Associate Director of Planned Giving

3 weeks ago

New York, United States NYU Langone Full time

**NYU Langone Health** is a world-class, patient-centered, integrated academic medical center, known for its excellence in clinical care, research, and education. It comprises more than 200 locations throughout the New York area, including five inpatient locations, a children's hospital, three emergency rooms and a level 1 trauma center. Also part of NYU Langone Health is the Laura and Isaac Perlmutter Cancer Center, a National Cancer Institute designated comprehensive cancer center, and NYU Grossman School of Medicine, which since 1841 has trained thousands of physicians and scientists who have helped to shape the course of medical history. At NYU Langone Health, equity, diversity, and inclusion are fundamental values. We strive to be a place where our exceptionally talented faculty, staff, and students of all identities can thrive. We embrace diversity, inclusion, and individual skills, ideas, and knowledge. _For more information, go to _nyulangone.org_, a_nd interact with us on _LinkedIn_, _Glassdoor_, _Indeed_,_ _Facebook_, _Twitter_, _YouTube_ and _Instagram_._

**Position Summary**:
We have an exciting opportunity to join our team as a Associate Director of Planned Giving.

**Responsibilities**:

- Maintain a robust portfolio of planned gift prospects and donors. Responsibilities will include identifying, cultivating, soliciting, and stewarding prospects and current donors capable of making significant major and planned gifts.
- Engage and coordinate with the Prospect Research Management & Strategy Team to identify new major donor and planned gift prospects from patient databases and other relevant sources.
- Work with the SD, planned giving colleagues, principal and major gift officers, and other senior Development staff to develop and execute appropriate solicitation strategies for potential gift planning donors.
- Prepare and disseminate timely, comprehensive briefings to prepare Medical Center faculty and executive management for prospect/donor meetings, communications, and events.
- Oversee the effort to properly steward new planned gifts and planned gifts donors by following the protocol outlined to recognize new members of John Revere Society (legacy society), and see that existing members with new gifts receive proper recognition.
- Design and oversee a calendar of engagement activities (creating personalized communication, birthday/holiday cards, etc.) to maintain meaningful connections with our legacy society members, fortifying those relationships and serving as a point of contact for members.
- Manage event logistics for stewardship events and small donor meetings including data mining and selection of target audience, mailing list management, attendance tracking, and impact reports
- Assist with the development of event opportunities for cultivating and stewarding planned gift donors and identifying new prospects. Develop event materials and presentations, as appropriate.
- Collaborate with various teams to manage internal efforts and third-party vendor contracts for marketing and event initiatives.
- Conduct an additional number of phone, virtual, and electronic cultivation and stewardship conversations with grateful patients and friends of NYULH who have shown interest in making a gift.
- Engage supporters in conversations (ask them questions about their lives and interests, provide them with content, information or engagement opportunities) in order to set up face to face meetings with development staff or personally conduct fact to face meeting as appropriate.
- Provide support to the SD’s effort to manage annual correspondence and dissemination of reports and other stewardship activities to life-income plan donors, including but not limited to CRTs and CGAs.
- Work with the SD to prepare regular reports on gift planning activities and results, analysis of relevant trends, proposed or enacted legislation, etc.
- Work with the SD to implement periodic survey instruments and other tools used for identifying/gauging potential planned giving prospects as well as connecting with legacy society households which haven’t been visited in recent years.
- Assist with the production of the gift planning newsletter that is regularly sent to donors/prospects. Strategize with planned giving colleagues on the development of a technical newsletter to estate planning professionals.
- Develop and maintain a strong working knowledge of NYULH goals, priorities and programs to ensure productive and meaningful relationships for donors and the institution.
- Work collaboratively with Planned Giving colleagues, as well as with those on the Major Gifts, Donor Stewardship and Experience, Alumni Relations, Donor Relations, Direct Response, Prospect Research and Development Administration teams to provide the most productive engagements for prospective and current donors with NYULH.
- Document all development activity related to donor and prospect engagement in TRAX.
- **Estate Administration**
- At the direc

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