COMPENSATION RANGE: $60 -$80k
The Jewish Community Federation and Endowment Fund (the Federation) supports a vision of diverse and dynamic Bay Area Jewish communities, deeply engaged in Jewish life and doing good locally, in Israel and around the world. A newly defined strategic direction positions the Federation to achieve this vision by mobilizing innovation, collaboration, and community investment with focus on three intersecting areas:
- Recruiting and stewarding the next generation of Jewish philanthropists to generate more and better philanthropy, driven by Jewish values;
- Collaborating with partners to build connection and belonging in order to dramatically increase the number of young people engaged in Jewish life; and
- Leading or funding core components that foster the resilience and security of Jewish communities, both locally and globally.
The Federation is seeking a highly motivated and qualified individual with a variety of skill sets who wants to join a team working to build a new model of 21st century and next generation Federation engagement.
The Philanthropy Associate will manage and steward a portfolio consisting of some of the current 32 supporting foundations housed at Federation and Endowment Fund, and the grantmaking that is done through them. The Philanthropy Associate will work with Philanthropy Advisory clients, usually also donor directors, as well as Federation-appointed supporting foundation directors, and a series of committees of other volunteers to generate, review, and negotiate grants to donor-directed opportunities with guidance and content expertise from the Philanthropy Advisors. The Philanthropy Associate will support the delivery of collaborative educational, community-building, and grantmaking opportunities for like-minded clients and will also be responsible for assisting with key projects in the development of the business of the philanthropy advisory practice at the Federation. This team support will be assigned depending on areas of expertise and need and may include: supporting the development of client-centric service models, supporting the development of specific programs, and the delivery of specific events related to client experience, as well as supporting due diligence on new products, platforms, and services for our clients.
Support of business development and educational and community-building opportunities with prospective and current Philanthropy Advisory clients is critical as the Federation and Endowment Fund sets out to become a pre-eminent philanthropy advisory practice in the Jewish world, a trusted advisor to generations of Jewish philanthropists, and a pacesetter in philanthropy. This support will be assigned depending on areas of expertise and need, and may include: supporting the development of client-centric service models, supporting the build of specific programs and the delivery of specific events related to client experience, and supporting due diligence on new products, platforms, and services for our clients.
This role does not have any managerial responsibilities.
- Serves as Philanthropy Associate for a portfolio of key clients at varying levels, carrying responsibility for delivery, in coordination with other colleagues, service given to a specific set of clients on philanthropic strategy, goals, and grantmaking.
- Participates in the development of client relationships, including agenda-building and information-gathering ahead of prospective client meetings, including but not limited to: review of key prospect concerns, review of financial and personal information regarding the prospect, suggestions about discussion topics and philanthropic vehicle selection, and a proposed calendar of regular communication, touchpoints, and meetings across the year.
- Delivers, according to a scheduled calendar, supporting foundation meetings, including agendas, timing and scheduling, grant dockets, and helps the Philanthropy Advisor to set the agenda for the family’s key philanthropy concerns and issues across the year.
- Develops relationships with existing and potential grantees in the Jewish and general communities.
- Supports the development of learning opportunities and meaningful opportunities for connection for private funders on a variety of topics such as philanthropic strategy, goals, and grantmaking, with the goal of developing more empowered and grounded and strategic philanthropists in the Jewish community who grant to a variety of Jewish and non-Jewish causes.
- Provides input and support to the team regarding opportunities for new partnerships and collaboration.
- Briefed and knowledgeable about Federation’s priorities and funding areas, and can ably represent Federation as a member of the larger team.
- Participates as a member of the Federation Philanthropy Partners team on a specific group of projects designed to further develop and advance the business.
- Works with the Philanthropy team and Development Team to develop and manage a community catalogue of Jewish giving opportunities for internal and external programs, programmatic content, collaborative funding opportunities and educational events as needed.
KNOWLEDGE, SKILLS, ABILITIES
- 3-5 years of direct client service experience, in any multifaceted, complex environment.
- Experience participating in the management of philanthropic grant programs preferred.
- Exceptional organizational skills.
- Emerging philanthropy advisory capability, with some experience in a professional client service delivery setting.
- Intrapreneurial or entrepreneurial mindset and interest encouraged.
- Knowledge of and appreciation for the Jewish community, its customs and practices.
- Proven ability to work collaboratively across departments and disciplines to deliver projects focused on delivering excellence to clients.
- Strong interpersonal skills and team approach, and experience in communicating specialized information orally and in writing.
- Must have a positive attitude that inspires confidence and action.
- Demonstrated ability to establish and meet objectives and performance standards.
- Ability/comfort level to work with a broad cross-section of individuals from the community.
- Requires occasional attendance/participation at events in the evening or on weekends.
- Proficiency in MS Office Suite
EDUCATION AND EXPERIENCE
- Bachelor’s degree required.
- Experience in developing and managing grant programs, and analyzing and evaluating program activities.
- Experience working with lay leaders (community volunteers) and in maintaining healthy lay/professional relationships
Please send a copy of your resume with a cover letter to firstname.lastname@example.org. All applications and inquiries will receive a response and will be kept strictly confidential.
Salary commensurate with experience. Excellent benefits — medical, dental, vision, vacation, sick pay, holidays (including Jewish), and retirement plan.
The Jewish Community Federation and Endowment Fund is an equal opportunity employer. We value diversity and always treat all employees and job applicants based on merit, qualifications, competence, and talent. We do not discriminate on the basis of or traits historically associated with race; color, religion, religious creed, national origin, ancestry, citizenship, physical or mental disability, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression, age, sexual orientation, veteran and/or military status), domestic violence victim status, political affiliation, and any other status protected by state or federal law. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. We welcome and encourage diversity in the workplace.