Head of Planned Giving & Foundation Operations

Jewish Federation of Palm Beach County; West Palm Beach (FL); Hybrid; USD 104,000 - 127,000; Full time

Benefits offered by this job

Health benefits

Retirement plan

Paid time off

Job summary

Jewish Federation of Palm Beach County seeks a seasoned leader to operationalize the William A. Meyer Jewish Community Foundation (Meyer JCF).

The Senior Director will own day-to-day leadership, execution, and infrastructure, driving strategy and fiduciary governance for donor-advised funds, endowments, and legacy gifts. This role requires 7+ years in planned giving or philanthropic financial services, with a track record of senior foundation leadership and strong donor engagement.

Qualifications

• 7+ years of experience in planned giving, endowments, or philanthropic financial services.
• Experience leading or playing a senior role within a foundation or planned giving program.
• Deep knowledge of DAFs, endowments, estate gifts, and complex gift structures.
• Strong operator who can manage complexity while maintaining strategic perspective.
• Credible with donors, professional advisors, and senior leadership.
• Able to lead multiple workstreams with clarity, discipline, and strong judgment.

Responsibilities

• Lead all Foundation operations across donor-advised funds, endowments, and legacy gifts.
• Oversee gift agreements, including drafting, approvals, execution, and CRM documentation.
• Ensure fiduciary integrity and financial stewardship with high compliance.
• Grow planned giving and endowment commitments through strategic initiatives.
• Engage donors and professionals on estates and philanthropic structuring.
• Lead governance functions, including agendas, communications, and reporting.
• Oversee grantmaking, stewardship, and the philanthropic advisory practice (GPS).
• Create and lead the Professional Advisor Program and engage attorneys, accountants, and advisors.
• Collaborate with marketing for donor recognition, events, and materials.

Skills

Planned giving

Endowments

Donor relations

Strategic leadership

Governance

Job description

Jewish Federation of Palm Beach County seeks a seasoned leader to operationalize the William A. Meyer Jewish Community Foundation (Meyer JCF).

The Senior Director will own day-to-day leadership, execution, and infrastructure, driving strategy and fiduciary governance for donor-advised funds, endowments, and legacy gifts. This role requires 7+ years in planned giving or philanthropic financial services, with a track record of senior foundation leadership and strong donor engagement.