The HIAS Foundation seeks a Planned Giving Manager (PGM) to
provide support for the foundation. Reporting to the Executive
Director of the HIAS Foundation, the PGM uses the HIAS Foundation’s
systems to drive forward both fundraising and engagement
activities. The ideal candidate will have a strong foundation of
planned giving knowledge and best practices, with a track record of
fostering successful relationships with external and internal
constituents. Experience in probate administration preferred.
Conducts initial review and analysis of legal documentation
received to administer current planned gift expectancies through
wills, trusts and other deferred giving instruments in which HIAS
and the HIAS Foundation is a named beneficiary.
Maintains proactive and appropriate communication with
fiduciaries and attorneys concerning estate settlement status to
help secure the maximum, most cost-effective distributions.
Using donor management database, creates a system to proactively
manage all open estates and record correspondence to maintain
Makes personal contact with donors and prospects by phone, mail
and email; arranges for and supports personal contacts by the
Executive Director or others as necessary.
Tracks individual donor activities; maintains and updates
donors' gift records in the database; maintains donors' electronic
and paper files.
Manages charitable gift annuity programs and partnership with
Liaises with and provides information to external vendors and
Assists with Planned Giving marketing efforts, including website
content, webinars and emails.
Manages Planned Giving inbox to ensure donor inquiries received
are answered promptly and efficiently.
Provides support to the HIAS Foundation Legacy Society,
including data analytics and donor research, event management, and
communication with donors and prospects.
Writes condolences, obtains death certificates and provides
information to estate representatives.
Liaises with HIAS’ Development, Legal and Finance teams.
Performs other duties as assigned.
QUALIFICATIONS & REQUIREMENTS:
Undergraduate degree required.
3-5 years of experience in planned gift fundraising
Experience navigating estate court filings and procedures, and
in reviewing and understanding inventories, court accountings and
Excellent interpersonal skills, with proven ability to work
closely and professionally with a wide range of constituents,
including staff, board members, external partners and
Ability to communicate basic planned giving techniques in
concept and application.
An entrepreneurial spirit and strong appetite to work in a
developing philanthropic environment with lots of potential.
Demonstrated ability to work in a fast-paced environment, meet
concurrent deadlines, organize time and priorities, and to do so in
collaboration with diverse stakeholders.
Strong initiative, self-motivation and ability to work
independently, as well as part of a team.
Knowledge and confidence in the areas of estate and trust law is
Exceptional verbal and written communication skills.
Proven ability to manage multiple projects, to set and adjust
priorities, and to work under pressure while maintaining
Proficient in Microsoft Office.
Knowledge of estate planning and gift tax laws preferred;
ability to examine financial and legal documents.
Experience with prospect identification, cultivation,
solicitation and donor relations required.
Strong project planning, critical thinking and problem-solving;
self-motivated and self-directed.
Ability to set priorities and meet multiple deadlines with
Superior organizational skills and attention to detail; ability
to handle multiple tasks, and strong ethics.
Must be a notary or willing to become a notary in the State of
Travel, to include travel to insecure operating environments,
may be required.
We are committed to a fair and respectful hiring process, and we
do our absolute best to respond to every applicant. We prioritize
communication and transparency with all candidates, even those who
are not moving forward. Here’s a snapshot of our hiring
Step 1: Submit your application!
Step 2: Phone screen with a HIAS recruiter.
Step 3: Video interview with the hiring manager.
Step 4: Video interview with a panel of HIAS Foundation
Step 5: Online reference check with SkillSurvey.
Step 6: Offer and background check with Shield Screening or
Step 7: Start your professional journey with the HIAS
Note: Some of our hiring processes may vary, and not all
candidates will advance to each step.
The HIAS Foundation is proud to support HIAS, the world’s oldest
refugee agency. Though the organization was formally incorporated
as the Hebrew Immigrant Aid Society in 1903, that founding moment
represented a continuation of several predecessor organizations
that had worked through the 1880s and 1890s to assist Jews fleeing
pogroms in Russia and Eastern Europe. While those arriving in the
United States at that time were refugees, the world did not yet
have a legal concept for people who needed safe refuge outside
Originally set up by Jews to help fellow Jews for reasons of
religious imperative and communal solidarity, HIAS in the 2020s is
a multi-continent, multi-pronged humanitarian aid and advocacy
organization with thousands of employees dedicated to helping
forcibly displaced persons around the world in keeping with the
organization’s Jewish ethical roots.
In 2023, HIAS established the HIAS Foundation to manage and
steward a permanent endowment, intended to provide support to HIAS
By building an endowment through planned gifts, the HIAS
Foundation furthers HIAS’ mission. Every year, income from the HIAS
Foundation’s endowments will be made available to HIAS to help
refugees and asylum seekers around the world realize their rights
and rebuild their lives in safety and freedom.
While donations to HIAS are put to immediate use, gifts made to
the HIAS Foundation are invested for the future.
The HIAS Foundation is committed to a diverse and inclusive
workplace. As an equal opportunity employer, all qualified
applicants will be considered for employment without regard to
race, color, national origin, ethnic background, ancestry,
citizenship status, religious creed, age, sex, gender, sexual
orientation, physical disability, mental disability, medical
condition, genetic information, marital status, registered domestic
partner or civil union status, familial status, pregnancy,
childbirth, military status, protected veteran status, political
orientation or other legally protected status.
The HIAS Foundation is committed to the protection of children,
vulnerable adults and any other person from any harm caused
directly or indirectly due to their coming into contact with the
HIAS Foundation. We will not tolerate sexual exploitation, abuse or
any form of child abuse or neglect by our staff or associated
personnel. Any candidate offered a job with the HIAS Foundation
will be expected to sign and adhere to the HIAS Foundation’s Code
of Conduct and Safeguarding policies. All offers of employment will
be subject to satisfactory references and appropriate screening
checks, which can include criminal records. The HIAS Foundation
also participates in the Inter-Agency Misconduct Disclosure Scheme. In line
with this Scheme, we will request information from job applicants’
previous employers about any findings of sexual exploitation,
sexual abuse and/or sexual harassment during employment, or
incidents under investigation when the applicant left employment.
Likewise, the HIAS Foundation will share this information when
other organizations inquire about current and former HIAS
Foundation staff as part of their recruitment process. By
submitting an application, the job applicant confirms their
understanding of these recruitment procedures.