Position Summary
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.
