Job Title: Development Executive, Planned Giving & Endowment
Date Last Updated: 4/22/2013
Job ID #: 9483
Planned Giving and EndowmentOrganization Name:
UJA Federation of Jewish Philanthropies of New YorkLocation:
New York, New YorkStatus:
Development Executive, Planned Giving & Endowments
UJA Federation of Jewish Philanthropies of New York
About the Organization
The world’s largest local philanthropy, UJA-Federation of New York cares for those in need, rescues those in harm’s way, and renews and strengthens the Jewish people in New York, in Israel, and around the world. Funds raised by UJA-Federation sustain the activities of more than 100 health, human-service, educational, and community agencies. Every day, these community-based organizations provide a multitude of services that improve and enhance people’s lives. For more information, visit UJA-Federation’s website at www.ujafedny.org.
The development executive is primarily responsible for charitable gift planning and donor relationship development.
- Direct solicitation of outright, life income, and deferred gifts through face-to-face visits and telephone contacts with donors, as well as written communications as needed.
- Cultivate and steward relationships with prospective and existing donors using the total financial-resource development approach.
- Personalize donor illustrations on the philanthropic and financial benefits, and the tax implications, of charitable gifts.
- Prepare reports, planning documents, and special assignments as requested by the vice president or manager of Planned Giving & Endowments (PG&E).
- Maintain a current knowledge of relevant tax laws and their impact on charitable giving, including regular attendance at educational and professional seminars.
- Manage liaison assignments with the annual campaign and with various beneficiary agencies
- Participate in the development and implementation of PG&E conferences.
- Develop and deliver presentations on planned-gift and endowment development to groups of donors and professional advisors.
- Facilitate the work of various endowment fund committees.
- Oversee the preparation and distribution of annual donor reports
- Other assignments as needed or directed by departmental management.
Skills and Experience
- Bachelor’s degree required; law degree or other advanced degree — particularly in finance, tax, or accounting — preferred
- Significant fundraising or sales experience is beneficial; experience in planned-gift development is a plus, but not mandatory
- Excellent interpersonal and communication skills, including writing, oral presentation, and ability to develop good rapport with a wide range of professionals and donors.
EOEDesired Education Degree/Level:
2-5 yrs. experienceContact For Job:
JFNA MCLE - BJContact Title:
ConsultantPreferred Contact Method:
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