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About the Role

The ACLU seeks applicants for the full-time position of Gift Planning Associate in the Development Department of the ACLU’s National office in New York, NY. This is a hybrid role with in-office requirements of two (2) days per week or eight (8) days per month. The mission of the ACLU’s Development Department is to unlock the potential of donors and the ACLU as partners in creating a more perfect union by building long-term donor relationships, demonstrating impact, taking interest in donors, being accountable stewards of funds, and asking donors to consider giving their full support.

Responsibilities

Support the overall operations of the gift planning program and represent the ACLU when working directly with donors and/or their families, attorneys, and advisors to administer both active and matured bequest and life income gifts.
Manage the documentation, receipt, and disbursements of estate and life income gifts by coordinating with internal departments and external financial institutions; use knowledge of planned gifts to problem-solve complex transactions.
Represent the ACLU in managing donors’ and their representatives’ expectations regarding bequest inquiries, gift proposals and agreements, disbursements, and probate documentation.
Demonstrate a high degree of independent decision-making to ensure matured gifts are administered in accordance with organizational revenue sharing policies.
Assist gift officers with day-to-day management of donor portfolios and stewardship activities by entering and maintaining the flow of tasks, producing correspondence, or other materials, necessary to maintain and deepen donor relationships.
Ensure the seamless administration of gift planning marketing and estate-related functions, including being the first point of contact for donors and their representatives, prioritizing a high volume of email and mail, independently assessing circumstances and determining the best course of follow-up.
Maintain data accuracy and maintenance of planned giving records, evaluating needs and developing solutions using hygiene and management reports.
Use knowledge of a variety of software applications and databases to create proposals and gift plans, track regulatory compliance, and produce activity reports.
Perform other projects and duties as assigned to maintain the highest level of gift planning standards.

Requirements

Self-starter adept at planning, prioritizing, organizing, and follow-through, including the ability to manage multiple priorities and meet deadlines effectively.
Ability to work collaboratively, share assigned resources and information and serve as a point of reference for other staff to meet goals/deadlines within the expected time frame.
Demonstrate enthusiasm, skills, and a proactive attitude.
Proactively approach assigned as well as unassigned tasks and projects.
Consistently see work through to completion.
Identify potential roadblocks early and implement strategic alternatives to keep complex projects on track.
Ability to speak and write effectively to convey clarity, specificity, and exactness, being mindful of the intended audience.
Strong proofreading and editing skills.
Exercise strong judgment in information sharing, ensuring strategic and impactful communication to the appropriate stakeholders.
Excellent interpersonal skills and the ability to represent the organization to donors as well as interface with all levels of staff at the national office, the affiliates and volunteers while maintaining tact, diplomacy and confidentiality.
Proficient in Microsoft Office, i.e. Word, Excel, Power Point, Outlook and Internet usage.
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.

Skills

Gift planning
Microsoft Office
Word
Excel
PowerPoint
Outlook
Internet usage
Fundraising databases

Location

New York, NY

Work Type

Full-time
Hybrid

Experience Level

Mid-level

Salary/Compensations

$89,020

Benefits

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

About the Company

For over 100 years, the ACLU has worked to defend and preserve the individual rights and liberties guaranteed by the Constitution and laws of the United States.
Whether it’s ending mass incarceration, achieving full equality for the LGBTQ+ community, establishing new privacy protections for our digital age, or preserving the right to vote or the right to have an abortion, the ACLU takes up the toughest civil liberties cases and issues to defend all people.
We know that great people make a great organization.
We value our people and know that what we offer is essential not just their work, but to their overall well-being.

Equal Opportunity

Accessibility, equity, diversity and inclusion are core values of the ACLU and central to our work to advance liberty, equality, and justice for all.
We are a community committed to learning and growth, humility and grace, transparency and accountability.
We believe in a collective responsibility to create a culture of belonging for all people within our organization – one that respects and embraces difference; treats everyone equitably; and empowers our colleagues to do the best work possible.
We are as committed to anti-oppression, anti-ableism, and anti-racism internally as we are externally.
We strongly encourage applications from all qualified individuals without regard to race, color, religion, gender, sexual orientation, gender identity or expression, age, national origin, marital status, citizenship, disability, veteran status and record of arrest or conviction, or any other characteristic protected by applicable law.
The ACLU is committed to providing reasonable accommodation to individuals with disabilities.