Development Executive, Planned Giving & 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.

The Planned Giving & Endowments team raises an average of $20 million in future commitments and over $40 million in realized planned gifts each year.  The fundraiser plays a key role in building relationships with planned giving prospects and donors across various communities through engagement and stewardship, securing gifts and promoting planned giving throughout the organization.

A crucial component of our planned giving efforts is the strategic outreach and engagement of community donors who are not engaged through other UJA divisions. The fundraiser will be responsible for identifying planned giving prospects from the community segment, devising and executing outreach plans and marketing materials, planning targeted events and meeting with these prospects. Additionally, the fundraiser will serve as a planned giving liaison to the Entertainment, Health Care, Lawyers, Russian and Young Leaders Divisions, and other divisions as assigned. As a liaison, the fundraiser will collaborate with annual campaign fundraisers in the identification and engagement of planned giving prospects to secure legacy gifts from these donors.

Major Responsibilities:

• Conduct outreach and engage prospects through face-to-face visits, zoom, phone, email and written communication
• Develop and implement outreach plan for community planned giving prospects, designed to foster and nurture meaningful long-term relationships and secure legacy gifts from these donors
• Collaborate with the Entertainment, Health Care, Lawyers, Russian and Young Leaders Divisions, and other divisions as assigned to identify planned giving prospects, develop engagement plan and solicit legacy gifts from these donors
• Use data and research to identify planned giving prospects
• Develop targeted marketing materials for planned giving prospects
• Record outreach and other activity in database in order to track and measure success in engaging planned giving prospects
• Provide information to donors on the philanthropic and financial benefits of charitable gifts
• Gain knowledge of planned giving through internal training and online and in-person attendance of classes and conference
• Other assignments as needed or directed by departmental management

Competencies and Skills: 

• Bachelor’s degree
• Excellent communication and writing skills
• 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
• Proficient in Microsoft Office Suite; comfortable working with various databases

Salary Information:

The salary range for this role is $75,000 to $85,000; commensurate with experience and qualifications listed above.