Job Details

Planned Giving Officer

Company name

American Jewish World Service

Organization Type

Public Interest

Job Type

Non-practicing Attorney

Years of Experience

Min 7 yrs required


New York City, NY

Date Last Verified

Mar 07,2018

Posted on

Jan 23,2018
Practice Area
Trusts and Estates >> Trusts and Estates
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Planned Giving Officer Responsibilities: Develop and execute strategies to identify, research, cultivate and solicit qualified prospects for planned gifts; Design and implement a customized regional broad-based, proactive planned giving marketing plan; Respond to inquiries and meet with prospects, including lay leadership, donors and community members, and their advisors in one-on-one or group settings; Recruit and staff lay committee of the organization’s Planned Giving Committee, including preparation of agendas, notices, minutes and other relevant information; Develop naming opportunities and prepare proposals by targeting donors based on potential for giving and substantive interests and in response to inquiries; Research and maintain individual donor profiles on qualified prospects and donors and ensure that planned gift records and reports are compiled and maintained; Collaborate with major gift team to integrate planned giving goals and objectives in all fundraising activities; Design concepts for and conduct direct mail and advertising campaigns to target planned gifts; Develop guidelines and promotional materials for use by the Board of Trustees, the President and CEO, and lay leaders; Plan and execute a series of donor and prospect-focused events, including donor and professional seminars and donor recognition events; Cultivate relationships with attorneys, trust officers, accountants, financial planners and other estate planning professionals regarding gift opportunities for clients and provide material for their use, exchange up-to-date information on current best practices, request help in obtaining referrals and discuss donor interests; Negotiate terms of planned giving agreements with donors and their advisors; Conduct initial review of completed documents to ensure that they comply with the organization’s standards, IRS guidelines, and are in the organization’s best interest. Forward documents for final approvals; Provide in-service training to professional and support staff on planned giving best practices; Represent at community events.

Qualification and Experience

Qualifications: BA/BS required; Graduate degree in business, finance or related field and/or JD Degree preferred, due to complexity of planned giving field and related laws; 7 years of progressively responsible professional experience in development and/or planned giving and fundraising and progressively responsible program management; Familiarity with financial planning is preferred; Excellent writing and public speaking skills; Excellent interpersonal skills, including demonstrated ability to cultivate and solicit high net worth individuals and their advisors.

Company info

Hiring Coordinator
American Jewish World Service
45 West 36th Street
New York City, NY 10018