Interested candidates should send a cover letter and resume to:
ARCHDIOCESE OF NEW YORK
Planned Giving Associate
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
- 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
- Communicate effectively with donors
- 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
- Bachelor’s degree preferably in Finance, Communications or Marketing
- 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