The Planned Giving & Endowments team raises approximately $18 million in future commitments and $35 million in realized planned gifts each year some of which comes from donors in the community who are not engaged through our affinity divisions. A crucial component of our planned giving efforts is the strategic outreach and engagement of these community donors, through phone calls, meetings and events. The Development Executive (DE) will be responsible for identifying community planned giving prospects, devising an outreach plan, making calls and obtaining meetings with these prospects, developing mailings and coordinating targeted events. Additionally, the Development Executive will collaborate in the identification and engagement of planned giving prospects and serve as a planned giving liaison to the Entertainment, Health Care, Russian, and Young Leaders Divisions, and other divisions as assigned. The Development Executive plays a key role in building relationships with planned giving donors and prospects through engagement, cultivation, and solicitation and in promoting planned giving throughout the organization.
Major Responsibilities:
- Solicit planned gifts through face-to-face visits, zoom, phone and written communication
- Develop and implement outreach plan for community planned giving prospects, designed to foster and nurture meaningful long-term relationships
- Collaborate with the Entertainment, Health Care, Lawyers, Russian and Young Leaders Divisions, and other divisions to identify planned giving prospects, engage in legacy conversations and obtain legacy gifts from donors
- Develop, plan and execute prospecting and stewardship events for the Heritage Society and/or the team overall as needed
- Use data and research to identify planned giving prospects
- Make daily calls to planned giving prospects with the goal of building relationships and obtaining in-person meetings
- Develop targeted mailings to planned giving prospects
- Record outreach and other activity in database in order to track and measure success in engaging planned giving prospects
- Personalize donor illustrations on the philanthropic and financial benefits, as well as the tax implications, of charitable gifts
- Work with prospects and/or existing donors and their advisors on creating bequests, charitable gift annuities, endowments, and life insurance policies
- Gain knowledge of planned giving vehicles 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 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
- Demonstrated ability to prioritize and multitask in a demanding work environment
- Proficient in Microsoft Office Suite; comfortable working with various databases
Salary Information:
The salary range for this role is $75,000 to $78,000 commensurate with experience and qualifications listed above.
Reports To: Director, Planned Giving & Endowments
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!)