position Title: Associate Director, Jewish Community Foundation

    Reports to: Sr. Vice President, Jewish Community Foundation

    Position Summary: The Associate Director of the Jewish Community Foundation will work with volunteer leadership and the Foundation Sr. Vice President to implement a comprehensive planned giving program for the Jewish Federation of Palm Beach County, its partner agencies and local synagogues. The Associate Director will help foster a collaborative financial resource development environment to integrate campaigns, recognize endowment donors and ultimately build a solid financial base for the future of the Greater Palm Beach Jewish community.

    Essential Duties and Responsibilities:

    • Serve as the local coordinator of the Life & Legacy program, a 4-year partnership program of the Harold Grinspoon Foundation that assists communities across North America to promote legacy giving to benefit Federation, partner agencies, Synagogues and other Jewish organizations. Through trainings, support, marketing and monetary incentives, the Associate Director motivates local Jewish organizations to secure legacy gifts, steward donors and integrate legacy giving into the philanthropic culture of the Jewish community.
    • Lead staff for Federation Legacy Committee. Committee members are responsible for making a legacy gift and identifying/soliciting/stewarding legacy donors. The Associate Director will work with the committee Chair to train legacy solicitors, develop prospect lists, and ask volunteers to open doors to new donors.
    • Assist in creating and implementing an endowment campaign focused on Annual Campaign, Lion of Judah and designated endowments.
    • Build and cultivate relationships with select donors and prospects, including solicitation, stewardship and cultivation of planned gifts including donor advised funds, bequests, life income plans, designated funds, field of interest funds and unrestricted funds
    • Prepare community reports
    • Maintain constituent information in Federation’s and JCF’s donor data base
    • Other duties as assigned

    Qualifications and Success Factors:

    • Bachelor’s degree required; Master’s degree preferred
    • Minimum 2 years’ experience in fundraising or planned giving
    • Experience in volunteer management and group facilitation
    • Knowledge of the Jewish community preferredMust have excellent verbal and written communication skills, knowledge and ability to use databases, excel, computer spreadsheets, word processing and other basic programs
    • Model a personal commitment to the Jewish community and Jewish values; ability to establish and foster relationships with donors and prospective donors in Jewish culture and values
    • Ability to work under stressful situations and within timelines
    • Team player
    • Strong organizational skills required
    • Experience managing budgets
    • Experience working in an organized community strongly preferred

    Interested applicants please forward your resume to Beth.Hauser@JewishPalmBeach.org.  The Jewish Federation of Palm Beach County is an Equal Opportunity Employer.


  • 03/11/2019 9:49 AM | Anonymous

    POSITION SUMMARY:

    The Director of Development is responsible for planning, organizing, and directing all of West Jupiter Community Group/Edna W. Runner Tutorial Center’s fundraising endeavors including, major gifts, annual fund, planned giving, grant writing, special events and capital campaigns. 

    QUALIFICATIONS:

    •  5 years minimum experience in professional fundraising, preferred.
    •  Bachelor’s degree.
    • Must embrace the mission of West Jupiter Community Group/Edna W. Runner Tutorial Center.
    • Strong history of successful major fundraising. Evidence of ability to run a sustainable development program, including but not limited to annual fund, major gifts, grant writing, planned giving and for capital campaigns.
    • Energetic self-starter and goal driven to initiate donor visits and fundraising calls.
    • Managerial qualities, strong organizational skills, fiscal management, interpersonal, and presentation skills.
    • Willingness to work in a diverse, small office, small team environment.
    • Flexibility to work evenings or weekends when necessary.
    • Must pass a background check.

    PRIMARY DUTIES AND RESPONSIBILITIES:

    1.     In collaboration with the Executive Director, Assistant Director and Board of Directors, Identify development and fundraising goals and related budget development
    2.      Grant seeking along with the Assistant Director, including research, proposal writing, and reporting requirements.
    3.       Execute and manage all fundraising campaigns and activities, including compiling, maintaining and reporting relevant statistics and trends.
    4.       Direct an annual fund program, including mailings and tracking.
    5.       Grow a major gifts program, which includes research, identification of potential donors, refining the case for giving and developing/maintaining donor relationship in coordination with the Executive Director and Assistant Director.
    6.       Direct capital campaigns and other major fundraising drives.
    7.       Make public appearances/accept speaking engagements to share information about the Center with the community.
    8.       Build a planned giving program.
    9.       Effectively manage the donor database, ensuring accurate data entry and updates as well as timely distribution of letters of gratitude, receipts and other communication. This is integral to overall fund development and retention.
    10.    Organizational marketing as it relates to development, including a newsletter, e-newsletter, social media and special publications.
    11.    Perform other related duties as requested.

    SALARY/BENEFITS:

    Competitive/commensurate with experience and other qualifications.


OUR COUNCIL

A network of professionals who are dedicated to creating a vibrant philanthropic community for the greater good of all.


OUR MEMBERSHIP

includes non-profit executives, development directors, estate planning attorneys, tax attorneys, accountants, trust officers, financial advisors, insurance professionals, and philanthropic advisors and consultants.

CONTACT US

6671 W. Indiantown Rd. #50-194
Jupiter, FL 33458


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