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Strategic Philanthropy and Advisor Engagement Leader

4 weeks ago

Los Angeles, California, United States Jewishsac Full time
About Us:

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

We are seeking a seasoned professional to join our advancement efforts, driving growth and deepening 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, presenting and implementing charitable giving strategies to clients and prospects based on their goals and circumstances.

They will serve as the relationship manager for a segment of our donors and prospects, joining our team as a member of our leadership.

Key Responsibilities:
  1. Cultivate and solicit high net worth Jewish philanthropists, including current clients, future prospects, and referrals from professional advisors.
  2. Meet with prospects, clients, and their advisors to assess their charitable tax and estate planning needs, and overall philanthropic goals and aspirations.
  3. Elevate clients' philanthropic giving through family engagement, and personalized strategic plans, often in conjunction with their professional advisors.
  4. Explain and respond to client/prospect questions relating to our DAF and Endowment Agreements, and applicable guidelines, processes, and procedures.
  5. Write articles and give presentations on charitable planning strategies.
  6. Network with and engage approximately 100 professional advisor referral sources.
  7. Educate professional advisors regarding charitable strategies and promote our products and services.
  8. Design and manage events and programs for existing and new professional advisor referral sources.
  9. Promote complex asset gifts to advisors, donors, and prospects.
  10. Manage related key relationships with lay leaders, professionals, and vendors.
  11. Assist our in-house General Counsel in assessing and administering complex asset gifts to our organization.
  12. Update internal guidelines and procedures as needed.
  13. Assist our marketing department in creating and executing a strategy regarding complex asset gifts.
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.

Experience advising clients regarding charitable or financial strategies preferred.

Experience networking with professional advisors preferred.

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.