Jewish Community Federation and Endowment Fund

Analyst

• As the largest Jewish philanthropic organization in California, the Jewish Community Federation and Endowment Fund connects donors, changemakers, and community partners to build a thriving, resilient future.
• Research and Prospect Analyst plays a key role on the Integrated Philanthropy team; responsible for sourcing, research, strategy, and analysis to open new donor-advised funds and support donor stewardship and retention.
• Create and manage research processes and protocols supporting prospecting, fundraising, and stewardship events.
• Lead team portfolio management practices in collaboration with relationship managers and fund advisors.
• Maintain accurate and up-to-date donor data in Salesforce using recognized fundraising and research ethical standards and best practices.
• Identify, research, and analyze new DAF prospects and current non-DAF donors utilizing subscription databases, and internal and external resources.
• Draft, revise, and edit research documents for senior leadership, including confidential background reports, prospect briefings, and biographies.
• Identify lifecycle events for key constituents and contribute to team efforts to increase/enhance donor retention and stewardship.