Foundation Operations Manager

ABOUT:

JewishColumbus’ mission is to create a vibrant and secure community in Columbus, Israel and around the world. We do so by instilling Jewish pride and identity, protecting and securing the local community, connecting with Israel and Jews around the world and protecting vulnerable Jewish populations. JewishColumbus has the unique ability to harness collective knowledge and resources to meet the various needs of our diverse Jewish community effectively and holistically.  We are the community convener.  We respond to crisis and ensure a strong future for the Columbus Jewish community through robust and trusting partnerships with local Jewish agencies and synagogues.  We are innovative.  We are inclusive.  We challenge the status quo and strive to be at the forefront of trends within the Jewish and non-profit communities.  Work for an organization where your time and talent will be valued, and your voice will be heard.  For more information, visit our website at www.jewishcolumbus.org.

THE ROLE:

Manager of Foundation Operations is a key leadership role in a dynamic, growth-oriented organization. This full-time position works closely with the Vice President of Legacy Giving, Chief Development Officer (CDO), and Chief Financial Officer (CFO) to oversee and optimize the day-to-day operations of legacy giving programs and donor support systems.  This role is responsible for managing Foundation support systems and operations, including reporting, Donor Advised Fund (DAF) distributions, fund holder engagement, quarterly statements, and new business development initiatives. The Manager will ensure operational excellence, enhance donor experiences, and drive efficiencies in legacy giving processes.

The ideal candidate brings a strong track record in development systems management, donor stewardship, project management, and data-driven decision-making. They are a strategic thinker and problem-solver, highly organized, detail-oriented, and adept at managing complexity.

This role is perfect for a professional who thrives in an evolving, mission-driven organization, embraces innovation, and is committed to delivering excellence in foundation giving operations.

ESSENTIAL FUNCTIONS:

• Management of DAFs—day to day operations
• Managing new account and fund creation
• Overseeing distribution of quarterly statements for DAF holders, and annual update for living endowment donors in coordination with the Finance Department
• Serving as a point of contact for basic fund holder questions and requests
• Developing standard economic impact report for the Foundation
• Organizing resources for the Vice President, Legacy Giving and members of the Development Team including:
  • DAF documents (enabling agreement and investment election forms)
  • Endowments (gift agreements)
  • Tracking and filing of all new agreements, letters of intents, and other pertinent information for donors and fund holders
  • Reporting, measuring new revenue, new business development and overall economic impact of the Foundation
• Maintaining new business development pipeline in coordination with Vice President, Legacy Giving and Development Team.
• Conducting regular audit and review of foundation policies
• Conducting regular audit and review of all Foundation Funds in conjunction with Community Impact and Finance Teams
• Track Stewardship of Donor Advised Fund Holders and Other Fund Holders

Critical Competencies & Skills

• Project Management & Process Optimization

Proven ability to manage multiple projects simultaneously, ensuring timely execution and alignment with organizational goals
Skilled in developing, implementing, and improving workflows for fund management, donor engagement, and reporting
Experience in coordinating cross-functional teams and stakeholders to drive efficiency and collaboration
Strong problem-solving skills, with the ability to anticipate challenges and proactively address them
Fund & Donor Management

Experience with managing Donor Advised Funds (DAFs) and endowments preferred
Ability to oversee fund creation, distribution processing, and account updates
Experience with stewardship and engagement preferred
Financial & Data Management

Strong understanding of financial processes related to DAFs and endowments  preferred
Ability to track new revenue, analyze financial trends, and support business development reporting
Operational & Project Management

• Ability to develop, organize and maintain donor-related documentation (e.g., agreements, letters of intent, and investment forms)
• Experience in conducting regular audits and compliance reviews
• Skilled in process optimization and coordinating cross-functional projects

Stakeholder Communication & Relationship Management

Serves as a point of contact for fund holders, addressing inquiries and providing support
Ability to collaborate with Finance, Community Impact, and Development Teams
Experience in tracking and stewarding donor relationships
Systems & Technology Proficiency

Experience working with CRM and donor database systems
Proficiency in financial and donor management software
Ability to analyze and interpret data for strategic reporting
Preferred Experience & Background

5+ years of experience in project management, preferably within nonprofit finance, donor services, or foundation operations
Demonstrated experience in leading cross-functional initiatives related to donor management, finance, and business development
Strong background in workflow development, process improvement, and managing complex projects
Experience in managing Donor Advised Funds (DAFs), endowments, and new fund development
Background in financial compliance, policy development, and fund management
Strong knowledge of philanthropy, nonprofit fundraising, and donor stewardship best practices
Ability to work in a fast-paced, mission-driven environment, balancing multiple priorities with a project management mindset

To Apply:

Please send your resume to Alice Hilliard [email protected].