Marketing and Events Specialist, Planned Giving and Endowments @ UJA Federation of New York

Marketing and Events Specialist, Planned Giving and Endowments

About us:

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:

The Planned Giving & Endowments team raises approximately $18 million in future commitments each year. It is imperative that there is high quality marketing, events and recognition for planned giving donors. The Marketing and Events Specialist will be responsible for overseeing and implementing all marketing outreach to planned giving prospects and for planning PG&E events. This self-motivated professional will ensure that all marketing and event activities are well-planned and executed in a timely manner. Additionally, the Marketing and Events Specialist will take the lead on various departmental projects as needed.

Major Responsibilities: Marketing:

•Responsible for conceptualizing, maintaining, and executing the PG&E annual marketing scope, which includes event invitations, save the dates, e-blasts, mailings, brochures, advertisements, internal flyers, and maintaining the PG&E website.
•Develop a comprehensive, integrated planned giving marketing plan with UJA’s internal marketing department, including social media, PR, and brand strategy.
•Serve as the primary liaison between UJA’s Marketing & Communications department and PG&E to ensure an effective planned giving presence at FRD events and successful integration of PG&E into UJA’s overall work.
•Manage the relationship with Pentera, the planned giving direct mail provider and website manager. Coordinate and implement two bi-annual mailings to 25,000 households with Pentera, UJA’s direct mail team, and UJA’s legal department. Update and maintain PG&E website with relevant and timely content.
•Oversee marketing for all planned giving events including Heritage Society, Donor Recognition Luncheon, Jewish Neighborhood Series, and occasional pop-up events
•Implement and improve tracking systems in response to all marketing/mail initiatives to determine success of the programs, to monitor all points of contact with prospective donors, and to run analyses for future strategies.
•Ensure proper and best criteria are used to pull FR101 database lists for mailing distribution lists, recognition opportunities, event materials, and rolls of honor.
•Disseminate marketing materials to internal fundraising staff during a special PG&E Week. Act as resource during the week for questions on how to integrate PG&E into FRD outreach strategies (i.e. legacy banners, continuity, email signatures, legacy video).
•Work with Women’s Philanthropy to incorporate PG&E into events such as Lion of Judah Luncheon, International Lion of Judah conference, and Heart Matters.
•Track regularly the PG&E marketing budget.
•Check both the PG&E mailbox and hotline daily.
•Update regularly the FRD Events calendar with PG&E events.
•Provide reporting and updates to lay leadership about PG&E events.
•Order personalized marketing materials for the PG&E team to assist in donor outreach.
•Take photos at events and conduct donor interviews at meetings.

Major Responsibilities: Events and Donor Recognition:

•Lead staff on all aspects of the annual Donor Recognition Luncheon. This includes but is not limited to event marketing materials, program development, coordination with internal Conference & Banquets Department to secure the venue and event logistics, securing event entertainment.
•In consultation with Director, PG&E, plan and execute Heritage Society and other PG&E events. Includes working with Legal Department on contract for speakers, coordinating logistics with proposed speakers, working with Marketing to prepare event invite; assigning event attendees to PG&E fundraisers, working with AV on materials for event and follow up correspondence after event.
•In collaboration with PG&E and FRD staff ensure all planned giving materials requested are present at events including legacy pins and legacy banners.
•Continue implementing existing donor recognition practices such as updating 7th floor donor recognition screen as well as create new recognition opportunities.
•Draft (i) Heritage Society Chairs welcome letters to send to new donors, (ii) thank you/acknowledgement letters to donors, and (iii) other correspondence to be signed by senior staff and lay leadership.

Competencies and Qualifications:

•Bachelor’s degree required
•Experience working in planned giving department or marketing role
•Excellent communication and writing skills necessary
•Strong interpersonal skills to work with a wide variety of staff members throughout the building and external providers
•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

Application Instructions

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Job Summary

  • Duration: full-time
  • Benefits:
  • Preferred Experience: Entry Level (0-2 years)
  • Preferred Degree: Bachelors
  • Job Posted: 2020-01-08
  • Times this job has been viewed: 378 times
  • Job is posted for: 60 days
  • Job Categories: Fundraising/Grants/Giving
  • Organization Type: Federation
Job Location
UJA Federation of New York
130 East 59th Street
New York , New York 10022
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