Senior Director, Donor Advised Funds and Investment Partners

Join to apply for the Senior Director, Donor Advised Funds and Investment Partners role at CJP - Combined Jewish Philanthropies

Senior Director, Donor Advised Funds and Investment Partners

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Join to apply for the Senior Director, Donor Advised Funds and Investment Partners role at CJP - Combined Jewish Philanthropies

Brief Description

Passion. Purpose. Impact. CJP is at the heart of Greater Boston's Jewish community, but our reach is felt around the world. Ranked by BBJ as Massachusetts’ largest non-profit organization – CJP is a philanthropic investor and mobilizer of people, resources, and skills that make a bigger difference locally and globally.

Brief Description

Passion. Purpose. Impact. CJP is at the heart of Greater Boston's Jewish community, but our reach is felt around the world. Ranked by BBJ as Massachusetts’ largest non-profit organization – CJP is a philanthropic investor and mobilizer of people, resources, and skills that make a bigger difference locally and globally.

Senior Director of Donor Advised Funds and Investment Partners will report to the Vice President of Risk Management & Investment Partnerships, with a secondary reporting relationship to the senior development manager overseeing the Comprehensive Campaign, this role is responsible for shaping and executing an impactful investing strategy for CJP, with a primary focus on the Donor Advised Fund (DAF) program. The position leads the development and growth of CJP’s DAF program, aligning it with organizational priorities while enhancing philanthropic engagement within the Boston Jewish community. The role also provides high-level advisory support in collaboration with the Philanthropic Asset Services team, ensuring a superior donor experience. In addition, the position coordinates all meetings and activities of the CJP Investment Committee and supports investor relations efforts for the Jewish Community Endowment Pool, LLP (JCEP).

Essential Functions

• Develop and implement an impact investing strategy for CJP, focusing on the Donor Advised Fund (DAF) program.
• Create, promote, and implement vehicles for impact-first investment in key CJP priority areas.
• Identify and implement opportunities to infuse CJP values and mission-aligned consideration into CJP’s market-rate investments including existing DAF investment options and JCEP.
• Create and staff appropriate volunteer leadership structure for impact-first investment strategies.
• Lead a comprehensive growth strategy for the CJP DAF program.
• Create and expand educational and engagement opportunities for DAF participants with a goal of growing CJP and Jewish share of overall DAF grant making from 10% to 20% and 20% to 30%, respectively.
• Redesign and expand DAF marketing and outreach efforts, in close cooperation with Advancement team, to increase the number of new DAFs created annually from ~30 to ~50. Grow CJP assets under management while maintaining and growing the annual distribution rate.
• In cooperation with Development staff, leverage DAFs to create planned gifts, endowments and multi-generational relationships. Promote the role of the CJP DAF program as a platform for creating endowments and planned gifts.
• In collaboration with and in support of the Philanthropic Asset Services team, respond to complex, difficult or high urgency DAF advisor needs and inquiries.
• Create and staff a DAF Steering Subcommittee of the CJP Committee on Development to expand volunteer oversight of and advocacy for the program.
• Administer and oversee all activities of the CJP Investment Committee and its task forces.
• Set meeting agendas in cooperation with volunteer chair and vice chair. Supervise minutes and implementation of Committee decisions.
• Staff task force calls and administer Committee ratifications as needed.
• In support of impact investing strategy, identify opportunities to grow awareness of CJP mission and values on the Committee, and access to investment options that support that strategy.
• Identify, elect and onboard new members, and ensure proper transition out of retiring members. Ensure appropriate pipeline of Committee leaders.
• Coordinate meeting schedule and logistics, including annual report to CJP Board of Directors.
• Participate in investor relations (IR) activities for the Jewish Community Endowment Pool, LLP (JCEP):
• Serve as lead staff for IR activities for JCEP focusing on DAF and CJP endowment donors. Support the Vice President, Risk Management & Investment Partnerships in IR activities for institutional participants in JCEP.
• Help coordinate the JCEP Annual Meeting and other meetings between the Beth Israel Lahey Health Investment Office and current or potential JCEP participants.
• As appropriate, attend meetings of the Beth Israel Lahey Health /CJP Board of Managers.
  
  

• A minimum of five years in investment management and/or development, with a knowledge of gift planning strategies, donor advised funds, and impact investing.
  
  

• Candidates must be organized, capable of handling multiple tasks, a strong communicator (oral and written), and able and willing to interact effectively with a wide variety of constituents.
• Logic, problem solving and analytical skills.
• Ability to synthesize complex or diverse information and use intuition and experience to complement data.
• Ability to deal with confidential materials with discretion.
• Ability to work both independently and collaboratively as part of a team.
• Ability to work with senior volunteer leaders, outside consultants, investment managers, and donor advisors.
• Ability to organize and direct committees of volunteers with important fiduciary roles.
• Knowledge of Windows, Microsoft Word, and Excel.
• Ability to be flexible and adaptable to changes and shifting priorities.
• Knowledge of the Greater Boston Jewish Community and/or the donor advised fund industry a plus.
• Organizational Relationships/Scope: Reports to the Vice President, Risk Management & Investment Partnerships, with a secondary reporting relationship to the senior development manager supervising the Comprehensive Campaign, title to be determined.
• Working Conditions:
• Hybrid Work Schedule: CJP staff follow a hybrid work model. On-site work is required on Tuesdays and Wednesdays, while remote work is an option on Mondays, Thursdays, and Fridays with occasional in-person meetings on those days.
• Physical Requirements: This role involves remaining in a stationary position, often sitting or standing for prolonged periods, primarily working at a computer. Staff need to be able to carry a laptop and bag to and from the office.
  
  

Seniority level

• Seniority level

  Director

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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