Harold Grinspoon Foundation

Consultant

• Contribute to curriculum development on key Legacy training topics in collaboration with Life & Legacy team members.
• Design and deliver engaging adult learning experiences, including workshops, webinars, and gatherings.
• Develop new tools, toolkits, and resources to support participating organizations and track progress over time.
• Facilitate and manage communities of practice that foster peer learning, collaboration, and networking among participants.
• Ensure program resources and learning opportunities are clearly communicated and accessible through available tools and technology.
• Engage with community leaders, both virtually and in person, to implement the Life & Legacy curriculum, tailoring approaches to fit the unique needs of each community.
• Manage a portfolio of active communities, serving as a coach and mentor to help them reach key milestones, from securing after-lifetime commitments to executing effective marketing and stewardship plans.
• Monitor progress and provide training and guidance to support success.
• Develop and deliver compelling presentations that clearly communicate the Life & Legacy curriculum.
• Support the implementation of Life & Legacy grants, including assessing community readiness, overseeing grant administration, and monitoring and reporting on progress and impact.
• Cultivate and maintain strong, collaborative relationships with partner organizations to support long-term success and engagement.
• Track and assess key metrics to evaluate and communicate program success.
• Use data and community feedback to refine and enhance curriculum, program offerings, and resources.
• Manage website updates and content related to the Life & Legacy program.
• Help drive measurable growth in legacy commitments and endowment development across participating communities.
• Contribute to integrating Life & Legacy resources and curriculum into other HGF initiatives, including PJ Library and JCamp 180.
• Collaborate closely with the Life & Legacy team to strengthen, expand, and continuously improve program offerings.
• Support the planning and implementation of conferences and learning convenings, including identifying speakers, shaping content, and designing effective learning experiences.
• Create specific content for the annual Life & Legacy Leadership Conference, ensuring a valuable and engaging experience for both professionals and lay leaders.
• Oversee related responsibilities to ensure a smooth and impactful conference experience.

Life & Legacy Consultant, Curriculum & Evaluation

Database Administrator

• Partner with the Deputy Director of Advancement to build and execute the vision for the advancement department’s data strategy and usage.
• Oversee database administration and security, ensuring data integrity and appropriate user access.
• Manage the monthly accounting reconciliation process in partnership with Finance.
• Serve as the primary point of contact for CRM and related software vendors.
• Develop and oversee data maintenance processes, including NCOA and other routine data clean-up efforts.
• Create and manage list frameworks to support fundraising strategy; oversee list-generation and delegate as appropriate.
• Collaborate across the Foundation to ensure accurate and consistent data integration within NXT.
• Maintain and improve documentation of policies, procedures, and best practices to ensure data accuracy and efficiency.
• Translate complex data into actionable insights through dashboards, forecasting, and reporting.
• Develop and prepare clear, user-friendly reports and Board materials in partnership with Advancement leadership.
• Analyze campaign performance and donor behavior to identify trends and opportunities.
• In partnership with the Deputy Director of Advancement, build and maintain portfolio and moves management systems within NXT.
• Support Philanthropy Officers and leadership with tools and insights to effectively manage donor relationships.
• Oversee the work of the Advancement Assistant.
• Mentor, train, and support the professional growth of the Advancement Assistant.
• Conduct annual performance reviews and provide ongoing quarterly feedback.

Life & Legacy Consultant, Curriculum & Evaluation

Manager, Database Administration – Analytics