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Full Time

Senior Director of Planned Giving and Endowment

Jewish Federation of Greater Indianapolis 6705 Hoover Road, Indianapolis IN

The Jewish Federation of Greater Indianapolis (JFGI) is the central fundraising and community planning organization for the Indianapolis Jewish Community. With an Annual Campaign of $3.9 million dollars and an Endowment of $80 million, the Federation supports and enriches the lives of Jews locally, nationally, in Israel, and around the world. This very special Jewish community has a long tradition of philanthropy; having just completed the 4th year of the Life & Legacy program the community looks forward to stewarding more than 600 legacy donors. Our future is bright with more than 50M in expectancies; 300 Funds that represent 50 of our largest donors and DAF- allocations annually to more than 250 local & national organizations.

We provide funding to a number of local and regional agencies, many national and overseas partners, and numerous independent programs that provide deeper connection and create Jewish community in Central Indiana. The Federation resides on and manages the operations of a 40-acre campus, and programs funded by the Federation create life-sustaining and life-changing impact, while inspiring and engaging members of the Indianapolis Jewish Community. For more information about the Jewish Federation of Greater Indianapolis: https://www.jewishindianapolis.org/about-jfgi

Locals love how surprised and impressed visitors are by Indianapolis. Other reasons to love this Midwest city?Indianapolis is a very affordable place to live. There is a vibrant and growing Jewish community in Indianapolis, with a wide variety of congregations, Jewish organizations and Jewish camps several of which reside on the Max & Mae Simon Jewish Community Campus. Indianapolis is also home to the Hasten Hebrew Academy, which provides education to students in early childhood through eighth grade. If you are a sports fan, Indianapolis is home to 6 professional sports teams and of course, the Indianapolis 500.

Summary Reporting to the Chief Executive Officer, the Director has the primary responsibility for implementing a clear and compelling vision for growing the Endowment and Planned Giving program as well as being the lead fundraising officer for the Endowment. The Director will develop and execute a comprehensive Endowment Fundraising Plan, which will include leading all endowment efforts, including operations, programs, activities, staff, and committees. In addition, the Director will work collaboratively with the development team to create major gift
fundraising strategies designed to match donor intentions with Federation needs. The Director will maintain and enhance relationships with current 50 major donors as well as identify and cultivate new planned giving, endowment and Federation donors. This includes engagement and cultivation of donors to the current Comprehensive Capital Campaign which includes a significant endowment building component. Interact at the highest levels with members of the planned giving community from the Indianapolis area as well as local and national foundations. The Director is expected to instill a heightened and broader focus on the importance of making planned giving and participatory philanthropy an essential aspect of JFGI’s total financial resource development strategy.

Primary Responsibilities
• In partnership with the CEO, direct strategic planning for the endowment & planned giving department to create the maximum financial resources with controlled expenditures
• Create and execute an endowment development plan which outlines and highlights the roles, responsibilities, and objectives of each member of the PG&E development team, both volunteer and professional, as well as highlights the strategies and milestones that will be measured to attain success
• Develop, maintain, and foster effective long-term relationships with key stakeholders, lay leaders, donors, current fund holders, agencies, and community and civic leaders
• Direct and conduct development, solicitations, and marketing to create new endowment funds
• Be a thought partner with the CEO and key professional and lay leadership to develop short-term and long-term strategies for Federation fundraising growth and success
• Work closely with the CEO to ensure department operations are effectively and efficiently supporting the goals of the department and meeting goals and objectives
• Increase gifts from current donors and obtain gifts such as bequests, gifts of retirement plans, and split interest trusts and other vehicles that will substantially contribute to Federation’s future endowment
• In partnership with the Senior Director of Development; identify, cultivate and solicit current and new donors for the Comprehensive Capital Campaign, the Annual Campaign and special projects
• Manage endowment and investment committees to develop lay leadership and maximize returns
• Direct the operations of the planned giving & endowment department to included record retention, fund distribution, events, mailing and reporting
• Coordinate with the CFO to oversee and provide accounting for all funds, reporting, calculations of fees, verification of statements, tracking of distributions and contributions, confirm transfers of securities and quarterly reports
• Work with the Chief Executive Officer and the Chief Financial Officer to develop annual departmental budgets
• Collaborate with the CEO, the Senior Director of Development and other senior professionals to communicate interactions with donors and to share donor cultivation strategies
• Oversee the investment, custodial, brokerages, trust and accounting services provided to the department by financial institutions and advisors
• Supervise the Executive Endowment Assistant, Director of Legacy Development and Director of Foundations and Corporate Grant Relations
• Review, create and or redraft endowment structure governing documents, legal forms and operating policies as needed.
• Work as a member of the team and exhibit professional behavior and a positive attitude with both internal and external clients that reflect positively on the Agency and is consistent with Agency policies and practices

Qualifications
A minimum of 5-7 years of experience in financial resource development, including donor development and major gift solicitation. A minimum of 4 years of experience leading a development team is desired, along with the following qualifications:
• Ability to cultivate, solicit and steward donors
• Must be a strong relationship builder with demonstrated success in identifying, cultivating and soliciting major donors
• Experience in leading and managing a team with a strong organizational skills and the ability to collaborative within and across teams
• Ability to maintain a strong working relationship with management team and a variety of external stakeholders, including cultivating current and prospective partners and volunteers
• Experience working with Planned Giving and Endowment programs
• Jewish Federation, Jewish community foundation or similar agency experience preferred
• Knowledge of endowment vehicles and mode of operation
• Excellent listening, communication, presentation and writing skills as well as the ability to effectively articulate JFGI’s mission to all relevant constituencies
• Ability to work independently with limited supervision (oversight); take initiative and be a self-starter while at the same time leading as a team player
• Strong project management skills; ability to manage and complete multiple tasks simultaneously
• Demonstrated ability to succeed under pressure in a dynamic environment and comfortable with change and working in undefined situations
• Strong technology, statistical and financial management skills

Qualifications: 6-9 years of experience.