NYU Langone is one of the nation's premier academic medical centers that includes five hospitals (Tisch Hospital, Rusk Rehabilitation, Hospital for Joint Diseases, Hassenfeld Children's Hospital of New York, and NYU Lutheran Medical Center) and more than 200 ambulatory locations across the New York metropolitan area. It also includes NYU School of Medicine, which since 1841 has trained thousands of physicians and scientists who have helped to shape the course of medical history. Our trifold mission to serve, teach, and discover is achieved daily through an integrated academic culture devoted to excellence in patient care, education, and research. Learn more about NYU Langone.
We have an exciting opportunity to join our team as a Director, Planned Giving.
This position will originate and implement planned giving marketing programs for NYU Langone in conjunction with Senior Director. The Director, Planned Giving will cultivate, solicit and steward donors and prospects for bequests, charitable gift annuities, charitable remainder trusts, life insurance, real estate, retirement plan gifts and blended major/planned gifts. This position will work with financial advisors, attorneys and Medical Center faculty and leadership to help build the planned giving program and the John Revere Society, and initiate programs and methodologies to steward and attract new donors/prospects.
Cover letter is required when submitting application for this position.
Monitor tax trends and design programs to take advantage of opportunities created by new tax legislation.
Identify, cultivate and solicit prospects capable of making significant major and planned gifts to the institution. Work with colleagues in the development office staff to adopt appropriate solicitation strategies for potential gift planning prospects.
Personally, or with the assistance of physicians, trustees and/or staff, solicit individual donors with a focus on alumni opportunities by locally and across the country. Complete proposals and finalize gift arrangements for bequests, charitable gift annuities, charitable remainder trusts, charitable lead trusts, pooled income funds, and gifts of complex assets.
Maintain and steward a portfolio of donors who have already made planned gifts.
Work with the planned giving team and other colleagues to design and implement stewardship programs to ensure legacy donors continue to engage with NYU Langone and its affiliates. Coordinate with the Senior Director of Planned Giving as needed in planning stewardship and cultivation events to strengthen the John Revere Society.
Collaborate with the Senior Director of Planned Giving, major gift officers and other Development staff to develop appropriate solicitation strategies for potential planned giving prospects. Work with gift officers on blended gifts.
Oversee and implement all aspects of planned giving marketing and e-marketing, including overseeing marketing contract and expenses, ensuring mailing lists are accurate and timely, editing copy, providing appropriate photos for marketing materials and providing text for internal publications. Enhance, monitor and maintain the planned giving website to successfully engage donors and encourage online legacy gifts. Record and maintain appropriate metrics to demonstrate effectiveness of marketing.
Liaison with the financial institutions that manage NYU Langones life income accounts. Review the medical center portfolio of gift annuities to monitor their status and when appropriate, solicit donors regarding relinquishing their gift annuities when appropriate.
Maintain contact reports, tasks and pipeline reporting.
Attend development events and galas, including alumni reunion weekend in New York and alumni brunches and events as needed across the country to develop leads for planned gifts and to steward donors.
Support the Senior Director of Planned Giving as needed.
Performs other duties as assigned.
Must have a Bachelors degree.
Minimum of 7-10 years of experience in the field of planned giving or at least 7 years related professional experience.
Expert knowledge of planned giving vehicles including bequests, charitable gift annuities, charitable remainder trusts and charitable lead trusts, retirement plans and life insurance.
Experience with financial advisors and attorneys, and knowledge of the probate court system.
Demonstrated experience and ability to work effectively with key leaders, high-level volunteers, board members and colleagues.
Maturity and expertise to work closely with individuals of wealth and a proven track record of soliciting and obtaining major planned gifts.
Excellent writing, research, analytical and interpersonal skills.
Self-motivated, well organized, flexible and results-oriented.
Ability to handle multiple priorities and work well under pressure.
Ability to work independently and as a team member.
Masters Degree or Juris Doctorate is preferred.
Qualified candidates must be able to effectively communicate with all levels of the organization.
NYU Langone provides its staff with far more than just a place to work. Rather, we are an institution you can be proud of, an institution where you'll feel good about devoting your time and your talents.
NYU Langone Medical Center is an equal opportunity and affirmative action employer committed to diversity and inclusion in all aspects of recruiting and employment. All qualified individuals are encouraged to apply and will receive consideration without regard to race, color, gender, gender identity or expression, sex, sexual orientation, transgender status, gender dysphoria, national origin, age, religion, disability, military and veteran status, marital or parental status, citizenship status, genetic information or any other factor which cannot lawfully be used as a basis for an employment decision.
NYU Langone Medical Center, a world-class patient-centered integrated academic medical center, is one of the nation's premier centers for excellence in clinical care, biomedical research, and medical education. Located in the heart of Manhattan, NYU Langone is composed of four hospitals – Tisch Hospital, its flagship acute care facility; Rusk Rehabilitation; the Hospital for Joint Diseases, one of... only five hospitals in the nation dedicated to orthopaedics and rheumatology; and Hassenfeld Children's Hospital, a comprehensive pediatric hospital supporting a full array of children's health services across the medical center – plus the NYU School of Medicine, which since 1841 has trained thousands of physicians and scientists who have helped to shape the course of medical history. The medical center's tri-fold mission to serve, teach, and discover is achieved 365 days a year through the seamless integration of a culture devoted to excellence in patient care, education and research. For more information, go to www.NYULMC.org.