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Philanthropic Advisor, Donor-Advised Funds

Homepage| Jewish Federation Of Cincinnati

Job Location:

Cincinnati, OH - USA

Yearly Salary: USD 100000 - 110000

Posted: 29 September 2026 (27 days ago)

Application Deadline: 27 December 2026

Vacancies: 1 Vacancy

Job Summary

Philanthropic Advisor Donor-Advised Funds

WHO ARE WE

The Jewish Federation of Cincinnati (JFC) the backbone organization of the Jewish community is seeking a Philanthropic Advisor Donor-Advised Funds. The JFC connects our community solves big problems and stewards community resources. We welcome all cultural backgrounds and faiths including those of every socioeconomic status race gender national background sexual orientation gender identity and physical mental and developmental ability. Grounded in Jewish values together with you our volunteers and partner organizations we support the vulnerable nurture connections with Israel and Jewish communities globally and protect and energize Jewish life. We feed the hungry comfort the sick care for elderly and educate our youth. We are your communitys organization problem-solvers and opportunity-makers committed to ensuring the strength and quality of Jewish life for our children and our childrens children.

POSITION SUMMARY:

The Philanthropic Advisor Donor-Advised Funds (DAFs) at the Jewish Federation of Cincinnati (JFC) reports to the Director of Philanthropic Planning to lead the enhancement and implementation of programs to increase the quality and quantity of Jewish philanthropy. The Philanthropic Advisor for DAFs is responsible for cultivating relationships with existing donors and prospects that are capable of making principal gifts towards or deferred financial gifts to benefit the Jewish Community and beyond through a DAF endowment fund legacy planning or otherwise. This individual is responsible for stewarding DAF donors and their philanthropic goals while working to secure gifts and gift commitments as part of JFCs Total Giving strategy including Annual Campaign Directed Giving supporting community agencies and planned gifts. This position is responsible for implementing and overseeing:

Cultivation solicitation and stewardship of DAF holders other stakeholders and approximately 75 donors under management.
Recruitment of new DAF holders.
Daily operations of DAFs and DAFs grant approval process including reporting and technical components of the DAF platform.
Investment policy and tax benefits related to DAFs and other giving vehicles.
Oversight of JFCs Investment Committee working with an OCIO model.
Life insurance program management.
Ongoing solicitations for Annual Campaign Directed Giving and Legacy Giving.

ESSENTIAL FUNCTIONS:

Manage and grow the Jewish Federation of Cincinnatis Donor Advised Fund (DAF) program through donor and prospect cultivation marketing initiatives relationship management and educational presentations.
Partner with donors and their successors to maximize philanthropic impact including developing endowment agreements the creation of gift agreements promoting directed giving opportunities and supporting planned and legacy gift strategies.
Identify cultivate and maintain relationships with professional advisors including attorneys accountants and financial planners to encourage DAF and endowment fund establishment within the Jewish community.
Support Federation fundraising priorities by contributing to the Annual Campaign coordinating donor solicitations and advancing Federations Total Giving strategy.
Oversee DAF grantmaking processes including conducting due diligence coordinating with donors community agencies legal and financial representatives and the Finance & Administration Committee to ensure compliance and donor intent fulfillment.
Maintain accurate donor records and timely communications including grant acknowledgments and tracking all donor and prospect interactions in Microsoft Dynamics; attend meetings events and occasional evening or weekend functions.

POSITION QUALIFICATIONS:

Bachelors degree required; JD and CAP preferred.
10 years of professional experience including but not limited to nonprofit and fundraising proficiency.
Experience with donor-advised funds strongly preferred.
Relational database experience.
Team player with high energy and passion for the mission.
Excellent oral and written communication skills.
Detail oriented; ability to multitask and meet deadlines work independently and collaboratively as required.
Demonstrated ability to maintain confidentiality and operate with discretion.
Competent in all Microsoft Office Suite of Products.
Knowledge of Jewish community culture heritage and traditions.

BENEFITS WE OFFER:

Robust Medical Dental and Vision insurance with employee health and wellness plan.
Talent Management & Professional Development programs and learning opportunities.
Competitive 401(k) program with company match and additional contribution opportunities.
Complimentary single membership to the Mayerson JCC Fitness Center Discounts to the onsite Café and Spa.
F.S.A Employer Matched H.S.A life insurance Voluntary Short-Term/Long-Term Disability Insurance 529 College Savings Plan Legal Shield plan.
Incredible Paid Time Off: 15 days vacation 12 days of sick and up to 10 paid Jewish Holidays per year (in addition to federal holidays).
Fun collaborative business-casual work environment with a hybrid work model.

Pay Range:

$100000 - $110000 per year

This position description is intended to describe the general nature and level of work being performed. It is not intended to be an exhaustive list of all responsibilities duties and skills required of personnel in the above position.

Required Experience:

Unclear Seniority

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