This position provides essential administrative support and analytical research skills to two major gift officers in the Capital Gifts & Special Initiatives (CGSI) team and to a Planned Giving Officer in the Planned Giving & Endowments Department (PG&E).
Capital Gifts and Special Initiatives (CG&SI) presents opportunities for donors to make designated gifts for brick-and-mortar projects, programmatic endowments, and targeted initiatives focused on strategic initiatives.
The Planned Giving & Endowments (PG&E) department works with individual donors to create planned gifts that meet their philanthropic and financial objectives in support of UJA’s mission.
Major Responsibilities in CGSI:
- Oversee aspects of Community Initiative for Holocaust Survivor Coffeehouses including liaising with marketing and communications, catering manager, security, colleagues and external partners.
- Assist with department fundraising materials for internal and external meetings, events, volunteer opportunities and site visits.
- Support director as needed in everyday tasks, managing calendars, scheduling meetings, and communicating with major donors.
- Prepare weekly team check-in materials and ensure follow-up through task-oriented note taking.
- Research donor engagement opportunities and services within UJA-Federation network of organizations.
Major Responsibilities in PG&E:
- Assist with aspects of Legacy Recognition Events, and Heritage Society Events, including working with the conference center for catering needs and M&C for marketing needs.
- Coordinate with annual fundraising teams to identify and provide legacy pins for relevant events.
- Track gifts in UJA’s CRM including all moves and communications in FR101.
- Draft, compile and send individualized Endowments and Trust reports to donors.
- Assist in PG&E’s checkbox strategy, by coordinating follow-up.
- Process PG&E’s internal purchasing through COUPA system.
General Responsibilities:
- Draft UJA in Brief blurbs for both CGSI and PG&E, as well as CIHS acknowledgments for CGSI.
- Balance priorities between two departments and multiple professionals.
Competencies and Qualifications:
- Bachelor’s degree
- Comfortable using technology and learning new databases
- Able to work on projects independently while also working as part of a team
- Proficiency with Microsoft Office Suite (Excel, Word, PowerPoint)
- Positive work ethic, with strong interpersonal and communication skills
- Detail-oriented, effective time manager, with the ability to prioritize and multitask in an extremely fast-paced work environment
- Ability to build relationships with diverse professionals
- Knowledge of UJA work and network of organization is a plus
- Flexibility to work at events and programs when required, which may be outside of normal business hours
The salary for this position is $50,000 annually.
