Director, Planned Giving, Midwest
For more than 115 years, Jewish National Fund USA has been on the ground in Israel improving the lives of its residents and developing the land for the next generations. No other organization makes a bigger difference for the land and people of Israel.
JNF has launched the $1 Billion Roadmap for the Next Decade, a ground-breaking and unprecedented plan for Israel's future that focuses on connecting the next generation to Israel, building communities in Israel's Negev and Galilee, and developing infrastructure for ecology, working with people with special needs, heritage preservation, and Aliyah from North America.
Jewish National Fund seeks to recruit a Director, Planned Giving Midwest to be located in the JNF Chicago area office.
The purpose of this position will be to increase legacy gifts in all its forms and to establish JNF as the “go to” organization when questions regarding all forms of legacy giving need to be answered.
The Director will be responsible for Planned Giving revenues throughout the Midwest including: Chicago, Cincinnati, Cleveland, Pittsburgh, St. Louis, Minneapolis, Michigan and Wisconsin.
Duties will include:
•Face-to-face meetings for solicitation, cultivation and recognition of donors, both new and prospective
•Follow up on leads
•Generate a minimum of 6 new leads per month from networking and marketing programs
•Utilizing Salesforce to sort the existing JNF donor base for potential Planned Giving donors
•Solicit allied professionals such as investment advisors, insurance professionals, accountants, and lawyers
•Minimum of two monthly events to raise JNF’s visibility to both donors and advisors, including: oThank you and CLE. oAnnual major tax-seminar
•Establish working Planned Giving committee in various Midwest communities
•Work with JNF Affinity Groups including Lawyers for Israel (LFI) and others
•Minimum of 3 years personal financial planning and/or legal experience working with clients and allied professionals. Ideal candidates will have experienced a certain amount of success working in insurance or an investment advisory capacity
•Knowledge of and familiarity with the Jewish Community throughout the Midwest
•Exceptional interpersonal and communication skills
•Professional designations such as the CFP, CLU, or CHFC is preferable
•Creative self-starter with the ability to work both independently and as a team player
•Travel throughout the Midwest
•Possible travel to other States and Israel
•Excellent organization, time management, and computer skills (Microsoft Office, Salesforce)
•Full Healthcare Insurance Package
•Dental & Vision Insurance
•Flexible Spending Account
•Employer-paid Life Insurance
•Employer-paid Short-term and Long-term disability
•Retirement Savings Program – 403(b) with Generous Employer Contribution
•Opportunity to Travel to Israel Please email cover letter and resume to: firstname.lastname@example.org