Associate Director - Gift Planning Team
New York University Langone Medical Center
Associate Director – Gift Planning Team
Job ID: 1141021_RR00103254
Facility: NYU Langone Health
Position Type: Full-Time/Regular
Shift: Day
Department: Development/Fundraising, NYU Langone Health
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, and 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 – Development.
In this role, the successful candidate will work in collaboration with the Senior Director (SD), the Associate Director and is a member of the Gift Planning team, with responsibility for identifying and cultivating relationships with grateful patients, key volunteers and friends of NYU Langone Health (NYULH). The Associate Director will work directly with prospects and donors interested in including NYULH in their estate plans, as well as personally or with colleagues on outright or blended gifts (i.e., one where current assets and a deferred gift component are combined). The Associate Director promotes and emphasizes the priority needs of the institution when exploring gift options with prospects and donors. In addition, this role will also be responsible for promoting gift planning opportunities and recognizing gift planning donors through a comprehensive marketing and stewardship plan.
Job Responsibilities:
Gift Planning:
- Maintain a robust portfolio of gift planning prospects and donors with an expectation to meet an annual goal related to closed gift commitments. 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 gift planning prospects from patient databases and other relevant sources.
- Work with the SD, gift planning 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.
- Conduct phone, virtual, 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 meetings as appropriate.
- 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 gift planning 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 (donor database).
- Other duties as assigned.
Stewardship and Marketing:
- Work with the SD to design and implement a comprehensive marketing and stewardship plan each fiscal year, to promote gift planning across the entity.
- Properly steward new planned gifts and planned gifts donors by following the protocol outlined to recognize new members of John Revere Society (JRS) and see that existing members with new gifts receive proper recognition.
- Manage all aspects of JRS, including the coordination of all JRS events, mailings and stewardship activities.
- Identify new, cost-effective ways to recognize JRS members and expand stewardship activities, with a goal of making JRS membership an incentive to set up a qualifying gift.
- Ensure that all new JRS members are properly coded in TRAX, receive their welcome/recognition gift, receive a thank you from the executive leadership, and receive required stewardship.
- 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.
- With the SD, collaborate with various teams to manage internal efforts and third-party vendor contracts for marketing and event initiatives.
- Manage the gift planning birthday card and holiday card programs, including design, printing and mailing.
Minimum Qualifications:
To qualify you must have a Bachelors degree is required.
Minimum of 5-8+ years in gift planning or major gifts fundraising.
Demonstrated experience and ability to work effectively with key leaders, high-level volunteers, board members and colleagues.
Maturity and expertise to work closely with individuals of wealth and a proven track record of soliciting and obtaining major gifts.
Knowledge of gift planning vehicles and effective ways to promote them among various constituent groups
Demonstrated high ethical standards of behavior, sound judgment, thoughtfulness, respect for confidential personal information, and attention to detail
Demonstrated computing proficiency, including MS Word, Excel, and PowerPoint, and the ability to use technology to gather, interpret, and organize data; graphic and web design experience a plus.
Evidence of entrepreneurial spirit, creativity, persuasiveness, and the ability to motivate people in support of specific causes.
Excellent writing, research, analytical and interpersonal skills.
Self-motivated, well organized, flexible and results-oriented.
Ability to handle multiple 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. Communicates clearly, shares, listens and recognizes others contributions.
Possesses the presence, cultural sensitivity, and communication skills necessary to be an effective representative of NYU Langone Health and a liaison to the donor base.
Develops and enhances relationships through authenticity, professionalism and trust.
Facilitates understanding through listening and crafting and delivering messages that meet the needs of different audiences.
Takes ownership of opportunities, challenges and decisions to drive work and the organization forward.
Embraces and supports the values of diversity, equity, and inclusion and ensures that they are reflected in all aspects of our work.
Contributes on a daily basis to an environment where differences are welcomed and supported by embracing the perspectives and identities of all.
Preferred Qualifications:
– Preferred 3-5 years in the field of marketing and/or stewardship or related experience (may be concurrent with gift planning or major gift fundraising experience).
– 2 years of management experience preferred (not required)
Qualified candidates must be able to effectively communicate with all levels of the organization.
NYU Langone Health provides its staff with far more than just a place to work. Rather, we are an institution you can be proud of, an institution where you’ll feel good about devoting your time and your talents.
NYU Langone Health is an equal opportunity and affirmative action employer committed to diversity and inclusion in all aspects of recruiting and employment. All qualified individuals are encouraged to apply and will receive consideration without regard to race, color, gender, gender identity or expression, sex, sexual orientation, transgender status, gender dysphoria, national origin, age, religion, disability, military and veteran status, marital or parental status, citizenship status, genetic information or any other factor which cannot lawfully be used as a basis for an employment decision. We require applications to be completed online.
If you wish to view NYU Langone Health’s EEO policies, please click here. Please click here to view the Federal “EEO is the law” poster or visit https://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm for more information.
NYU Langone Health provides a salary range to comply with the New York state Law on Salary Transparency in Job Advertisements. The salary range for the role is $81,325.15 – $123,000.00 Annually. Actual salaries depend on a variety of factors, including experience, specialty, education, and hospital need. The salary range or contractual rate listed does not include bonuses/incentive, differential pay or other forms of compensation or benefits.
To view the Pay Transparency Notice, please click here
Salaries shown on independent jobs related websites reflect market averages and do not represent information obtained directly from NYU Langone. We invite and encourage each candidate to discuss salary/hourly specifics during the application and hiring process.
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About NYU Langone Health
Be Where Everyone Is Dedicated to Exceptional Care
NYU Langone is a world-class, patient-centered, integrated academic medical center with Magnet®-recognized status by the American Nurses Credentialing Center (ANCC). Our trifold mission to care, teach, and discover is achieved daily through NYU Langone’s diverse and inclusive culture devoted to excellence across the organization. Here, you can advance your career supported by exceptionally talented faculty and staff in an environment where everyone works together to deliver the best possible outcomes for our patients.
Our Hiring Process
Joining Our Team
Get ready to start your career journey at NYU Langone, where cutting-edge research meets compassionate care, and discover how you can contribute to shaping the future of medicine.
Step 1
Apply Online
The NYU Langone hiring process begins with you applying through our online portal. Be sure to update and upload your resume. Shortly after you submit your application, you will receive an email confirmation. Ten days after applying you will receive a talent assessment to be completed.
Step 2
Schedule Interviews
If selected to continue the interview process, HR will reach out via phone or email first. Then, depending on your position, they will schedule an interview with unit managers or team members. You are encouraged to dress professionally for all interviews.
Step 3
Receive Offer
If you successfully complete the interview process and are identified as a finalist for the position, we will require that you complete a professional reference process. After evaluating the completed references, a decision will be made on who will receive a preliminary offer. If you receive a preliminary offer, HR will start the onboarding process with an agreed-upon tentative start date.
Step 4
Training & Orientation
You will be contacted by an onboarding specialist who will work with you on your pre-boarding requirements. Once fully cleared, we will ask you to complete compliance orientation regulatory training. On your first day, you will attend an online required orientation to acclimate to the health system and report to your new department based on instructions provided by your hiring manager.
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