Development Officer, Planned Giving - Office of Development

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.

• Support the Office of Development’s growing gift planning program to raise both current and deferred funds for the Mount Sinai Health System.

• 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 as directed.

• 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 moves management.

• 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 all staff.

• Assist with special projects as assigned.

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

• Proficiency in the Microsoft Office environment

• Ability to learn fund-raising database; Raiser's Edge experience preferred

• Basic knowledge of AI tools

• Outstanding verbal and written communication skills.

• 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