JFS
Director of Development, Planned Giving
JFS, San Diego, California, United States, 92189
Position Title : Director of Development, Planned GivingOrganization : Jewish Family Service of San DiegoDepartment:
AdvancementPosition Type : Full-Time (37.5+ hours/week), ExemptWork Setting:
HybridReports To:
Sr. Director of Development, Individual GivingPay Range:
$120,000/yearTotal Compensation :In addition to standard pay, compensation for this position includes:Comprehensive, low-cost healthcare coverage for employeesEmployer-covered life insuranceTime Away from Work:Being able to take time away from work is critical in bringing your best self to work. Time off benefits for this position include:Paid vacation time and sick leave15 paid holidays, including Federal and Jewish holidays (as long as the holiday lands on a normal scheduled workday), and floating holidays2 Wellness Days to be taken any time during the year to support employees’ mental wellnessPosition Overview:JFS is looking for a compassionate, mission-driven individual to join the Development team as the Director of Planned Giving & Major Gifts. In this role, you have the opportunity to use your skills and experience to make a meaningful difference in your community and help change lives across San Diego. JFS’s Director of Planned Giving & Major Gifts leads the organization’s planned giving efforts and is equally responsible for building and managing a portfolio of major donors and prospects who have the capacity to make a planned and/or significant annual gift. This position reports directly to the Sr. Director of Development, Individual Giving and works closely with other members of the Advancement team.Responsibilities
:Builds and grows a portfolio of planned giving prospectsMaintains and grows a portfolio of annual giving donors utilizing various tools including, but not limited to personal visits, networking events, letters, emails, and phone callsManages relationships with planned giving and annual donors at various stages of identification, cultivation, solicitation, and stewardshipServes as resident expert in planned giving, joining other fundraisers on solicitations and informational meetingsUtilizes Raiser’s Edge CRM software to plan and record all donor activityAchieves and exceeds annual goals as assigned by Sr. Director of Development, Individual GivingWorks with Sr. Director of Development, Individual Giving to finetune and solidify Planned Giving cultivation and stewardship processesArranges tours, workshops/presentations and other opportunities for planned giving and major donor prospects to increase interest in JFSWorks closely with estate and planning attorneys and other professional service providers to identify prospectsSkills/Experience/Abilities That Are a Must-Have:Must have a valid CA driver’s license, a reliable automobile, insurance, and willingness to drive off-site/travel throughout San Diego CountyEducation
– BA/BS degree at minimum or equivalentExperience
– minimum of 5 years of fundraising or business development experience, with a strong understanding and foundation of fundraising strategies and tactics, including moves management, donor research, donor cultivation and stewardshipPlanned Giving
– should have specific experience in planned giving as well as knowledge of gift planning process and donor advised fundsPartnerships
– needs experience with financial planners, attorneys, and other relevant professional service providersTechnical Skills
– must have experience working with CRM software, Raiser’s Edge experience a plusCommunication/Interpersonal Skills
– must be articulate, poised, and possess strong writing skills and have the ability to listen to, connect with, and inspire donorsAdministration
– proven to be detail oriented and possess excellent project management skillsSkills/Abilities We’d Like You to Have
:Experience in event management and resource developmentIncomplete submissions will not be considered. Please, no phone calls. Please, principals only. Please, local candidates only (relocation is not provided).About Jewish Family Service of San DiegoJewish Family Service of San Diego is a client-centered, impact-driven organization working to build a stronger, more resilient community. For over 100 years, Jewish Family Service has been a trusted resource for the entire community, offering an array of services that are always life-changing, and often life-saving. At Jewish Family Service, we believe our employees are the backbone of our Agency. We strive to ensure that each employee is treated with dignity and respect. Our goal is your success. Come work at JFS and be our partner in Moving Forward Together . To learn more about JFS, please visit jfssd.org.*Jewish Family Service is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
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AdvancementPosition Type : Full-Time (37.5+ hours/week), ExemptWork Setting:
HybridReports To:
Sr. Director of Development, Individual GivingPay Range:
$120,000/yearTotal Compensation :In addition to standard pay, compensation for this position includes:Comprehensive, low-cost healthcare coverage for employeesEmployer-covered life insuranceTime Away from Work:Being able to take time away from work is critical in bringing your best self to work. Time off benefits for this position include:Paid vacation time and sick leave15 paid holidays, including Federal and Jewish holidays (as long as the holiday lands on a normal scheduled workday), and floating holidays2 Wellness Days to be taken any time during the year to support employees’ mental wellnessPosition Overview:JFS is looking for a compassionate, mission-driven individual to join the Development team as the Director of Planned Giving & Major Gifts. In this role, you have the opportunity to use your skills and experience to make a meaningful difference in your community and help change lives across San Diego. JFS’s Director of Planned Giving & Major Gifts leads the organization’s planned giving efforts and is equally responsible for building and managing a portfolio of major donors and prospects who have the capacity to make a planned and/or significant annual gift. This position reports directly to the Sr. Director of Development, Individual Giving and works closely with other members of the Advancement team.Responsibilities
:Builds and grows a portfolio of planned giving prospectsMaintains and grows a portfolio of annual giving donors utilizing various tools including, but not limited to personal visits, networking events, letters, emails, and phone callsManages relationships with planned giving and annual donors at various stages of identification, cultivation, solicitation, and stewardshipServes as resident expert in planned giving, joining other fundraisers on solicitations and informational meetingsUtilizes Raiser’s Edge CRM software to plan and record all donor activityAchieves and exceeds annual goals as assigned by Sr. Director of Development, Individual GivingWorks with Sr. Director of Development, Individual Giving to finetune and solidify Planned Giving cultivation and stewardship processesArranges tours, workshops/presentations and other opportunities for planned giving and major donor prospects to increase interest in JFSWorks closely with estate and planning attorneys and other professional service providers to identify prospectsSkills/Experience/Abilities That Are a Must-Have:Must have a valid CA driver’s license, a reliable automobile, insurance, and willingness to drive off-site/travel throughout San Diego CountyEducation
– BA/BS degree at minimum or equivalentExperience
– minimum of 5 years of fundraising or business development experience, with a strong understanding and foundation of fundraising strategies and tactics, including moves management, donor research, donor cultivation and stewardshipPlanned Giving
– should have specific experience in planned giving as well as knowledge of gift planning process and donor advised fundsPartnerships
– needs experience with financial planners, attorneys, and other relevant professional service providersTechnical Skills
– must have experience working with CRM software, Raiser’s Edge experience a plusCommunication/Interpersonal Skills
– must be articulate, poised, and possess strong writing skills and have the ability to listen to, connect with, and inspire donorsAdministration
– proven to be detail oriented and possess excellent project management skillsSkills/Abilities We’d Like You to Have
:Experience in event management and resource developmentIncomplete submissions will not be considered. Please, no phone calls. Please, principals only. Please, local candidates only (relocation is not provided).About Jewish Family Service of San DiegoJewish Family Service of San Diego is a client-centered, impact-driven organization working to build a stronger, more resilient community. For over 100 years, Jewish Family Service has been a trusted resource for the entire community, offering an array of services that are always life-changing, and often life-saving. At Jewish Family Service, we believe our employees are the backbone of our Agency. We strive to ensure that each employee is treated with dignity and respect. Our goal is your success. Come work at JFS and be our partner in Moving Forward Together . To learn more about JFS, please visit jfssd.org.*Jewish Family Service is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
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