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HERC: Metro New York & Southern Connecticut Program Coordinator, Planned Giving in New Haven, Connecticut

Employer Name: Yale University

  1. Drafts a variety of written materials, including detailed individual prospect briefings and gift indentures, proposals in support of specific University initiatives and internal and external correspondence that conforms to the style and voice of the sender. 2. Coordinates research on individual donors and the history and status of gift commitments as needed by gift officers and other University officials. Ensures the accuracy of gift acknowledgments and all information communicated to donors and prospects. 3. Prepares reports on prospect pools summarizing giving, status, affiliation and other data points, as needed. 4. Assists in the coordination of special events, including dedications, donor recognition events and celebration of special initiatives to ensure timely and successful completion of the proceedings. 5. Designs and produces ad hoc reports based on data extracted from primary databases to support fund raising programs. 6. Oversees stewardship functions to ensure that donors receive ongoing communication regarding the benefits of their gifts to Yale. 7. Supports fundraising directors and gift officers in a range of additional activities related to the University's development effort, as needed. 8. May perform other duties as assigned. Required Skill/ability 1: Exceptional communication skills with special emphasis on advanced writing ability and editing. Demonstrated excellent interpersonal skills necessary to communicate effectively by phone and in writing with donors, volunteers and Yale colleagues. Writing sample required at time of interview. Required Skill/ability 2: Demonstrated organizational and research abilities with strong attention to detail, including analyzing large volumes of information from disparate sources and synthesizing it in a cogent and concise form. Required Skill/ability 3: Advanced proficiency with MS Word and Excel and the ability to conduct data analysis and work with financial information. Knowledge of PowerPoint and Adobe Acrobat. Ability and willingness to develop proficiency with other software including planned giving software. Required Skill/ability 4: Demonstrated ability to prioritize work, manage multiple tasks, and meet deadlines in a time-constrained environment. Ability to initiate and complete tasks with minimal supervision. Professionalism, maturity, and the ability to maintain strict confidentiality. Required Skill/ability 5: Commitment to an inclusive workplace. Ability to engage with diverse audiences (age, gender, nationality, race/ethnicity, profession, sexual orientation, etc.). Preferred Education: Proven experience in a university setting or with development work, familiarity with Yale. Proven experience with database software and reporting. Work Week: Standard (M-F equal number of hours per day) Posting Position Title: Development Coordinator 1 University Job Title: Program Coordinator, Planned Giving Preferred Education, Experience and Skills: Proven experience in a university setting or with development work, familiarity with Yale. Proven experience with database software and reporting. Six years of related work experience, four of them in the same job family at the next lower level and a high school level education; or four years of related work experience and an Associate degree; or little or no work experience and a Bachelor's degree in a related field; or an equivalent combination of experience and education.
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