Philanthropy Advisor

Job description

Position: Philanthropy Advisor Organization: Jewish Federation Bay Area Location: San Francisco, CA (Hybrid – 2 days in office) ORGANIZATIONAL OVERVIEW: As the largest funder of Jewish causes in California, the Jewish Federation Bay Area connects donors, changemakers, and community partners to build a thriving, resilient future. The Federation invests in education, social services, security, and global crisis relief while empowering individuals and families to give strategically and meaningfully. ROLE SUMMARY: The Philanthropy Advisor plays a vital role in stewarding, soliciting, and engaging donors through thoughtful communication, responsive service, and meaningful connection to the Jewish community. This role manages a portfolio of emerging and growing donor-advised fund holders and Annual Campaign donors giving under $10,000. Through proactive outreach, the Philanthropy Advisor cultivates meaningful relationships and supports donors in expanding their engagement and philanthropic impact. This position reports to a senior Philanthropy Advisor and is expected to work in-office two days per week. ESSENTIAL FUNCTIONS: Portfolio Management: - Serve as primary contact for donor questions regarding grantmaking, portal navigation, Federation impact, and giving logistics. - Manage and steward an assigned donor portfolio. - Develop targeted messaging and mass email campaigns to engage broader donor segments. - Provide responsive, accurate, and thoughtful support. Strategic Engagement: - Develop creative engagement strategies for donors. - Identify opportunities for increased involvement through programs, events, and aligned giving opportunities. - Implement automated stewardship touchpoints including impact communications, holiday messages, reminders, and event invitations. - Personalize outreach to deepen connection. Donor Retention & Growth: - Monitor engagement and giving patterns to identify upgrade opportunities. - Partner with senior advisors to transition donors as giving increases. - Support retention and donor growth through thoughtful stewardship. Data & Collaboration: - Track donor activity and engagement outcomes. - Collaborate with philanthropy, data, grants management, events, and marketing teams. - Support department-wide campaigns and initiatives. QUALIFICATIONS: - 3–5 years of experience in nonprofit development, donor relations, customer success, or relationship management. - Bachelor’s degree preferred. - Strong interpersonal and communication skills. - Highly organized and detail-oriented. - Experience with CRM systems (Salesforce strongly preferred). - Understanding of donor-advised funds preferred. - Familiarity with Jewish communal life and values preferred but not required. COMPENSATION: **Salary range:** $83,000 – $98,000 annually, commensurate with experience. Excellent benefits including medical, dental, vision, paid time off (including Jewish holidays), and retirement plan. The Jewish Federation Bay Area is an equal opportunity employer committed to equity, diversity, inclusion, and belonging.