Senior Director, Planned Giving & Endowments

What You Will Own

• Foundation Operations, Gift Administration & Compliance
• Provide strategic oversight of Foundation operations, including donor-advised funds, endowments, and legacy gifts, in partnership with Finance
• Serve as administrative approver for DAF disbursements, cash receipts, and new grantee organizations, including due diligence
• Oversee all gift agreement processes, including drafting, approvals, execution, and CRM documentation (Dynamics and related systems)
• Ensure strong financial stewardship, accuracy, and compliance with a high level of fiduciary integrity
• Lead budget preparation and ongoing review in partnership with finance
• Planned Giving, Estates & Donor Strategy
• Drive and operationalize strategy to grow planned giving and endowment commitments
• Engage donors and professional advisors on complex gifts, estates, and philanthropic structuring
• Oversee estate and trust administration and serve as a forward-facing partner to donors and their representatives
• Board, Governance & Key Stakeholder Engagement
• Lead all Board and governance functions, including agendas, annotated agendas, presentations, and communications
• Oversee supporting organizations, including board management, stewardship, grantmaking, and related follow-up and documentation
• Serve as liaison to Women’s Philanthropy leadership, supporting alignment of legacy and endowment strategy
• Grants, Stewardship & Philanthropic Advisory (Generational Philanthropy Services)
• Oversee grantmaking and stewardship across all funds, including priority funds
• Lead work connected to the Federation’s philanthropic advisory practice (GPS), supporting donors with strategic grantmaking, impact reporting, and proposals
• Ensure high-quality, data-driven impact materials and donor communications
• Professional Advisor & External Engagement
• Create and lead the Professional Advisor Program, including communications, meetings, events, and continuing education
• Serve as a credible partner to attorneys, accountants, and financial advisors
• Marketing, Recognition & Events
• Serve as primary liaison to marketing on materials, website, stewardship content, and special projects
• Lead donor recognition programs and societies
• Oversee key initiatives, including the Comiter Gratitude Event, the Meyer JCF’s signature donor appreciation and stewardship annual event
• Team Leadership
• Supervise and develop team members, including a Foundation Officer
• Partner across development, finance, and marketing to ensure seamless execution

Who You Are

• 7+ years of experience in planned giving, endowments, or philanthropic financial services
• Experience leading or playing a senior role within a foundation or planned giving program
• Deep knowledge of DAFs, endowments, estate gifts, and complex gift structures
• Strong operator who can manage complexity while maintaining strategic perspective
• Credible with donors, professional advisors, and senior leadership
• Able to lead multiple workstreams with clarity, discipline, and strong judgment

Why This Role Stands Out

• Lead the execution of a large-scale, high-potential foundation platform
• Work with sophisticated donors and professional advisors
• Balance strategy, donor engagement, and operational leadership
• Play a central role in securing the long-term philanthropic future of the Jewish community in Palm Beach County

Work Environment

• Jewish Federation of Palm Beach County is committed to creating a workplace where employees feel supported, valued, and connected to our mission.
• The building is secured during business hours with dedicated safety personnel to help ensure a safe and supportive workplace.
• Federation prioritizes employee well-being and professional growth through a collaborative culture and a dedicated employee wellness program that promotes physical, mental, and emotional health.
• Employees also benefit from a wide range of professional development opportunities, including in-house courses through Federation University, cross-departmental trainings, conference participation, professional certifications, and involvement in fellowships and leadership cohorts.
• This position is eligible to work from home occasionally in accordance with Federation policies and supervisor approval. When working remotely, the employee must:
• Follow all Federation policies and procedures.
• Be available and responsive to colleagues during Federation’s normal business hours.
• Not work from public locations (e.g., coffee shops, libraries, etc.) or connect to unsecured public Wi-Fi networks when handling sensitive or confidential information.
• Maintain appropriate computer equipment, a secure internet connection, and a work environment that supports productivity and confidentiality.
• Employees of the Federation also enjoy a comprehensive benefits package designed to support health, financial security, and work-life balance, including:
• Health & Wellness Benefits • Comprehensive health coverage including medical, dental, and vision plans • Disability and life insurance coverage • A dedicated employee wellness program focused on overall well-being
• Time Off & Work-Life Balance • Generous paid time off • Paid Jewish and U.S. holidays • Early office closings on Fridays in observance of Shabbat • Early closings on many holiday eves
• Financial Benefits • 401 (k) retirement plan with employer contribution • Pre-tax benefits including Flexible Spending Accounts (FSA) and Health Savings Accounts (HSA)

Pay Rate

• We benchmark our salary ranges for new hires in relation to the role, level, and role location; however, we consider a multitude of factors, to include relevant experience, skills, and education/training, to determine compensation within the identified range.

About the Jewish Federation of Palm Beach County

• The Jewish Federation of Palm Beach County seeks a seasoned leader to help drive and operationalize the William A. Meyer Jewish Community Foundation (Meyer JCF).
• The Meyer JCF manages approximately $150 million in assets, an additional $90 million in documented legacy commitments, and approximately 100 donor-advised funds, serving one of the most dynamic Jewish communities in the country.
• This is a senior, high-impact role for someone who has led or helped lead a planned giving and endowment program and is ready to run the engine of a sophisticated foundation platform, while helping to shape its next phase of growth.
• The Senior Director reports to the Executive Director, who is primarily externally focused. This role owns day-to-day leadership, execution, and infrastructure, and plays a key role in driving and operationalizing strategy.

Equal Opportunity Employer

• Jewish Federation of Palm Beach County is an Equal Opportunity Employer.

Additional Information

• The duties and responsibilities described are not a comprehensive list and additional tasks may be assigned to the employee from time to time at Federation’s discretion.
• Employment is at-will, and this job description is not an employment contract. Nothing herein shall be deemed to create in any way whatsoever an employment contract.