Life & Legacy Community Consultant

Responsibilities

Program Implementation & Community Engagement

Relationship Management: Manage a portfolio of active community grantees, serving as a coach to help them reach key milestones, from securing after-lifetime commitments to executing effective marketing and stewardship plans. Cultivate and maintain strong, collaborative relationships with partner organizations to support long-term success and engagement.
Training & Curriculum: Engage with community leaders, both virtually and in person, to implement the Life & Legacy training and curriculum, tailoring approaches to fit the unique needs of each community.
Grants Administration: Support the implementation of Life & Legacy grants, including reviewing applications & budgets, assessing community readiness, as well as monitoring and reporting on progress and impact. Ensure all grantee reporting and documentation is accurate, compliant, and aligned with the program’s goals.

Tools & Learning Design

Curriculum Development: Contribute to curriculum development on key legacy training topics in collaboration with Life & Legacy team members.
Learning and Webinars: Design and deliver engaging adult learning experiences, including workshops, webinars, and gatherings to a portfolio of communities.
Tools and Resources: Develop new tools, toolkits, and resources to support participating organizations and track progress over time.
Communities of Practice: Facilitate and manage communities of practice that foster peer learning, collaboration, and networking among participants.
Communications and Website: Ensure program resources and learning opportunities are clearly communicated and accessible through available tools and technology. Project manage website content updates and enhancements for the Life & Legacy program on the foundation’s website platform.

Life & Legacy Community Consultant (Remote)

The Harold Grinspoon Foundation (HGF) is looking for a strategic, mission-driven professional to join the Life & Legacy® team. Life & Legacy empowers donors to invest in their local Jewish communities across North America through endowment-building and legacy giving to ensure long-term sustainability.

Joining a small team, the Consultant plays a key role in advancing the program in participating Jewish communities by delivering engaging training and coaching with a portfolio of grantee communities, as well as developing new resources to deepen legacy giving within the Jewish community. In partnership with the Life & Legacy Director and team, the Consultant ensures high-quality program implementation and fosters meaningful, lasting engagement across participating communities across North America.

Responsibilities

Program Implementation & Community Engagement

Relationship Management: Manage a portfolio of active community grantees, serving as a coach to help them reach key milestones, from securing after-lifetime commitments to executing effective marketing and stewardship plans. Cultivate and maintain strong, collaborative relationships with partner organizations to support long-term success and engagement.
Training & Curriculum: Engage with community leaders, both virtually and in person, to implement the Life & Legacy training and curriculum, tailoring approaches to fit the unique needs of each community.
Grants Administration: Support the implementation of Life & Legacy grants, including reviewing applications & budgets, assessing community readiness, as well as monitoring and reporting on progress and impact. Ensure all grantee reporting and documentation is accurate, compliant, and aligned with the program’s goals.
Tools & Learning Design

Curriculum Development: Contribute to curriculum development on key legacy training topics in collaboration with Life & Legacy team members.
Learning and Webinars: Design and deliver engaging adult learning experiences, including workshops, webinars, and gatherings to a portfolio of communities.
Tools and Resources: Develop new tools, toolkits, and resources to support participating organizations and track progress over time.
Communities of Practice: Facilitate and manage communities of practice that foster peer learning, collaboration, and networking among participants.
Communications and Website: Ensure program resources and learning opportunities are clearly communicated and accessible through available tools and technology. Project manage website content updates and enhancements for the Life & Legacy program on the foundation’s website platform.
Integration & Team Collaboration

Contribute to the integration of Life & Legacy resources and curriculum into other HGF initiatives, including PJ Library and JCamp 180.
Collaborate closely with the Life & Legacy team to strengthen, expand, and continuously improve program offerings.

Conferences & Convenings

Support the planning and implementation of conferences and learning convenings, including identifying speakers, shaping content, and designing effective learning experiences.
Create specific content for the annual Life & Legacy Leadership Conference, ensuring a valuable and engaging experience for both professionals and lay leaders.

Qualifications

Content expertise: 8+ years of experience in fundraising and planned giving strategies, including legacy giving, endowments, and community organizing.
Expertise in adult learning, training, and facilitation.
Experience designing and delivering trainings, workshops, or educational programs.
Knowledge of or experience in the Jewish communal landscape.
Strong proficiency with online learning tools, virtual platforms, data visualization software, webinar delivery, and project management software.
Experience using data and metrics to assess outcomes and inform decision-making.
Strong organizational and project management skills with attention to detail.
Ability to work independently and collaboratively across teams and partners.