Development Associate for Offices of Planned Giving and Institutional Grants

---

Job description

Excellent skill-building opportunity for aspiring nonprofit professional who is eager to grow through a support position. Provides support for the Director of Institutional Grants in managing 40-50 grants per year with income over $4.5 million. Provides support for the Director of Planned Giving in all aspects of the Planned Giving program, building a planned giving pipeline, closing gifts from donor estates and working on future gifts.

Duties/Responsibilities:

· Database entry and management of hard and electronic records - accuracy, detail, efficiency, working with confidential information

· Basic understanding of gift agreements and other legal documents. Demonstrated knowledge in planned giving vehicles such as life income arrangements, bequests, and beneficiary designations.

· Tracking deadlines and requirements for grant contracts in database and spreadsheets and communicating to help staff ensure compliance

· Maintaining and managing estate documentation in hard files and electronic records

· Strong interpersonal skills and proactive communication with various departments around JTS: liaison with finance, legal, communications and other offices; support timely execution of legal documents

· Arranging meetings and donor site visits

· Writing and proofreading skills: drafting formal letters, working with templates for grant proposals and reporting,

· Formatting and layout involving intermediate-level word processing including working with photos, graphics, charts

· Supporting processes for submitting grant applications and reports: online portals and forms, gathering attachments and materials,

· Excellent interpersonal and verbal communications skills to develop and maintain cooperative relationships and convey information accurately, effectively and diplomatically with a wide variety of high-level internal and external constituents

· Strong research skills with ability to gather, analyze and organize information or circumstances to define problems and suggest solutions and/or methods of implementation

· Prepare correspondence, reports, and presentation materials with speed and accuracy; able to learn new technologies in a prompt and efficient manner

· Follow-up on payments, estate disbursements and documentation: professional emails and phone calls with external offices; represent JTS professionally with foundations, law offices, financial advisors

· Ability to create and manage all forms of planned gifts (from inception to termination) including gift illustrations and gift agreements.

· Ability to work collaboratively with attorneys, executors and trustees on issues related to planned gifts and gift acceptance.

· Demonstrates effective written and oral communication skills; shares information and seeks input from others; protects private and confidential information.

· Research of prospects, using our online resources to discover new prospects and information about current donors and families

· Tracking grant income, restricted accounts, and communicating with program staff about deadlines and requirements in order to meet contract requirements and schedules.

· Take joy in a job well done; be of good humor and desire to work collaboratively as a team!

Minimum Requirements:

· BA degree

· 2-3 years minimum experience in a professional office role

· Self-starter

· Independent judgement

· Excellent interpersonal verbal and written communication skills

· Well organized with high attention to detail

· Proficiency in Microsoft suite of applications with ability Excellent knowledge of personal computer and software such as Windows, Word, PowerPoint, Excel, Teams, Outlook scheduler

· Adobe DC and InDesign

· Familiarity with basic use and function of relationship databases (we use Abila Millennium, but similar experience with Salesforce, Raisers Edge, etc would help)

Application Instructions:

Please e-mail your resume and cover letter to