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Job · Washington, DC · Full time

Planned Giving Development Associate

United Negro College Fund · Education · $158.9M budget · 360 staff · Since 1944

Why United Negro College Fund

FY2024 · Form 990Its mission and biggest programs, as filed

Provides scholarships to minority students and financial support to historically Black colleges and universities to ensure equal access to higher education.

  • Direct program expenditures related to disbursements of scholarships and costs for evaluating eligibility for scholarships and expenses associated with providing technical assistance to member schools and other institutions.the work of uncf's growing portfolio of scholarship programs is unrivaled and includes…$99.4M spent in FY2024
  • Distributions to member institutions of uncf.$24M spent in FY2024
  • The gates millennium scholars program (gmsp) covers cost of education to support undergraduate programs for outstanding students of color with significant financial need, and the costs through doctoral degrees in seven target disciplines for students selected as gates millennium scholars.…$16.2M spent in FY2024

Before you apply

FY2024 · Form 990Independent: from IRS data, not the org
Peers pay
$123K–$193K
US orgs
Fine: from the org's Form 990.
Pt VII · Sec A
Pays its leaders
$308K–$1.3M
12 officers reported
Fine: from the org's Form 990.
Pt VII · Sec A
Budget
$183.5M
spent in FY2024
Fine: from the org's Form 990.
Pt I · Ln 18
Staff
360
employees
2,755 volunteers
Fine: from the org's Form 990.
Pt I · Ln 5–6
Spent on programs
79%
of spending
Looks good: 79% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Surplus or deficit
−15%
of revenue, FY2024
Concern: revenue was below expenses in the latest filing.
Pt I · Ln 19
Cash reserves
55 mo
of spending, in cash and securities
Looks good: 54.7 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file
IRS status
501(c)(3)
tax-exempt since 2004
Looks good: listed by the IRS.
IRS BMF
Looks goodFineWorth a lookConcernTap a box for the reason.

About the role

The org's own posting, as written

Job Title: Planned Giving Development Associate Department: Development Reports To: Director of Planned Giving FLSA Status: Exempt JOB DESCRIPTION The Planned Giving/Major Gifts Development Associate will support the fundraising objectives of Planned Giving and Major Gifts department, dedicating approximately 60% of time to Planned Giving fundraising initiatives and 40% to Major Gifts initiatives. This position will focus on the coordination of the planned giving pipeline via documentation, via financial reporting, communications, and other administrative duties that assist the Senior VP of Major Gifts and Director of Planned Giving with closing legacy and bequest gifts.

This position will manage a portfolio with an annual unrestricted fundraising goal of $75,000 in accordance with the Major Gifts moves management system. The Development Associate will assist Director of Major Gifts with the monitoring of the moves management system. The Planned Giving/Major Gifts Development Associate will play a key role in planned giving gift administration and fundraising operations for two of UNCF's important philanthropic areas.

By managing a donor portfolio, supporting planned giving initiatives, and assisting with major gift fundraising, this position will contribute directly to revenue generation, donor engagement, and the continued growth of Planned Giving and Major Gifts at UNCF. ABOUT UNCF The United Negro College Fund (UNCF) has been an engine of educational achievement for more than 80 years. UNCF’s mission is to build a robust and nationally recognized pipeline of HBCU students who, because of UNCF support, become highly qualified college graduates. In addition, UNCF ensures that its member institutions remain respected models of best practices in moving students to and through college.

Since its inception in 1944, UNCF has raised over $6 billion in private support, distributed scholarships to help students attend school, and enabled more than 500,000 scholars and low-income students to graduate from UNCF’s member historically black colleges and universities (HBCUs) and launch professional careers. UNCF is committed to closing the educational attainment gap by increasing postsecondary access and success for student groups, particularly low-income and first-generation students.

PRIMARY RESPONSIBILITIES

AND DUTIES: Support the Planned Giving program by providing oversight of detailed reporting and execution of UNCF planned giving documentation. Scheduling of donor meetings, coordination of but not limited to estate planning meetings, planned giving events, monitoring of planned giving outreach materials including planned giving newsletters, maintaining planned giving prospect database, seminars, webinars, fundraising campaigns, and other engagement activities. Track estate gifts from notification through final execution and assist with planned gift administration, including receipt and dissemination of required documentation. The position is also…

Read the full posting

About United Negro College Fund

From its Form 990

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