Director of Planned Giving at Jewish Federation of Greater Houston

The Director of Planned Giving is a highly relational, strategic fundraising professional responsible for building and growing a comprehensive legacy giving program that inspires donors to create a lasting impact on the Jewish community. Reporting to the Chief Philanthropy Officer, this position leads the development and implementation of the Federation's planned giving strategy, stewards existing legacy donors, cultivates new prospects, and is responsible for creating, implementing, and managing the Federation's Legacy Giving Society. Responsibilities: • Build, implement, and manage the Federation's planned giving program using frameworks and best practices from consulting partners and the Jewish Federations of North America • Manage a portfolio of legacy giving prospects and donors through all stages of the donor lifecycle • Conduct donor visits and personalized conversations regarding legacy and endowment giving opportunities • Create, manage, and grow a Legacy Giving Society • Collaborate with philanthropy, marketing, and engagement staff to promote planned giving, and integrate legacy conversations into Annual Campaign and major gift strategies • Create opportunities for multigenerational family engagement, and work closely with the Houston Jewish Community Foundation • Build relationships with attorneys, financial planners, accountants, trust officers, and other professional advisors, and represent the Federation at community and professional events Qualifications: • Bachelor's degree required; CFRE or master's degree preferred • Minimum 7 years of direct fundraising experience • Demonstrated success building meaningful donor relationships and securing philanthropic commitments • Excellent interpersonal, communication, presentation, and relationship-management skills • Strong organizational skills with the ability to manage multiple priorities and projects simultaneously • Ability to work effectively with volunteers, donors, professional advisors, and community leaders • Experience with donor databases, CRM systems, and Microsoft Office • Ability to work occasional evenings and weekends as needed