NYU Langone Hospitals
Director of Planned Giving - Development & Alumni Affairs (hybrid)
NYU Langone Hospitals, New York, New York, us, 10261
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.Position Summary:We have an exciting opportunity to join our team as a Director - Planned Giving. In collaboration with the Senior Director (SD), the Director will design and execute a productive and efficient planned giving program for NYU Langone Health, initiating programs and developing methodologies that will attract new prospects and donors, while effectively stewarding current supporters. The Director will identify, cultivate, solicit, and steward donors and prospects for bequests, charitable gift annuities, charitable remainder and lead trusts, life insurance, real estate, retirement plan, and blended major and principal/planned gifts.Job Responsibilities:Collaborate with SD to educate NYU Langone staff and external constituencies regarding the benefits of making planned gifts.Maintain a robust portfolio of planned gift prospects and donors.Personally, or in collaboration with Development colleagues, physicians, alumni or other volunteers, solicit individual donors locally and across the country.Collaborate with the SD, principal and major gift officers and other Development colleagues to develop appropriate solicitation strategies for potential planned giving prospects.Meet with alumni, and with grateful patients and physicians--as appropriate--to identify, cultivate and solicit prospects capable of making principal, major and planned gifts to the institution.Utilizing PG-Calc as a resource, complete proposals and finalize gift arrangements for bequests, charitable gift annuities, charitable remainder and lead trusts, insurance, and gifts of complex assets, in consultation with donor advisors, as appropriate.Collaborate with the SD on all aspects of planned giving marketing and e-marketing, ensuring mailing lists are accurate and timely, editing copy, providing appropriate customized copy and photos for marketing materials, and providing text for internal publications.Work with the planned giving team and other colleagues to design and implement stewardship programs to ensure legacy donors are effectively engaged with NYU Langone and its affiliates.Attend Revere Society events, development events and galas, including alumni reunion weekend in New York and alumni brunches and events, as needed, across the country, to develop leads for planned gifts and to steward donors.Monitor tax trends and design marketing programs and materials to take advantage of opportunities created by new tax legislation and best practices in the field.Document portfolio activity to include planned gift cultivation, solicitations and stewardship in the donor/prospect database.Record and maintain appropriate metrics to demonstrate the effectiveness of marketing and other prospect identification, cultivation, solicitation and stewardship efforts.Assist SD in liaising with the financial institutions that manage NYU Langone’s life income accounts, regularly reviewing the medical center portfolio of gift annuities.Supervise the administration of estates, in collaboration with the SD and Office of General Counsel.Support the SD of Planned Giving as needed.Perform other duties as assigned.Minimum Qualifications:To qualify you must have a Bachelors degree required.A minimum of 9-10+ years of professional experience in planned giving or related field.Expert knowledge of planned giving vehicles including bequests, charitable gift annuities, charitable remainder trusts and charitable lead trusts, retirement plans and life insurance.Experience working effectively with financial advisors and attorneys. Knowledge of the NY probate court system required.Demonstrated experience and ability to work effectively with key leaders, high-level volunteers, board members and colleagues.Maturity and experience working closely with high net worth individuals and a proven track record soliciting and securing major planned gifts.Excellent communications (written and oral), research, analytical and interpersonal skills.Self-motivated, well organized, flexible and results-oriented.Ability to handle multiple, shifting priorities and work well under pressure.Ability to work independently and as a team member.Works strategically, collaboratively, respectfully, and professionally with colleagues across all divisions and teams within the department.Preferred Qualifications:Juris Doctorate a plus.Three years of management experience preferred, including demonstrated experience successfully managing a team and creating a positive environment.Qualified candidates must be able to effectively communicate with all levels of the organization.
#J-18808-Ljbffr
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.Position Summary:We have an exciting opportunity to join our team as a Director - Planned Giving. In collaboration with the Senior Director (SD), the Director will design and execute a productive and efficient planned giving program for NYU Langone Health, initiating programs and developing methodologies that will attract new prospects and donors, while effectively stewarding current supporters. The Director will identify, cultivate, solicit, and steward donors and prospects for bequests, charitable gift annuities, charitable remainder and lead trusts, life insurance, real estate, retirement plan, and blended major and principal/planned gifts.Job Responsibilities:Collaborate with SD to educate NYU Langone staff and external constituencies regarding the benefits of making planned gifts.Maintain a robust portfolio of planned gift prospects and donors.Personally, or in collaboration with Development colleagues, physicians, alumni or other volunteers, solicit individual donors locally and across the country.Collaborate with the SD, principal and major gift officers and other Development colleagues to develop appropriate solicitation strategies for potential planned giving prospects.Meet with alumni, and with grateful patients and physicians--as appropriate--to identify, cultivate and solicit prospects capable of making principal, major and planned gifts to the institution.Utilizing PG-Calc as a resource, complete proposals and finalize gift arrangements for bequests, charitable gift annuities, charitable remainder and lead trusts, insurance, and gifts of complex assets, in consultation with donor advisors, as appropriate.Collaborate with the SD on all aspects of planned giving marketing and e-marketing, ensuring mailing lists are accurate and timely, editing copy, providing appropriate customized copy and photos for marketing materials, and providing text for internal publications.Work with the planned giving team and other colleagues to design and implement stewardship programs to ensure legacy donors are effectively engaged with NYU Langone and its affiliates.Attend Revere Society events, development events and galas, including alumni reunion weekend in New York and alumni brunches and events, as needed, across the country, to develop leads for planned gifts and to steward donors.Monitor tax trends and design marketing programs and materials to take advantage of opportunities created by new tax legislation and best practices in the field.Document portfolio activity to include planned gift cultivation, solicitations and stewardship in the donor/prospect database.Record and maintain appropriate metrics to demonstrate the effectiveness of marketing and other prospect identification, cultivation, solicitation and stewardship efforts.Assist SD in liaising with the financial institutions that manage NYU Langone’s life income accounts, regularly reviewing the medical center portfolio of gift annuities.Supervise the administration of estates, in collaboration with the SD and Office of General Counsel.Support the SD of Planned Giving as needed.Perform other duties as assigned.Minimum Qualifications:To qualify you must have a Bachelors degree required.A minimum of 9-10+ years of professional experience in planned giving or related field.Expert knowledge of planned giving vehicles including bequests, charitable gift annuities, charitable remainder trusts and charitable lead trusts, retirement plans and life insurance.Experience working effectively with financial advisors and attorneys. Knowledge of the NY probate court system required.Demonstrated experience and ability to work effectively with key leaders, high-level volunteers, board members and colleagues.Maturity and experience working closely with high net worth individuals and a proven track record soliciting and securing major planned gifts.Excellent communications (written and oral), research, analytical and interpersonal skills.Self-motivated, well organized, flexible and results-oriented.Ability to handle multiple, shifting priorities and work well under pressure.Ability to work independently and as a team member.Works strategically, collaboratively, respectfully, and professionally with colleagues across all divisions and teams within the department.Preferred Qualifications:Juris Doctorate a plus.Three years of management experience preferred, including demonstrated experience successfully managing a team and creating a positive environment.Qualified candidates must be able to effectively communicate with all levels of the organization.
#J-18808-Ljbffr