Donor Relations/Stewardship, Major Gifts, Planned Giving
4 Year Degree
Reporting to the Director of Development, Individual Giving, the Development Officer, Planned Giving and Special Projects is an integral member of the individual giving team and will possess proven frontline fundraising experience, including a thorough knowledge of planned giving options. The incumbent will be responsible for the generation of new planned gift expectancies, the continuing cultivation of previously established planned giving relationships as well as managing a variety of special projects as determined based on institutional priorities. Roughly 60% of time will be dedicated to Planned Giving work with the remainder focused on other individual giving related projects.
Work closely with Director of Development, Individual Giving and other staff to develop and implement a comprehensive plan for identifying, cultivating and soliciting planned gift prospects.
Initiate contact with prospects, develop appropriate cultivation strategies, complete successful solicitations, maintain stewardship contacts and strengthen relationships with those who have committed to planned and major gifts.
Manage the day-to-day operations of the Legacy Society, 92Y’s planned giving society to thank donors for including 92Y in their future plans.
Function as development’s in-house expert in all areas of gift planning including gifts through bequests, charitable gift annuities, trusts, retirement plans, and similar giving vehicles that require specialized knowledge of estate, gift, and income tax laws.
Develop personalized strategies and a cultivation/education plan for communicating with individuals about planned giving opportunities. This includes but is not limited to phone calls, letters, personal visits, seminars and small group meetings.
Develop and execute a comprehensive planned giving marketing program using multiple channels (print, direct mail, email, digital giving) to promote planned gift opportunities.
Work closely with major gift officers and other members of the individual giving team to identify donors who might be good candidates for “blended gifts”.
Remain up-to-date in the planned giving field by attending webinars, educational meetings and conferences.
Develop relationships with attorneys, accountants and financial planners where appropriate.
Coordinate and implement various fundraising projects for select 92Y programs; projects to be determined based on institutional priorities.
Manage a small portfolio of prospects and donors throughout their gift cycle including: initiating contact from prospect status; making solicitations when appropriate; maintain stewardship contacts; and forge relationships with new major gift prospects.
Other duties and tasks reasonably related to job responsibilities.
Education, Skills and Experience
At least five years of planned giving and fundraising experience, preferably in a cultural and/or NYC institution
A proven, successful, track record in securing planned gifts and achieving fundraising goals
Expertise in designing identifying, implementing and explaining planned giving vehicles
Adherence to the highest ethical standards with the ability to act with discretion, self-assurance and diplomacy and respect confidentialities
Demonstrate a collegial disposition to achieve required results with the ability to work positively in a flexible team environment
Ability to adapt in a dynamic work environment, learn quickly, solve problems and make decisions
Strong leadership and interpersonal skills within staff culture and with vendors, donors and various stakeholders
Excellent written and oral communication skills
Proficiency with Microsoft Office required; Knowledge of Tessitura desirable
About 92nd Street Y
92Y is a cultural and community center where people all over the world connect through culture, arts, entertainment and conversation. For 140 years, we have harnessed the power of arts and ideas to enrich, enlighten and change lives, and the power of community to repair the world.
As a proudly Jewish organization, 92Y enthusiastically welcomes and reaches out to people of all ages, races, faiths and backgrounds while embracing Jewish values like learning and self-improvement, the importance of family, the joy of life, and giving back to our wonderfully diverse and growing community, both locally and around the world.