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Page Mechanical Group, Inc.

Assistant Director, Planned Giving

Page Mechanical Group, Inc., New York, New York, us, 10261

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About Breast Cancer Research Foundation Breast cancer is a complex disease with no simple solution. Every diagnosis is unique and puts lives at risk. We must stop breast cancer in its tracks, and research is the answer. Founded in 1993 by Evelyn H. Lauder, the Breast Cancer Research Foundation is the largest private funder of breast cancer research in the world. We invest in a wide range of research—including prevention, diagnosis, treatment, survivorship, and metastasis—because each area of investigation informs another, propelling us toward the solutions we urgently need. We convene and connect the best minds in science—giving them the opportunity to pursue their most innovative ideas. Our combination of investment and cross-disciplinary collaboration accelerates the entire field and builds momentum for new discoveries. BCRF-funded investigators have been behind every major breakthrough in breast cancer research, and the field is moving faster than ever. We are fueling the world’s most promising research and we can’t stop now.

About the Role The Breast Cancer Research Foundation (BCRF) seeks to hire a

Assistant Director, Planned Giving

to join the Development & Events Department. The

Assistant Director, Planned Giving

will collaborate closely with the Managing Director, Development and Legacy Giving on the growth and administration of BCRF’s Legacy Giving Program. This position will work closely with a dynamic team of development professionals, and experience first-hand the inner workings of a premier nonprofit organization. This role reports directly to the Managing Director, Development & Legacy Giving.

This position is based in New York, New York. BCRF currently requires staff to work onsite a minimum of three days per week.

Primary Responsibilities

Bequest Administration

Manage day-to-day administration of pledged future intentions and realized bequests including:

Tracking confirmed and realized bequests in Raiser’s Edge

In collaboration with the Database and Donor Services team, managing data hygiene and reporting

Working with attorneys and executors to ensure realized bequests are fulfilled in a timely manner

Responding to phone and email inquiries from individuals wishing to learn more about leaving BCRF in their estate plans

Preparing acknowledgement letters and listings

Marketing and Communications

Serve as project manager on print collateral, mailings, and digital content including:

Maintaining updated collateral materials and digital content

Working with vendors on creation of annual mailings

Working closely with Marketing and Communications team to ensure website content is up to date and accurate based on current planned giving trends and tax laws

Managing data for targeted marketing campaigns, including list pull/cleaning and reporting

Collaborating with Marketing and Communications team to produce and send 4-8 eblasts a year

Serving as liaison with FreeWill, including maintaining meeting agendas, managing portal, pulling data reports, and spearheading stewardship efforts to ensure BCRF is maximizing our National Feature partnership

Stewardship and Donor Outreach

Work closely with Development and Marketing teams to coordinate stewardship and solicitation efforts for legacy donors across the department, including:

Ensure legacy giving donors and prospects are assigned to portfolios and actively cultivated, solicited, and stewarded as appropriate

Reach out to donors who have expressed an interest in making BCRF part of their estate plans

Prepare custom donor correspondence, such as proposals, reports, emails, and research briefings to help secure legacy gifts

Manage stewardship for FreeWill donors, to engage and build loyalty to the organization and inspire current use gifts

Collaborate with Major Gifts to identify and act on opportunities for blended gifts

Work closely with colleagues across the organization to ensure members of the Evelyn H. Lauder Legacy Society are appropriately recorded, thanked, and stewarded

Assume other duties as assigned

About You You are detail-oriented, proactive, positive, and a team player. You take initiative and think strategically across planned giving, and development as a whole. You are flexible and adaptable, with a willingness to assist and collaborate with all BCRF teammates. You have a passion for the mission of BCRF and you are seeking an opportunity to work collaboratively and make a difference.

In addition, you have the following qualifications and experience:

A minimum of 8 years of non-profit development experience with at least 3 years of full-time planned giving experience

Proficiency in Raiser’s Edge database

Proficiency in Microsoft Office; knowledge of Adobe, InDesign, Canva and PowerBI preferred

Excellent project management skills with the ability to execute projects from start to finish on time

Superb communication skills including verbal, written, and presentation skills

Experience working with high level donors and external partners (attorneys, financial planners, trustees, executors, and vendors) required

Meticulous attention to detail and excellent proofreading and editing skills

Ability to exercise judgment and handle confidential matters with discretion

Travel May require domestic travel 1-2 times a year.

Compensation and Benefits This is a full-time, exempt role. The salary range for this role is $100,000 - $115,000. Our compensation package includes an exceptional benefits package focusing on employee physical, mental and financial wellness. More specifically we offer:

Medical, dental and vision coverage from the first day of employment; with certain medical plans, BCRF helps defray the cost of out-of-pocket expenses with contributions to a health reimbursement account or health savings account.

Option to enroll in pre-tax Commuter Transit, Flexible Spending Account or Health Savings Account and Dependent Care Account from the first day of employment.

401K, with up to a 5% match each pay period; employee contributions and any match are immediately fully vested

Paid parental leave offering: 18 weeks 100% paid leave for a birthing parent and 12 weeks 100% paid leave for non-birthing parent

Paid Time Off including 15 days of annual vacation in the first year, 7 days of annual paid sick time, paid holidays, and BCRF-wide half days and summer Fridays

How to Apply Please submit a CV and cover letter expressing your intention to apply for the role. After uploading your CV, select the "upload attachment" option on the next screen to provide your cover letter. Only candidates shortlisted for an initial interview will be contacted. Please, no phone calls.

Our Commitments : BCRF upholds an equal opportunity employment policy and employs personnel without regard to race, creed, color, ethnicity, national origin, ancestry, religion, sex, sexual orientation, gender identity or expression, marital status, age, physical or mental ability, veteran status, military obligations, genetic information, or any other basis protected by applicable law. This policy applies to all applicants, employees, consultants, third-party workers.

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