Program Manager, Planned Giving

Title: Program Manager, Planned Giving

Location: New Haven United States

Job Description:

Working at Yale means contributing to a better tomorrow. Whether you are a current resident of our New Haven-based community- eligible for opportunities through the New Haven Hiring Initiative or a newcomer, interested in exploring all that Yale has to offer, your talents and contributions are welcome. Discover your opportunities at Yale!

Salary Range

0.00 - 0.00

Overview

Reporting to the University Director, Planned Giving, the Program Manager directs a team of program coordinators to ensure a high level of administrative support for the Planned Giving team, including assisting the Director and frontline gift officers in their work to raise and steward planned gifts for Yale's highest priorities. The Program Manager oversees support for an integrated program specializing in structured gift vehicles to provide vital charitable support for the university while meeting a donor's tax or personal financial goals. This role focuses on implementing processes for efficient gift processing, identifying best practices for tracking goals, supporting program coordinators with the production of written content for internal partners as well as donors, the generation of gift illustrations, and generally contributing to a growing and busy specialized fundraising arm. The Program Manager also develops, directs, and trains staff and colleagues on processes and policies with a focus on information and records management. Specific duties include:

Supervision of a staff of program coordinators, with responsibilities including active management/oversight of workflow, providing feedback and coaching to staff, and implementing and overseeing onboarding efforts. Development and oversight of processes for briefings and correspondence, and monitoring of quality standards for all written materials provided by and for Planned Giving and university partners. Oversight and development of a stewardship program to maintain contact with planned giving donors, including project oversight for events, both virtual and in-person. Acting as an operational resource for Planned Giving, innovating and developing best practices in line with changing departmental needs, setting and overseeing guidelines for internal and external processes, overseeing the unit dashboard, and maintaining a department calendar to track deadlines. Monitoring intake of inquiries from donors and acting as a point person for internal partners. Serving as a team resource and subject matter expert in Yale's CRM database, Hopper, and ensure support of operations relating to, for example, data entry, goal-tracking and year-end reporting. Partnering and liaising with colleagues to manage and track a publications calendar for deliverables. Serving as a key contact for banking partner, BNY Mellon, and for software partner, PG Calc.

The following responsibilities are generic in nature. Applicants will find the information in this Position Focus to be most relevant to the needs of the position.

Required Skills and Abilities

1. Superior interpersonal skills. Ability to train and coach staff with varying experience and expertise. Ability to interact in a professional manner with senior administrators and donors.

2. Excellent verbal and written communication skills, editorial skills, and attention to detail. Strong information management and computer skills, including demonstrated proficiency using database systems to produce reports and other analysis.

3. Professionalism, maturity, and ability to maintain strict confidentiality. Ability to prioritize work, multi-task, and meet deadlines in a fast-paced environment. Strong organizational and problem-solving skills.

4. Ability to initiate and apply creative solutions.

5. Commitment to an inclusive workplace. Ability to work well independently and as part of a diverse team.

Preferred Skills and Abilities

Experience in a University setting or with development work. Familiarity with Yale. Experience working directly with senior executives, faculty, or administrators. Ability to design, implement, and document business, information, and report management processes and policies. Experience in supervising staff.

Cover letter required with application.

Principal Responsibilities

1. Plans, directs and oversees programmatic activities in support of the overall mission. Initiates, develops and oversees projects that advance the unit's goals. 2. Tracks program activities and regularly informs leadership of progress. Recommends structural or programmatic adjustments, changes or additions based on full knowledge of mission, goals, and objectives. Develops, as needed, metrics to identify and measure success. 3. Develops, implements, and maintains operational policies and procedures. Innovates and develops best practices in line with changing unit and departmental needs. Serves as a resource to the unit director and others, as needed, in the work of the team. 4. Hires and supervises staff, overseeing workflow and ensuring equal distribution and timely completion of work. Meets regularly with direct reports and provides feedback and conducts reviews. Evaluates team productivity and makes necessary adjustments. 5. Sets and maintains quality standards for all materials provided by and for the unit. Devises and implements plans for communications with stakeholders and others. 6. May participate in training of new staff to ensure a comprehensive understanding of the resources and procedures within the unit. 7. May hire and directly supervises unit's student employees, including training and coordination of project assignments. 8. Keeps abreast of University information, disseminating to team members as appropriate. 9. May perform other duties as assigned. Required Education and Experience

Job Category

Manager

Bargaining Unit

NON

Compensation Grade

Administration & Operations

Compensation Grade Profile

Time Type

Full time

Duration Type

Staff

Work Model

Hybrid

Location

157 Church Street, New Haven, Connecticut

Background Check Requirements

All candidates for employment will be subject to pre-employment background screening for this position, which may include motor vehicle, DOT certification, drug testing and credit checks based on the position description and job requirements. All offers are contingent upon the successful completion of the background check. For additional information on the background check requirements and process visit "Learn about background checks" under the Applicant Support Resources section of Careers on the It's Your Yale website.

Health Requirements

Certain positions have associated health requirements based on specific job responsibilities. These may include vaccinations, tests, or examinations, as required by law, regulation, or university policy.

Posting Disclaimer

Salary offers are determined by a candidate's qualifications, experience, skills, and education in relation to the position requirements, along with the role's grade profile and current internal and external market conditions.

The intent of this job description is to provide a representative summary of the essential functions that will be required of the position and should not be construed as a declaration of specific duties and responsibilities of the position. Employees will be assigned specific job-related duties through their hiring department.

The University is committed to basing judgments concerning the admission, education, and employment of individuals upon their qualifications and abilities and seeks to attract to its faculty, staff, and student body qualified persons from a broad range of backgrounds and perspectives. In accordance with this policy and as delineated by federal and Connecticut law, Yale does not discriminate in admissions, educational programs, or employment against any individual on account of that individual's sex, sexual orientation, gender identity or expression, race, color, national or ethnic origin, religion, age, disability, status as a special disabled veteran, veteran of the Vietnam era or other covered veteran.

Inquiries concerning Yale's Policy Against Discrimination and Harassment may be referred to the Office of Institutional Equity and Accessibility (OIEA).

Note

Yale University is a tobacco-free campus.