Overview

Hebrew Union College – Jewish Institute of Religion is North America's leading institution of higher Jewish education and the center for professional leadership development of Reform Judaism. A multi-campus academic and spiritual learning community, HUC-JIR builds vibrant progressive Judaism in North America, Israel and around the globe.

Hebrew Union College-Jewish Institute of Religion (HUC-JIR) has a strong endowment and endowment-related assets that supports the mission of the College-Institute and its programs. The National Director of Planned Giving is responsible for enhancing and strengthening efforts to build current and future endowments through bequests and philanthropic gifts. The Director has oversight of all Institutional Advancement functions related to endowments, bequests, and other philanthropic vehicles. Successful candidates will be seasoned fundraisers with experience in complex planned giving, estate planning and trust administration with the ability to foster and maintain relationships with donors and colleagues. We are looking for a change agent who will bring creativity and an entrepreneurial spirit to this leadership role.

Compensation Range

$150K-$175K

To apply

To apply, please submit a resume & cover letter to Beth Greenberg, Consultant, Evolve Giving Group: beth@evolvegg.com

Download Job Description

Key Responsibilities

Design and implement a robust plan to identify and create planned giving strategies and opportunities for donors to make a long-term philanthropic impact
Cultivate, negotiate, and secure a wide range of planned giving vehicles including bequest intentions, charitable remainder and lead trusts, testamentary trusts, and gifts of life insurance
Partner and collaborate with Institutional Advancement team to integrate planned giving into overall donor strategies
Oversee the identification and cultivation of donors and donor prospects with a focus on endowment funding and planned giving
Provide oversight and leadership for multi-year endowments campaign strategy, as part of overall comprehensive campaign
Implement strategic and operational goals for endowments, including integration of data, donor stewardship and gift counting within the central Institutional Advancement systems and procedures
Establish and sustain strong working relationships with key advisors in the financial and legal communities
Manage a portfolio of top prospects with capacity for planned and outright gifts; develop a comprehensive stewardship strategy for these prospects
Advise and assist prospective donors and their professional advisors in their charitable and estate planning efforts
Create long term strategies to increase the number of alumni with planned gifts
Participate in local and national professional organizations and programs to maintain knowledge of best-practices and ever-changing charitable giving tax law
Ensure operations of planned giving and endowment endeavors are conducted within stringent requirements of law and fiduciary duty

Qualifications & Skills

Bachelors required; a degree in law or a master’s degree in a related field is preferred
7+ years of progressive leadership responsibility in planned giving and endowments; expertise in estate planning, trust administration or related highly preferred
Knowledge of gift planning strategies and tax laws related to charitable planning
Demonstrated leadership and effectiveness in a complex organization
Strong presence with outstanding relationship building skills
Ability to inspire, influence and build credibility with senior level donors, lay leadership and staff
The ability to impart knowledge, develop skills and mentor staff
A personal commitment to the Reform Movement and Jewish philanthropy is essential
Knowledge and understanding of the organized Jewish community preferred

OPEN

FILLED

National Director of Planned Giving

Overview

Key Responsibilities

Qualifications & Skills

Key Responsibilities

Qualifications & Skills