Senior Program Director, Planned Giving

Senior Director, William A. Meyer Jewish Community FoundationJewish Federation of Palm Beach County is a 501(c)3 nonprofit that mobilizes the community to care for those in need, activate Jewish life, safeguard the people of Israel, and combat antisemitism and hatred locally and in more than 70 countries worldwide. Each year, Federation engages thousands of donors and volunteers to generate tens of millions of dollars in philanthropic support, sustaining a network that delivers critical services, builds community, and responds to urgent challenges.

Staff play a direct role in advancing this work across the Palm Beaches and beyond.The Jewish Federation of Palm Beach County seeks a seasoned leader to help drive and operationalize the William A. Meyer Jewish Community Foundation (Meyer JCF).The Meyer JCF manages approximately $150 million in assets, an additional $90 million in documented legacy commitments, and approximately 110 donor-advised funds, serving one of the most dynamic Jewish communities in the country.This is a senior, high-impact role for someone who excels at running the operational engine of a sophisticated foundation platform — building and refining the systems, processes, and infrastructure that let a complex giving program scale — and who brings planned giving and endowment experience to inform that work as the platform enters its next phase of growth.The Senior Director reports to the Executive Director, who is primarily externally focused. This role owns day-to-day leadership, execution, and infrastructure, and plays a key role in driving and operationalizing strategy.What You Will OwnFoundation Operations, Process & Systems LeadershipOwn and continuously improve Foundation operating infrastructure — workflows, approval processes, documentation standards, and CRM systems (Dynamics and related platforms)Design, implement, and refine standard operating procedures for gift processing, disbursements, grantee due diligence, and cash receiptsServe as administrative approver for disbursements and new grantee organizations, ensuring consistent, well-documented review processesBuild and maintain gift agreement workflows — drafting, approvals, execution, and recordkeeping — with an eye toward scalability and audit-readinessEnsure financial accuracy, strong internal controls, and fiduciary compliance across all Foundation activityLead budget preparation and ongoing review in partnership with FinanceGovernance & Board OperationsManage all Board and governance operations, including agenda development, materials preparation, presentations, and communicationsOversee administrative support for affiliated supporting organizations, including board management, documentation, and follow-upServe as liaison to Women's Philanthropy leadership to align processes and reporting across programsGrants & Stewardship AdministrationOversee grantmaking and stewardship processes across all fundsSupport the philanthropic advisory practice (Generational Philanthropy Services) with well-organized reporting, proposal tracking, and impact documentationEnsure donor communications and impact materials are accurate, timely, and data-drivenExternal & Marketing CoordinationServe as primary liaison to marketing for materials, website updates, and stewardship contentManage donor recognition programs and societies, including operational planning for key events (e.g., the Comiter Gratitude Event)Donor Strategy & Complex Gifts (supporting function)Support the organization's planned giving and endowment strategy through strong operational executionCoordinate estate and trust administration processes and serve as a point of contact for donors and their advisorsMaintain the Professional Advisor Program — communications, events, and continuing education logistics — as a structured, repeatable initiativeProfessional Advisor & External EngagementCreate and lead the Professional Advisor Program, including communications, meetings, events, and continuing educationServe as a credible partner to attorneys, accountants, and financial advisorsTeam & Cross-Functional ManagementSupervise and develop administrative staff, building capacity and clear role definitionPartner across development, finance, and marketing to ensure seamless execution and consistent handoffs between teamsAct as a central point of coordination for multiple concurrent workstreams, keeping projects on schedule and stakeholders alignedWho You Are10+ years of experience in operations, program management, or administrative leadership within a nonprofit, foundation, or financial/professional services settingProven ability to design and implement processes, systems, and controls that scaleExperience managing teams and coordinating across multiple departments or functionsComfortable managing complexity, competing priorities, and detailed compliance requirementsStrong project management skills — able to lead multiple workstreams with clarity, discipline, and sound judgmentCredible communicator with donors, advisors, and senior leadership; planned giving or gift administration exposure is a plus but not requiredWork EnvironmentJewish Federation of Palm Beach County is committed to creating a workplace where employees feel supported, valued, and connected to our mission.

Our offices are located in a beautiful facility in West Palm Beach, providing a professional and welcoming environment for both staff and visitors. The building is secured during business hours with dedicated safety personnel to help ensure a safe and supportive workplace.Federation prioritizes employee well-being and professional growth through a collaborative culture and a dedicated employee wellness program that promotes physical, mental, and emotional health. Employees also benefit from a wide range of professional development opportunities, including in-house courses through Federation University, cross-departmental trainings, conference participation, professional certifications, and involvement in fellowships and leadership cohorts.Employees of the Federation also enjoy a comprehensive benefits package designed to support health, financial security, and work-life balance, including:Health & Wellness BenefitsComprehensive health coverage including medical, dental, and vision plansDisability and life insurance coverageA dedicated employee wellness program focused on overall well-beingTime Off & Work-Life BalanceGenerous paid time offPaid Jewish and U.S.

holidaysEarly office closings on Fridays in observance of ShabbatEarly closings on many holiday evesFinancial Benefits401 (k) retirement plan with employer contributionPre-tax benefits including Flexible Spending Accounts (FSA) and Health Savings Accounts (HSA)Pay RateWe benchmark our salary ranges for new hires in relation to the role, level, and role location; however, we consider a multitude of factors, to include relevant experience, skills, and education/training, to determine compensation within the identified range.Jewish Federation of Palm Beach County is an Equal Opportunity Employer.The duties and responsibilities described are not a comprehensive list and additional tasks may be assigned to the employee from time to time at Federation's discretion. Employment is at-will, and this job description is not an employment contract. Nothing herein shall be deemed to create in any way whatsoever an employment contract.