Edtech.com's Summary

New York University is hiring a Development Associate, Gift Planning. The role supports the university's fundraising office in building and managing its pool of prospective planned-giving donors and in handling the administration of estate gifts. The associate works with the prospect research team, estate attorneys, trustees, and financial institutions, and also supports NYU's Charitable Gift Annuity program.

Highlights

Support strategies to build and manage the Gift Planning prospect pool, working with the Prospect Development and Research team and outside vendors to identify prospective donors.
Call highly rated Gift Planning prospects and donors to arrange meetings, and handle the follow-up correspondence and communication.
Plan and draft correspondence and proposals for prospects and current donors, draft gift agreements, and help carry out the stewardship process.
Manage communication with estate attorneys, trustees, executors, and financial institutions so estate gifts reach NYU in a timely manner, and assist with all aspects of estate administration.
Ensure that gifts and pledges related to Gift Planning are properly acknowledged.
Create and maintain statistical analysis of Gift Planning prospects, newly booked legacy gifts, realized estate gifts, and the vehicles donors use, such as bequests and trusts, to help leadership project goals.
Assist with NYU's Charitable Gift Annuity program, including compliance with New York State Department of Financial Services policies.
Bachelor's degree and 2+ years of experience in client relations or fundraising (or an equivalent combination), with excellent writing, interpersonal, and verbal communication skills.
Strong analytical, project management, and event planning skills and working knowledge of word processing, spreadsheet, and database software; experience with specialized fundraising databases is preferred.
Base pay of $77,000 to $84,700 per year, and the position is eligible for a hybrid work arrangement.

Development Associate, Gift Planning Full Description

Position Summary:

University Development and Alumni Relations (UDAR) is dedicated to soliciting the private funding necessary to support the strategic goals of the University in teaching, learning, and research. The personnel of UDAR work university-wide as well as within individual schools and colleges of the University to discover, motivate, cultivate, solicit, and steward alumni, parents, faculty, and friends for immediate, long-range, and future financial support, through gifts and pledges to the University, for critical operations such as student aid, faculty support, academic and research program development, and facilities and infrastructure. UDAR's endeavors raise funds for immediate University use and also for the University's endowment.

The Development Associate, Gift Planning will support the implementation of strategies to build and manage the Gift Planning discovery and prospect pool, prioritize approaches, and assist with all aspects of estate administration. Collaborate and coordinate with the Prospect Development and Research team and outside vendors to identify prospective Gift Planning donors. Drive the implementation of donor strategies set by leadership. Ensure proper acknowledgement for gifts and pledges related to gift planning. Provide follow-up correspondence and communication with prospects and donors. Manage and facilitate communication with estate attorneys, trustees, executors, and financial institutions to ensure that all estate gifts are received by NYU in a timely manner. Call highly rated Gift Planning prospects and donors to arrange meetings and assist with all required follow-up. Create and maintain updated statistical analysis of Gift Planning prospects, newly booked legacy gifts, realized estate gifts, and types of Gift Planning Vehicles used by donors (bequests, trusts etc.) to assist leadership with projected goals. Plan and draft correspondence and proposals for prospects and current donors, draft gift agreements, manage and help implement the stewardship process for gift planning. Assist with tasks related to NYU’s Charitable Gift Annuity (CGA) program including compliance with all NY State Department of Financial Services CGA policies.

UDAR encourages work-life integration for our employees, therefore this position is eligible for a hybrid work arrangement. Qualifications:

Required Education:
Bachelor's Degree

Required Experience:
2+ years experience with client relations, fundraising or equivalent combination of education and experience

Required Skills, Knowledge and Abilities:
Must be an excellent writer with strong interpersonal and verbal communication skills

Meticulous attention to detail

Strong analytical and project management skills

Ability to plan and implement events

Working knowledge of word processing, spreadsheet and database software, and data analysis

Preferred Skills, Knowledge and Abilities:
Experience with specialized fundraising databases Additional Information:

In compliance with NYC's Pay Transparency Act, the annual base salary range for this position is USD $77,000.00 to USD $84,700.00. New York University considers factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience, education/training, key skills, internal peer equity, as well as, market and organizational considerations when extending an offer. This pay range represents base pay only and excludes any additional items such as incentives, bonuses, clinical compensation, or other items.

NYU aims to be among the greenest urban campuses in the country and carbon neutral by 2040. Learn more at nyu.edu/nyugreen.

NYU is an Equal Opportunity Employer and is committed to a policy of equal treatment and opportunity in every aspect of its recruitment and hiring process without regard to age, alienage, caregiver status, childbirth, citizenship status, color, creed, disability, domestic violence victim status, ethnicity, familial status, gender and/or gender identity or expression, marital status, military status, national origin, parental status, partnership status, predisposing genetic characteristics, pregnancy, race, religion, reproductive health decision making, sex, sexual orientation, unemployment status, veteran status, or any other legally protected basis. All interested persons are encouraged to apply at all levels.

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Development Associate, Gift Planning

Edtech.com's Summary

Development Associate, Gift Planning Full Description

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