Director of Philanthropic Growth focusing on establishing donor-advised funds and managing relationships with high-net-worth individuals in the Bay Area.
Responsibilities
Design and execute a lead generation strategy targeting high-net-worth individuals and families
Lead the development and implementation of prospect segmentation models and personalized cultivation pathways
Cultivate individuals who have already engaged with the Jewish Federation through prior giving, event participation, or other touchpoints
Own and manage a robust pipeline of qualified leads using Salesforce
Track progress against quarterly and annual goals for both immediate gifts and legacy commitments
Lead outreach and discovery calls/meetings with prospects
Develop and refine strategies to overcome objections and accelerate decision-making
Drive measurable results in gift closures and new fund creation
Work with the Chief Philanthropy Officer to coordinate the Business Strategy and Growth committee
Ensure seamless handoff from prospecting to stewardship
Requirements
Proven experience with major donor ($25,000+) solicitation and stewardship (or equivalent experience leading sales/business development in a for-profit environment)
Prior experience successfully leading fundraising teams is a huge plus
Passion for and understanding of the Bay Area Jewish community and philanthropy
Familiarity with the Jewish communal landscape, especially on the Peninsula
Experience communicating with tact and sensitivity with high-net-worth individuals from a wide diversity of backgrounds, perspectives and cultures
Experience advancing multiple projects that involve complex issues, various stakeholders, and deadlines to successful completion
Demonstrated background in tracking action items and ensuring detailed follow-through on existing and new initiatives
Experience supporting multiple priorities and juggling a variety of tasks for one or more individuals in a team environment
Exhibiting flexibility and adaptability to a variety of systems and approaches that align with internal and external stakeholder needs
Knowledge of business development, donor relations, donor-advised funds and/or planned giving is a plus
A minimum intermediate skill level using PowerPoint, Excel, Word, Office 365, and Outlook
Experience using a relational database, preferably Salesforce.
Benefits
medical
dental
vision
vacation
sick pay
holidays (including Jewish)
retirement plan
Job title
Director, Philanthropic Growth – Business Development
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