Gift Planning Coordinator

ABOUT THE JOB

The ACLU seeks a full-time position of Gift Planning Coordinator 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 engaging donors how they wish to engage, 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 Manager of Gift Planning Administration, the Gift Planning Coordinator will be responsible for providing support for the management and administration of trusts and estates, and life income gifts.

YOUR DAY TO DAY

• Handle ongoing estate and trust administration, including processing distributions and notifications
• Act as the first point of contact for inquiries and correspondence relating to life income gifts and bequests received from trusts and estates. Handle phone conversations with donors, attorneys, trustees and executors
• Communicate with financial institutions to collect forms and instructions for receiving gifts by beneficiary designation
• Assist with regulatory compliance
• Compose, edit and proofread communications for external donor audiences
• Coordinate projects with Gift Processing, Finance, other Gift Planning staff, and other Development units, as well as with outside bank administrator
• Process new and repeat charitable gift annuities, including running financial calculations, preparing annuity agreements and correspondence with donors
• Handle ongoing gift administration, including processing quarterly payments to annuitants, annual tax statements and reports to trust donors and responding to general inquiries of annuitants and trust donors
• Produce management reports; update and maintain database records and paper files; and process distributions
• Work in conjunction with the Director of Gift Planning to be responsible for vendor payments, budget monitoring and reporting
• Provide day-to-day financial management of unit operating budget
• Conduct research on donors and prospects as necessary
• Engage in special projects and other duties as assigned

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

• Excellent organizational skills and ability to manage multiple projects; superior attention to detail with strong follow-through
• Strong proofreading and editing skills
• Work collaboratively, shares assigned resources and information and serves as a point of reference for other staff to meet goals/deadlines within the expected time frame
• Demonstrates the interest, ability and assertiveness in undertaking the responsibilities of the position
• Proactively approaches assigned as well as unassigned tasks and projects
• Consistently sees work through to completion
• Anticipates obstacles and suggests or performs alternative courses of action to accomplish the desired results for difficult projects
• Ability to speak and write effectively to convey clarity, specificity, and exactness, being mindful of the intended audience
• Ability to exercise good judgment about who needs what information and how to deliver it most effectively
• Excellent interpersonal skills and the ability to represent the organization to donors as well as interface with all levels of staff at the national office, the affiliates and volunteers while maintaining tact, diplomacy and confidentiality
• Proficient in Microsoft Office, i.e. Word, Excel, Power Point, Outlook and Internet usage
• Knowledge of, or desire to learn about, the gift planning field is desirable. Ability to apply gift planning ideas and techniques to donor cases

PREFERRED QUALIFICATIONS

• Knowledge of estate and trust administration
• Knowledge of, or desire to learn about, the gift planning field
• Familiarity with fundraising databases
• Experience working at complex national or international nonprofits

COMPENSATION

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