Director Foundation Giving

Role and Impact

As our Director of Foundation Giving, you will serve as a strategic philanthropic advisor, relationship builder, and champion for legacy giving. You will develop individualized strategies for high-potential prospects, manage a portfolio of planned giving donors, cultivate relationships with attorneys, accountants, wealth managers, insurance professionals, and other advisors, and create opportunities for donors and their advisors to learn about the impact of planned giving.

Success in this role requires exceptional relationship-building skills, strong knowledge of charitable giving vehicles, excellent communication, sound judgment, and the ability to collaborate effectively with donors, professional advisors, lay leaders, and colleagues.

Key Responsibilities

Planned Giving Strategy & Execution

Partner with the Vice President of Foundation to design and implement a comprehensive planned giving program, including marketing, donor education, cultivation, and stewardship strategies.
• Develop individualized strategies for engaging high-potential prospects and legacy donors.
• Build, manage, and grow a portfolio of planned giving prospects and donors.
• Identify opportunities to increase the Federation’s long-term philanthropic resources and assets under management.
• Partner with development colleagues to integrate planned giving into broader fundraising and campaign strategies.
• Educate donors about charitable giving opportunities, including bequests, donor-advised funds, trusts, and other planned giving vehicles.
• Work collaboratively with donors’ attorneys, financial advisors, accountants, and other professional advisors to facilitate planned gifts.

Professional Advisory Committee & External Relationships

Build and maintain strong relationships with members of the Federation’s Professional Advisory Committee, including attorneys, accountants, wealth managers, insurance professionals, and other advisors.
Develop meaningful engagement opportunities that strengthen relationships between professional advisors and the Federation.
Plan and execute educational programs, recognition events, briefings, and networking opportunities for professional advisors.
Oversee the Professional Advisory Committee’s annual campaign portfolio and engagement strategy.
Identify opportunities to expand the Federation’s network of professional advisors and philanthropic partners.

Donor Education, Stewardship & Recognition

Support campaign and development teams in donor conversations involving legacy and planned giving.
Prepare tailored materials, presentations, and resources to support individualized donor conversations.
Implement coordinated stewardship and recognition strategies for legacy donors.
Develop educational resources and communications that explain giving options and demonstrate philanthropic impact.
Ensure timely, thoughtful, and appropriate acknowledgment and recognition of planned giving donors.
Create meaningful opportunities for legacy donors to remain connected to the Federation and its mission.

Collaboration & Community Engagement

Collaborate across the Foundation and Development departments to identify planned giving opportunities within existing donor relationships.
Partner with lay leaders and volunteers to identify, cultivate, and steward prospective legacy donors.
Participate in donor meetings, community events, educational programs, and Federation initiatives as needed.
Serve as a knowledgeable resource to colleagues on planned giving strategies and charitable giving vehicles.
Represent the Federation with professionalism and enthusiasm among donors, advisors, community leaders, and philanthropic partners.

Thrive Here If You Have

Bachelor’s degree required; professional fundraising certification is preferred.
5–7 years of experience in nonprofit development, fundraising, planned giving, estate planning, or a related field
Strong understanding of charitable giving vehicles, including bequests, trusts, donor-advised funds, and other planned giving strategies.
Demonstrated ability to build and maintain trusted relationships with donors and professional advisors.
Exceptional interpersonal, collaboration, and relationship-management skills.
Excellent written, verbal, presentation, and communication skills.
Strong organizational and project-management skills, with the ability to manage multiple priorities, deadlines, relationships, and details.
Experience supervising or managing others.
Ability to work effectively with professional staff, lay leaders, donors, attorneys, financial advisors, accountants, and other external stakeholders.
Knowledge of or connection to Jewish communal life is a plus.
Sound judgment, discretion, professionalism, and a high level of attention to detail.
Ability to work extended hours as needed for donor meetings, events, and community engagement.
Deep commitment to the mission and values of the Jewish Federation of South Palm Beach County
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Why You Should Work Here

We believe meaningful work begins with a supportive, mission-driven environment. When you join our team, you'll benefit from:

Competitive salary
Comprehensive medical, dental, and vision benefits
401(k) with employer match
Generous paid time off, including all major Jewish holidays
A collaborative, mission-focused culture that values creativity and partnership
Professional development and growth opportunities
The opportunity to build meaningful relationships and help shape the future of Jewish philanthropy in South Palm Beach County
The opportunity to help individuals and families create lasting philanthropic legacies that strengthen the community for generations to come