Senior Vice President of Development Combined Jewish Philanthropies Boston, MA https://www.cjp.org/ Send Nominations or Cover Letter and Resume to: Jill Lasman, Senior Vice President or Libby Roberts, Vice President 617-262-1102 CJP@LLLSearches.com Introduction: Combined Jewish Philanthropies (CJP) mission is to inspire and mobilize the diverse Boston Jewish community to engage in building communities of learning and action that strengthen Jewish life and the world around us. Its vision is for a vibrant, inclusive Jewish Greater Boston that embraces diversity and builds communities of meaning and purpose for current and future generations. CJP has the vision, experience, and resources to mobilize the community, provide innovative solutions, and positively impact lives. It is harnessing more than a century of experience and in-depth knowledge to get things done. Combined Jewish Philanthropies unites the community and uses its collective strength as a catalyst for change. COMBINED JEWISH PHILANTHROPIES BACKGROUNDER 1
The Opportunity: Why CJP and Why Now? The incoming SVP will join one of Boston s most successful and iconic institutions at a unique and pivotal time of transformation. After serving 30 years as President, Barry Shrage announced he will be stepping down in 2018. A search is underway for his successor, who, like Mr. Shrage, will possess tremendous passion for CJP s mission and a dynamic vision for its future, and will play a key role in cultivating and stewarding CJP s highest-level donors. To ensure the smoothest possible transition of CJP s current donor relationships and overall fundraising efforts, the goal is for Mr. Shrage and the new SVP to work closely on seamlessly bridging those relationships. CJP is recognized as one of the most efficiently operated, fastest growing, and most successful Jewish federations in the country and was recently ranked as the largest nonprofit in Massachusetts by the Boston Business Journal. Overseeing CJP s Development effort, the incoming SVP will play a critical role in shaping the path to propel the organization forward. CJP s approach to development is dynamic and highly integrated with CJP s programmatic agenda. In recent years CJP s ability to strategically match community need with donor passion has served to drive significant growth in CJP s annual campaign, which now raises over $56M annually. Additionally, CJP s Development team is responsible for fundraising and gift acquisition associated with CJP s robust Donor Advised Fund program (DAF) and CJP s Endowment & Planned Giving efforts. CJP s DAF program, with more than $1.2B in assets, has generated over $150M in inflows and $90M+ in charitable grants in each of the last 4 years, and CJP s Planned Giving and Endowment program continues to gain significant traction. The charge for the new SVP is to go from strength to strength and continue to grow and improve CJP s Development efforts. Building on significant recent growth, the highly successful Development team sees significant untapped potential both internally and externally. The incoming SVP will serve as the key thought partner to both the current and incoming Presidents, members of the senior team, and CJP s volunteer leadership. Together they will forge new thinking on the cultivation and stewardship of donors, new gift acquisition, and overall giving strategies. CJP recently approved its new strategic plan framework, which will be available for viable candidates to view prior to interviewing. The unveiling of CJP s new plan offers the incoming SVP a ground floor opportunity to create the strategic direction to execute the plan for the institution s future. The Development team is comprised of 50+ individuals who are committed to the cause and interested in mentorship and professional development. The ideal candidate brings superior staff and organizational COMBINED JEWISH PHILANTHROPIES BACKGROUNDER 2
management skills. There is a keen desire to attract seasoned leaders who have worked inside and/or outside of the Jewish communal fundraising world, who will bring different approaches and perspectives gleaned from other nonprofit sectors, including, but not limited to, higher education and healthcare. The current team is eager to embrace a more intentional, metrics-driven and best-practice orientation to their work. Now is the time for a newly innovative perspective at CJP. The incoming SVP will be given the latitude to approach his/her work with a donor-centered focus on collaborative giving opportunities inspired by the multifaceted mission of the organization. The overall culture at CJP is caring, outcome-oriented, and fast-paced. Creativity, strategic thinking, energy, and initiative are critical competencies for CJP s next SVP. Mission and Vision CJP s mission is to inspire and mobilize the diverse Boston Jewish community to engage in building communities of learning and action that strengthen Jewish life and the world around us. Its vision is for a vibrant, inclusive Jewish Greater Boston that embraces diversity and builds communities of meaning and purpose for current and future generations. CJP realizes this vision by caring for the needs of the most vulnerable; by working more broadly for justice and peace; by embracing Jewish learning and living; and by engaging with Israel. It invests in impactful organizations through strong connections, effective leadership, and sufficient resources to fulfill the bold aspirations of its community. Playing unique roles in the community, CJP brings together volunteers, partners, and resources in common purpose holding itself and others accountable against measurable outcomes. Specifically, CJP: Cultivates broader and deeper Jewish engagement across its community. A strong Jewish future requires focused effort to COMBINED JEWISH PHILANTHROPIES BACKGROUNDER 3
broaden and deepen the engagement of diverse segments and future generations in Jewish life. CJP introduces people to the breadth of offerings in the Jewish community and offers accessible pathways to deepen individual engagement. Enhances connections, capacity, and resiliency across its diverse community. In the face of socio-economic, demographic, and political trends that threaten to divide, CJP unites and strengthens its community while fostering civil discourse and pluralism. CJP encourages greater coordination, collaboration, and innovation among its organizations and leadership, and invests in strong and resilient partners. Prioritizes, convenes, and organizes strategic philanthropic ventures against explicit outcomes. CJP s community faces issues that are bigger than any one group or organization can solve alone; CJP convenes leaders, organizations, and resources to tackle these issues. It establishes explicit goals, measures results, and refines its approach to maximize impact. Fosters community innovation to create solutions for tomorrow s needs. Sustaining a Jewish community of meaning and purpose in the long-term demands that CJP assess the effectiveness of its core institutions and programs. CJP facilitates and drives innovation by identifying, funding, and supporting emergent innovative efforts across the Boston Jewish community and bringing successful pilots to scale. Position Overview Senior Vice President of Development Reporting to the President and working with volunteer leadership, the Senior Vice President (SVP) of Development sits on the senior team and is the senior executive responsible for leading the effort to meet short- and long-term Development objectives for CJP. The SVP of Development will lead a team comprised of approximately 50 professional positions in all areas of development, including current portfolio of major gifts, leadership giving, women s philanthropy, planned giving and endowment, donor advised funds, donor relations and stewardship, next generation, and missions. The SVP will be responsible for achieving all Development goals for the organization and will serve as a primary fundraiser for CJP alongside the President. COMBINED JEWISH PHILANTHROPIES BACKGROUNDER 4
Working with senior colleagues, the SVP will guide the strategic direction for development at CJP and develop programs and operating models to achieve organizational goals, including those set out in the strategic plan. This person will be responsible for maintaining a close working partnership with the Planning department to support and increase donor stewardship. The SVP must lead a dynamic department in ensuring the integrity and successful achievement of the current fundraising programs while simultaneously advancing CJP s long-term fundraising initiatives. This includes working with the senior management team to advance staffing paradigms that support new strategies and priorities; recruiting, training, deploying, supporting, and retaining professionals as they move toward new roles and expectations; and continuing to foster a positive culture of professional growth for Development staff that makes CJP a workplace of choice for Development professionals. This will also include working with volunteer leadership to develop, model, and monitor new approaches to development and to engage new generations of donors. The position also includes working with leadership development professionals to ensure a strong bench of new generations of leaders. Essential Functions: Serve as the organizational leader for the Development department and as a primary fundraiser for CJP alongside the President. Work as a member of the CJP senior team and partner with others to achieve the overall organizational goals. Create and model methods for implementing staff structures to support strategic plan and new fundraising model, including increased integration with the Planning department to support a strong donor stewardship model. Serve as senior Development strategist responsible for enhancing all of CJP s Development disciplines. Oversee and ensure effectiveness of all components of the Development department. Lead a change process, guiding staff and volunteers in implementing a new culture of, and approaches to, donor stewardship, engagement, cultivation, and solicitation. Expand and grow multi-year gifts, endowment, planned giving, and CJP donor advised fund program to increase focus beyond annual campaign. Work closely with marketing department to enhance effectiveness of Development program for participation-size gifts. Work closely with event staff to implement, review, and assess effectiveness of donor cultivation and stewardship events. Lead effort to identify and partner with local, national, and international foundations designed to increase support for strategic priorities and opportunities for donor engagement. COMBINED JEWISH PHILANTHROPIES BACKGROUNDER 5
Launch and oversee new generation major donor strategy to significantly increase fundraising and engagement from 30-50 year-olds. Oversee and continue to revise design performance measurement and metrics to increase short- and long-term effectiveness of Development department and individual Development officers. Develop and mentor staff for future growth and leadership. Foster a culture that makes CJP a workplace of choice for Development professionals. Build a collaborative and outcome-focused department. Other duties as assigned, with or without accommodation. Minimum Requirements: Education: Bachelor s degree; advanced degree preferred. Experience: Minimum seven to 10 years of senior-level management experience and progressively responsible Development experience; strong track record in major gifts and closing at the six-figure level and above; proven track record in managing staff and budgets. Skills/Competencies: Experience in the planning and successful implementation of a multi-disciplined Development program, as well as working knowledge of all aspects of development; Demonstrated ability to work effectively with prominent volunteers, providing them with support and guidance; the intellectual depth, maturity, wisdom, and discretion to garner their trust; Demonstrated success in cultivating, soliciting, and stewarding major gifts from individuals at six-, seven-, and eight-figure levels in order to accomplish ambitious financial goals; Experience as a member of senior management staff, bringing Development expertise to strategic discussions; Team leader with the ability to attract and retain highly qualified professional staff and to provide mentoring and opportunities for growth to staff; Management experience in a complex organization along with a successful track record in multiconstituency, consensus-driven cultures; Flexible and creative person who thrives in a dynamic, entrepreneurial setting; Deep appreciation for, and an ability to articulate powerfully, the values and vision of CJP and the community-building aspirations of the strategic plan; Strong organizational skills; and COMBINED JEWISH PHILANTHROPIES BACKGROUNDER 6
Strong communications skills. Other: Familiarity with Boston and the Jewish community. Attend multiple evening events, including both CJP and community functions. Organizational Relationships/Scope: Reports to the President. Has five direct reports and oversees a team of 50, with support from leadership to shape and grow the team in the near future. Leadership: Barry Shrage President Barry Shrage has served as president of CJP Greater Boston's Jewish Federation since 1987. Under Mr. Shrage s leadership, CJP is focused on three priorities: Jewish education and engaging future generations, strengthening the connection to Israel through community-to-community and people-to-people partnerships, and caring for the most vulnerable in Greater Boston. He champions true partnerships between CJP, donors, and recipient organizations inspiring the Jewish community to contribute more than $56M to CJP s Annual Campaign. Mr. Shrage has been instrumental in the creation of several cutting-edge programs designed to engage the next generation in meaningful Jewish life and create a welcoming, inclusive Jewish community. Projects include Me'ah, an intensive Jewish adult education curriculum, and Parenting Through a Jewish Lens, a Jewish learning program for parents of young children. Pioneered in Boston, both programs are now being replicated nationwide. Mr. Shrage also spearheaded a successful incentive grant program that supports Jewish overnight camp opportunities for children. He helped Boston's Peerless Excellence and Affordability projects for Jewish day schools, and he initiated innovative efforts aimed at strengthening synagogues and synagogue schools. Mr. Shrage is one of Israel's most passionate and effective advocates in Boston. More than 20 years ago, he helped establish the Boston-Haifa Connection, a sister city relationship that has resulted in mutually COMBINED JEWISH PHILANTHROPIES BACKGROUNDER 7
beneficial social programs. Mr. Shrage was among the first Federation leaders to embrace the power of Birthright Israel and has worked to send 11,000 Boston-area college students on free trips to Israel. CJP's IACT Campus Initiative has become a national model that empowers students to become lifelong advocates for Israel. During the recession that began in 2008, Mr. Shrage helped to develop CJP's Economic Response, which provided additional funding to meet the needs of the most vulnerable, including isolated seniors, immigrants, the unemployed, and people with disabilities. After graduating from City College of New York, Mr. Shrage earned a Master's degree in social work from Boston University. He and his wife, Ellie, live in Newton, where they raised their two children. They have five grandchildren. Background Checks: Prior to submitting your resume for this position, please read it over for accuracy. LLLS does verify academic credentials for its candidates, and our clients frequently conduct background checks prior to finalizing an offer. To learn more, call Jill Lasman, Senior Vice President or Libby Roberts, Vice President at 617-262-1102 or send nominations or cover letter and resume to CJP@LLLSearches.com. All inquiries will be held in confidence. Setting the Standard in Development Search LOIS L. LINDAUER SEARCHES, LLC 420 Boylston Street, Suite 604, Boston, MA 02116 617.262.1102 www.lllsearches.com COMBINED JEWISH PHILANTHROPIES BACKGROUNDER 8