Director of Finance & Gift Planning

Jefferson Community Foundation is seeking a collaborative and strategic professional to join our team as the Director of Finance & Gift Planning.

As the Director of Finance & Gift Planning, you will cultivate and manage relationships with JCF fundholders to ensure their highest level of satisfaction with support for their charitable giving. With the input of the CEO and Director of Nonprofit Services, you will share tailored grantmaking suggestions with fundholders to manifest the community impact they seek to make now and in the future. You will advise them on strategies for replenishing their funds in ways that maximize their tax benefits and investment strategies to grow their advised funds over time. You will educate and inform fundholders and community members by hosting workshops, issuing briefings, and facilitating networking events in Jefferson County. Finally, you will develop meaningful partnerships with professional advisors (CPAs and estate planning attorneys) to increase the number of advised fund holders at JCF.

You will help to build capacity for significant growth by bolstering our internal financial management systems and by planning for increased asset management and grantmaking. You will oversee finance staff and directly support the JCF Board and Treasurer on matters related to JCF’s financial health. This includes working with the CEO on budgeting, cash flow management, and audit and 990 preparation.

As a member of our dedicated staff team and part of the JCF community, you will be working towards meaningful, systemic change that will improve the lives of everyone who calls Jefferson County home. Jefferson Community Foundation (JCF) is an innovative and thriving community foundation that serves Jefferson County, a community of small towns on Washington’s Olympic Peninsula. At JCF our goal is to help people become effective changemakers who know how to make a tangible impact on the community issues they care about most. By working on an integrated systems level across seemingly different neighborhoods and issues, JCF is moving the needle on the biggest challenges facing our community, including housing, jobs, education, health care, environmental protection, and more. After a record-breaking fundraising year in 2024, we are eager to build on our momentum and grow our team, so that we can welcome more people into our changemaking network and have an even greater impact on our community.

If you are a strong relationship builder with experience in finance and a deep understanding of the financial benefits of charitable giving who has a desire to make a real difference in a special community, please read on and consider becoming a part of the Jefferson Community Foundation Team!

Starting salary range: $90,000 - $100,000 per year; full-time, salary exempt.

Location: Port Townsend, Washington

Position will be open until filled. Priority will be given to applications received by July 11th; early applications are strongly encouraged!

Essential Duties

The Director of Finance & Gift Planning will elevate JCF's impact by implementing strategies designed to grow the number of advised funds under management and strengthen our ability to manage an increasing amount of assets. They will work closely with the CEO and be a critical part of a collaborative staff team working to realize JCF’s goals and vision. Specifically, the Director of Finance & Gift Planning will spend their time on these key responsibilities:

• Fund Advising: Serve as primary contact for fundholders regarding fund replenishment, investment choices, spendable balances, etc. including (but not limited to) Donor Advised Funds, Scholarship Funds, and Field of Interest Funds
• Educational Workshops: Develop and implement workshops that increase the understanding of strategic giving and local giving opportunities among fundholders and the local charitable giving community
• Financial Oversight: In collaboration with the CEO, oversee financial processes such as the annual operating budget, monthly cash flow reports, and audit and 990 tax preparation.
• Finance Team Leadership: Manage the Finance Manager, Finance Committee and financial advisory groups to provide guidance of JCF financial decisions at a strategic level.
• Internal Systems: Oversee and strengthen internal systems to support fundholders and ensure strong financial oversight.
• Team Development: Work in partnership with the CEO and other Directors to develop a culture that supports ultimate performance and satisfaction among the staff.
• Performance Tracking: Provide clear fund and finance performance goals, reporting, and forecasting to the JCF leadership team and board.

The work of the Director of Finance & Gift Planning will be varied: at different times it may be people-focused or finance-focused, it may require both big picture thinking or detail-oriented action, it may be both behind the scenes or out in front in the community.

The Ideal Candidate

We seek candidates who possess most of the following experience, skills, and characteristics, and who are able to identify where they will need to learn and grow, as everyone does in any new job.

Key Work Experience:

• 5+ years experience working in financial management and/or nonprofit financial strategy.
• Demonstrated experience designing high performing strategies, plans, and structures for approaches to financial management, particularly in the nonprofit sector.
• Proven experience in relationship management and an ability to deepen trust over time through the delivery of high-value client service. Ability to engage new fundholders through proven outreach strategies such as the engagement of professional advisors.
• Experience analyzing and leveraging data for strategy development and to monitor progress toward goals over time.
• Experience supporting and coaching others (executive leaders, staff, board, or volunteers) in their fundholder outreach and relationship management efforts and roles.

Key Skills and Characteristics:

• Exceptional interpersonal and relationship-building skills to quickly build trust and rapport with fundholders, vendors, and partners.
• The ability to craft and communicate an inspiring case for opening a fund at JCF.
• Strong attention to financial detail with proven ability to coordinate multiple projects, managing both complex financial data and stakeholder relationships simultaneously.
• Versatility to “wear many hats” given the varied nature of this role; comfort working both behind the scenes planning or supporting others, as well as working out in front directly with fundholders.
• Flexibility and enthusiasm for being part of a small and collaborative team where everyone pitches in to meet shared goals.
• A genuine commitment to diversity, equity, and inclusion, demonstrated through continuous learning, modeling inclusive behaviors, and proactively engaging in fruitful and respectful conversations with colleagues and community members.
• Familiarity with - or a strong interest in learning about - the community foundation model and investment strategies, as well as the unique challenges and opportunities of advised funds to drive larger systemic social change.
• Curiosity and the ability to engage with existing and potential fundholders through deep listening and understanding in order to choose JCF as the home for their advised fund assets.

How to Apply

Email applications only, please no in-person or paper submissions. Applicants are asked to submit a cover letter and resume via email to kc@kinshiphr.com. In your cover letter, please describe your interest in JCF’s mission and model, and how your experience relates to the goals of the position as described in this announcement.

Applications received by July 11, 2025 will be given full consideration; early applications are strongly encouraged! All applications will be acknowledged via an email receipt. Consideration will be given to applications as soon as they are received; phone interviewing will begin in early July and in-person interviewing is anticipated to begin in early August.

JCF is an equal opportunity workplace and does not discriminate on the bases of race, color, religion, gender identity or expression, sex, sexual orientation, national origin, age, disability, neurodiversity, veteran status, marital status, or based on an individual’s status in any group or class protected by applicable federal, state, or local law.

JCF encourages applications from people of the global majority, men, women, gender non-binary, disabled, seniors, and all other qualified applicants.

Please visit JCFGives.org for the full job description and more information.

Questions regarding this opportunity are welcomed and can be directed to:

KC Upshaw, Search Coordinator,

KC@Kinshiphr.com