General Foundation Staff

Primary Responsibilities

• Manage day-to-day operations of the development functions ensuring alignment with organization goals and objectives and achievement of fundraising goals.
• Develop and implement department annual work plan and ensure effective implementation of individual staff work plans.
• Lead and implement major fund-raising campaigns and drives, including annual campaign.
• Oversee and manage effective development services, including donor stewardship, gift processing and database management, along with annual fund and major and planned gift programs.
• Review work efforts, assess effectiveness and success and provide suggestions for improvement/identify training opportunities.

Major Gifts

• Manage a personal portfolio of 50-75 prospects (primarily mid-level donors who have the potential to become more engaged and increase giving with personal attention).
• Work collaboratively with Executive Director and volunteer fundraisers to identify, cultivate, solicit, and steward donors.
• Develop and propose strategies for solicitation of major gifts, including cultivating ongoing relationships with prospects/donors; recommending specific purpose and level of gift; identifying those to be involved in cultivation and subsequent solicitation; assuring that solicitations are carried out.
• Maintain relationships with donors through correspondence, in-person visits, and events to ensure high donor satisfaction with giving.
• Partner with Executive Director on fundraising strategies and execution for their assigned donors/prospects. Co-manage Executive Director’s list of prospects/donors.

Annual Gifts

• Develop and implement an Annual Giving Campaign including but not limited to Holiday mailings, one-time events, volunteer call-a-thon, High Holidays greetings – calls /cards, online giving program, Give to the Max Day, and other initiatives.
• Establishing cases for giving.
• Research and identify potential new annual donors and develop and maintain relationships.
• Compile, maintain and report on the Annual Giving Campaign statistics.
• Analyze trends in annual giving campaigns, identifying opportunities and challenges, and developing strategies to ensure goals are met.

Database and Prospect Research

• Supervise the Development Coordinator’s work including the fundraising database, identifying current donors who could increase giving through analysis of current database, prospect research, ensuring the timely distribution of tax receipts and gift acknowledgments.

Foundation and Corporate Funding

• Research and develop funding proposals for charitable foundations, corporate charitable funds, service clubs and matching gift or employee donation programs.
• Collaborate with various Sholom department heads to understand general and specific needs that can be addressed by grants.

Special Events

• Manage one-time and annual fundraising, recognition, and informational/cultivation events including but not limited to volunteer recruitment, support to the volunteer committee, budget development and management, project plan development, management and evaluation, and solicitation of gifts in-kind and sponsorship.
• Liaise with and support third party fundraising initiatives.

Donor Relations

• Communicate with donors on a regular basis.
• Address and resolve problem issues for donors.
• Handle donor requests.
• Ensure donors’ intent for their Funds/Gifts are being honored.
• Visit donors or donor’s family on Sholom Campuses.

Committees and the Community

• Support and staff regularly occurring and ad hoc board committee meetings.
• Coordinate with Foundation Admin. Assistant on scheduling committee meetings.
• Staff and attend the quarterly Investment Committee, provide minutes and meeting materials, assist in RFP process for financial advisor every 3-5 years.
• Staff Audit and Heritage Society committees along with any Ad Hoc committees.
• Provide guidance for Nominating Committee – help with identifying potential board prospects based on community connections and identified needs on the board.
• Aid in creating a new Marketing and Communications Committee, and work with the committee to revise and implement a new Marketing Plan.
• Participate in Jewish and secular community events, workshops and conferences.

Foundation Funds and Heritage Society

• Work with Development Coordinator and Admin Assistant in processing new funds or changes in Funds.
• Work with Admin Asst to order new fund and increased fund plaques for both campuses, and update Heritage Society Recognition panels.

Accounting Administration

• Review Accounting’s annual calculation of fund distributions and processing of new funds for future distributions.
• Create annual budget with Foundation Accountant and Budget Committee for Board approval.
• Monitor monthly financials in relation to approved budget.
• Approve payments of vendors and service providers.