POSITION DESCRIPTION:

 

The Endowment Associate is responsible for managing all programs and special events for the Jewish Foundation of Memphis. This includes working with volunteers, planning events, and executing ongoing and special initiatives of the Foundation. Ongoing programs include: outreach to professional advisors (attorneys, CPAs, financial advisors, etc.); stewardship of fund holders; encouraging and supporting legacy giving activities through partner agencies and with individual donors; and teen philanthropy program B’nai Tzedek. He or she will also be responsible for marketing and communication for the Foundation.

 

Essential Job Functions:

• In partnership with relevant lay committees and professional staff, develop and execute the annual marketing and program plan for the Jewish Foundation. This includes holding a minimum of 3 outreach/education programs for professional advisors with at least 1 offering CLE; a minimum of 2 programs for Foundation Fund Holders; 3 programs for B’nai Tzedek teens including the grant meetings; and 1 legacy society/endowment book of life signing event. 
• Manage relationships with JFOM’s 9 partner agencies including partnering with JFOM agency-appointed members to develop and execute customized development/legacy plans for each, supporting legacy marketing efforts within the agencies, public presentations, and a minimum of quarterly meetings with each agency.  Work with each agency to secure 5 new legacy commitments annually.    
• Organize and oversee all Life and Legacy Giving initiatives and serve as primary contact for the Harold Grinspoon Foundation.
• Execute marketing strategy for the foundation including utilizing Crescendo Planned Giving Software, drafting of quarterly fund holder communication to accompany fund statements, developing and distributing monthly needs list, providing refreshed content quarterly within the donor central portal, monthly marketing communication to Hebrew Watchman/ Jewish Scene, as well as other appropriate media outlets.  Work with JCP marketing team to refresh and maintain existing Foundation Web site.
• Interface with the Foundation Board as directed by Senior Leadership
• Ability to act as a steward of relationships across the Jewish community
• Provide support for major events, collaborating with strategic partners and stakeholders.
• Other activities as needed to allow the team to function cohesively.
• Represent JFOM in local and national planned giving forums/groups such as Planned Giving Council, Estate Planners Council, and Jewish Federations of North America professional networks.

 

Minimum Qualifications: 

• Bachelor’s degree required
• Solid working experience in fundraising and non-profit arena
• Ability to work flexible hours, including some evenings and Sundays.  Hybrid schedule may be an option

 

Skills and Abilities:

• Solid understanding of non-profit organizations
• Strong sense of the budget process and the ability to maintain expenses within budget for effective program delivery and management 
• Strong technology aptitude for office software to include Windows, Word, Excel, as well as various customer relation, finance programs. 
• Demonstrated strong written, verbal, and customer relations skills 
• Ability to effectively prioritize tasks and projects within allotted timeframe and with a great attention to detail and accuracy 
• Strong sense of protocol, tact, and diplomacy to work effectively with a variety of people and personalities
• Must provide sensitivity and confidentiality in all matters with key stakeholders

 

Physical Demands:

Include the ability to sit for extended periods at a desk. Standing, climbing stairs, walking, mental pressure, lifting files and boxes weighing up to 25 pounds.  Ability to work flexible hours, including some weekends and holidays.