Strategic Philanthropy and Advisor Engagement Leader

2 weeks ago


Los Angeles, California, United States Jewishsac Full time
{"title": "Vice President, Strategic Philanthropy and Advisor Engagement", "description": "About Us

The Jewish Community Foundation is a forward-thinking organization dedicated to fostering positive change through innovative and impactful philanthropy. 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.

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.

Key Responsibilities
  • 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.
  • Network with and engage approximately 100 professional advisor referral sources.
  • Promote complex asset gifts to advisors, donors, and prospects.
Core Competencies and Qualifications

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.

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.", "lang_code": "en"}



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