Director, Leadership and Legacy Giving

About The PJCC For more than 75 years, the Peninsula Jewish Community Center (PJCC) has worked to inspire a sense of community in San Mateo County, with over 37,000 Jewish residents. Situated between San Francisco and Palo Alto, the PJCC is among the 10 largest JCCs in North America. With a 12-acre home in Foster City, the PJCC’s goal is to provide programs and services that reinforce the values and traditions the Jewish community embraces, while serving the broader community as well.

The PJCC seeks a motivated, goal-oriented professional to serve as an integral member of the Development team. The Director, Leadership and Legacy plays a critical role in the PJCC’s fundraising and donor stewardship efforts. Reporting to the Chief Development Officer, this role ensures capacity by identifying and soliciting leadership-level gifts through Chai Society (PJCC’s leadership giving group, $1,800-$10,000) and establishing a strong pipeline for planned gifts.

The Director, Leadership and Legacy secures commitments for PJCC’s Chai Society (leadership giving), Legacy Society (planned giving), and additional campaigns to support meaningful philanthropic engagement and achievement of fundraising goals.

• Donor Engagement & Portfolio Management:
  Develop annual goals and strategies for leadership and legacy giving in alignment with departmental fundraising objectives.
• Donor Engagement & Portfolio Management:
  Track and report progress toward goals using the CRM and other reporting tools.
• Donor Engagement & Portfolio Management:
  Research, qualify, and manage a pipeline of prospects and donors, building successful relationships that lead to philanthropic support at the leadership level and for planned giving.
• Donor Engagement & Portfolio Management:
  Qualify prospects and prioritize engagement strategies based on capacity, interest, and readiness.
• Donor Engagement & Portfolio Management:
  Support Legacy Committee and Chai Society (Leadership Giving) Chairs.
• Donor Engagement & Portfolio Management:
  Strategically solicit leadership and planned gifts, including multi-year commitments and documented legacy intentions, in collaboration with the CDO and lay leaders as appropriate.
• Donor Engagement & Portfolio Management:
  In partnership with CDO and Legacy Committee Chair, integrate strategies to identify and develop planned giving prospects within portfolios.
• Cultivation & Relationship Building:
  Build long-term, trust-based relationships with donors, advisors, and family members.
• Cultivation & Relationship Building:
  Develop individualized engagement plans aligned with donor interests and organizational priorities.
• Cultivation & Relationship Building:
  Arrange and conduct meaningful donor meetings (in-person, virtual, events, site visits).
• Cultivation & Relationship Building:
  Remain current on planned giving trends, vehicles, and related information.
• Events and Stewardship:
  Plan and execute donor receptions and events for Chai Society and Legacy Society.
• Events and Stewardship:
  Develop a stewardship matrix, including opportunities to connect portfolio to PJCC programs.
• Events and Stewardship:
  Create endowment and stewardship reports and materials as needed.
• Other:
  Attend organizational and departmental meetings and events.
• Other:
  Represent PJCC at external events and in the community.
• Other:
  Liaise with board members and volunteers as required.
• Other:
  Manage special projects and other duties as assigned.
• Other:
  Must be available to work some evenings and weekends.

Required

• 5-7 years in a fundraising role with progressive responsibility
• Demonstrated success soliciting in-person annual gifts
• Experience soliciting planned gifts and knowledge of planned giving
• Excellent interpersonal, verbal, and written communication skills
• Strong attention to detail and organizational abilities
• Experience with project management and ability to plan and lead projects to achieve outcomes
• CRM experience (preferably Salesforce NPSP or equivalent) and PC literacy with strong competency in Microsoft Office Suite
• Demonstrated ability to work with and maintain confidential information
• Ability to handle multiple…