Development Assistant, Capital Gifts & Planned Giving Departments @ UJA-Federation of NY

Development Assistant, Capital Gifts & Planned Giving Departments

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 position provides essential administrative support and analytical research skills to two major gift officers in Capital Gifts and Special Initiatives (CGSI) teams and the director of operations in the Planned Giving and Endowments department (PG&E).

Capital Gifts and Special Initiatives (CG&SI) presents opportunities for donors to make designated gifts for bricks and mortar projects, programmatic endowments, and targeted initiatives focused on strategic initiatives.

The Planned Giving and Endowments department (PG&E) is focused on securing gifts that dovetail with a donor’s lifetime philanthropic goals and estate plans. This position will primarily support the operations function within PG&E, supporting data management, analysis and reporting.

Major Responsibilities:

Learning to navigate and maintain multiple sophisticated donor databases.
Building internal relationships and successfully navigating the various departments in a large organization to effectively and expeditiously complete assigned tasks.
Assisting in the development of fundraising materials, which may include writing communications, processing gifts and preparing gift-related paperwork.
Occasionally staffing fundraising events, which may require overtime before and after business hours.
Supporting professionals in everyday tasks, managing calendars, scheduling meetings, answering phones, etc.
Preparing for internal and external meetings, as well as donor meetings, volunteering activities, and site visits, including logistics, typing and duplication of materials.
Track donor engagement requests and financial processes.
Documenting donor meetings, volunteer attendance, site visit attendance, and significant correspondences to maintain accurate records of activity and engagement.
Researching donor engagement opportunities and services within UJA-Federation network of organizations.
Preparing and reconciling weekly reports to ensure that donor engagement is appropriately capture and tracked.
General administrative duties, such as routing mail, filing, photocopying, and faxing.

Competencies and Qualifications:

Bachelor’s degree and related administrative experience
Comfortable using technology and learning new databases
Be able to work on projects independently while also working as part of a team
Proficiency with Microsoft Office Suite (Excel, Word, PowerPoint)
Positive work ethic, with strong interpersonal and communication skills
Detail-oriented, effective time manager, with the ability to prioritize and multitask in an extremely fast-paced work environment
Knowledge of UJA work and network of organization is a plus

Application Instructions

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

Job Summary

  • Duration: full-time
  • Benefits: paid vacation, sick leave, parental leave, vision, dental, 401(k) or 403(b) plans, leave early for Shabbat, Life Insurance, Paid Holidays, FSA
  • Preferred Experience: Entry Level (0-2 years)
  • Preferred Degree: Bachelors
  • Job Posted: 2021-08-13
  • Times this job has been viewed: 361 times
  • Job is posted for: 60 days
  • Job Categories: Assistant, Fundraising/Grants/Giving, Philanthropy
  • Organization Type: Fundraising, Federation
Job Location
UJA-Federation of NY
130 East 59th Street
New York , New York 10022


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