Operations, Data & Accountability
• Use Bloomerang (our CRM) to track every donor and prospect interaction, solicitation, and next step, keeping moves management data accurate and current. • Stay up to date with the latest tech developments in the field of philanthropy and development. • Uphold the gift acceptance policy and ethical and legal fundraising standards, overseeing gift processing, donor acknowledgments, and tax receipting. • Implement a stewardship calendar and a first-gift welcome process, so every donor receives timely, personal acknowledgment and impact updates. • Develop and manage the philanthropy department's annual budget, tracking fundraising expenses and return on investment. • Safeguard donor information in accordance with data-privacy best practices and organizational policy. • Prepare monthly progress reports for the CEO and board committees, tracking results against goals by revenue source, with additional reporting as requested. • Recruit and manage volunteers, work with lay committees, and supervise philanthropy JTeam members as the department grows. • Perform other duties as assigned by the CEO.
Required Qualifications
• Bachelor's degree or equivalent experience. • Five or more years of progressive nonprofit fundraising experience, including a proven record of securing major gifts. • Experience planning and executing annual campaigns and fundraising events. • Proven ability to build lasting partnerships with donors, board members, volunteers, and staff. • Track record of meeting or exceeding fundraising goals and deadlines in a fast-paced, collaborative environment that values teamwork, respect, and excellence. • Ability to balance strategic planning with hands-on execution across multiple priorities. • Highly organized, with proven project management and time management skills. • Exceptional written, verbal, and interpersonal communication skills, with confidence in public speaking. • Proficiency with donor databases and Microsoft 365, with the ability to turn data into clear, actionable reports. • Strong sense of ethics and propriety, consistent with the AFP Code of Ethical Standards. Preferred Qualifications • Experience in Jewish communal work and understanding of Jewish culture and the Jewish philanthropic landscape. • Experience and comfort with use of AI in the field of development and philanthropy. • Experience with legacy giving, capital campaigns, and/or Life & Legacy. • Grant writing experience with foundations, corporations, and government funders. Working Conditions • Availability for evening and weekend events, meetings, and donor visits. • Local and regional travel for donor meetings and community events; occasional travel to conferences.