Jewish Home & Care Center Foundation, Inc.
President
Milwaukee, WI
Salary: $190,000-$240,000
BACKGROUND
The Organization
The Jewish Home and Care Center Foundation (the “Foundation”), based in Milwaukee, Wisconsin, is a non-profit organization dedicated to supporting Ovation Communities. Ovation Communities offers a full continuum of care through its three facilities: Ovation Jewish Home and Care Center, which provides skilled nursing and rehabilitation; Ovation Chai Point, which offers independent and assisted living; and Kavod Terrace, which specializes in memory care. Rooted in Jewish values and guided by its mission, “To provide a rich Jewish environment to allow residents we serve, of all faiths, to lead richer and more meaningful lives through outstanding care and service,” Ovation Communities is committed to enhancing the lives of its diverse residents through exceptional care and support.
The Foundation financially supports the mission of Ovation Communities, which is to provide the Jewish community of Milwaukee with services that enable our older adults to be part of a quality Jewish environment with comfort, meaning, independence and dignity. By securing financial resources, the Foundation enables a higher level of care than would otherwise be possible and supports various programs and services vital to enhancing the lives of residents, program participants and their families. This includes caring for residents who may no longer have the funds to pay for their care, celebrating life through diverse programs and activities, and educating both residents and the broader community on trends in senior care. Through its fundraising efforts and provision of grants and loans to Ovation Communities, the Foundation plays a pivotal role in maintaining and enhancing the quality of life for residents within Ovation Communities, ensuring they receive care in a nurturing and supportive Jewish environment.
The Position
The Foundation President’s primary purpose is to steward the Foundation’s mission to support Ovation Communities (Jewish Home and Care Center, Chai Point and Kavod Terrace) by leading all fundraising efforts, effectively managing the invested assets of the Foundation, and overseeing the distribution of grants which support Ovation Communities. This individual will be responsible for the development of the team necessary to execute a strategic fund development plan that incorporates planned giving, major giving, annual giving, grant writing, special events and capital campaigns, as required. The Foundation President will also work closely with Ovation Communities staff to coordinate marketing, public relations and social media messaging in the community. This position reports to the Board and Board Chair of the Foundation. The Foundation size and annual grants are substantial; additional information will be shared with candidates.
ROLE OVERVIEW
Executive Leadership
• Build the team at The Foundation and develop a culture that promotes teamwork and professional growth
• Lead and manage a high performing Foundation staff in accordance with Ovation Communities’ employment policies
• Establish and communicate clear vision to Foundation staff and Board and Ovation Communities’ leadership
• Work collaboratively with the Ovation Communities President and Board Chairs for the Jewish Home and Care Center and Chai Point
• Attend Board meetings for Jewish Home and Care Center and Chai Point, and represent the Foundation at Joint Executive Committee Meetings
• Ensure the Foundation complies with all applicable laws and standards
Fund Development and Donor Relations
• Cultivate and steward relationships with current and prospective donors, corporations, foundations, and other sources of funds; educate them on the Foundation mission and increase giving
• Maintain regular and personalized communication with donors through emails, calls, newsletters, and impact reports to foster engagement and long-term support
• Create and lead the annual Fund Development Plan for the Foundation to meet the short- and long-term objectives of the Foundation, including annual and major campaigns, endowment gifts, direct mail solicitations, grant writing, events, capital campaigns, and other strategies
• Plan and promote fundraising and “friend-raising” events to advance the Foundation’s goals
• Set personal and team fundraising goals and manage progress against those goals
• Maintain strong working relationships with the Jewish Community Foundation (Milwaukee) and the Greater Milwaukee Foundation regarding donor advised fund holders, and with other foundations and endowments that are active and potential funding sources
• Activate the Jewish community in fundraising, engaging the next generation of donors
Community Engagement/Public Relations and Marketing
• Represent and promote the Foundation through active participation in Milwaukee and Jewish community events
• Serve as the Foundation’s representative and main point of contact for all public communications and/or meetings
• In coordination with Ovation Communities, manage the social media, public relations and marketing efforts of the Foundation
• Act as a key resource and partner with area non-profit organizations to drive collaboration and community engagement
• Identify and build a pipeline for future Board and committee leadership at the Foundation
• Build and nurture relationships with residents and their families, community leaders, partner organizations, and stakeholders to identify emerging needs and opportunities for collaboration
Financial and Investment Management
• Work closely with the Investment Committee of the Foundation and the Foundation’s investment advisor to set investment policy, oversee transactions required, and maintain files for all investment holdings
• Oversee the preparation and management of the Foundation’s annual operating budget and monitor income/expenses against budgeted goals
• Supervise the management of the Foundation's unrestricted funds and 70+ restricted endowment funds in accordance with their expressed intent
• Work closely with the Foundation Accountant and/or Ovation Communities Accounting and Finance team related to financial statements, accounts payable/receivable, reporting, audit preparation, and 990 filings
• Together with the Foundation Board, oversee grant-making to Ovation Communities as part of budgeting process and throughout the year as needed
• Improve record keeping, using donor database more effectively
THE IDEAL CANDIDATE
The ideal candidate for the President position possesses the following competencies:
Additional Qualifications
• Passion for the Foundation’s mission and the ability to serve as an ambassador for the organization
• Proven ability to build relationships in the community
• Ten years’ relevant experience in fundraising and/or endowment fund management preferred, including senior leadership positions
• Good working knowledge of Jewish culture, traditions, and the unique needs of the Jewish community with at least three years’ experience working in the Jewish community preferred
• Ability to inspire, motivate, and manage staff and set direction in alignment with the organization’s mission and vision
• Annual and major fundraising and event management experience including capital
campaigns
• Knowledge of organizational budgeting and management, financial reporting and fund accounting
• Demonstrated proficiency in effective written and oral communication, and engaging presentation skills
• Strong leadership ability and skills necessary for developing and motivating a high-performing, collegial, and collaborative team
• Strong organizational skills and sound judgment; ability to prioritize tasks, manage time effectively, and balance multiple responsibilities while meeting deadlines
• Team-oriented personality and style
• Goal-driven with effective project management skills; capable of planning, executing, and overseeing projects to ensure successful completion
• Proficient with MS Office Suite (Excel, Word, etc.), Zoom, and familiar with donor relations software/s
COMPENSATION AND BENEFITS
The salary range for this position is $190,000–$240,000 depending on experience and qualifications. The Jewish Home and Care Center Foundation offers a generous package of benefits, including health insurance; dental, vision, and life insurance; flexible spending account (FSA) and health reimbursement accounts (HRA); 403b retirement plan and employer match; employee assistance programs and wellness benefits, among others.
TIMELINE AND NEXT STEPS
If you are interested in this position, please click here. All applicants will receive an email confirming receipt of their application.
We encourage candidates of all backgrounds to apply even if you do not meet all the qualifications outlined above. If you are selected to move forward for an initial screening call, we expect you to hear from us by mid-May.
Shanna Jadwin
Talent Consultant
sjadwin@drgtalent.com
Tani Weissman
Principal
tweissman@drgtalent.com
Bee Smith
Associate Talent Consultant
gsmith@drgtalent.com