Dallas Jewish Community Foundation
Advisor Relations Director
Dallas Jewish Community Foundation, Dallas, Texas, United States, 75215
Advisor Relations Director
For over 50 years, DJCF and its affiliates have strengthened the Jewish community and beyond by skillfully managing philanthropic resources for donors and partners. In the past decade alone, we’ve distributed more than $189 million to support mission‑aligned philanthropic interests, including education, human services, the arts, and faith‑based organizations. Through dedicated, personalized service, we help turn fundholders’ charitable goals into lasting impact.
Our growth continues with the Southwest Community Foundation (SWCF and Southwest Jewish Community Foundation (SJCF), expanding partnerships with financial institutions, secular organizations, and families across the region.
Our Vision:
Securing our community’s future by fostering a culture of strategic planning and giving today.
Our Mission:
To be your partner and trusted expert in charitable giving and effective philanthropy by empowering our community’s charitable vision, safeguarding our community’s resources, and building enduring Jewish legacies.
Position Summary The Advisor Relations Director cultivates meaningful partnerships with professional advisors – financial, legal, and estate planning – to deliver impactful giving strategies, maximize charitable contributions and foster a deep sense of fulfillment for their clients. This role advances the philanthropic reach of current and prospective fundholders of both the Dallas Jewish Community Foundation (DJCF) and the Southwest Community Foundation (SWCF) through relationship management, education, and strategic outreach. The Foundation is widely respected within the advisor community for convening high‑quality, peer‑learning opportunities that deepen expertise, strengthen networks, and grow community impact.
In addition to managing a portfolio of fundholders (primarily sourced through the Foundation’s advisor network), the Director oversees, markets, and executes the Foundation’s flagship advisor programs:
Key Advisor Programs
Professional Advisory Committee
(PAC): Provides strategic direction and oversight of the foundation’s work within the professional advisor community of North Texas.
Annual Professional Advisors Seminar : For three decades, this annual event has offered advisors leading insights on charitable and estate planning.
Quarterly Advisor Roundtables: E ducational luncheons for seminar sponsors, encouraging peer‑led learning and networking.
Bringing Philanthropy Home : With leadership and execution by Philanthropy Offerings, this legacy planning course is designed to sustain community organizations and encourage citizens to bring their legacy home to their family and community.
This position collaborates across departments and with volunteer leadership to advance the Foundation’s mission. No direct supervisory responsibilities.
Application Applicants will ONLY be considered after application via the following link. Please view the job posting for complete details about key responsibilities, salary range, and associated benefits: Director of Advisor Relations.
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Our growth continues with the Southwest Community Foundation (SWCF and Southwest Jewish Community Foundation (SJCF), expanding partnerships with financial institutions, secular organizations, and families across the region.
Our Vision:
Securing our community’s future by fostering a culture of strategic planning and giving today.
Our Mission:
To be your partner and trusted expert in charitable giving and effective philanthropy by empowering our community’s charitable vision, safeguarding our community’s resources, and building enduring Jewish legacies.
Position Summary The Advisor Relations Director cultivates meaningful partnerships with professional advisors – financial, legal, and estate planning – to deliver impactful giving strategies, maximize charitable contributions and foster a deep sense of fulfillment for their clients. This role advances the philanthropic reach of current and prospective fundholders of both the Dallas Jewish Community Foundation (DJCF) and the Southwest Community Foundation (SWCF) through relationship management, education, and strategic outreach. The Foundation is widely respected within the advisor community for convening high‑quality, peer‑learning opportunities that deepen expertise, strengthen networks, and grow community impact.
In addition to managing a portfolio of fundholders (primarily sourced through the Foundation’s advisor network), the Director oversees, markets, and executes the Foundation’s flagship advisor programs:
Key Advisor Programs
Professional Advisory Committee
(PAC): Provides strategic direction and oversight of the foundation’s work within the professional advisor community of North Texas.
Annual Professional Advisors Seminar : For three decades, this annual event has offered advisors leading insights on charitable and estate planning.
Quarterly Advisor Roundtables: E ducational luncheons for seminar sponsors, encouraging peer‑led learning and networking.
Bringing Philanthropy Home : With leadership and execution by Philanthropy Offerings, this legacy planning course is designed to sustain community organizations and encourage citizens to bring their legacy home to their family and community.
This position collaborates across departments and with volunteer leadership to advance the Foundation’s mission. No direct supervisory responsibilities.
Application Applicants will ONLY be considered after application via the following link. Please view the job posting for complete details about key responsibilities, salary range, and associated benefits: Director of Advisor Relations.
#J-18808-Ljbffr