Assistant Vice President, Planned Giving: Jefferson

Minimum Salary/Hourly Rate:
$150,000.00
Maximum Salary/Hourly Rate:
$170,000.00

ESSENTIAL FUNCTIONS:

  • Build, oversee, and execute the planned giving program that focuses on grateful patient and alumni prospects.
  • Work closely with clinical and university major gift officers to qualify, cultivate, solicit and close planned gifts from all Enterprise constituents.
  • Maintain a portfolio of planned giving prospects and manage this portfolio in a manner that fosters a relationship that leads to philanthropic commitment.
  • Independently draft/prepare gift agreements, bequests, and estate planning agreements (in coordination with Jefferson’s legal counsel).
  • Develop a comprehensive understanding of the educational, research, clinical and financial needs and goals of the clinical areas; establish, maintain, and grow a highly responsive and collaborative development program to meet these needs/goals.
  • Serve in a leadership capacity in the creation of a planned giving plan to support the clinical departments and the university. The AVP will establish development program goals and the feasibility, timeline, staffing needs, and volunteer structure to support implementation.
  • Work with communications staff and outside vendors to translate strategic initiatives and programmatic/capital needs into persuasive proposals and compelling major gift opportunities.
  • Work with the events and alumni relations teams and development officers to conceptualize events and other activities to cultivate and steward major gifts prospects and donors.
  • Maintain fluid and proactive communications with colleagues to ensure effective collaborations and synergy in achieving key fundraising goals and objectives.
  • Build and support a formalized and professional development function for the defined clinical and academic areas.
  • Manage an individual prospect pool of 100 highly rated prospects
  • Maintain an aggressive travel, visit and event schedule
  • Conduct a minimum of 125 Meaningful Donor Encounters per year
  • Deliver a minimum of 24 proposals a year
  • Interacts with co-workers, visitors, and other staff consistent with the values of Jefferson.

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Vice President of Finance and Accounting: United Way of Greater Philadelphia and Southern New Jersey

Overview:

The United Way of Greater Philadelphia and Southern New Jersey (UWGPSNJ) seeks a seasoned Vice President of Finance & Accounting to lead the organization’s financial strategy and operations. This pivotal role offers a unique opportunity to shape a new financial structure designed to increase the mission effectiveness and enhance the fiscal health of an influential nonprofit organization focused on breaking the cycle of poverty. The Vice President of Finance & Accounting will drive financial stewardship, strategy, and compliance, working closely with executive leadership to ensure that an ever-increasing proportion of its resources are directed to community-based partners and community-driven initiatives designed to achieve its mission to end poverty in the region.

About the Company:

The United Way of Greater Philadelphia and Southern New Jersey is a mission-driven organization focused on eradicating poverty and expanding opportunity for individuals and families in the region. By convening leaders, inspiring philanthropic investments, and strengthening nonprofit capacity, UWGPSNJ deploys innovative strategies to help families achieve economic security. Through evidence-based programs and partnerships, the organization works to reduce economic insecurity and invest in long-term solutions for the community. United Way is embarking on a transformational effort to reshape its organizational structure to maximize the philanthropic resources that flow directly to community-based organizations in the region, with the explicit goal of supporting partnership-based initiatives that support its mission to end poverty in the Philadelphia region.

Candidate Profile:

The ideal candidate for the Vice President of Finance & Accounting role will be an accomplished financial leader with deep experience in nonprofit financial management. They will bring a track record of aligning financial practices with organizational goals and ensuring compliance with regulatory requirements. This person will have experience leading financial strategy, reporting, and day-to-day operations in a mission-driven organization. They must be skilled in collaborating with leadership and board members, offering financial insights that support strategic decision-making. Experience with nonprofit regulations and reporting, including Form 990, is critical, as is expertise in budget forecasting and investment management.

Professional Characteristics:

  1. Bachelor’s degree in Finance, Accounting, Business Administration, or a related field required; MBA or CPA preferred.
  2. Minimum of 10 years of experience in financial management, with at least 5 years in a senior leadership role.
  3. Strong background in nonprofit financial management, including experience with Form 990 and other regulatory requirements.
  4. Proven experience in strategic financial planning, forecasting, and budgeting.
  5. Expertise in financial reporting, investment management, and compliance.
  6. Exceptional financial analysis skills with the ability to provide actionable insights.
  7. Strong leadership and management experience with the ability to develop high-performing finance teams.
  8. Excellent communication skills for presenting financial information clearly to diverse stakeholders.
  9. Proficiency in financial management software, including advanced Excel skills and scenario analysis tools.
  10. Demonstrated ethical integrity in financial practices and decision-making.

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Vice President of Impact: Untied Way of Greater Philadelphia and Southern New Jersey

United Way Greater Philadelphia and Southern New Jersey, is seeking a dynamic and experienced leader to take on the role of Vice President of Impact. The VP of Impact will play a crucial role in overseeing United Way of Greater Philadelphia and Southern New Jersey’s grantmaking and community funding initiatives, directly influencing the organizational mission and amplifying United Way’s impact throughout the region. The Vice President of Impact will lead the charge in ensuring that grantmaking processes are effective and in alignment with organizational goals. The responsibilities of this role include assessing, managing, and reporting on initiatives to maximize effectiveness; developing and nurturing strategic relationships with United Way of Greater Philadelphia and Southern New Jersey’s funding partners, and ensuring their objectives align with United Way’s mission while enhancing funding opportunities that benefit the greater Philadelphia and Southern New Jersey communities. The VP of Impact will work with United Way leadership team to embark on a transformational journey to reshape organizational structure to maximize the philanthropic resources that flow directly to community-based organizations in the region. The person in this role will be adept at engaging deeply with the community and be professionally prepared to create and manage task forces that review grant applications and evaluate proposals, ensuring that funding allocations directly address the needs of those served by United Way of Greater Philadelphia and Southern New Jersey.

The VP of Impact will have a proven ability to design strategies to monitor and evaluate the impact of funded initiatives, as well as ensure compliance with all relevant guidelines to enhance the effectiveness of United Way of Greater Philadelphia and Southern New Jersey’s community investments. In addition to overseeing the grantmaking process, the VP of Impact will actively seek out new funding opportunities. By identifying and cultivating leads through community engagement and fundraising activities, the VP of Impact will contribute significantly to United Way of Greater Philadelphia and Southern New Jersey’s growth objectives. The responsibilities of this role include managing the issuance of Requests for Proposals (RFPs), ensuring clear communication about funding opportunities, and maintaining alignment with United Way’s impact objectives. In this forward-facing role, the VP of Impact will represent United Way of Greater Philadelphia and Southern New Jersey in strategic initiatives, working closely with the CEO and Executive Vice President/COO. For the person in this role, engagement with community experts and stakeholders will be essential to driving the organizational mission forward.

About United Way of Greater Philadelphia and Southern New Jersey:

The United Way of Greater Philadelphia and Southern New Jersey is a mission-driven organization focused on eradicating poverty and expanding opportunities for individuals and families in the region. By convening leaders, inspiring philanthropic investments, and strengthening nonprofit capacity. United Way of Greater Philadelphia and Southern New Jersey deploys innovative strategies to help families achieve economic security. Through evidence-based programs and partnerships, the organization works to reduce economic insecurity and invest in long-term solutions for the community. United Way is embarking on a transformational effort to reshape its organizational structure to maximize the philanthropic resources that flow directly to community-based organizations in the region, with the explicit goal of supporting partnership-based initiatives that support its mission to end poverty in the Philadelphia region.

Vice President of Impact Candidate Profile:

The ideal candidate for the Vice President of Impact at United Way Greater Philadelphia and Southern New Jersey will possess a robust blend of professional experience, academic qualifications, and personal commitment to social equity. This leader will have a demonstrated track record in nonprofit management, resource development, and strategic partnerships, with a focus on poverty alleviation and equality. The ideal candidate will be a hands-on executive leader, a team player with a collaborative approach, and an advocate for driving meaningful change within the community.

Professional Characteristics:

  1. Commitment to poverty alleviation and equality; experience – lived, professional, and/or academic – that advances United Way’s mission and improves its practices
  2. Strong knowledge of the fields of grantmaking and resource development
  3. 10+ years of experience leading social impact initiatives; experience in nonprofit management, public affairs, and/or government is preferred
  4. Master’s degree in Public Administration, Business Administration, or Nonprofit Management preferred.
  5. A minimum of ten (10) years of progressive success in a comparable senior management role leading and directing complex, integrated programs in an evolving nonprofit environment.
  6. Substantial experience developing, implementing, and evaluating programs or initiatives aimed at reducing poverty.
  7. Experience in organizational leadership, philanthropy, and/or social investment.
  8. The ability to lead a team of professional, content area experts and cultivate a cohesive team whose work is high impact and highly aligned with organizational vision.
  9. A proven track record in developing a strong, cohesive, collaborative, creative, and high-performance team; and demonstrable skills in selecting, coaching, motivating, and training staff.
  10. Excellent relationship cultivation skills and the ability to engage and influence employees, board members, key volunteers, donors, and other stakeholders.
  11. Highly developed consensus management skills, along with the ability and willingness to make complex decisions.
  12. A team player disposition with a hands-on executive management style.
  13. Working knowledge of the metrics and performance indicators used to set goals and measure progress in outcome management; possess expertise in evaluating and realigning structure and process systems support. The ability to analyze and interpret internal and external data.
  14. Experience working as part of a senior team, building effective, collaborative relationships to advance business outcomes.
  15. Must possess a high degree of ethics, integrity, and values aligned with United Way of Greater Philadelphia and Southern New Jersey’s mission.

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