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Planned Giving Associate

Organization: Archdiocese of New York
Date Posted: 11/2/2017
City: New York
Location: New York
Country: United States
Primary Category: Non-Profit
Type of Position: Full-Time
Education Requirement: Bachelor's
Experience Requirement: 3-5 years

Description & Details

Primary Responsibility: The Planned Giving Associate will act as a general assistant to the Gift Planning Division by performing many non-routine office functions in the coordination of all planned gifts for the Archdiocese of New York, Catholic Education Advancement, and Inner-City Scholarship Fund.

Professional Level: Minimum of four years of experience in a position which required demonstration of administrative and organizational skills. Related para-legal course work/degree may be considered in lieu of some of the experience requirement.

 Direct Supervisor: Planned Giving Senior Manager

Responsibilities:

  • Assist the Gift Planning Senior Manager in carrying out the office operation responsibilities.
  • Assist in preparing estate planning marketing materials including multi-channel means of reaching potential donors:  includes print, email, website, presentations.  Coordinate with outside vendors. 
  • Coordinate and maintain directory of allied professionals—estate planning attorneys, financial advisors, accountants, insurance executives for marketing and referrals for Planned Giving prospects.   Coordinate periodic meeting with allied professionals and Archdiocese.
  • Responsible for the coordination/completion and the quality of clerical work for Planned Giving that includes word processing, Raiser’s Edge database upkeep, processing mail, scanning/photocopying, expense report accounting, correspondence, and maintaining donor files.
  • Responsible for scheduling cultivation and solicitation appointments for meetings, luncheons, and dinners for senior development staff.
  • Respond to formal and informal requests for information regarding deferred/planned gifts from donors and community members.
  • Compile and logically format statistical data and reports of planned gifts, pledges and payments or distributions received.

  • Maintain a comprehensive tracking system for all planned gift donors and prospects, oversee the generation of monthly reports.
  • Organizes estate planning seminars and volunteers needed to assist with preparation and delivery of the seminars, events and programs.

  •  Ensure that planned gift records and reports are compiled and maintained
  • Coordinate Legacy Society, committee meetings, and other event planning.
  • Maintains confidentiality of donor information.
  • Special projects as needed.

 

Standards of Performance:

  • Ability to work collaboratively with Catholic Education Advancement and Inner-City Scholarship Fund offices
  • Detail-oriented
  • Communicate effectively with donors 

Position Requirements:

  • Demonstrated experience to successfully work under pressure and meet deadlines
  • Demonstrated experience to successfully maintain satisfactory work performance, attendance records and provide quality customer service
  • Possess strong verbal and written communication skills
  • Demonstrated experience to successfully use a variety of computer software applications including Windows, Microsoft Word, PowerPoint and Excel, knowledge of Internet.  Knowledge of database (Raiser’s Edge preferred)
  • Demonstrated experience to successfully work independently, organize own work and coordinate work activities of others, excellent judgment
  • Driver’s license required

 

Education:

  • Bachelor’s degree preferably in Finance, Communications or Marketing

 

Preferred Qualifications:

  • Para-legal, majoring in Finance or Trusts / Estates
  • Knowledge of Financial Markets and systems
  • Notary Public desirable

 

Personal Characteristics:

  •  Intelligent, articulate, highly motivated self-starter with strong inter-personal skills

  • Ability to relate effectively with upper management, peers and others

  • Ability to independently carry out multiple and diverse tasks concurrently

  • Ability to take on added responsibility as it is presented
  • Excellent interpersonal, written, and oral communication skills

 

 

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11/28/2017
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