Director of Development, Planned Giving

3 weeks ago

San Diego, United States Jewish Family Service Full time
Position Title: Director of Development, Planned Giving

Organization: Jewish Family Service of San Diego

Department: Advancement

Position Type: Full-Time (37.5+ hours/week), Exempt

Work Setting: Hybrid

Reports To: Sr. Director of Development, Individual Giving

Pay Range: $120,000/year

Total Compensation:

In addition to standard pay, compensation for this position includes:

  • Comprehensive, low-cost healthcare coverage for employees
  • Generous employer 401(k) contributions
  • Employer-covered life insurance
Time 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 leave
  • 15 paid holidays, including Federal and Jewish holidays (as long as the holiday lands on a normal scheduled workday), and floating holidays
  • 2 Wellness Days to be taken any time during the year to support employees’ mental wellness
Position 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 prospects
  • Maintains and grows a portfolio of annual giving donors utilizing various tools including, but not limited to personal visits, networking events, letters, emails, and phone calls
  • Manages relationships with planned giving and annual donors at various stages of identification, cultivation, solicitation, and stewardship
  • Serves as resident expert in planned giving, joining other fundraisers on solicitations and informational meetings
  • Utilizes Raiser’s Edge CRM software to plan and record all donor activity
  • Achieves and exceeds annual goals as assigned by Sr. Director of Development, Individual Giving
  • Works with Sr. Director of Development, Individual Giving to finetune and solidify Planned Giving cultivation and stewardship processes
  • Arranges tours, workshops/presentations and other opportunities for planned giving and major donor prospects to increase interest in JFS
  • Works closely with estate and planning attorneys and other professional service providers to identify prospects
Skills/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 County
  • Education – BA/BS degree at minimum or equivalent
  • Experience – 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 stewardship
  • Planned Giving – should have specific experience in planned giving as well as knowledge of gift planning process and donor advised funds
  • Partnerships – needs experience with financial planners, attorneys, and other relevant professional service providers
  • Technical Skills – must have experience working with CRM software, Raiser’s Edge experience a plus
  • Communication/Interpersonal Skills – must be articulate, poised, and possess strong writing skills and have the ability to listen to, connect with, and inspire donors
  • Administration – proven to be detail oriented and possess excellent project management skills
Skills/Abilities We’d Like You to Have:
  • Experience in event management and resource development


Important Notice:

Incomplete 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 Diego
Jewish 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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