Director, Leadership and Legacy Giving
PJCC - Peninsula Jewish Community Center, San Francisco, California, United States, 94199
Overview of the Role
The PJCC seeks a motivated, goal-oriented professional to serve as an integral member of the Development team. The Director, Leadership and Legacy plays a critical role in the PJCC’s fundraising and donor stewardship efforts. Reporting to the Chief Development Officer, this role ensures capacity by identifying and soliciting leadership-level gifts through Chai Society, PJCC’s leadership giving group ($1,800-$10,000) and establishing a strong pipeline for planned gifts. As part of the Development team, the Director, Leadership and Legacy secures commitments for PJCC’s Chai Society (leadership giving), Legacy Society (planned giving), and additional campaigns to support meaningful philanthropic engagement and achievement of fundraising goals.
Responsibilities include, but are not limited to the following:
Develop annual goals and strategies for leadership and legacy giving in alignment with departmental fundraising objectives.
Track and report progress toward goals using the CRM and other reporting tools.
Research, qualify, and manage a pipeline of prospects and donors, building successful relationships that lead to philanthropic support at the leadership level and for planned giving.
Qualify prospects and prioritize engagement strategies based on capacity, interest, and readiness.
Support Legacy Committee and Chai Society (Leadership Giving) Chairs.
Strategically solicit leadership and planned gifts, including multi-year commitments and documented legacy intentions, in collaboration with the CDO and lay leaders as appropriate.
In partnership with CDO and Legacy Committee Chair, integrate strategies to identify and develop planned giving prospects within portfolios.
Cultivation & Relationship Building
Build long-term, trust-based relationships with donors, advisors, and family members.
Develop individualized engagement plans aligned with donor interests and organizational priorities.
Arrange and conduct meaningful donor meetings (in-person, virtual, events, site visits).
Remain current on planned giving trends, vehicles, and related information.
Events and Stewardship
Plan and execute donor receptions and events for Chai Society and Legacy Society.
Develop a stewardship matrix, including opportunities to connect portfolio to PJCC programs.
Create endowment and stewardship reports and materials as needed.
Other
Attend organizational and departmental meetings and events.
Represent PJCC at external events and in the community.
Liaise with board members and volunteers as required.
Manage special projects and other duties as assigned.
Must be available to work some evenings and weekends.
Qualifications & Skills Required
5-7 years in a fundraising role with progressive responsibility
Demonstrated success soliciting in-person annual gifts
Experience soliciting planned gifts and knowledge of planned giving
Excellent interpersonal, verbal, and written communication skills
Strong attention to detail and organizational abilities
Experience with project management and ability to plan and lead projects to achieve outcomes
CRM experience (preferably Salesforce NPSP or equivalent) and PC literacy with strong competency in Microsoft Office Suite
Demonstrated ability to work with and maintain confidential information
Ability to handle multiple tasks in a fast-paced environment
Ability to communicate confidently and professionally with colleagues, donors, lay leaders, prospects, and vendors
Flexible team player with a willingness to pitch in on projects and tasks
Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to:
Remain stationary
Frequently stand for long periods of time during events
Move within your work area
Operate a computer and office productivity machinery
Communicate across a variety of mediums
Transport items up to 25 lbs.
Work Environment The work environment characteristics described here are representative of those an employee encounters while performing the essential duties of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential duties. While performing the duties of this job, the work environment can be noisy, and you may be working in close proximity with others. This role routinely uses standard office equipment such as phones, computers, and printers. You will have access to restroom, copy room and break room facilities.
PJCC is an Equal Employment Opportunity Employer - Minority/Female/Veteran/Disability
Disclaimer: This job description indicates in general terms, the type and level of work performed as well as the typical responsibilities of employees in this classification. The duties described are not to be interpreted as being all-inclusive to any specific employee. Management reserves the right to add, modify, change or rescind the work assignments of different positions and, when possible, to make reasonable accommodations so that qualified employees can perform the essential functions of the job. Nothing in this position description changes the at-will employment relationship existing between the PJCC and its employees.
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Responsibilities include, but are not limited to the following:
Develop annual goals and strategies for leadership and legacy giving in alignment with departmental fundraising objectives.
Track and report progress toward goals using the CRM and other reporting tools.
Research, qualify, and manage a pipeline of prospects and donors, building successful relationships that lead to philanthropic support at the leadership level and for planned giving.
Qualify prospects and prioritize engagement strategies based on capacity, interest, and readiness.
Support Legacy Committee and Chai Society (Leadership Giving) Chairs.
Strategically solicit leadership and planned gifts, including multi-year commitments and documented legacy intentions, in collaboration with the CDO and lay leaders as appropriate.
In partnership with CDO and Legacy Committee Chair, integrate strategies to identify and develop planned giving prospects within portfolios.
Cultivation & Relationship Building
Build long-term, trust-based relationships with donors, advisors, and family members.
Develop individualized engagement plans aligned with donor interests and organizational priorities.
Arrange and conduct meaningful donor meetings (in-person, virtual, events, site visits).
Remain current on planned giving trends, vehicles, and related information.
Events and Stewardship
Plan and execute donor receptions and events for Chai Society and Legacy Society.
Develop a stewardship matrix, including opportunities to connect portfolio to PJCC programs.
Create endowment and stewardship reports and materials as needed.
Other
Attend organizational and departmental meetings and events.
Represent PJCC at external events and in the community.
Liaise with board members and volunteers as required.
Manage special projects and other duties as assigned.
Must be available to work some evenings and weekends.
Qualifications & Skills Required
5-7 years in a fundraising role with progressive responsibility
Demonstrated success soliciting in-person annual gifts
Experience soliciting planned gifts and knowledge of planned giving
Excellent interpersonal, verbal, and written communication skills
Strong attention to detail and organizational abilities
Experience with project management and ability to plan and lead projects to achieve outcomes
CRM experience (preferably Salesforce NPSP or equivalent) and PC literacy with strong competency in Microsoft Office Suite
Demonstrated ability to work with and maintain confidential information
Ability to handle multiple tasks in a fast-paced environment
Ability to communicate confidently and professionally with colleagues, donors, lay leaders, prospects, and vendors
Flexible team player with a willingness to pitch in on projects and tasks
Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to:
Remain stationary
Frequently stand for long periods of time during events
Move within your work area
Operate a computer and office productivity machinery
Communicate across a variety of mediums
Transport items up to 25 lbs.
Work Environment The work environment characteristics described here are representative of those an employee encounters while performing the essential duties of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential duties. While performing the duties of this job, the work environment can be noisy, and you may be working in close proximity with others. This role routinely uses standard office equipment such as phones, computers, and printers. You will have access to restroom, copy room and break room facilities.
PJCC is an Equal Employment Opportunity Employer - Minority/Female/Veteran/Disability
Disclaimer: This job description indicates in general terms, the type and level of work performed as well as the typical responsibilities of employees in this classification. The duties described are not to be interpreted as being all-inclusive to any specific employee. Management reserves the right to add, modify, change or rescind the work assignments of different positions and, when possible, to make reasonable accommodations so that qualified employees can perform the essential functions of the job. Nothing in this position description changes the at-will employment relationship existing between the PJCC and its employees.
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