Director of Legacy Giving

Development New York City, New York


Description

Director of Legacy Giving

The Director of Legacy Giving is responsible for managing a diverse portfolio of Legacy Giving donors and prospects and spearheading all aspects of New York Public Radio’s growing Legacy Giving program. The Director provides technical and fundraising expertise in cultivating, soliciting, and closing the full range of Legacy Giving opportunities available at NYPR, with a particular emphasis on bequests, charitable gift annuities, beneficiary designations and gifts of other complex assets.They serve as a primary resource to other frontline staff in advancing Legacy Gifts and serve as a primary contact to donor advisors. They also take the lead in overseeing existing stewardship activities, including the Listeners Legacy Circle. Reporting to the Chief Development Officer, the Director works in close partnership with the Development, Membership and Gift Processing teams, as well as the Finance and Legal Departments.

Role and Responsibilities

  • Effectively develops and executes strategies, goals and objectives for the identification, qualification, cultivation, solicitation and stewardship of Legacy Giving donors and prospects in collaboration with major gifts, patrons and membership teams.
  • Sets and meets individual performance targets for donor touchpoints, such as personal meetings, proposals solicited and closed, and cross-departmental collaborations.
  • Independently prepares gift proposals in response to donor inquiries by phone, email and Legacy Giving direct mail inquiries.
  • Acts as a resource to frontline staff for questions regarding legacy gifts, including providing technical, financial, estate and tax information.
  • Proactively collaborates with the Office of General Counsel and outside legal counsel on complex gift situations.
  • Builds and nurtures effective, positive working relationships with colleagues, senior management, and volunteer leadership when possible.
  • Oversees all aspects of NYPR’s Legacy Giving marketing strategy and Listeners Legacy Circle stewardship initiatives.
  • Serves as the Legacy Giving primary liaison for all development team members.
  • Manages all estate administration activities and leads on estate contests.
  • Works closely with the Special Events team to engage donors and prospects, particularly through the planning and execution of NYPR’s annual Listeners Legacy Circle stewardship event and other special events.
  • Manages the Legacy Giving Senior Associate position.
  • Oversees the planning and execution of new cultivation opportunities in close collaboration with other members of the Development Department
  • Participates in short-term and long-term planning to support growth of the program and department.
  • Maintains a current working knowledge of planned giving vehicles, charitable tax law, best practices as these apply to planned gift administration. 
  • Possesses a commitment to professional development to stay current on financial, tax, and estate matters affecting Legacy Giving and attends Planned Giving seminars, PGGNY workshops, conferences, and other information sessions.

Qualifications

  • At least 5 years of experience in development, planned/legacy giving, donor relations or related fields.
  • Knowledge of and familiarity with estate planning, wills, trusts, and tax law.
  • Ability to apply working knowledge of Legacy Giving in everyday interactions with donors and colleagues.
  • Strong interpersonal skills combined with excellent written and oral communications skills, and the ability to write a range of correspondence from formal business letters to thank-you notes
  • Attention to detail with excellent judgment and diplomacy. 
  • Ability to work with a minimum of supervision and alongside a fast-paced team
  • Ability to analyze and synthesize complex and sensitive material.
  • Experience using computer software such as Microsoft Office and Google Suite
  • Experience with Salesforce, a plus.

Additional Information

This is a full-time role with a salary range of $120,000-$135,000 per year (plus a full benefits package). Salary offer within this range is determined by skills, experience and organizational pay equity. New York Public Radio offers excellent medical, dental, and vision insurance, vacation, personal and sick time as well as parental leave.

This role is currently operating primarily remotely, with the ability to optionally work from the office, which is encouraged. However, this position is not a permanent remote position and is part of the New York City staff and will be expected to work from the New York office two days per week within the next few months.

Given this role will be in the office, being fully vaccinated against COVID-19 is required unless NYPR has approved a specific religious or medical exemption in advance of the first day of work. At this time, NYPR defines being fully vaccinated as having received two Moderna or Pfizer COVID-19 vaccinations or one Johnson and Johnson vaccination.

Commitment to Diversity, Equity & Inclusion

New York Public Radio is committed to diversity, equity, and inclusion. We continuously strive to place our employees at the center of our thinking and elevate inclusive practices to develop and support a more engaged and productive workforce. Our journalism and operations in the service of that journalism benefit from a broad range of perspectives, from all backgrounds, at all levels of the organization. Diversity is essential to honest, authentic, accurate storytelling and reportage; creating an institution in which all voices are encouraged, valued, and heard.

Equal Opportunity

New York Public Radio is an equal opportunity employer committed to achieving the goal of equal employment opportunity for all. Applicants and employees are considered and evaluated for positions without regard to mental or physical disability, race, creed, color, religion, gender, national origin, citizenship status, age, genetic information, military or veteran status, sexual orientation, marital status, employment status or any protected federal, state, or local status unrelated to the performance of the work involved.

 

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