Rutgers University Foundation · 1 week ago
Assistant Director, Estate and Gift Planning
New Brunswick, NJ
Full-time
Hybrid
Entry, Mid Level
$80K/yr - $80K/yr
2+ years expRutgers University Foundation is seeking an Assistant Director for Estate and Gift Planning to enhance their planned giving initiatives. This role will focus on engaging and soliciting prospective donors, managing inquiries, and collaborating with various departments to promote planned giving opportunities.
Homeless ShelterNon ProfitSocial Impact
Responsibilities
Support the discovery, engagement, and solicitation of planned giving prospects up to $50,000 range
Triage and respond to inbound planned giving inquiries from donors and internal partners, providing timely follow-up, gift illustrations, and educational resources
Collaborate with the EGP’s Associate Director, Marketing and Engagement to develop and execute data-driven strategies that uncover new planned giving prospects
Coordinate with colleagues across schools and units to ensure planned giving opportunities are shared, tracked, and advanced
Develop and maintain donor communications strategies for small portfolio of prospects
Support the administration and tracking of the EGP pipeline, ensuring accuracy and timely updates in the CRM system
Support stewardship efforts by conducting personalized outreach to members of the Colonel Henry Rutgers Society
Other duties as assigned
Lead select projects under guidance from the Executive Director
May assist in developing tools or processes used by the broader EGP team
Manage and advance a pool of planned giving prospects, primarily sourced through the Estate and Gift Planning office, in close collaboration with appropriate schools and units
Initiate outreach and follow-up independently and escalate prospects to senior EGP staff when appropriate
Support the development and execution of strategies to expand the EGP pipeline, especially for small-dollar or less complex planned gifts
Partner on marketing to prioritize leads and identify trends in donor behavior
Assist in developing and refining efficient workflows to manage planned giving inquiries, pipeline movement, and tracking
Contribute to the creation of donor engagement touchpoints and stewardship content for planned giving prospects and legacy donors
Qualification
Required
Bachelor's degree and/or 2+ years of professional experience in fundraising, alumni relations, non-profit organizations, event planning, higher education, or related fields
Benefits
Office-centric hybrid work schedule
Comprehensive medical
Comprehensive no cost dental, and no cost vision insurance for employee and dependents
403(b) plan with matching employer contribution
Accrual of three weeks of annual vacation time, in addition to five wellness days and fifteen sick days per year
Nine holidays, as well as four floating holidays
Significant tuition reductions
Professional development is highly valued at the Rutgers University Foundation, where employees are encouraged to look across the organization to develop new skills and abilities for professional career progression.
$40 monthly cell phone reimbursement
Company
Rutgers University Foundation
Rutgers University Foundation provides peer support and connections to services for veterans and families.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
unknownKey Investors
Bob Woodruff Foundation
2024-07-31Grant
Leadership Team
Chelsea Irvin
Interim Chief Development Officer at Rutgers Cancer Institute of New Jersey
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