Legacy Giving Director: Build Lasting Impact

Jewish Federation of South Palm Beach County; Boca Raton (FL); On-site; USD 110,000 - 140,000; Full time

Benefits offered by this job

Comprehensive medical, dental, vision

401(k) with employer match

Generous PTO incl. Jewish holidays

Professional development

Job summary

Jewish Federation of South Palm Beach County seeks a strategic Director of Foundation Giving to lead a comprehensive planned giving program. You will educate donors, cultivate high-potential prospects, and collaborate with advisors to grow legacy gifts across the Federation.

You will build relationships with attorneys, wealth managers, and accountants, while partnering with the Foundation and Development teams to integrate planned giving into campaigns and overall strategy.

Qualifications

• Bachelor’s degree required; fundraising certification preferred.
• 5–7 years in nonprofit development, fundraising, planned giving, or estate planning.
• Knowledge of bequests, trusts, donor-advised funds, and other planned giving vehicles.
• Ability to build and maintain trusted relationships with donors and professional advisors.
• Excellent written, verbal, presentation, and communication skills.
• Strong organizational and project-management skills; manage multiple priorities.
• Experience supervising or managing others.
• Ability to work with staff, lay leaders, donors, attorneys, financial advisors, accountants.
• Knowledge of Jewish communal life is a plus.
• Discretion, professionalism, and attention to detail.
• Flexibility for extended donor meetings and events.

Responsibilities

• Design and implement a comprehensive planned giving program with education, cultivation, and stewardship.
• Develop strategies for engaging high-potential prospects and legacy donors.
• Build and grow a portfolio of planned giving prospects and donors.
• Collaborate with development colleagues to integrate planned giving into campaigns.
• Educate donors and advisors about bequests, trusts, and other vehicles.
• Coordinate with attorneys, financial advisors, and accountants to facilitate gifts.
• Engage and manage the Professional Advisory Committee and external relationships.
• Plan educational programs, briefings, events, and networking for advisors.
• Prepare tailored materials for donor conversations and stewardship plans.
• Represent the Federation with professionalism to donors and partners.

Skills

Relationship building

Donor education

Communication

Presentation

Project management

Team leadership

Donor stewardship

Education

Bachelor’s degree

Fundraising certification preferred

Job description

Jewish Federation of South Palm Beach County seeks a strategic Director of Foundation Giving to lead a comprehensive planned giving program. You will educate donors, cultivate high-potential prospects, and collaborate with advisors to grow legacy gifts across the Federation.

You will build relationships with attorneys, wealth managers, and accountants, while partnering with the Foundation and Development teams to integrate planned giving into campaigns and overall strategy.