Senior Philanthropic Advisor
$115,000 - $130,000 per year
ApplySenior Philanthropic Advisor
Posted 3 days ago
SENIORITY
Senior
SALARY
$115,000 - $130,000 per year
About the role
- Donor Cultivation, Solicitation & Stewardship
- Partner with the Chief Philanthropy Officer to identify, cultivate, solicit, and steward donors and prospects for endowment, planned, supplemental, and annual gifts
- Conduct donor-centered conversations that align philanthropic interests with Federation priorities
- Develop stewardship and recognition strategies for endowment donors
- Support growth and retention of the donor-advised fund (DAF) program through personalized engagement
- Endowment, Legacy & Planned Giving Growth
- Develop strategies to raise awareness of and secure gifts for the Lion of Judah Endowment (LOJE) and Annual Campaign Endowment (ACE) in partnership with lay leaders and Women’s Philanthropy
- Identify new markets, high-capacity prospects, and opportunities for transformational and legacy giving
- Support planned giving and endowment services for partner agencies, synagogues, and community organizations
- Expand legacy giving participation across generations of donors
- Prospect Development & Market Expansion
- Build and manage a pipeline of prospects for major, planned, endowment, and blended gifts
- Develop strategies for family giving, next-generation donors, and multi-generational philanthropy
- Cultivate relationships with volunteer leaders and community partners
- Cross-Functional Collaboration & Internal Partnership
- Collaborate with internal departments, including Annual Campaign, Events, Finance, and Marketing to advance fundraising goals
- Partner with Marketing on donor stories, newsletters, campaigns, and materials promoting Foundation priorities
- Operations, Reporting & Professional Development
- Track activity, maintain accurate donor records, and ensure timely follow-up through CRM and reporting systems
- Monitor performance and progress toward fundraising goals
- Stay current on tax laws, charitable giving trends, and philanthropic best practices through continuing education and professional development
- What You Need to Succeed:
- Bachelor’s degree required; advanced degree preferred5–7 years of experience in planned giving, fundraising, or sales with a strong track record of success
- Experience in nonprofit fundraising preferred; knowledge of the Jewish community is a plus
- Series 7 and 63 licenses preferred
- Exceptional communication, interpersonal, and relationship-building skills
- Proven ability to engage donors and inspire meaningful philanthropic commitments
- Experience working with volunteer leaders and navigating volunteer/professional partnerships
- Highly organized with strong attention to detail and the ability to manage multiple priorities
- Self-starter with energy, initiative, and adaptability in a fast-paced environment
- Proficient in Microsoft Office (Word, Excel, Outlook) and comfortable working with CRM systems
- Flexible and available to work evenings and weekends as needed
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.
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