Donor Services Associate - Jewish Federation of Greater Washington

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Are you eager to impact change in the Jewish community and broader world? Are you motivated to help donors drive greater impact in our world? Do you enjoy customer service? Do you love to work in team to achieve results?

The Donor Services Associate supports the Jewish Community Foundation of Greater Washington. The Associate supports the operations, administration, strategy and program development and growth of the Jewish Community Foundation, by working directly with the Executive Director and the Deputy Director on building and implementing processes to aid fund development and providing high quality customer service. The Associate will help build the newly structured Jewish Community Foundation, supporting excellent donor service and contributing to innovative ideas for the new structure, new services, and supporting the development of efficient systems.

This team member must be committed to the mission, bring an entrepreneurial mindset, and provide high level customer service and build trust and strong relationships with donors. A successful candidate will also be detail-oriented and excel as a project manager, both participating in and leading a number of projects. They will enjoy working in teams to achieve results, supporting donors, and be inspired by community change The Associate must be a self-starter, enjoy being responsible for a body of work, and able to navigate competing priorities and manage multiple projects.

Primary Responsibilities:
Donor Service and Fund Management

Provide excellent customer service by responding independently and timely to fundholders on day-to-day issues; perform administrative tasks related to donor requests as necessary
Provide first-line donor support for online portal access and use
Support managing fundholders through establishing and growing their funds, working with the finance team to establish or update funds, preparing gift documents, and conducting prospective and current fund holder research
Maintain and update fund records in database
Acknowledge contributions to funds
Act as the project manager for donor recognition and stewardship
Help coordinate donor meetings, including production of agendas, timing and scheduling, electronic and paper documentation, and assist with follow-up

Project & Committee Support, Administration & Technology

Coordinate Jewish Community Foundation Trustee and Jewish Community Foundation planning meetings and materials, ensuring timely preparation and follow up
Assist Investment Committee’s process, monitor and organize Jewish Community Foundation meetings and investment documentation and reporting requirements, draft minutes for Investment Committee meetings
Prepare reports and dashboards as needed
Help document giving opportunities and support educational and learning programming of the Foundation
Support the Jewish Community Foundation team in building their understanding of prospective donors, nonprofit organizations, and community partners through research and meeting coordination
Support fund holders in navigating Jewish Community Foundation online systems, deploying expertise to troubleshoot donor issues and serve as a resource for internal and external audiences
Support the team with the administration of fund distributions, key donor insurance program, and other special gifts
Maintain accurate database of initiative partners and records

Qualifications and Experience:
Bachelor's degree (or equivalent) with a minimum three years of nonprofit or related experience
General knowledge of philanthropy as it relates to the not-for-profit organization and knowledge of fundamental disciplines of resource development preferred
Experience with philanthropic operations, systems, and client/donor service a plus
Brings a positive attitude, an interest in learning and openness to change, and enjoys working in start-up entrepreneurial environments
Proven ability to work collaboratively with many constituencies from different backgrounds across the community who hold diverse perspectives
Community experience either with working on internal or external projects supporting historically marginalized identities, antisemitism and/or race, supporting diversity, equity, inclusion and belong (DEIB) efforts, and/or lived experience in a marginalized community including the Jewish community.
The ability to work independently and as part of a team; detail oriented, well organized, focused and goal oriented, with a high level of initiative and energy, as well as problem solving skills
Excellent verbal, written and digital communication skills that are effective with a diverse range of audiences such as trustees, lay leaders, volunteers, our internal team members, donors, vendors and potential funding partners
Ability to convey a high degree of commitment and passion for the mission
Ability to maintain a high level of confidentiality
Proficient in Microsoft Teams and Office including Word, Excel, Power Point

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