Development Officer, Planned Giving - Office of Development

Mount Sinai; United States; Hybrid; USD 68,000 - 77,000; Full time

Job summary

Mount Sinai Health System seeks a development professional to support the growing gift planning program in a hybrid work model, with on-site expectations near the 42nd Street Midtown NYC office.

The role requires a Bachelor's degree and at least 3 years of fundraising or related experience, including donor engagement and stewardship. Cover letter is required, with occasional evening or weekend hours.

Qualifications

• Bachelor's degree required.
• At least 3 years of experience in fundraising, office, or related fields.
• Proficiency with Microsoft Office; Raiser's Edge experience preferred.
• Basic knowledge of AI tools.

Responsibilities

• Support the gift planning program to raise current and deferred funds for Mount Sinai Health System.
• Qualify, cultivate, solicit and steward a modest donor portfolio for planned, annual and major gifts.
• Provide administrative support for marketing and promotion of planned giving initiatives and website content.
• Edit and format planned giving documents including collateral, newsletters, gift agreements and acknowledgments.
• Coordinate in-house mailings to Legacy Society members and prospects.
• Maintain donor coding and reporting in database and update welcome materials for new Legacy Society members.
• Assist with estate and trust administration and with donor cultivation/stewardship events.
• Foster positive relationships with staff and support special projects as assigned.

Skills

Communication skills

Attention to detail

Organization

Teamwork

Confidentiality

Donor relationship building

Education

Bachelor's degree

Tools

Microsoft Office

Raiser’s Edge

AI tools (basic)

Job description

Mount Sinai Health System seeks an exceptional detail-oriented development professional to support the growing gift planning program. The Development Officer will report to Senior Director of, Development-Legacy Gifts and will support the efforts of the program.

This role operates within a hybrid work model, with on-site expectations established in alignment with departmental priorities and evolving organizational guidelines. Employees must reside within a commutable distance of the 42nd Street Midtown NYC office. The role may also require occasional evening or weekend hours.

Cover letter required.

• Support the Office of Development’s growing gift planning program to raise both current and deferred funds for the Mount Sinai HealthSystem.
• Qualify, cultivate, solicit and steward a modest portfolio of prospective donors for planned gifts, annual gifts and major gifts under the supervision of the Senior Director of Development-Legacy Gifts.
• Provide administrative support and project management for marketing and promotion of planned giving initiatives, planned giving donor stories and website maintenance and monitoring of planned giving shared email box.
• Edit and format written planned giving documents such as collateral, newsletters, web site content, gift agreements, talking points, briefings, personalized donor acknowledgments as well as other correspondence asdirected.
• Draft correspondence, and prepare/coordinate in house mailings to Legacy Society members and prospects.
• Ensure Legacy Society members are coded appropriately in database.
• Welcome and thank new Legacy Society members. This includes reviewing and updating welcome materials and ensuring timely acknowledgment of all new Legacy Society members.
• Creating strategies and communicate with Legacy Society members so they feel appreciated for their support and feel connected to the institution until the time their gift is fulfilled.
• Raisers Edge Prospect/Portfolio Management: Update and maintain all moves management information related to Legacy Society members as well as prospect base including entering contact reports, adding and updating proposals, entering future/anticipated actions, maintaining all data/coding related to the several reports most frequently used in tracking and measuring donor movesmanagement.
• Assist the SDOD with estate and trust administration.
• Assist with scheduling and coordinating logistics related to donor cultivation and stewardship events.
• Foster positive and professional working relationships with allstaff.
• Assist with special projects asassigned.

• Bachelors degree.
• 3 years work experience, preferably working in an office setting, in fundraising, customer service, legal or marketing

Minimum Computer Skills

• Proficiency in the Microsoft Office environment
• Ability to learn fund-raising database; Raiser's Edge experience preferred
• Basic knowledge of AI tools

GeneralSkills

• Outstanding verbal and written communicationskills.
• Attention to detail.
• Organized, meticulous, and flexible.
• The ability to work within an environment that emphasizes teamwork as well as individual initiative.
• Sensitivity, tact, and diplomacy.
• The ability to honor confidentiality.
• The ability to develop and sustain donor relationships

Compensation Statement

The Mount Sinai Health System (MSHS) provides salary ranges that comply with the New York City Law on Salary Transparency in Job Advertisements. The salary range for the role is $68,179.74 - $76,960.02 Annually. Actual salaries depend on a variety of factors, including experience, education, and operational need. The salary range or contractual rate listed does not include bonuses/incentive, differential pay or other forms of compensation or benefits.

Non-Bargaining Unit, 807 - Development Office - MSH, Mount Sinai Hospital