Planned Giving Officer

New York City Preferred, Flexibility to be based at any AJWS office

Overview of AJWS:

Inspired by the Jewish commitment to justice, American Jewish World Service (AJWS) works to realize human rights and end poverty in the developing world. AJWS defends civil and political rights; advances sexual health and rights; promotes land rights and climate justice; and aids communities in the aftermath of disasters. We pursue lasting change by supporting grassroots and global human rights organizations in Africa, Asia, Latin America and the Caribbean and by advocating for U.S. and international policies for justice and equality worldwide. AJWS has offices in New York City, San Francisco, Los Angeles, Washington, D.C. and Chicago.

Position Overview:

AJWS is seeking a dynamic and experienced development professional to design, implement and lead AJWS’s national planned giving program. Reporting to the Vice President for Development, the Planned Giving Officer will identify, cultivate and solicit prospects for planned gifts from appropriate donors, lay leaders, corporations and potential donors to support AJWS’s planned giving and endowment goals. The Planned Giving Officer will be an integral member of the development team and serve as a planned giving expert for staff and train professional colleagues and lay partners to cultivate and solicit gifts.

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 AJWS at community events;

Qualifications:

  • BA/BS required;
  • Graduate degree in business, finance or related field and/or JD 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.
  • Passion for and commitment to AJWS’s mission and values.

Additional Considerations

People of color; lesbian, gay, bisexual, intersex, trans and gender non-conforming people; women; and differently abled people are encouraged to apply. We also encourage applications from people of diverse religious, spiritual and cultural backgrounds.

Authorization to work in the US is required.

How to Apply

For immediate consideration please apply below.

Please attach your resume and cover letter within the application. Please put your name in the title of both documents. Applications submitted without a personalized cover letter will not be considered.

We thank you for your interest in career opportunities with AJWS. Due to high volume, only those candidates selected for an interview will be contacted. No phone calls please.