Gift Planning Officer

UJA-Federation of New York is the largest local philanthropy in the world. For more than 100 years, we’ve brought New Yorkers together to solve some of the most pressing problems facing our community. Thanks to our network of hundreds of non-profits, we can leverage our expertise across any number of areas — including health and human services, arts and culture, and education — to care for Jews everywhere and New Yorkers of all backgrounds, respond to crises close to home and far away, and shape our Jewish future. Our reach extends from New York to Israel to nearly 70 other countries around the world, touching 4.5 million people each year.

The Planned Giving Officer plays a key role in charitable gift planning and building relationships with planned giving donors and prospects through engagement, cultivation, and solicitation. This professional will promote planned giving throughout the organization, collaborate in the identification and engagement of planned giving prospects, serve as a liaison and resource to annual campaign divisions and solicit planned gifts from donors.

Major Responsibilities

• Solicit planned gifts through face-to-face visits, phone and written communication
• Cultivate, manage and steward relationships for a portfolio of prospective and existing planned giving donors
• Create personalized tailored gift proposals/donor illustrations that detail the philanthropic, financial, and tax benefits/implications, of various charitable gifts and planned giving vehicles
• Work with prospects and their advisors on creating bequests, charitable gift annuities, endowments, and life insurance policies
• Serve as a Liaison to annual campaign divisions in the area of planned giving fundraising to provide education, resource, and assistance
• Implement strategies to advance the legacy message throughout the organization
• Develop and deliver presentations about planned giving to staff, donors, and partner agencies
• Partner with the lay committee members to develop and execute planned giving solicitation
• Maintain a current knowledge of relevant tax laws and their impact on charitable giving, including regular attendance at educational and professional seminar
• Other assignments as needed or directed by departmental management

Experience Competencies and Skills

• Bachelor’s degree required
• 10+ years fundraising and/or relevant experience
• Excellent communication and writing skills necessary
• Project management experience
• Strong interpersonal skills and ability to develop a good rapport with a wide range of people
• Ability to work independently, as well as part of a team
• Proactive, creative, and detail-oriented
• Demonstrates ability to prioritize and multitask in a demanding work environment
• Proficient in Microsoft Office Suite; comfortable working with various databases

The salary for this role is $130,000.

Great Perks. Because We Appreciate Great Employees.

TIME OFF

We offer a generous number of vacation days and have the Jewish holidays off as well. Fridays our offices close early (October to March at 3:00 pm and April to September at 4:00 pm). All so you can relax and recharge.

HYBRID MODEL

We’re operating on a hybrid work model: three set days in the office and two days remote. So enjoy the best of both worlds — the comforts of home and the energy of the office.

HEALTH CARE

UJA provides a top-tier medical and dental plan, along with a flexible spending account. We also offer life insurance. And for a small cost you can take part in on-site yoga and exercise classes at our Manhattan office. Wellness matters to us.

PLANNING FOR RETIREMENT

UJA employees can enroll in a pension plan and tax deferred annuity.

CAREER DEVELOPMENT

Classes, workshops, and compelling speakers will keep you at the top of your game.

COMMUNITY

We come together as a staff to commemorate holidays (from Rosh Hashanah to MLK Day), volunteer at nonprofits, and celebrate our accomplishments together. (Our chocolate chip cookies are legendary!)