Archdiocese of New York
Development Administrator, Planned Giving
Primary Responsibility: The Development Administrator, Planned Giving will act as a general assistant to the Planned Giving Division by performing many non-routine office functions in the coordination of all planned gifts for the Archdiocese of New York.
Experience 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: Director of Planned Giving
- Assists the Director of Planned Giving in carrying out the office operation responsibilities.
- Assists in preparing estate planning marketing materials including multi-channel means of reaching potential donors that includes print, email (including Luminate), website, presentations. Coordinates with outside vendors.
- 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. Assists with the execution of donor acknowledgment letters, proposals, and mailing, including proofreading, editing and production.
- Assists with the scheduling of cultivation and solicitation appointments for meetings, luncheons, and dinners for the Director of Planned Giving.
- Provides the first line of customer service support for donors contacting the planned gift division by mail, email, and phone; triaging as well as fulfilling information to ensure a timely response. Serves as an ambassador of the archdiocese in these interactions with tact, professionalism, and good energy.
- Compiles and logically formats statistical data and reports of planned gifts, pledges and payments or distributions received.
- Utilizing the donor database, manages all information relating to current planned giving donors, prospects, and estates in a manner that emphasizes the highest standards of accuracy, timeliness, thoroughness, and confidentiality. Captures essential donor information, including content form personal contact, correspondence, and interactions. Works closely with Finance and the Donor Database Center.
- Creates, edits, and runs a variety of database queries to provide regular and ad hoc data lists, reports, and analysis for use in donor meetings, events and mailings, and to help measure the success of the overall planned gifts program, including marketing efforts and staff activities, and collaboration with the major gifts team.
- Initiates ways to enhance departmental reporting and data management.
- Assists with the organization of estate planning seminars and volunteers needed to assist with preparation and delivery of the seminars, events, and programs. Coordinates Legacy of Faith Society events, Trust and Estate Advisory Committee meetings, and other event planning.
- Coordinates and maintains directory of allied professionals—estate planning attorneys, financial advisors, accountants, insurance executives for marketing and referrals for Planned Giving prospects. Coordinates periodic meeting with allied professionals who comprise the Trusts and Estates Advisory Committee and Archdiocese.
- Maintains confidentiality of donor information.
- Remains current in philanthropy developments and fundraising techniques by attending meetings, conference, and participating in training programs.
- Special projects as needed.
Standards of Performance:
- Ability to work collaboratively with Calvary Hospital, the Inner City Scholarship Fund and other contracted clients
- Communicates effectively with donors
- Bachelor’s degree preferably in Finance, Communications or Marketing.
- 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) and PG Anywhere.
- Demonstrated experience to successfully work independently, organize own work and coordinate work activities of others, excellent judgment.
- Ability to drive in NYS, current driver’s license strongly preferred.
- Para-legal, majoring in Finance or Trusts / Estates
- Knowledge of Financial Markets and systems
- Notary Public desirable
- 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
Interested candidates should send a cover letter and resume to: firstname.lastname@example.org