POSITION TITLE: Associate Vice President, Planned Giving and Endowments

DEPARTMENT: Total FRD Department

REPORTS TO: Vice President of Philanthropy

Full Time Position, Salary Range- $170-$190K

Hybrid work environment. Preference for candidates commutable to NYC or DC office.

The Jewish Federations of North America (“JFNA”) consist of 141 Jewish Federations and dozens of Network communities which collectively raise and distribute more than $3 billion annually to support flourishing Jewish life and the needs of the Jewish people in their home communities and around the world. The Jewish Federation system, among the top 10 charities on the continent, leads the largest network of volunteer and professional leaders who build and sustain Jewish communities that are healthy, safe, caring, welcoming and inclusive, educated and engaged, involved in the broader community, and deeply connected to Israel and the global Jewish people.   

POSITION SUMMARY

The Associate Vice President (AVP) of Planned Giving and Endowments is responsible for providing leadership over JFNA’s planned giving and endowment program, offering services and resources to a network of 141 Jewish Federations of varying scope and sophistication. This role seeks to raise the profile of planned giving as an important component of total financial resource development and will serve as a technical expert, giving direction, staying current on legislative and policy developments and disseminating information as appropriate. The Associate Vice President is expected to effectively articulate and demonstrate the value of endowment income to the system and the ROI in training major gift fundraisers about the role planned giving plays in securing short- and long-term philanthropic investment in our communities.  The position places planned giving and endowments in a central, prominent and leadership role in creating, informing and promoting best practices to the field and across JFNA.

As a senior member of the FRD Department the AVP, PG&E will work closely with JFNA’s internal team and across departments throughout the organization to inform and catalyze national giving. 

This position is also responsible for engaging lay leadership, field professionals and other key stakeholders in service of overall goals. This person is a key liaison for PG&E professionals in the system and consults with communities on an as needed basis.

RESPONSIBILITIES

• Create a strategic vision for planned giving and community investment.
• Oversee and support the landscape of planned giving and endowment and foundation professionals in the field, to share best practices and resources from JFNA.
• Lead and model the integration of planned giving fundraising efforts into all areas of JFNA fundraising initiatives and efforts; develop evaluation metrics and goals for all initiatives related to planned giving.
• Assess the assets, distributions and total value of endowment programs annually to support national and local leadership engagement, peer benchmarking in coordination with Impact and Growth team.
• Represent and position JFNA in larger Jewish and secular philanthropic networks in PG&E and philanthropic advising spaces.
• Support and grow Donor Advised Fund strategy, marketing, and stewardship across the system.
• Monitor legislation and regulation dealing with charitable giving and endowments, in partnership with the Washington DC office of JFNA. When necessary and appropriate, advocate for policies.
• Partner with senior professionals to expand capacity in philanthropic advisory, policy and governance, professional development and donor engagement.
• Identify and analyze market opportunities that may be scaled system wide; mobilize national partners in support of strategic priorities.
• Curate and steward national resource bank policies, governance and procedures regarding planned-giving and community investments.
• Oversee design, develop, curate, and project-manage ongoing and robust legacy and endowment training opportunities (in person and online).
• Manage and support program instructors/facilitators, both external and JFNA’s subject matter experts, determine workflows, timelines, logistics, and deliverables.
• Coordinate with teams across JFNA and outside facilitators to ensure quality and excellence and support for key tasks, including session scripting, production, marketing, logistics, and budgeting.
• Create an updated and integrated strategy for PG&E campaigns and products, as well as supporting JFNA and system-wide priority area efforts with base current messaging and marketing materials; develop channels of distribution and ease of access for system professionals.

JOB QUALIFICATIONS:

• Brings a minimum of 15 years of experience as a senior professional in the Jewish communal field, Jewish Federation, Jewish Community Foundation, or similar complex national organization
• Exhibits excellent writing skills and effectively articulates JFNA’s mission in this arena to all relevant constituencies
• Works collaboratively and effectively within and across teams
• Demonstrates advanced knowledge of endowments and other planned giving vehicles and advising.
• Experience overseeing Donor Advised Fund programs and platforms
• Experience working with major donors' families to design and direct them to best-giving vehicles and structures to support their goals. 
• Demonstrates strong interpersonal, leadership, facilitation, and organizational skills
• Inspires results and thinks strategically
• Works collaboratively and effectively across the organization

COMPENSATION AND BENEFITS:  JFNA offers a comprehensive benefits package (medical, dental, vision, FSA), including a defined contribution plan, generous vacation policy, paid legal and Jewish holidays, life insurance, generous parental leave policies and flexible remote work practices.  Our compensation philosophy strives to be externally competitive and internally fair.   Additionally, we offer voluntary learning programs throughout the year in subjects of interest to our staff.

Salary range:  $170,000  - $190,000

To Apply: Please email resume and cover letter to Serena.Young@jewishfederations.org and Maia.Adler@jewishfederations.org.

FEDERATION APPLICANTS: JFNA is committed to supporting local Jewish Federations and to identifying the best talent for the system. If a current Federation employee is hired for this role, we will work with the local Federation to ensure an appropriate timeline and communications strategy. We welcome initial confidential inquiries to learn more about the role; however, current Federation employees who move to a finalist round of interviews will be asked to communicate with the Federation about their candidacy.

POSITION: SENIOR TAX POLICY COUNSEL 

LOCATION:  

JFNA’s Washington, D.C. Office 

SALARY RANGE:  

$150k-$160K 

REPORTS TO: 

Managing Director of Public Policy 

JFNA OVERVIEW: 

The Jewish Federations of North America ("JFNA") consist of 141 Jewish Federations and dozens of Network communities which collectively raise and distribute more than $3 billion annually to support flourishing Jewish life and the needs of the Jewish people in their home communities and around the world. The Jewish Federation system, among the top 10 charities on the continent, leads the largest network of volunteer and professional leaders who build and sustain Jewish communities that are healthy, safe, caring, welcoming and inclusive, educated and engaged, involved in the broader community, and deeply connected to Israel and the global Jewish people. 
 
Additionally, over the past decade, JFNA has maintained a position of leadership on domestic public policy and funding issues that impact local Federations and their communities. Notably, JFNA’s Washington D.C. office has developed significant expertise regarding the tax-exempt status of our charitable network and influencing policies that drive federal funding to specific communal needs. This position will provide expertise in the legal arena around government affairs, tax, and nonprofit policy. 

POSITION OVERVIEW: 

This position is part of JFNA’s Government Affairs team, advancing priorities that strengthen Jewish communities by securing nonprofit security funding; combating antisemitism; addressing economic vulnerability through healthcare, support for Holocaust survivors, older adults, and people with disabilities; promoting justice; and protecting charitable giving incentives. 

RESPONSIBILITIES: 

• Serve as lead advocate and provide technical support for government affairs and lobbying on legislative and regulatory issues before Congress, Treasury, IRS, and other federal agencies relating to nonprofit tax and charitable giving.
• Partner with professional and lay leaders across the Federation system and other Jewish networks to shape nonprofit tax policy, while serving as a technical resource to Federations and JFNA’s Planned Giving & Endowment Department through tax updates, professional education, and advisory support.
• Monitor and report on planned giving tax-related developments of interest to the Federation system to both the JFNA Vice President of Government Relations (VP) and the co-chairs of the Domestic Affairs Planned Giving & Tax Incentives subcommittee (Chairs), with a primary emphasis on donor-advised funds (DAFs), endowments, and other related charitable giving vehicles.
• Build and maintain relationships with key Members of Congress, Administration officials, and their staff.
• Represent JFNA in national coalitions, committees, and conferences on nonprofit tax and planned giving issues, in collaboration with the VP and subcommittee Chairs.
• Conduct ongoing review of additional issues impacting the tax-exempt status of Jewish Federations and the continued deductibility of donor contributions, providing periodic reports (no less than monthly) as dictated by events.

QUALIFICATIONS: 

Required: 

• Extensive knowledge of federal tax policy (income tax and estate and gift tax planning, tax-exempt organization issues) and of federal legislative and regulatory processes
• Seven+ years of experience in one or more of the following settings:
• Capitol Hill (member staff or relevant committee such as Senate Finance/House Ways & Means a significant plus)
• Executive Branch agency, such as Treasury or IRS
• Government relations department at a nonprofit or for-profit entity focused on tax and regulatory issues
• Excellent writing, research, and oral communication skills

Preferred: 

• Established connections to Congress and federal officials who shape and implement tax and nonprofit policy
• Graduate degree in law, accounting, or related field
• Knowledge of the organized Jewish community and/or the Federation system

Federation Applicants: 

JFNA is committed to supporting local Jewish Federations and to identifying the best talent for the system. If a current Federation employee is hired for this role, we will work with the local Federation to ensure an appropriate timeline and communications strategy. We welcome initial confidential inquiries to learn more about the role; however, current Federation employees who move to a finalist round of interviews will be asked to communicate with the Federation about their candidacy. 

Equal Opportunity Employment: 

As an Equal Opportunity/Affirmative Action Employer, JFNA celebrates and welcomes people of all identities and backgrounds. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, veteran status, or other applicable legally protected characteristics.