Senior Philanthropy Officer – Planned Giving

Job Title:

Senior Philanthropy Officer – Planned Giving

Organization Name:

Minneapolis Jewish Federation

Job Type:

Full-time

Salary Range:

$85,000-$95,000

Deadline:

Open until filled

Position Summary:

The Minneapolis Jewish Federation (MJF) seeks a motivated and professional Planned Giving Officer to help execute MJF’s endowment fundraising efforts, secure deferred and current endowment gifts, and grow the financial sustainability of MJF’s mission and operations. The Planned Giving Officer has knowledge of planned giving fundraising, resources, vehicles, and tools to identify, cultivate, solicit, and steward planned gifts for the Minneapolis Jewish Federation. This position will mobilize, advise, and respond to the evolving opportunities in our Jewish community by actively participating in MJF’s Annual Campaign fundraising as well. We are looking for a team member to join our driven, knowledgeable, enthusiastic, and passionate professionals and lay leaders. Success in this role will involve communicating and connecting donors’ philanthropic passions and goals with Federation programs, services, and role in our Jewish community.

Primary Duties and Responsibilities

Planned Giving

  • In coordination with MJF’s Chief Philanthropy Officer and Minnesota Jewish Community Foundation Executive Director, implement a systemic approach to identification, cultivation, solicitation, acknowledgement, and stewardship of Planned Gifts to MJF’s mission and programs
  • Meet regularly with planned giving prospects and take strategic steps to move them through the gift cycle
  • Assist in education of colleagues and lay leaders on planned giving techniques and best practices
  • Oversee MJF’s Silver Circle (25+ year donors), Legacy Society and related volunteers and activities
  • Coordinate periodic community wide Planned Giving shared services
  • Serve as MJF’s Coordinator for the It’s Your Legacy (IYL) program, including planning annual planned giving continuing education for IYL the cohort and lay leaders
  • Actively participate in Minnesota Jewish Community Foundation efforts, meetings, and opportunities with a focus on MJF Legacy Society prospects and donors
  • Focus 75% of planned giving time on identification of prospects, qualification, cultivation, and solicitation and 25% on stewardship of donors who have already made a planned gift commitment
  • Work collaboratively with other Philanthropy Officers to appropriately cultivate and steward donors and planned giving prospective donors

Comprehensive Philanthropy & Growing Support

  • Develop a thorough understanding of MJF’s mission, partnerships, funding, programs, and opportunities
  • Actively participate in MJF’s comprehensive philanthropy program: planned giving, annual campaign, affinity 

groups, community initiatives, impact areas, Israel, global experiences, stewardship, data, and more

  • Manage a portfolio of approximately 100 donors giving to MJF’s Annual Campaign, comprised of Silver Circle and planned giving prospects, moving them through the gift cycle 
  • Gain and maintain proficiency with database management software to ensure appropriate and timely data accuracy, recognition, and back-end stewardship of donors and monitor progress
  • Effectively utilize technological platforms and systems for project management, communication, and organizational efficiencies
  • In coordination with the Donors Relations Director, serve as project manager for MJF’s annual stewardship efforts for portfolio of donors, Silver Circle and Legacy donors.

Assume other responsibilities on the Philanthropy team as appropriate

Experience and Qualifications Requirements: 

  • EDUCATION: Bachelor’s Degree; Graduate degree in business, marketing, Jewish communal studies or related field desirable but not required
  • EXPERIENCE: Knowledge of and experience with planned giving techniques and best practices required; 6+ years of experience in fundraising, business development, communications, marketing, volunteer management or related professional experience; Knowledge of Jewish community preferred but not required
  • SCHEDULE: Ability to work early mornings, evenings and weekends as required

Additional Information

Uphold and exemplify the Minneapolis Jewish Federation’s mission and vision

Uphold and exemplify the leadership and behavioral competencies of the organization

Execute professional, high level customer service, both internally and externally

Attend Federation events as position requires (some after regular business hours)

Benefits include: paid vacation, sick leave, disability and life insurance, 401(k) match and health, dental and additional insurances available

How to Apply

Please send resume and cover letter to [email protected]