Associate Director of Planned Giving

2 weeks ago


New York, United States NYU Langone Health 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 dire



  • New York, United States IAVA Full time

    Based in our New York City headquarters, Iraq and Afghanistan Veterans of America (IAVA) is seeking a highly skilled and seasoned Director of Individual Giving. This is an exciting opportunity to join a dynamic organization as it enters its second decade at the forefront of the veterans' movement, advocating for our newest generation of heroes. The position...


  • New York, United States IAVA Full time

    Based in our New York City headquarters, Iraq and Afghanistan Veterans of America (IAVA) is seeking a highly skilled and seasoned Director of Individual Giving. This is an exciting opportunity to join a dynamic organization as it enters its second decade at the forefront of the veterans' movement, advocating for our newest generation of heroes. The position...


  • New York, United States New York City Mission Society Full time

    **About the Mission Society**: **Overview**: **Position Title**: Director of Institutional Giving **Reports To**: Senior Vice President of External Affairs **Principal Responsibilities**: - **Strategic Planning**:Lead a comprehensive, multi-year institutional strategy that positions the organization in growing the annual budget of $12M. - **Relationship...


  • New York, United States GMHC Full time

    Position Description The Senior Director, Individual Giving is responsible for individual and private donations for the core of the agency’s unrestricted support. This position will oversee Planned Giving, Legacy Gifts, Direct Mail, and CRM Platforms. This position will cultivate and retain current donors, re-engage lapsed donors, and prospect for new...


  • New York, United States Center for Community Alternatives Full time

    Job DescriptionJob DescriptionAbout the OrganizationCenter for Community Alternatives (CCA) supports and builds power with people across New York State who have been affected by mass incarceration, criminalization and community disinvestment. Through a statewide network of direct services, advocacy and organizing, and by supporting the leadership of...


  • New York County, New York, United States iProspect Full time

    Job Description This is a HYBRID role, must be willing to work on site 1-3 days a week in our New York office. We are looking to add an Associate Director, Media Planning to our New York -based iProspect team. You will join a supportive team and work with a client that sees us as a true partner. You and your team will support one of the nation's most...


  • New York County, New York, United States Publicis Groupe Full time

    Job Description Publicis Digitas Experience (PDX). In this role, the Associate Director will be in constant contact with the PDX CFO, the Publicis US FP&A team and Finance Directors within the agencies of the PDX.   The Associate Director will report to the Regional Director of FP&A. Main responsibilities Support on the day-to-day tasks of the PDX CFO...

  • Director, Marketing

    1 week ago


    New York, United States New York University Full time

    Position Summary University Development and Alumni Relations (UDAR) is dedicated to soliciting the private funding necessary to support the strategic goals of the University in teaching, learning, and research. The personnel of UDAR work university-wide as well as within individual schools and colleges of the University to discover, motivate, cultivate,...


  • New York County, New York, United States Publicis Health Media Full time

    Job Description The Associate Director, Media Planning & Strategy defines daily functional management of client needs and leads the daily work of the Strategy team who possess deep expertise in HCP. You will report to either the Director, Strategy or VP, Strategy. This is a hybrid role, requiring three days in-office each week. If you are contacted for an...


  • New York County, New York, United States iProspect Full time

    Job Description We are looking to add a Senior Associate, Media Planner supporting a large CPG brand. You will report into the Senior Director. This hybrid role is based in New York City, NY As the Senior Associate, Media Planner, you will demonstrate a working knowledge of the media space, for primarily TV and available media research. Your...


  • New York, United States Brennan Center for Justice Full time

    The Brennan Center for Justice at NYU School of Law is a nonpartisan law and policy institute that seeks to improve the systems of democracy and justice in the United States. We work to hold our political institutions and laws accountable to the American ideals of democracy and equal justice for all. Among our core priorities, we fight to protect voting...

  • Associate Director

    1 week ago


    New York, United States Mitchell Martin Full time

    Our client is looking to hire Associate Director, MPP Operations to accomplish planning, organizing, directing and controlling all of the Client’s mortgage asset purchases from Members. Candidate would serve as a liaison with customers, vendors, and other departments while participating in strategic planning for the MPP and is responsible for the...


  • New York, United States DSJ Global Full time

    Title: Director of Inventory Planning Salary: $175-195K plus bonus Location: Woodbury, NY Schedule: 5x a week in office Company Profile: A leader in the home furnishing space is looking for a Director of Inventory Planning to join their team. This person will be responsible for implementing a forecasting process to improve the accuracy of inventory and...


  • New York County, New York, United States Zenith Full time

    Job Description Job Description: Overview: We don’t all look the same, and we don’t expect you to, either. But successful members of the Analytics team at Zenith generally have a passion for emerging tech and media, bring a data-driven approach to decision-making, have a fresh perspective and share it in a positive way, don’t shy away from a...


  • New York, United States DSJ Global Full time

    Title: Director of Inventory PlanningSalary: $175-195K plus bonusLocation: Woodbury, NYSchedule: 5x a week in office Company Profile: A leader in the home furnishing space is looking for a Director of Inventory Planning to join their team. This person will be responsible for implementing a forecasting process to improve the accuracy of inventory and...


  • New York, United States The Execu|Search Group Full time

    An investment management firm in New York City is currently seeking an experienced professional to join their growing Product Marketing team in an Associate Director and/or Director-level role. In this role, the Associate Director / Director, Product Marketing will will be responsible for developing and executing marketing plans, and communications related...


  • New York, United States Tandym Group Full time

    An investment management firm in New York City is currently seeking an experienced professional to join their growing Product Marketing team in an Associate Director and/or Director-level role. In this role, the Associate Director / Director, Product Marketing will will be responsible for developing and executing marketing plans, and communications related...


  • New York, United States FGS Global Full time

    **INTRODUCTION** About FGS Global - FGS Global is a strategic advisory and communications consultancy, with over 1200 multidisciplinary experts across the world’s major financial, government, business, and cultural centers. The firm is an acknowledged leader in crisis, corporate reputation, public affairs and capital markets, M&A advisory and boardroom...


  • New York County, New York, United States Zenith Full time

    Job Description Overview: We don’t all look the same, and we don’t expect you to, either. But successful members of the Analytics team at Zenith generally have a passion for emerging tech and media, bring a data-driven approach to decision-making, have a fresh perspective and share it in a positive way, don’t shy away from a challenge, and are always...


  • New York, United States Brennan Center for Justice Full time

    The Brennan Center for Justice at NYU School of Law is a nonpartisan law and policy institute that seeks to improve the systems of democracy and justice in the United States. We work to hold our political institutions and laws accountable to the American ideals of democracy and equal justice for all. Among our core priorities, we fight to protect voting...