Manager, Planned Giving

The New York Public Library New York , NY 10007

Posted 1 week ago

Overview

The Development department raises private funds from individuals, foundations, and corporations to support the Library's general operations as well as specific projects; these funds supplement the public support the Library receives from the City, State, and federal government. The Planned Giving team is one part of this effort and works closely with Individual Giving and other teams in the department and with other Library constituents.

Principal Responsibilities

The Manager of Planned Giving is a member of the Development team in charge of assisting the Director of Planned Giving on all aspects of a comprehensive planned giving program, primarily including the administration of the Library's estate program, identifying, cultivating, and tracking prospects; drafting planned giving marketing materials and proposals; and soliciting and stewarding planned giving donors.

Minimum Qualifications

  • Handle the administration of the Library's estate program, including tracking and processing estate gifts, drafting correspondence and reports, and interfacing with estate representatives

  • Assist the Director of Planned Giving with the administration of the Library's Life Income Gift Program, including sending gift illustrations to prospects and drafting gift agreements, as well as annual reporting and other back-end tasks

  • Support planned giving marketing efforts in direct mail and electronic communications, in collaboration with the Membership and Online program.

  • Work closely with the director on prospect cultivation initiatives including 3-5 estate and gift planning seminars annually, and developing planned giving marketing collateral for brochures, newsletters, and donors and member literature

  • Assist Director in systems for cultivation, stewardship, and prospect and donor tracking on donor database.

  • Review and negotiation of proposed planned gifts to ensure that they are consistent with the Library's mission, gift policy, and funding needs and are not overly restrictive; in some cases, consultation with the General Counsel's Office is advisable (e.g., gifts that impose enduring obligation on Library)

  • Balancing need to cultivate and steward donors and other responsibilities; handling "problem" donors effectively but politely

Preferred Qualifications

  • Knowledge of Raiser's Edge

  • Special events experience

All team members are expected and encouraged to embody the NYPL Core Values:

  • Be Helpful to patrons and colleagues

  • Be Resourceful in solving problems

  • Be Curious in all aspects of your work

Work Environment

Office setting, but donor meetings regularly take place in other Library facilities and off site. Events will take place in various Library facilities and may extend beyond regular working hours.

Starting Salary Union / Non UnionNon Union


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Manager, Planned Giving

The New York Public Library