Planned Giving Officer (Hybrid Office Model)

UJA Federation of New York | New York, NY, United States

Posted Date 5/23/2022

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. 

Visit our career site to learn more:

Position Summary:

The Planned Giving & Endowments team raises approximately $18 million in future commitments and $35 million in realized planned gifts 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 promotes planned giving throughout the organization, collaborates in the identification and engagement of planned giving prospects, and serves as a liaison and resource to annual campaign divisions.

Major Responsibilities:

· Solicitate planned gifts through face-to-face visits, phone and written communication

· Cultivate, manage and steward relationships 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 provide education, resource, and assistance to annual campaign divisions in the area of planned giving fundraising

· 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 seminars

· Other assignments as needed or directed by departmental management


Competencies and Skills:

· Bachelor’s degree required

· 5-7 years fundraising and/or sales 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

How to Apply:

Equal Opportunity Employment. Only qualified applicants will be contacted. Please submit your application directly to our job board at


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.

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. 


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. 

Also, a lot of the times, we’re wearing jeans.

Full Time
Fundraising/Grants/Giving | Planned Giving
Organization Type
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