La2050
Vice President, Strategic Philanthropy and Advisor Engagement
La2050, Los Angeles, California, United States, 90079
Vice President, Strategic Philanthropy and Advisor Engagement
Posted 6 days agoEmployment type: Full TimeLocation: Los Angeles, CAClosing date: 10/5/24About this organization
The Jewish Community Foundation is a forward-thinking organization dedicated to fostering positive change through innovative and impactful philanthropy. As we enact the next stage of growth, we seek an entrepreneurial team member to join our advancement efforts who is enthusiastic about growing The Foundation to include more clients as well as deepening our relationships with our existing fund-holders. The successful candidate will have a proven track record of cultivating business relationships and professional advisement.About this job
The VP of Strategic Philanthropy and Advisor Engagement will play a critical role in shaping and executing our advancement strategy during this exciting time of transformation. The ideal candidate will present and implement charitable giving strategies to clients and prospects based on their goals and circumstances while identifying and building relationships with professional advisor referral sources. They will serve as the relationship manager for a segment of The Foundation’s donors and prospects and join the team as a member of The Foundation leadership.This position reports to the Executive Vice President.Why Join Us:
At The Foundation you will have the opportunity to drive impactful initiatives that contribute to meaningful change in our community. We offer a supportive and flexible work environment that values innovation, creativity, and collaboration.Salary: $180,000Account Acquisition, Funding, and Stewardship
Cultivate and solicit high net worth Jewish philanthropists, including current clients, future prospects, and referrals from professional advisors.Meet with prospects, clients, and their advisors to assess their charitable tax and estate planning needs, and overall philanthropic goals and aspirations.Elevate clients’ philanthropic giving through family engagement and personalized strategic plans, often in conjunction with their professional advisors.Explain and respond to client/prospect questions relating to The Foundation’s DAF and Endowment Agreements, and applicable guidelines, processes and procedures.Communicate and follow up with donors and other internal departments of The Foundation to facilitate creation of new accounts, account funding, and donor onboarding.Write articles and prepare and give presentations on charitable planning ideas and strategies to relevant audiences.Professional Advisors
Build a strategy and timeline to network with and engage approximately 100 professional advisor referral sources.Educate professional advisors regarding charitable strategies and promote The Foundation’s products and services.Design and manage events and programs to strengthen and expand The Foundation’s ties to existing and new professional advisor referral sources.Complex Asset Gifts Program
Promote complex asset gifts to advisors, donors, and prospects.Manage related key relationships with lay leaders, professionals, and vendors.Assist the in-house General Counsel of The Foundation in assessing and administering complex asset gifts to The Foundation.Update internal guidelines and procedures as needed.Assist The Foundation’s marketing department in creating and executing a strategy regarding complex asset gifts.Qualifications
Education and Experience RequirementsA minimum of five years’ experience as a professional advisor (attorney or wealth manager), including building client relationships, is required.Law degree and membership in the California State Bar is preferred.Experience advising clients regarding charitable or financial strategies preferred.Experience networking with professional advisors preferred.Knowledge, Skills, and AbilitiesKnowledge of charitable planning strategies required.Knowledge of the Los Angeles Jewish Community preferred.Ability to inspire confidence and create trust with clients, prospects, and professional advisors.Experienced project management and strategy skills.Ability to synthesize large amounts of detailed information.Ability to manage multiple priorities.Ability to meet goals in a timely and effective manner.Understanding of human resources and personnel management.Experience with Raiser’s Edge or similar software.
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Posted 6 days agoEmployment type: Full TimeLocation: Los Angeles, CAClosing date: 10/5/24About this organization
The Jewish Community Foundation is a forward-thinking organization dedicated to fostering positive change through innovative and impactful philanthropy. As we enact the next stage of growth, we seek an entrepreneurial team member to join our advancement efforts who is enthusiastic about growing The Foundation to include more clients as well as deepening our relationships with our existing fund-holders. The successful candidate will have a proven track record of cultivating business relationships and professional advisement.About this job
The VP of Strategic Philanthropy and Advisor Engagement will play a critical role in shaping and executing our advancement strategy during this exciting time of transformation. The ideal candidate will present and implement charitable giving strategies to clients and prospects based on their goals and circumstances while identifying and building relationships with professional advisor referral sources. They will serve as the relationship manager for a segment of The Foundation’s donors and prospects and join the team as a member of The Foundation leadership.This position reports to the Executive Vice President.Why Join Us:
At The Foundation you will have the opportunity to drive impactful initiatives that contribute to meaningful change in our community. We offer a supportive and flexible work environment that values innovation, creativity, and collaboration.Salary: $180,000Account Acquisition, Funding, and Stewardship
Cultivate and solicit high net worth Jewish philanthropists, including current clients, future prospects, and referrals from professional advisors.Meet with prospects, clients, and their advisors to assess their charitable tax and estate planning needs, and overall philanthropic goals and aspirations.Elevate clients’ philanthropic giving through family engagement and personalized strategic plans, often in conjunction with their professional advisors.Explain and respond to client/prospect questions relating to The Foundation’s DAF and Endowment Agreements, and applicable guidelines, processes and procedures.Communicate and follow up with donors and other internal departments of The Foundation to facilitate creation of new accounts, account funding, and donor onboarding.Write articles and prepare and give presentations on charitable planning ideas and strategies to relevant audiences.Professional Advisors
Build a strategy and timeline to network with and engage approximately 100 professional advisor referral sources.Educate professional advisors regarding charitable strategies and promote The Foundation’s products and services.Design and manage events and programs to strengthen and expand The Foundation’s ties to existing and new professional advisor referral sources.Complex Asset Gifts Program
Promote complex asset gifts to advisors, donors, and prospects.Manage related key relationships with lay leaders, professionals, and vendors.Assist the in-house General Counsel of The Foundation in assessing and administering complex asset gifts to The Foundation.Update internal guidelines and procedures as needed.Assist The Foundation’s marketing department in creating and executing a strategy regarding complex asset gifts.Qualifications
Education and Experience RequirementsA minimum of five years’ experience as a professional advisor (attorney or wealth manager), including building client relationships, is required.Law degree and membership in the California State Bar is preferred.Experience advising clients regarding charitable or financial strategies preferred.Experience networking with professional advisors preferred.Knowledge, Skills, and AbilitiesKnowledge of charitable planning strategies required.Knowledge of the Los Angeles Jewish Community preferred.Ability to inspire confidence and create trust with clients, prospects, and professional advisors.Experienced project management and strategy skills.Ability to synthesize large amounts of detailed information.Ability to manage multiple priorities.Ability to meet goals in a timely and effective manner.Understanding of human resources and personnel management.Experience with Raiser’s Edge or similar software.
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