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Donor Services Associate

Company:
The Jewish Federation of Greater Washington
Location:
North Bethesda, MD
Posted:
May 14, 2024
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Description:

Are you eager to impact change in the Jewish community and broader world?

Are you motivated to help donors drive greater impact in our world?

Do you enjoy customer service?

Do you love to work in team to achieve results?

Position Overview The Donor Services Associate supports the operations, administration, strategy and program development of the Jewish Community Foundation.

The Associate also works directly with the Executive Director and the Deputy Director on the growth of the Jewish Community Foundation by building and implementing processes to aid fund development and providing high quality customer service.

The Associate facilitates excellent donor service and contributes to innovative ideas for the new structure, new services, and supporting the development of efficient systems.

This team member must be committed to the mission, bring an entrepreneurial mindset, and provide high level customer service and build trust and strong relationships with donors.

A successful candidate will also be detail-oriented and excel as a project manager, both participating in and leading a number of projects.

They will enjoy working in teams to achieve results, supporting donors, and be inspired by community change.

The Associate must be a self-starter, enjoy being responsible for a body of work, and able to navigate competing priorities and manage multiple projects.

Primary Responsibilities: Donor Service and Fund Management Provide excellent customer service by responding independently and timely to fundholders on day-to-day issues; perform administrative tasks related to donor requests as necessary Provide first-line donor support for online portal access and use Support managing fundholders through establishing and growing their funds, working with the finance team to establish or update funds, preparing gift documents, and conducting prospective and current fund holder research Maintain and update fund records in database Acknowledge contributions to funds Act as the project manager for donor recognition and stewardship Help coordinate donor meetings, including production of agendas, timing and scheduling, electronic and paper documentation, and assist with follow-up Project & Committee Support, Administration & Technology Coordinate Jewish Community Foundation Trustee and Jewish Community Foundation planning meetings and materials, ensuring timely preparation and follow up Assist Investment Committee’s process, monitor and organize Jewish Community Foundation meetings and investment documentation and reporting requirements, draft minutes for Investment Committee meetings Prepare reports and dashboards as needed Help document giving opportunities and support educational and learning programming of the Foundation Support the Jewish Community Foundation team in building their understanding of prospective donors, nonprofit organizations, and community partners through research and meeting coordination Support fund holders in navigating Jewish Community Foundation online systems, deploying expertise to troubleshoot donor issues and serve as a resource for internal and external audiences Support the team with the administration of fund distributions, key donor insurance program, and other special gifts Maintain accurate database of initiative partners and records Qualifications and Experience: Bachelor's degree (or equivalent) with a minimum three years of nonprofit or related experience Proficient in Microsoft Teams and Office including Word, Excel, Power Point and Outlook Prior experience in a database management as well as knowledge of CRM database preferred General knowledge of philanthropy as it relates to the not-for-profit organization and knowledge of fundamental disciplines of resource development preferred Experience with philanthropic operations, systems, and client/donor service a plus Brings a positive attitude, an interest in learning and openness to change, and enjoys working in start-up entrepreneurial environments Proven ability to work collaboratively with many constituencies from different backgrounds across the community who hold diverse perspectives Community experience either with working on internal or external projects supporting historically marginalized identities, antisemitism and/or race, supporting diversity, equity, inclusion and belong (DEIB) efforts, and/or lived experience in a marginalized community including the Jewish community.

The ability to work independently and as part of a team; detail oriented, well organized, focused and goal oriented, with a high level of initiative and energy, as well as problem solving skills Excellent verbal, written and digital communication skills that are effective with a diverse range of audiences such as trustees, lay leaders, volunteers, our internal team members, donors, vendors and potential funding partners Ability to convey a high degree of commitment and passion for the mission Ability to maintain a high level of confidentiality Knowledge of the local Jewish community and agencies a plus Organizational Vision, Mission, and Function The Jewish Federation of Greater Washington envisions an open, connected, and vibrant Jewish community that cares for each other, fosters Jewish learning and journeys, embraces Jewish peoplehood and Israel, and acts as a force for good in the world.

As a mission-driven non-profit organization, we work to inspire, build, and sustain vibrant Jewish life in a changing world by mobilizing our community in common purpose, intentional innovation, and effective action.

Learn more at shalomdc.org.

As part of the Jewish Federation of Greater Washington, The Jewish Community Foundation partners with and inspires Jewish philanthropists and the Greater Washington community to advance a thriving, equitable world where all people can reach their full potential.

Combining Jewish values with personalized service, we inspire generosity, support philanthropists in maximizing their impact, and build and participate in learning and funding communities to make systemic, lasting change for generations to come, within and beyond the Jewish community.

Jewish Community Foundation manages more than $280 million in assets and has facilitated more than $175 million in grants over the last 15 years.

This is an exciting opportunity to join a team on the ground floor and help launch and build a newly reconstituted Jewish Community Foundation of Greater Washington.

A People-Friendly Workplace The Jewish Federation of Greater Washington is an equal opportunity employer offering a people-friendly environment, including: excellent health care and retirement benefits generous time off flexible work options opportunities and an annual stipend for continued professional development access to the JPRO Network, which connects, educates, inspires, and empowers professionals working in the Jewish nonprofit sector Candidates should be located in or willing to relocate to the Greater Washington (DC, MD, and Northern VA) region.

This position is eligible for a hybrid work arrangement, with 3 days a week required in our headquarters.

The health and safety of our professional team and community remains a top priority, and all Federation employees are required to provide proof of up-to-date vaccination against COVID-19.

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