Development Assistant, Planned Giving and Endowments

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:             

If you are eager to join a professional and collaborative team that helps to make a difference in the lives of individuals, families and the Jewish Community, then this might be the perfect position for you.

The Development Assistant will be responsible for providing project support to the Community Trust Officer, Manager of Estate Administration and Associate Accounting Manager. This individual will have a crucial role in the PG&E team by assisting in the processing of all gifts. The responsibilities include but are not limited to maintaining tracking systems, scheduling, communication and follow-up, generating reports, taking on various departmental projects, and helping at UJA events as needed. 

This position requires a high level of attention to detail and strong interpersonal skills. A strong candidate will be an organized self-starter who can prioritize and execute multiple responsibilities. Additionally, the ideal candidate must be an adept multitasker who takes ownership and ensures complete follow-up and accuracy. 

Major Responsibilities: 

• Processing, recording, and reviewing all transactions related to the Community Trust and Estates areas of Planned Giving.
• Accurately and efficiently track estates and manage correspondence related to estate donor acknowledgement and recognition.
• Collaborate with the accounting department in processing and depositing gifts.
• Review documents including Wills and Trusts for gift allocation.
• Prepare annual reports, acknowledgments, trust spending confirmations, and other correspondence to sponsors and beneficiaries of the Community Trust.
• Communicate with Community Trust service provider agency, families, and beneficiaries.
• Research donor information.
• Read, analyze, and interpret general business correspondence.
• Provide support at meetings, programs and events.
• Maintain digital and hard copy files.
• Assist team with ongoing projects.

 Qualifications and Competencies:

• Bachelor’s degree required.
• Excellent computer skills including knowledge of all Microsoft office applications (Word, Excel, PowerPoint and Teams).
• Strong organizational and interpersonal skills.
• Excellent writing and editing skills.
• Ability to develop good rapport and communicate effectively with a wide range of internal and external professionals.
• Willingness to learn new databases and software.
• Ability to prioritize projects, multitask, and take on additional tasks.
• Positive work ethic and ability to work as part of a team.   

Salary Information:

The salary range for this position is $45,000- $48,000 commensurate with experience and qualifications.

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, and life insurance. If you have a Mittens or Rover in your life, we offer insurance for pets, too! 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!)

SOME MORE (YES, MORE!)

We also offer a backup childcare program. And a commuter benefit plan. So you can get to work and feel good about it.