Gift Planning Associate

ACLU - National Office • New York, NY

23h • Hybrid

About The Position

The ACLU seeks a full-time Gift Planning Associate in the Development Department at its National office in New York, NY. This is a hybrid role requiring in-office attendance two days per week or eight days per month. The position is part of a collective bargaining unit represented by ACLU Staff United (ASU).

Reporting to the Deputy Director of Gift Planning, the Associate supports gift planning program operations and represents the ACLU in direct work with donors, their families, attorneys, and advisors to administer active and matured bequest and life income gifts. The role coordinates gift documentation, receipts, and disbursements; supports donor portfolios and stewardship; responds to donor and representative inquiries; maintains accurate planned giving records; and uses software and databases to prepare proposals and plans, track regulatory compliance, and report activity.

The ACLU seeks a collaborative, proactive colleague committed to its mission and to equity, inclusion, and belonging. The annual salary for this position is $89,020 for a position based in New York, NY; salaries may be subject to a regional adjustment if authorization is granted to work outside that location. The ACLU offers paid time off, comprehensive healthcare benefits, a 401(k) plan with employer match, and professional development resources.

Requirements

• Demonstrated ability to plan, prioritize, organize, and follow through while managing multiple priorities and meeting deadlines.
• Ability to collaborate, share assigned resources and information, and serve as a point of reference for staff working toward goals and deadlines.
• Enthusiasm, skills, and a proactive attitude appropriate to the position.
• Proactively approach assigned and unassigned tasks and projects and see work through to completion.
• Ability to identify potential roadblocks early and implement strategic alternatives to keep complex projects on track.
• Ability to speak and write effectively with clarity, specificity, and exactness for the intended audience.
• Strong proofreading and editing skills.
• Sound judgment in information sharing and strategic, effective communication with appropriate stakeholders.
• Excellent interpersonal skills and ability to represent the organization to donors and work with staff across the national office and affiliates, as well as volunteers, while maintaining tact, diplomacy, and confidentiality.
• Proficiency in Microsoft Office (Word, Excel, PowerPoint, and Outlook) and internet usage.
• Commitment to advancing the ACLU’s mission and embedding equity, inclusion, and belonging principles in work, with respect for and appreciation of multiple perspectives.
• Commitment to working collaboratively and respectfully to resolve obstacles and conflicts.

Nice To Haves

• Knowledge of, or desire to learn about, the gift planning field.
• Familiarity with fundraising databases.
• Experience working at complex, fast-paced national or international nonprofits.

Responsibilities

• Support the overall operations of the gift planning program and represent the ACLU in work with donors, their families, attorneys, and advisors to administer active and matured bequest and life income gifts.
• Manage documentation, receipt, and disbursement of estate and life income gifts by coordinating with internal departments and external financial institutions, and apply planned-gift knowledge to problem-solve complex transactions.
• Manage expectations of donors and their representatives regarding bequest inquiries, gift proposals and agreements, disbursements, and probate documentation.
• Exercise independent decision-making to ensure matured gifts are administered in accordance with organizational revenue-sharing policies.
• Assist gift officers with day-to-day donor portfolio management and stewardship, including entering and maintaining tasks and producing correspondence and other materials to maintain and deepen donor relationships.
• Administer gift planning marketing and estate-related functions, including serving as the first point of contact, prioritizing high volumes of email and mail, assessing circumstances, and determining appropriate follow-up.
• Maintain the accuracy of planned giving records, evaluate needs, and develop solutions using hygiene and management reports.
• Use software applications and databases to create proposals and gift plans, track regulatory compliance, and produce activity reports.
• Complete other projects and duties assigned by planned giving management to maintain gift planning standards.

Benefits

• Generous paid time-off policy.
• Comprehensive healthcare benefits, including medical, dental, and vision coverage, parental leave, gender-affirming care, and fertility treatment.
• 401(k) plan with employer match.
• Annual professional development funds, internal professional development programs, and workshops.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed