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
Equal Opportunity EmployerThis employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
Skills Required
- Bachelor's degree
- Excellent communication and writing skills
- Strong interpersonal skills and ability to develop rapport with diverse stakeholders
- Ability to work independently and 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/CRM systems
What We Do
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. We’re looking for smart, talented, driven people who haven’t met a challenge that’s too big to conquer. Whether you’re a recent college graduate or a seasoned professional, we offer a wide array of opportunities for people of every discipline. Whether your passion is government relations, fundraising, data analysis, marketing, IT, accounting, graphic design, or community planning — there’s something here for you. We’re operating on a hybrid work model: three set days in the office and two days remote. At UJA, respect and inclusion are the cornerstones of our organizational culture. We are committed to advancing an environment where people of all backgrounds, experiences, and perspectives can be their authentic selves and where every voice is heard and valued. We know that our diversity makes us stronger, more effective, and more compassionate. That is why we’re committed to continuing our education and awareness as we look to create a more inclusive workplace, one that’s best prepared to meet the needs of the diverse communities we proudly serve. UJA is an equal opportunity employer.
Why Work With Us
Do you want to come to work every day feeling like you’re changing the world? Are you a bold, creative, results-oriented thinker? Do you thrive in a warm, supportive work environment? Then check out UJA.
