Legacy Giving Associate
New York Public Radio’s Office of Legacy Giving is searching for a new team member with an existing passion for public media.
Reporting to the Director of Legacy Giving, the Legacy Giving Associate’s responsibilities will include general administrative support, estate administration, assisting in the promotion of legacy giving, and helping to steward our existing Listeners Legacy Circle members who have already included NYPR in their estate plans.
Key Responsibilities (include but are not limited to):
- Work closely and collaboratively with the Director of Legacy Giving, as well as the staff of NYPR’s Development, Membership, Finance and Legal Departments, and the President’s Office.
- Organize and maintain a file system containing sensitive information/documents and correspondence from estates, the NYPR charitable gift annuity program and other relevant records for retention.
- Ensure database integrity by updating donor/prospect records in CRM (Constituent Relationship Management).
- Maintain standard operating procedure documentation for the Office of Legacy Giving’s processes and procedures.
- Draft and mail correspondence to attorneys and other estate officials as directed and update the estates' pipeline and other reports.
- Assist in the preparation of gift proposals and provide additional information as needed to help secure legacy gift intentions.
- Help manage the annual legacy giving budget and revenue reporting.
- Participate in the planning and implementation of donor events as needed.
- Assist with the development and maintenance of Legacy Giving program marketing.
- Provide stewardship support to donors who have expressed or announced their intentions with a legacy commitment to NYPR.
- Work with attorneys and financial advisors as needed.
- Attend trainings/professional events and read industry publications to stay informed on tax law changes, fundraising techniques and best practices to continually improve knowledge and skills.
- Undertake additional special projects as needed.
- Bachelor’s degree is required; advanced degrees welcomed
- A minimum of 3-5 years’ relevant experience, with at least 2 years of previous development experience
- Excellent oral and written communication, and interpersonal skills
- Computer proficiency and ability to learn new software quickly required
- Attention to detail and commitment to full utilization of CRM software for record-keeping
- Collaborative self-starter with unquestionable integrity, discretion and a positive attitude
- Excellent listening skills
- Comfort in interacting with people of varied ages and backgrounds
- Interest in developing a strong knowledge of tax, financial and estate planning issues
- Must share a strong commitment to the mission of New York Public Radio