Planned Giving Development Associate

Job Description

Job Description

Job Title: Planned Giving Development Associate

Department:        Development

Reports To:         Director of Planned Giving 

FLSA Status:      Exempt  

JOB DESCRIPTION 

The Planned Giving/Major Gifts Development Associate will support the fundraising objectives of Planned Giving and Major Gifts department, dedicating approximately 60% of time to Planned Giving fundraising initiatives and 40% to Major Gifts initiatives. This position will focus on the coordination of the planned giving pipeline via documentation, via financial reporting, communications, and other administrative duties that assist the Senior VP of Major Gifts and Director of Planned Giving with closing legacy and bequest gifts. This position will manage a portfolio with an annual unrestricted fundraising goal of $75,000 in accordance with the Major Gifts moves management system. The Development Associate will assist Director of Major Gifts with the monitoring of the moves management system.

The Planned Giving/Major Gifts Development Associate will play a key role in planned giving gift administration and fundraising operations for two of UNCF's important philanthropic areas. By managing a donor portfolio, supporting planned giving initiatives, and assisting with major gift fundraising, this position will contribute directly to revenue generation, donor engagement, and the continued growth of Planned Giving and Major Gifts at UNCF.

ABOUT UNCF 

UNCF is one of the nation’s largest and most effective supporters of higher education and serves as a leading advocate for college-bound students. Since its founding in 1944, UNCF has raised more than $6 billion to support students' access to higher education, provide scholarships and strengthen historically Black colleges and universities (HBCUs). Each year, UNCF awards more than 13,000 scholarships to more than 10,000 students totaling more than $64 million. The scholarships support students attending more than 600 US-based colleges and universities including 36 UNCF-member HBCUs. Through its efforts, UNCF has helped generations of students to get to and through college. We believe a college education plays a vital role in strengthening the pipeline of leaders and professionals who advance our society. Our logo features the UNCF torch of leadership in education and our widely recognized trademark is, ‟A mind is a terrible thing to waste.”® Learn more at UNCF.org or for continuous updates and news, follow UNCF on Instagram.

PRIMARY RESPONSIBILITIES AND DUTIES: 

• Support the Planned Giving program by providing oversight of detailed reporting and execution of UNCF planned giving documentation.

• Scheduling of donor meetings, coordination of but not limited to estate planning meetings, planned giving events, monitoring of planned giving outreach materials including planned giving newsletters, maintaining planned giving prospect database, seminars, webinars, fundraising campaigns, and other engagement activities.

• Track estate gifts from notification through final execution and assist with planned gift administration, including receipt and dissemination of required documentation. The position is also responsible for tracking fiduciary compliance, including the Charitable Gift Annuity program.

• Maintain membership records for the 1944 Society and support donor recognition and stewardship activities in collaboration with the Stewardship Manager.

• Support the Director of Major Gifts in monitoring and reporting of the Major Gifts moves management system via revue of coding in the Raiser’s edge system.

• Manage a personal portfolio of donors and prospects with an annual unrestricted fundraising goal of $75,000, via identification, qualification, cultivation, solicitation, and stewarding donors and prospects while maintaining accurate records of donor interactions, gifts, their moves management activities in Raiser's Edge.

• Perform other duties and special projects as assigned.

SUPERVISORY RESPONSIBILITIES

No supervisory responsibilities. 

QUALIFICATIONS:  

EDUCATION AND EXPERIENCE

• Bachelor's degree required.
• Three to five years of fundraising, development, donor relations, nonprofit, or related experience preferred.
• Experience working with donor databases, preferably Raiser's Edge.
• Strong organizational, communication, writing, and customer service skills.
• Ability to manage multiple projects and priorities while maintaining attention to detail.
• Proficiency in Microsoft Office 365.
• Demonstrated ability to interact professionally with donors, volunteers, and organizational leadership.
• Ability to maintain confidentiality and exercise sound judgment.
• Familiarity with notarization requirements and proper completion and execution of bequest, estate, and other legal documentation is a plus.

ADDITIONAL INFORMATION

Benefits include:

Medical, Dental & Vision

Vacation, Sick & Personal Leave 

Life Insurance (Basic & Optional)

Flex Spending Accounts

403(b) Retirement Account

Holiday Savings Plan

Annual Success Sharing

Salary Range: $63,000.00 To $71,000.00 per year (Salary is commensurate with experience.) This is a hybrid role: 4 days on-site and 1-day remote per week, located in UNCF’s Chicago, IL building.

Background checks required.

UNCF is EOE M/F/D/V