Gift Planning Associate

The posting, as ACLU - National Office wrote it

ABOUT THE JOB

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 that has in-office requirements of two (2) days per week or eight (8) days per month.

The ACLU’s passionate community of donors and activists is stronger than ever. The mission of the ACLU’s Development Department is to unlock the full potential of donors and the ACLU as partners in the creation of a more perfect union. We pursue our mission by building long-term donor relationships and organizational partnerships, by demonstrating impact in response to threats, by taking interest in our donors and facilitating personal action, by being accountable stewards of their funds, and by asking donors to consider giving the ACLU their full support.

This position is part of a collective bargaining unit. It is represented by ACLU Staff United (ASU).

WHAT YOU'LL DO

Reporting to the Deputy Director of Gift Planning , the Gift Planning Associate will s upport the overall operations of the gift planning program and represents 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 .

YOUR DAY TO DAY

• 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 your 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.
• Responsible for assisting 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.
• Responsible for the 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 pro

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thcare benefits (including medical, dental and vision coverage, parental leave, gender affirming care & fertility treatment)

• Plan for your retirement with 401k plan and employer match
• We support employee growth and development through annual professional development funds, internal professional development programs and workshops

OUR COMMITMENT TO ACCESSIBILITY, EQUITY, DIVERSITY & INCLUSION

Accessibility, equity, diversity and inclusion are core values of the ACLU and central to our work to advance liberty, equality, and justice for all. For us diversity, equity, accessibility, and inclusion are not just check-the-box activities, but a chance for us to make long-term meaningful change. 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. Because whether we’re in the courts or in the office, we believe ‘We the People’ means all of us.

With this commitment in mind, 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. If you are a qualified individual with a disability and need assistance applying online, please complete the Accommodation Request Form

If you are selected for an interview, you will receive additional information regarding how to request an accommodation for the interview process.