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Development Executive, Planned Giving & Endowments

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Published 21 days ago

About the Organization:

The world’s largest local philanthropy, UJA-Federation of New York’s mission is to care for Jews everywhere and New Yorkers of all backgrounds, to respond to crises close to home and far away, and to shape our Jewish future. Funds raised by UJA-Federation sustain the activities of local health, human-service, educational, and community agencies. Every day, these community-based organizations provide a multitude of services that improve and enhance people’s lives.

Position Summary:

The Planned Giving & Endowments team raises approximately $18 million in future commitments and $35 million in realized planned gifts each year. The Development Executive is responsible for 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, and serve as a resource to annual campaign divisions. 

Major Responsibilities:

  • 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 education and assistance to annual campaign divisions in the area of planned giving fundraising 
  • 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
  • 2-3 years fundraising and/or sales experience
  • Excellent communication and writing skills necessary 
  • Strong interpersonal skills
  • 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 

About the Organization:

The world’s largest local philanthropy, UJA-Federation of New York’s mission is to care for Jews everywhere and New Yorkers of all backgrounds, to respond to crises close to home and far away, and to shape our Jewish…

Details at a Glance

  • Time Commitment
    Full Time Schedule
  • Education
    4-Year Degree Required
  • Professional Level
    Executive

Benefits

Great Benefits. Please see site for details.

Great Benefits. Please see site for details.

Location

On-site
130 E 59th St, New York, NY 10022, USA

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

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…

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