Part Time Development Executive, Planned Giving and Endowments

Job Type

Part Time

Published

10/10/2018

Address

130 East 59 Street
New York
NY
10022
United States

Description

About the Organization:

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.

Position Summary:

This part-time professional will collaborate in the identification and engagement of planned giving prospects and serve as a planned giving resource to the Westchester office and other annual campaign divisions. The Development Executive is responsible for building relationships and assisting donors with creating planned gifts for the organization. 

Major Responsibilities:


  • Collaborate with the Westchester team and other annual campaign divisions to identify planned giving prospects, engage in legacy conversations and obtain legacy gifts from donors
  • Develop engagement strategies, track next steps, and continually follow up with annual campaign divisions to ensure progress
  • Cultivate and steward relationships with prospective and existing planned giving donors
  • Direct solicitation of planned gifts through face-to-face visits, phone and written communication
  • Provide planned giving education and assistance to the Westchester office and other annual campaign divisions
  • Personalize donor illustrations on the philanthropic and financial benefits, as well as the tax implications, of charitable gifts
  • Maintain a current knowledge of relevant tax laws and their impact on charitable giving, including regular attendance at educational and professional seminars
  • Other assignments as needed or directed by departmental management


Competencies and Skills:


  • Bachelor’s degree required
  • Excellent communication and writing skills necessary
  • Strong interpersonal skills
  • Ability to work independently, as well as part of a team
  • Ability to learn about planned giving vehicles if no prior planned giving experience
  • Ability to travel to the Westchester office at least once a month
  • 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

Professional Level

None specified

Minimum Education Required

4-year degree

How To Apply

How to Apply: Equal Opportunity Employment. Only qualified applicants will be contacted. Please submit your application directly to our job board at https://recruiting.ultipro.com/UNI1075UJAF


Share:

Share: