Development Operations Specialist – Planned Giving

Catholic Charities Community Services

Development Operations and Planned Giving Specialist supporting fundraising efforts at Catholic Charities. Focused on donor stewardship and operational management of planned giving programs.

Posted 6/5/2026full-timeNew York City • New York • 🇺🇸 United StatesMid-LevelSenior💰 $70,000 - $80,000 per yearWebsite

About the role

Key responsibilities & impact

Foster a culture of philanthropy within the organization.
Manage the administration and oversight of planned giving estates, charitable gift annuities (CGAs), and related donor arrangements.
Exercise independent judgment in maintaining, auditing, and evaluating planned giving records and donor documentation.
Administer and oversee the Planned Giving module within Raiser's Edge.
Serve as the primary relationship manager for planned giving vendor platforms.
Independently manage planned giving communications and donor inquiries.
Develop, analyze, and maintain planned giving dashboards, KPI metrics, and operational reports.
Monitor and evaluate legal, tax, and regulatory developments related to planned giving practices.
Lead the coordination and analysis of planned giving surveys and donor engagement initiatives.
Collaborate cross-functionally with Development Operations and Finance staff.

Requirements

What you’ll need

Bachelor’s Degree
5-7 years of related work experience in fundraising and planned giving and/or training in the same.
Familiar with Raiser’s Edge database technologies, including a minimum of five (5) years’ progressive experience with creating queries, and running reports.
Proficient in Microsoft Office products (Word, Excel, PowerPoint, Publisher).
Experience with Raiser's Edge, RENXT, Luminate, Salesforce, MailChimp, Constant Contact or other CRM platforms, a plus.
Experience working with PG Calc, a plus.
Genuine interest in the mission of Catholic Charities of New York and ability to participate in agency/community events.

Benefits

Comp & perks

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Hard Skills & Tools

planned givingcharitable gift annuitiesdata analysisKPI metricsreportingauditingdonor documentationquery creationregulatory compliancefundraising

Soft Skills

independent judgmentrelationship managementcommunicationcollaborationleadershiporganizational skillsanalytical thinkingproblem-solvingengagement initiativescultural awareness

Certifications

Bachelor’s Degree