Planned Giving Assistant

New York, NY


Founded in 1906, AJC seeks to enhance the well-being of the Jewish people and Israel and to advance human rights and democratic values in the United States and around the world. In addition to its New York headquarters and Office of Government & International Affairs in Washington, D.C., AJC has regional offices and affiliates across the U.S. and overseas in addition to a multitude of global partnerships.

Among Jewish organizations, AJC is the preeminent leader in the global arena. With a presence in Belgium, France, Germany, India, Israel, Italy, Brazil and Switzerland, AJC’s network of relationships with, and access to, key decision makers and thought leaders on every continent is unmatched. AJC is recognized by foreign leaders, the Israeli and U.S. governments as an effective and trusted interlocutor for Jewish issues, human rights and advocacy for democratic values. Today, AJC proactively tackles the greatest concerns of Jewish communities around the globe.

The Planned Giving Assistant will work under the supervision of the National Director of Planned Giving in the performance of the following primary duties:

  • Prepare donor planned gift proposals, drafting of charitable planned gift agreements, and support for the charitable gift annuity program.
  • Manage and organize planned gift administration including updating planned giving donor and prospect electronic and hard files.
  • Work with the Director of Planned Giving on charitable trust and estate matters including maintaining records for bequests received, tracking relevant metrics, and processing documents.
  • Provide administrative support to the Director of Planned Giving, including responsibility for email, letter and phone communications with donors, prospects, attorneys, and AJC staff.
  • Collaborate with the Marketing Department and Director of Planned Giving on the development and preparation of marketing materials to promote AJC’s Planned Giving Program including: special mailings, website material, email blasts, and video campaigns.
  • Coordinate planned giving donor recognition society initiatives, including the quarterly conference call briefings for planned giving donors.
  • Serve as a liaison to lay leaders and to members of AJC’s Planned Giving Committee and Investment Subcommittee.
  • Support the Director of Planned Giving in organizing meetings of AJC’s National Planned Giving Committee and Investment Subcommittee, as well as other planned giving programs.
  • Attend and participate in select Development evening events, as requested by the AJC National Director of Development.
  • Attend Development Department staff meetings and other meetings as needed.

     

    Qualifications:

    • Bachelor’s degree and/or paralegal certificate preferred.
    • Previous law firm experience or experience working for a not for profit organization preferred; two to three years working in legal or development fields is a plus.
    • Proficient in Word, Outlook, and Excel.
    • Positive work ethic and an ability to work independently, as well as part of a team
    • Excellent interpersonal, communication, writing and proofreading skills necessary.
    • Detail-oriented and effective time manager, with the ability to prioritize and multitask in a demanding work environment.
    • Ability to follow systems and procedures while also exhibiting creative thinking
    • Passion for the mission of AJC is a plus.
    • Interest in learning about the various aspects of planned giving.
    • Experienced or willing to receive training to become proficient in Raiser’s Edge and Planned Giving software.
    • Active Notary Public, State of New York is a plus.

     

    To Apply:
    Please submit your application on https://ajchr.wufoo.com/forms/planned-giving-assistant-2014/

    AJC is an Equal Opportunity Employer