Jewishsac
Vice President, Strategic Philanthropy and Advisor Engagement
Jewishsac, Los Angeles, California, United States, 90079
Vice President, Strategic Philanthropy and Advisor EngagementAbout Us:
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.
Position Overview:
The VP of Strategic Philanthropy and Advisor Engagement will play a critical role in executing our advancement strategy. 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.
Key Responsibilities:
Account 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.
Write articles and give presentations on charitable planning strategies.
Professional Advisors:
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 for 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.
Core Competencies and Qualifications:
Education and Experience Requirements:
A 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 helpful, especially for complex asset management and estate planning.
Experience advising clients regarding charitable or financial strategies preferred.
Experience networking with professional advisors preferred.
Knowledge, Skills, and Abilities:
Knowledge 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.
Experience with Raiser’s Edge or similar software.
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.
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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.
Position Overview:
The VP of Strategic Philanthropy and Advisor Engagement will play a critical role in executing our advancement strategy. 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.
Key Responsibilities:
Account 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.
Write articles and give presentations on charitable planning strategies.
Professional Advisors:
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 for 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.
Core Competencies and Qualifications:
Education and Experience Requirements:
A 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 helpful, especially for complex asset management and estate planning.
Experience advising clients regarding charitable or financial strategies preferred.
Experience networking with professional advisors preferred.
Knowledge, Skills, and Abilities:
Knowledge 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.
Experience with Raiser’s Edge or similar software.
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.
#J-18808-Ljbffr