Director, Planned Giving

Company: Global Jewish Advocacy
Location: Miami
Posted on: May 28, 2025

Job Description:

American Jewish Committee (AJC) is the global advocacy organization for the Jewish people. From world capitals to college campuses, AJC works with leaders across society to stand up for Israel; confront antisemitism, no matter the source; and uphold the democratic values that unite us. In the wake of Hamas' October 7 attack-the worst massacre of Jews since the Holocaust-AJC has mobilized its global network to tackle the unprecedented threats facing world Jewry. Join us. Together, we can shape a new future for Israel and the Jewish people.Your DepartmentThe Development team strategically plans, organizes, and executes fundraising initiatives to secure financial support for the organization's mission and activities. This includes cultivating strong relationships with donors, executing events, implementing campaigns, and ensuring effective stewardship of contributions. We collaborate with regional offices to support and improve fundraising operations at the local level, expanding the organization's reach and impact.Your ImpactThis position makes an impact by being part of a national strategy that helps grow AJC's presence and fundraising, including planned giving, in Florida to fund the mission of AJC.As part of that strategy and working with the development staff in the regional offices, the Director of Planned Giving, Florida, will help increase the visibility of AJC in Florida and implement a planned giving program that contributes to the future sustainability of AJC by increasing the number and amount of planned gifts for AJC.Working with the Senior Director for Planned Giving, the Director of Planned Giving, Florida, is responsible for cultivating, developing, soliciting, securing documenting and stewarding planned gifts in cooperation with the staffs of the AJC Regional Offices in Palm Beach, and Miami-Broward, as well as Sarasota. The Director will work closely with the development and other staff in each of these offices to identify planned giving prospects and to engage in activities to introduce AJC and its planned giving program to a wide audience."Your Role--- Identify, cultivate, and solicit prospective donors for planned gifts.---Meet annual planned giving goals through collaboration with the Senior Director of Planned Giving and Regional Office staff in Miami-Broward, Palm Beach and Sarasota and members of the National Planned Giving Committee (NPGC);---Respond to leads and inquiries from donors, prospects, professional advisors, ACJ staff and those generated by local and national Planned Giving marketing initiatives---Conduct personal visits with planned giving prospects and advisors as well as current AJC Visionaries to discuss planned giving, AJC, and how their planned gift will support the organization's work and mission.---Work with lay leaders in the Palm Beach, Miami-Broward and Sarasota Regional Offices to promote Planned Giving;---Coordinate and conduct Planning Giving presentations for various AJC constituencies.---Cultivate and maintain relationships with professional advisors throughout Florida including attorneys, accountants and financial professionals.---Oversee and coordinate engagement opportunities and communications to S. Florida based (full and part-time residents) members of the AJC Visionaries Society.---Create opportunities to engage potential Planned Giving donors through events and other activities.---Planned Giving Marketing---Strategically utilize AJC's database for marketing planned gifts to select donors in Florida.---Perform other job-related duties, as required.---Travel between Palm Beach County and Miami will be required as well as to the Sarasota area on a less frequent basis.Supervisory RoleSmall office/team of 1-3Education, Training, and Experience--- Minimum of 10 years of related work experience in fundraising with a successful track record in Planned Giving, required."Knowledge, Skills, and Abilities--- Passion for the mission, goals, and objectives of AJC--- Committed to AJC's core values: respect, teamwork, integrity, excellence, and accountability---Extensive knowledge of Planned Giving concepts and protocols.--- Knowledge of major gifts fundraising.--- Excellent written and verbal communication skills including public presentations.--- Ability and experience building strong relationships with co-workers, donors, and prospects.--- A collaborative approach to working with internal and external associates to maximize effectiveness of projects and programs - a team player.--- Ability to make tough decisions and follow through on agreed-upon initiatives. Work collaboratively, yet firmly, when needed.--- Outstanding organizational skills, and ability to manage multiple priorities in a fast paced and changing environment.--- Excellent project management skills and ability to manage data.--- A demonstrated commitment to high ethical standards and values.---Passion for the mission of AJC.--- Working knowledge of Planned Giving and donor tracking software."Physical Demands--- Remaining in a stationary position, often sitting or standing for prolonged periods--- Repeating motions that may include the wrists, hands, and/or fingers--- Communicating with others to exchange information--- Moving about to accomplish tasks or moving from one worksite to another"DisclaimersThe duties listed above are intended only as illustrations of the various types of work that may be performed. The omission of specific statements of duties does not exclude them from the position if the work is similar, related or a logical assignment to the position. The job description does not constitute a contract between the employer and employee and is subject to change by the employer as the needs of the employer and the requirements of the job change.CompensationThe salary for this position is $135,000 to $150,000 depending on relevant experience and location.Regular Full-time employee benefits:--- Medical, vision, and dental plans--- Generous Paid Time Off (PTO) - 15 vacation days per year, that increases with continued employment--- Paid Holidays (many Federal and major Jewish Holidays)--- Hybrid work schedule--- 403(b) participation, after one year of employment*After applicable waiting or probationary periods have been met"
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Keywords: Global Jewish Advocacy, Plantation , Director, Planned Giving, Executive , Miami, Florida