UJA-Federation of New York

Good together.

®

Stewardship Officer

Job Location:
New York , New York
Division:
Philanthropic Leadership Group

Job Summary

The stewardship officer ensures the successful operation of a comprehensive stewardship program that involves donors of $25,000 or more. Under the direction of the vice president of the Philanthropic Leadership Group, the stewardship officer is responsible for developing highly customized stewardship communications for individual, corporate, and foundation donors and developing programs and events that foster positive long-term relationships by keeping donors engaged. Stewardship planning encompasses gift acknowledgement, recognition, and accountability and reporting. This position supervises the PLG program coordinator and supervisor.

 

Job Responsibilities

  • Work with major gift officers to develop and implement stewardship strategies that strengthen long-term relationships with major donors.
  • Organize a team effort to develop stewardship plans for donors at various recognition levels within the major gift program (including the King David Society, Prime Minister’s Council, and donors of $1 million or more).
  • Ensure that details of stewardship plans are compiled and communicated to all involved parties, and that the plan is documented, implemented, and included in the moves management system.
  • Collaborate with fundraising staff to develop acknowledgment and recognition procedures for major gifts that are consistent across audiences.
    Identify best practices at other organizations for stewardship planning and operation.
  • Work in partnership with staff throughout the organization to identify and develop recognition opportunities.
  • Create various stewardship communications, including stewardship reports, corporate relationship documents, letters of congratulation, and condolence letters on behalf of the president and other senior administrators.
  • Work with writing staff to ensure consistency among various stewardship materials.
  • Coordinate specialized site visits (including Executive for a Day) for major gift donors and prospects.
  • Plan, manage, and execute meetings and events that advance donor involvement, cultivation, and stewardship for major gifts.
  • Support a process that prompts executives and assists them in maintaining personal contact with major donors and volunteers.
  • Maintain key working relationships internally (PLG, affinity and regional fundraising teams, marketing and communications, agency staff, executive team members) and externally (major donors, lay leadership, and executive committee)

 

Qualifications and Skills

  • Bachelor's degree in related field, with advanced degree or CFRE preferred
  • At least five years of experience in fundraising or an equivalent client-focused environment, with knowledge of techniques relevant to major gift fundraising
  • Excellent skills in writing correspondence or copy, listening, and verbal communication
  • Superior project management skills, including the ability to manage and set priorities and deadlines for multiple projects with competing deadlines
  • Experience with donor databases and prospect tracking systems
  • Excellent customer-service skills, with understanding of donor needs and perceptions
  • Experience working in a staff capacity for volunteers and executives
  • Experience handling confidential information
  • Experience with cultivation and recognition events
  • Creative and curious, with a sense of humor and enthusiasm for working with a wide range of individuals