Program Manager, Planned Giving

Program Manager, Planned Giving

University Job Title: Development Associate, Manager

Bargaining Unit: None - Not included in the union (Yale Union Group)

Time Type: Full time

Duration Type: Regular

Compensation Grade: Administration & Operations

Wage Ranges: Click https://your.yale.edu/work-yale/careers/wage-ranges to see our Wage Ranges

Work Location: Central Campus

Worksite Address: 157 Church Street
New Haven, CT 06510

Work Week: Standard (M-F equal number of hours per day)

Searchable Job Family: Communications/Editing/Teaching, Development

Total # of Hours to be Works: 37.5

Position Focus:

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 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, 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.

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.

Cover letter required with application.

Essential Duties:

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:

Bachelor's Degree and two years of related experience and two years’ supervisory experience or equivalent combination of experience and education.

Required Skill/Ability 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.

Required Skill/Ability 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.

Required Skill/Ability 3:

Professionalism, maturity, and ability to maintain strict confidentiality.

Required Skill/Ability 4:

Ability to prioritize work, multi-task, and meet deadlines in a fast-paced environment. Strong organizational and problem-solving skills. Ability to initiate and apply creative solutions.

Required Skill/Ability 5:

Commitment to an inclusive workplace. Ability to engage with diverse audiences (age, gender, nationality, race/ethnicity, profession, sexual orientation, etc.) Ability to work well independently and as part of a diverse team.

Preferred Education, Experience and Skills:

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.

Drug Screen: No

Health Screening: No

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.

COVID-19 Vaccine Requirement:

The University maintains policies pertaining to COVID-19. All faculty, staff, students, and trainees are required to comply with these policies, which may be found here:
https://covid19.yale.edu/health-guidelines

Posting Disclaimer:

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 particular position. Employees will be assigned specific job-related duties through their hiring departments.

To apply, visit https://apptrkr.com/4984223

Yale is a tobacco-free campus.