Reports to Director, Supporting Foundations
As a center for Jewish philanthropy, the Jewish Community Federation and Endowment Fund (the Federation) mobilizes assets to support the most pressing issues of our time, while building and sustaining thriving Jewish communities in the Bay Area, Israel and beyond for generations to come. We inspire personal and collaborative philanthropy, and facilitate grantmaking, impact lending, and advocacy to make the world a better place.
With our work guided by Jewish values, the Federation operates as a community foundation, partnering with individuals and families to implement their charitable visions as well as to connect and strengthen the Jewish non-profit sector. In 2022, the Federation granted and loaned more than $245 million, making it the single largest funder of Jewish causes in the state of California. Learn more about us.
The Federation is seeking a highly motivated and qualified individual with a variety of skill sets who wants to join a team working to build a new model of 21st century and next generation Federation engagement.
The Senior Philanthropy Associate is a member of the Philanthropy Department that supports the Federation and Endowment Fund to provide robust, holistic philanthropy advisory with a Jewish perspective. Federation strives to be a trusted advisor to generations of Jewish philanthropists and a pacesetter in philanthropy. The Supporting Foundations team works with each foundation’s board of directors to complete annual activity requirements and engage with them on grants to donor-directed opportunities with guidance and content expertise from the Philanthropy Advisor Team.
The Senior Philanthropy Associate will provide oversight and support to the 32 supporting foundations housed at the Federation and Endowment Fund, and the grantmaking that is done through them. The Senior Philanthropy Associate will assume responsibility for coordinating projects related to donor relationships and legal requirements, at times performing administrative and operational tasks. The Senior Philanthropy Associate will coordinate the delivery of grantmaking opportunities and will also be responsible for managing projects in the development of the business of the Philanthropy Department at the Federation.
This role does not have any managerial responsibilities.
- Serves as Senior Philanthropy Associate for a portfolio of key clients at varying levels, carrying responsibility for delivery, in coordination with other colleagues, service given to a specific set of clients on philanthropic strategy, goals, and grantmaking.
- Participates in the development, maintenance and growth of client relationships, including review of history and other information-gathering ahead of annual (or sometimes more frequent) foundation board meetings.
- Monitors project progress of board meeting materials, coordinating with colleagues, across departments and with external advisors as needed.
- Assists in the development of, or adherence to, each Supporting Foundation’s mission, vision and philanthropic goals.
- Works with donors and finance to track and receive incoming contributions and develop acknowledgments for all Supporting Foundations contributions.
- Works with existing and potential grantees in the Jewish and general communities which may include due diligence, surveying appropriateness of unsolicited proposals, grantee research, grant proposal review, and in-person or virtual site visits.
- Develops agenda for and runs weekly Supporting Foundation team meetings.
- Provides input and project progress support to the team regarding opportunities for new partnerships and collaboration.
- Maintains visibility on Federation’s priorities and funding areas and can ably represent Federation as a member of the larger team.
- Works with the Philanthropy Team to manage a community catalogue of Jewish and general giving opportunities for internal and external programs, programmatic content, collaborative funding opportunities and educational events as needed.
QUALIFICATIONS (KNOWLEDGE, SKILLS, ABILITIES)
- Exceptional organizational and project management skills.
- Proven ability to work collaboratively across departments and disciplines, focused on delivering excellence to clients.
- Strong interpersonal skills and team approach, and experience in communicating specialized information orally and in writing.
- Demonstrated ability to establish and meet objectives and performance standards.
- Knowledge of and appreciation for the Jewish community, its customs, and practices, preferred.
- Ability/comfort level to work with a broad cross-section of individuals from the community.
- Requires occasional attendance/participation at events outside of regular business hours including early mornings, evenings or on weekends.
- Proficiency in MS Office Suite
EDUCATION AND EXPERIENCE
- Bachelor’s degree required. Advanced degree preferred.
- 5+ years of direct customer service/client service experience, in any multifaceted, complex environment.
- Experience supporting the management of philanthropic grant programs preferred.
- Experience working with lay leaders (community volunteers) and in maintaining healthy lay/professional relationships preferred.
The Federation views equity, diversity, inclusion, and belonging as the pathway to achieving inclusive excellence and fostering a company culture where everyone can thrive. We strive to create a community that draws upon the widest possible talent pool to unify excellence and diversity while fully embracing individuals from varied backgrounds, cultures, races, identities, life experiences, perspectives, beliefs, and values. The Jewish Community Federation and Endowment Fund is an equal opportunity employer.