: $150,350.00 - $150,350.00 /year *

Employment Type

: Full-Time


: Nonprofit

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  • Manage a targeted portfolio of donors who have indicated an interest in making a deferred or planned gift through trusts, charitable annuities, life insurance, wills, and bequests;
  • Develop and execute strategies to identify, research, cultivate and solicit qualified prospects for planned gifts;
  • In concert with the External Relations team, design and implement a customized, broad-based, proactive planned giving marketing and solicitation plan;
  • Respond to donor inquiries with appropriate information on bequests, life income gifts and other gift planning vehicles;
  • Collaborate with major gift team to integrate planned giving goals and objectives in all fundraising activities;
  • 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; and
  • Provide in-service training to professional and support staff on planned giving best practices.

  • Bachelor s degree required; graduate degree in business, finance or related field and/or JD preferred;
  • 7 years of progressively responsible professional experience in development and/or fundraising through planned gifts with progressively responsible program management;
  • Knowledge of estate planning, including wills, trusts and estate and gift tax laws, deferred giving vehicles and tax laws related to charitable giving;
  • Excellent communication and interpersonal skills, including demonstrated ability to cultivate and solicit high net worth individuals and their advisors;
  • Comfortable working in a fast-paced, flexible, collegial, goal-oriented and entrepreneurial environment;
  • Ability to travel as needed.

Montefiore and Einstein seeks a dynamic and experienced development professional to design, implement and lead a planned giving program. Reporting to the Director of Individual Giving, the Planned Giving Officer will work collaboratively with the frontline, events and alumni teams to identify, cultivate and solicit donors and prospects for deferred gifts through estates, trusts and various other financial venues. The Planned Giving Officer will be an integral member of our growing team and will serve as a content expert - coaching colleagues, faculty and volunteers on how to cultivate and solicit these types of gifts.

Associated topics: accounting manager, cfa, finance director, financial analyst, financial controller, fiscal, income, senior accountant, senior financial, senior financial analyst * The salary listed in the header is an estimate based on salary data for similar jobs in the same area. Salary or compensation data found in the job description is accurate.

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