Philanthropy Associate, Donor-Advised Funds

ORGANIZATIONAL OVERVIEW
The Jewish Community Federation and Endowment Fund (the Federation) of San Francisco, the Peninsula, Marin and Sonoma Counties is a philanthropic catalyst, connecting Bay Area Jews – of all ages, backgrounds, and perspectives – to the power we have as a community to improve the world. We partner with donors, organizations, and foundations to address the pressing issues facing our community and develop innovative strategies that result in deep and lasting impact.

Our vision is a vibrant, connected, and enduring Jewish community that is a force for good locally, in Israel, and around the world. Our work is guided by the timeless Jewish values of kehilla (community), tzedakah (giving with just intention), and tikkun olam (repairing the world).

The Federation seeks highly motivated individuals with a variety of skill sets to build the next generation of Federation engagement. We are especially interested in forward-thinking, collaborative, and open-minded candidates who are willing to take risks, possess a high level of integrity, and model a positive attitude that inspires confidence.

FEDERATION PHILANTHROPY PARTNERS PROGRAM OVERVIEW
The Federation helps donors make their philanthropy more effective. Through the generosity of about 1,000 donors, the Federation grants over $200 million a year, both locally and globally, to a variety of secular and Jewish causes. Federation Philanthropy Partners works with these clients, who all have unique situations and varying degrees of need for our guidance. Our aim is to be a trusted advisor, and to inform, educate, inspire, and challenge philanthropy driven by Jewish values, and the philanthropists in our communities.

POSITION OVERVIEW
The Philanthropy Associate will work as part of a team administering donor-advised funds, which are charitable giving vehicles established by donors we serve in the Federation Philanthropy Partners practice. The Donor-Advised Funds (DAF) program contains approximately 1,100 funds with over $700 million in assets and disburses approximately 10,000 grants per year. The DAF program, as part of the Federation Philanthropy Partners team, is a growing practice, and the person in this position can anticipate the opportunity to grow professionally and rise in the organization over time. The Philanthropy Associate will support the Program Director of Donor-Advised Funds and other colleagues to meet donor and prospective donor needs. The Philanthropy Associate may also be responsible for assisting with key projects in the business development of the philanthropy advisory practice at the Jewish Community Federation and Endowment Fund. This work will support the implementation of a growth strategy that has the goal of becoming a preeminent philanthropy advisory practice, a trusted advisor to generations of Jewish philanthropists, and a pacesetter in philanthropy. This team support will be assigned depending on areas of expertise and need and may include: supporting the development of donor-centric service models; supporting the build of specific programs and the delivery of specific events related to donor experience; and supporting due diligence on new offerings, platforms, and services for our donors.

ESSENTIAL FUNCTIONS OF THE POSITION

Donor Advised Fund administration:

Grants Administration

• Participate as part of the DAF team to process grant recommendations, conduct due diligence for weekly grant batches, and coordinate the mailing process
• Compile grant materials for board dockets and coordinate internal vetting process for new organizations and projects
• Communicate with accounting team and grantees, as necessary, regarding fulfillment of grant requests
Donor service and fund management
• Assist fundholders on day-to-day issues regarding all aspects of their funds; perform administrative tasks related to donor requests as necessary
Technology Support
• Provide first-line donor support for online portal access and utilization
• Assist with online portal updates, improvements, and communication process
Database Management
• Maintain and update DAF records as necessary in database
• Manage statement delivery and communication process
• Work with DAF and accounting teams to establish new funds, as well as update and retire existing funds, as necessary
Gift Administration
• Receive, record and acknowledge contributions to donor-advised funds

Federation Philanthropy Partners practice donor service delivery:
• Completes, with donors and colleagues, key meeting follow-ups so that donors receive caring, proactive, competent service
• Documents outcomes of donor meetings in Salesforce CRM and assists with follow-ups for Associates and Advisors
• May help to coordinate donor meetings, including production of agendas, timing and scheduling; electronic and paper documentation and delivery; supporting Philanthropy Advisors to set agendas for families’ key philanthropy concerns, foundation agenda, and/or issues throughout the year
• Uses and at times administers database information for prospecting, donor service, and events
• Runs reports for staff, board, and lay leadership, as requested
• Assists in the delivery of events for donors and prospects
• Participates as a member of the Federation Philanthropy Partners team for a specific group of projects designed to further develop and advance the business
• Communicates professionally with volunteer leadership, and provides professional support to these leaders
• Supports the management of a community catalogue of Jewish giving opportunities for internal and external programs, programmatic content, collaborative funding opportunities and educational events as needed
• This position will eventually require occasional attendance/participation at events in the evening or on weekends

EDUCATION OR TRAINING EQUIVALENT
• 3-5 years of direct client service experience, in any multifaceted, complex environment
• Bachelor’s Degree required

QUALIFICATIONS (SKILLS, ABILITIES, LICENSES)
• Experience working with high-net worth clients preferred
• Experience participating in the management of donor advised funds and/or philanthropic operations, systems, and grant programs preferred
• Exceptional organizational skills
• Intrapreneurial or entrepreneurial mindset and interest encouraged
• Knowledge of and appreciation for the Jewish community, its customs and practices
• Proven ability to work collaboratively with many constituencies
• Strong interpersonal skills and team approach
• Excellent written and verbal communication skills
• 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
• Proficiency in MS Office Suite (experience with Salesforce a plus)
• This position will require the ability to work in our San Francisco office approximately 3-5 days per week

To Apply

• For additional information on the opportunity, please send a copy of your resume with a cover letter
• All applications and inquiries will receive a response and will be kept strictly confidential
• Competitive salary commensurate with experience. Excellent benefits — medical, dental, vision, vacation, sick pay, holidays (including Jewish), and retirement plan