Senior Development Officer for Planned Giving
Join our dedicated team in a high-profile role, working to cultivate and steward high-potential donors for the betterment of the Jewish community.
Posted: September 28, 2023
The Jewish Federation of Greater Pittsburgh seeks a dynamic, driven, and entrepreneurial professional for the Senior Development Officer/Planned Giving (SDO). The SDO is an integral part of the Federation’s Development team with responsibility for the cultivation and stewardship of high-potential donors and prospects. Reporting to the Associate Vice President of Development and Foundation, the SDO will be responsible for growing all aspects of its diverse portfolio of funding streams with a keen focus on growing the Foundation beyond the $315 million in assets currently under management. With record‐breaking fundraising in place – a total of $47.2 million across all income streams last year. The SDO will identify, cultivate, solicit, and steward major donor-level commitments, with a specific focus on planned gifts, initiating, maintaining, and growing these relationships to maximize their long-term value and benefit to the Federation as both donors and leaders. This is a high-profile position working with some of the Federation’s most significant and/or potential major donors. The SDO will also play an important role as it relates to the technical aspects of planned giving, interfacing both with donors as well as internally with development team members as a resource for technical advice.
The Jewish Federation of Greater Pittsburgh is the central fundraising and community planning organization for the Pittsburgh Jewish community. We provide funding to local and overseas partner agencies, as well as independent programs that provide health and human welfare services.
ESSENTIAL JOB FUNCTIONS
ESSENTIAL JOB FUNCTIONS
- Identify, qualify, cultivate, solicit, and steward a portfolio of high priority prospects and donors with an emphasis on foundation fundraising.
- Create customized solicitation strategies based on the newly implemented Federation strategic plan, community needs, and the interests of the donor.
- Manage a minimum of 80 donors/prospects.
- Serve as the relationship manager for each assigned prospect, ensuring that their development plan encompasses the broad spectrum of Federation activity and giving opportunities and the highest level of customer service.
- Work collaboratively with other members of the Federation staff, volunteers, professional advisors, and community agencies and organizations to ensure the best outcome for the donor and the community.
- Maintain interaction reports and other appropriate, accurate records of donor activity.
- Conduct prospect research as necessary.
- Solicit for all revenue streams, including, but not limited to, the annual campaign, endowment, and supplemental/project-based gifts at the major donor level.
- Participate in special events, recognition, and stewardship programs, as appropriate.
- Manage direct reports while providing coaching and feedback to fundraising staff members.
- This role requires frequent travel by automobile with the availability for additional hours, including nights and weekends at organization sponsored events.
The ideal candidate will have demonstrated skills, knowledge, and experience in the following areas:
- Proven track record in fundraising results in a goal-oriented environment, including a successful track record of closing current and/or deferred major gifts of $100,000+.
- Strong knowledge of the Jewish community, culture, and practices. Passion for the mission of the Federation and the Jewish community, including Israel and world Jewry.
- An understanding of and the ability to articulate the accomplishments and goals of a complex organization.
- Knowledge of estate and financial planning techniques preferred.
- Extensive knowledge of fundraising principles and techniques.
- The emotional intelligence, maturity, and sound judgment necessary for interacting with donors, volunteers, and staff.
- Accomplished oral and written communication and presentation skills.
- Excellent organizational and interpersonal skills.
- Three‐plus years of proven success in annual and/or planned gift fundraising.
- Experience working with volunteers and experience in the non-profit sector, highly preferred.
- Knowledge of CRM databases is a plus.
- Proficiency in Microsoft Excel is strongly preferred.
- PA child protection certifications will be required.
- Must hold and maintain a valid Pennsylvania driver's license as a condition of employment.
- Law degree preferred with background in estate planning and tax law or comparable degree in a relevant field (i.e. Tax accounting, non‐profit management, philanthropy in another Jewish organization, hospital, or university setting) or equivalent professional experience in planned giving and endowment required.
- CFRE or CAP certification is a plus.
This position has a competitive salary of $ 70,000 to $100,000 annually commensurate with experience.
The Jewish Federation of Greater Pittsburgh offers a people friendly environment, including:
- Excellent health care and retirement benefits
- Generous time off
- Hybrid work arrangement
Opportunities for continued professional development, including access to the JPRO Network, which connects, educates, inspires, and empowers professionals working in the Jewish nonprofit sector.
Qualified individuals may apply by sending a cover letter and resume to Human Resources at email@example.com.
STATEMENT OF EEO AND INCLUSION
The Jewish Federation of Pittsburgh is an equal opportunity employer and will not discriminate against any applicant on the basis of race, color, national origin, age, religion, disability status, gender, sexual orientation, gender identity, marital status, or any genetic information.
Inclusion of people of all abilities is a core value of Jewish Pittsburgh. For accommodations for disabilities in the application or interviewing process, please contact us at firstname.lastname@example.org.
Jewish Federation of Greater Pittsburgh
This job announcement is not intended to be a complete list of all responsibilities, duties or skills required for the job and is subject to review and change at any time, with or without notice, in accordance with the needs of Jewish Federation of Greater Pittsburgh.