Trustee Engagement Officer, Grantmaking Foundation

Our client - the Mayberg Foundation - is a private family foundation dedicated to investing in organizations and initiatives with bold ideas that inspire, educate, and strengthen Jewish community. They are seeking a Trustee Engagement Officer (TEO) to directly support the President/Chairman of the Board, key Trustees, and Rising Trustees who are leading the Foundation's grantmaking work locally, nationally, and globally. This is a multi-faceted Senior Executive Assistant role, reporting to the Director of Operations. As TEO, you will act as the central coordination hub between the Foundation’s President, Trustees and staff. This is a full-time, in-office position offering a competitive salary and excellent benefits, including 100% employer-paid medical for the employee and a 401K with up to 10% employer contribution. This role has three core areas of responsibility:
Executive support to the President (40%)
Trustee and Rising Trustee engagement, including discretionary giving and governance coordination (35%)
Coordination of the Foundation’s participation in external events and engagements (25%) The TEO ensures that people, information, logistics, and follow-through are handled with precision, discretion, and professionalism, allowing leadership and trustees to engage effectively and represent the Foundation well. 1. Executive Support to the President (40%)
Ensure the President is fully supported administratively, logistically, and informationally.
Manage calendar, scheduling, and logistics with foresight and discretion
Prepare meeting materials, briefings, agendas, and follow-up summaries
Track commitments, decisions, and action items to ensure timely follow-through
Coordinate travel arrangements, reimbursements, and documentation
Serve as the first point of contact for routine administrative needs
Maintain efficient systems for meeting preparation and follow-through 2. Trustee & Rising Trustee Engagement (35%)
Act as the primary administrative point of contact for trustees and rising trustees
Coordinate all discretionary giving initiated by trustees and rising trustees, including intake, tracking, internal coordination, and documentation
Coordinate board and committee meetings (scheduling, materials, minutes, follow-up)
Maintain trustee records, contact lists, and engagement tracking systems
Support onboarding and orientation of new and rising trustees
Track and diplomatically reinforce follow-ups and commitments 3. External Events & Foundation Representation Coordination (25%)
Coordinate the Foundation’s participation in external events attended by trustees or leadership, including tables, seats, and sponsorship-related benefits
Manage event entitlements such as recognition language, advertisements, signage, and acknowledgments
Draft or coordinate copy for event ads and recognition placements in consultation with the President and Communications Director
Serve as the primary liaison with host organizations regarding event logistics and deadlines
Coordinate guest lists, RSVPs, seating, and calendaring
Support occasional Foundation-hosted gatherings or convenings, as needed
Coordinate with Communications on trustee-facing and event-related materials
Ensure materials align with Foundation tone, branding, and approvals
Maintain organized digital archives of trustee communications and governance records Qualifications
Bachelor’s degree required
Minimum 5 years of relevant experience, including providing executive/C-suite level administrative support
Exceptional organization, judgment, and follow-through
Strong written and verbal communication skills
Comfort operating in a multi-generational family foundation environment
Proficiency with Google Workspace
Appreciation for Jewish values and communal life