OUR MISSION | REMARKABLE IMPACT

Remarkable impact is the heart of Foundation For The Carolinas’ mission, and the driving force behind our mission is the collective impact of thousands of nonprofits, families, companies, and organizations who partner with us to amplify the power of giving.  

HOW YOU’LL ADVANCE OUR MISSION | POSITION OVERVIEW 

The Vice President (VP) of Philanthropy will play a meaningful role in strengthening and sustaining the Foundation for the Charlotte Jewish Community (FCJC). This position is all about relationships – connecting with individuals, families, and partners across Charlotte’s Jewish community to help grow, steward, and preserve the community’s shared legacy.

Working closely with the FCJC Executive Director, the VP will lead the Create Your Jewish Legacy (CJL) initiative and serve as the primary point of contact for our CJL partner organizations and the Harold Grinspoon Foundation.  The VP will guide project management efforts, celebrate and steward Book of Life members, and help bring related programs and events to life.  This role will also support the identification and engagement of high-net-worth individuals who may benefit from FCJC’s services.

We’re looking for someone who is people-centered, mission driven, and comfortable working with sensitive information.  The VP will take the lead in planning FCJC’s annual legacy celebration and will help share the story and impact of our work.  A deep appreciation for Jewish life, culture and tradition is essential, along with a passion for strengthening and enriching our community.

Using FCJC’s donor engagement model, the VP will build and nurture relationships with both longstanding and new clients, as well as legacy donors throughout the community.  This role will also support Board-driven initiatives that advance FCJC’s strategic vision and elevate our presence within Charlotte’s Jewish community.  As a member of FFTC’s Philanthropic Advancement team, the VP will collaborate closely with colleagues across the organization.

YOUR UNIQUE IMPACT | ROLES & RESPONSIBILITIES  

Relationship Management

• Develop strong relationships with existing donors to provide donor-centered services to meet the personal philanthropic objectives of donors and their families and deepen/expand existing client relationships.
• Maintain a portfolio of assigned current fund and planned gift relationships, serving as the dedicated FCJC relationship manager to provide excellent customer service & day-to-day support, stewardship, philanthropic counsel and support for long-range charitable planning.
• Maintain prospect and existing donor information in Raiser’s Edge donor software system to help build, track and monitor prospect solicitation and cultivation.
• Work with Finance & Donor Relations team on special projects related to donor stewardship, donor servicing, operational processes, etc. to enhance client deliverables.
• Consistently and effectively communicate with key, cross-functional team members to ensure the coordination among Civic Leadership, Corporate, Nonprofit or Campaign efforts as it relates to FCJC key prospects and fund holders.
• Support FCJC’s marketing efforts by joining internal marketing committee, meeting to identify and execute strategic priorities related to key business lines.
• Special projects as assigned.

Create Your Jewish Legacy Initiative

• Manage the Create Your Jewish Legacy Initiative: training community partner teams to identify, cultivate and steward prospects when seeking current and planned gifts.
• Serve as a key public face for FCJC’s Create Your Jewish Legacy Initiative.
• Assist in the further development of the Book of Life RE database to track progress of the Create Your Jewish Legacy Initiative and FCJC Planned Giving.
• Continue to direct the strategic and day-to-day responsibilities of donor stewardship in regard to the Jewish community’s planned giving portfolio by informing agencies of new gifts and maintaining a community wide database of realized gifts.
• In conjunction with the Executive Director, plan, create and implement marketing efforts to promote CJL, including website content, marketing collateral, direct mail, advertising and donor profiles.
• Assist in the planning, marketing and execution of FCJC’s annual meeting and community legacy celebration.
• Keep abreast of current tax laws and planned giving trends.

Business Development

• Assist Executive Director in business development activities for FCJC, particularly with largest donors and prospective fund holders and planned giving donors.
• Develop and demonstrate a command of product and industry knowledge to successfully cultivate new clients and active referral sources.
• Train and educate prospects, clients and professional advisors/key referral sources regarding FCJC and CIF products and services to grow assets.
• Attend community and industry events on behalf of FCJC to maintain and cultivate new relationships with prospects and referral sources.
• Represent FCJC and Charlotte’s Jewish community at Jewish Federation of North America and Harold Grinspoon Foundation national conferences.
• Identify, attend and support events sponsored by FFTC and FCJC as prospect generation strategy.
• Participate in processes and procedures to integrate the asset development efforts of the team, including but not limited to, data tracking, dashboards, information sharing, and cross-selling.
• Work collaboratively with the Executive Director to create and maintain fundraising materials and to implement strategic initiatives to grow FCJC assets and to highlight existing fund holder relationships (direct mail, advertising, event/table sponsorships, marketing collateral, website content).

 WHAT YOU’LL NEED FOR SUCCESS: QUALIFICATIONS  

• Bachelor’s degree preferred (focus on business, marketing, finance or related field)
• At least 3-5 years of experience, preferably in fundraising, development, or financial services/wealth management
• Client based Service industry experience
• Previous communications, development or marketing experience in a corporate or nonprofit setting preferred
• Excellent computer skills including working know ledge of Microsoft Office applications
• Previous experience and understanding of Jewish community are preferable
• Initiator who is detail-oriented and a self-starter, customer service and sales orientation
• Ability to set priorities, manage multiple tasks and meet deadlines with a high degree of accuracy and urgency, while receiving deliverables from multiple team members
• Ability to be flexible in a work environment often filled with challenging situations and resource constraints
• Excellent oral and written communications skills
• Excellent interpersonal skills
• General ability to perform the essential functions and overall physical and mental requirements of this position, including stamina to perform tasks over extended periods and ability to occasionally move about to accomplish tasks or move from one worksite and/or workstation to another.