Gift Planning Associate

ACLU; New York (NY); Hybrid; USD 80,000 - 98,000; Full time

Benefits offered by this job

Generous paid time-off

Comprehensive health care benefits

401k with employer match

Professional development funds

Job summary

The ACLU in New York, NY is seeking a Gift Planning Associate in the Development Department. This full-time, hybrid role involves supporting the gift planning program and coordinating bequest and life income gifts with donors, families, attorneys, and advisors.

You will manage gift documentation, coordinate with internal teams and external institutions, ensure aligned policies, and maintain accurate records while servicing donors and advancing the ACLU’s mission in a fast-paced national

Qualifications

• Knowledge of or interest in gift planning.
• Familiarity with fundraising databases.
• Experience working at complex, fast-paced national or international nonprofits.

Responsibilities

• Support the overall operations of the gift planning program and liaise with donors and families to administer active and matured bequest and life income gifts.
• Manage documentation, receipts, 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.
• Ensure the seamless administration of gift planning marketing and estate-related functions, including being the first point of contact for donors, prioritizing high email/mail volume, and determining follow-up actions.

Skills

Gift planning knowledge

Fundraising databases

Nonprofit experience

Tools

Microsoft Office

Job description

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 support 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 theoveralloperations of the gift planningprogramandrepresentthe ACLU whenworking directly with donors and/or their families, attorneys, and advisors toadministerboth active and maturedbequest and life income gifts.
• Manage the documentation, receipt, and disbursements of estate and life income gifts by coordinatingwith internal departments andexternalfinancial institutions;use your knowledgeof planned giftsto problem-solvecomplex transactions.
• Representthe 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-makingtoensurematuredgifts areadministeredin accordance withorganizationalrevenuesharing policies.
• Responsible forassistinggift officerswithday-to-day management of donor portfoliosandstewardship activitiesbyentering andmaintainingtheflow of tasks, producing correspondence,or other materials, necessary tomaintainand deepen donorrelationships.
• Ensurethe seamless administration of giftplanningmarketing and estate-related functions, including being the first point of contact for donors and their representatives,prioritizinga high volume ofemail and mail, independently assessing circumstances and determining the best course of follow-up.
• Responsible forthedataaccuracy andmaintenanceof planned giving records, evaluating needsanddevelopingsolutionsusing hygiene and management reports.
• Useknowledgeofa variety of software applications and databases to create proposals and gift plans, track regulatory compliance,andproduceactivity reports.
• At the discretion of planned giving management, other projects and duties will be assigned as necessary tomaintainthe highest level of gift planning standards.

FUTURE ACLU'ERS WILL

• Be committed to advancing the mission of the ACLU
• Center and embed the principles of equity, inclusion and belonging in their work by demonstrating commitment to diversity with an approach that respects and values multiple perspectives
• Be committed to work collaboratively and respectfully toward resolving obstacles and conflicts

What You’ll Bring

• Self-starter adept at planning, prioritizing, organizing, and follow-through, including the ability to manage multiple priorities and meet deadlines effectively
• Work collaboratively, share assigned resources and information and serve as a point of reference for other staff to meet goals/deadlines within the expectedtime frame
• Demonstrate the enthusiasm, skills, and proactive attitude required for this position
• 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
• Exercises strong judgment in information sharing, ensuring strategic and impactful communication to the appropriate stakeholders
• Excellent interpersonal skills and the ability torepresentthe organization to donors as well as interface with all levels of staff at the national office, the affiliates and volunteers whilemaintainingtact,diplomacyand confidentiality
• Proficient in Microsoft Office,i.e.Word, Excel, Power Point,Outlookand Internet usage

Preferred Qualifications

• 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.

Compensation

The ACLU is committed to equity, transparency, and clarity in pay. Consistent with our compensation philosophy, there is a set salary for each role based on geographic work location. The annual salary for this position is $89,020 (Level J), reflecting the salary of a position based in New York, NY. Salaries are subject to a regional pay adjustment if authorization is granted to work outside of the location listed in this posting.

For details on our pay structure, please visit: https://www.aclu.org/careers/ACLU_Geographic_Pay_Structure-July_2024.pdf

WHY THE ACLU

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.

At the ACLU, we offer a broad range of benefits, which include:

• Time away to focus on the things that matter with a generous paid time‑off policy
• Focus on your well‑being with comprehensive healthcare 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.