Life & Legacy Consultant, Curriculum & Evaluation

Role Overview

• 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.

Requirements

• 8+ years of experience in fundraising and planned giving strategies, including legacy giving, endowments, and community organizing.
• Expertise in adult learning, curriculum development, and facilitation.
• Experience designing and delivering trainings, workshops, or educational programs.
• Knowledge of or experience in the Jewish communal landscape.
• Strong proficiency with online learning tools, virtual platforms, data visualization software, and webinar delivery.
• Experience using data and metrics to assess outcomes and inform decision-making.
• Strong organizational and project management skills with attention to detail.
• Ability to work independently and collaboratively across teams and partners.

Benefits

• Health, dental, and vision insurance
• Flexible Spending Plan
• Short
• and long-term disability insurance
• 401(k) plan with employer match
• Flexible work schedule policy
• Paid sick, holiday, vacation, and personal time