Gift Planning Specialist 4 (Gift Planning Officer)

Campus/Location:
University Park Campus
Date Announced:
08/08/2017
Date Closing:
open until filled
Job Number:
73445
Level/Salary Band:
04 – M – Exempt
Work Unit:
Division of Development and Alumni Relations
Department:
Gift Planning
Full/Part Time:
Full–Time

Description

Penn State’s Office of Gift Planning (giftplanning.psu.edu) helps the University’s supporters to achieve their philanthropic and financial goals and secures $90 - $100 million each year in planned gifts for the University. A highly experienced and motivated gift planning specialist is needed to work in close collaboration with both gift planning and fundraising colleagues to: Creating, guiding, and implementing gift planning strategies for individual prospects and assigned units across the University; managing a personal portfolio of prospects not to exceed 75 relationships and soliciting planned gifts in collaboration with other University staff; establish and implement the strategic direction of gift planning programs with assigned liaison units and with individual prospects; manage the identification, qualification, cultivation, solicitation, and stewardship of gift planning prospects while ensuring the application of appropriate policies and best practices; personally maintain a portfolio of prospects and complete, in person and in partnership with development colleagues, a minimum of nine gift planning solicitations at the $100,000 level and higher; maintain and enhance stewardship for all gift planning donors and promote the Atherton Society and its events as recognition for these donors; inform all of these activities with a comprehensive, up-to-date understanding of complex outright gifts, life-income and estate gifts, family wealth planning, and multigenerational strategies to secure transformational gifts; leading educational seminars for fundraisers and collaborating in the creation of marketing materials for donors that highlight gift planning opportunities; promoting and enhancing stewardship of all Penn State gift planning donors. Typically requires a Bachelor's degree plus five years of work related experience. The position demands: Experience in designing and managing a collaborative, donor-centered gift planning program in the higher education or non-profit sectors; the ability to understand and communicate about complex gift planning issues, including estate and wealth management and tax regulations; a proven ability to self-motivate and work both independently and as a part of a team; a passion for higher education and an understanding of complex institutions; an appreciation for diverse audiences and communities.

These salary bands have been established to provide salary guidelines for staff positions.

Salary Band Minimum Midpoint Maximum
A $16,104 $23,748 $31,392
B $17,712 $26,124 $34,524
C $19,152 $28,728 $38,304
D $21,072 $31,620 $42,156
E $23,604 $35,400 $47,196
F $26,436 $39,660 $52,872
G $29,136 $44,412 $59,712
H $33,192 $50,616 $68,040
I $37,848 $57,696 $77,580
J $42,444 $65,772 $89,136
K $49,236 $76,308 $103,392
L $57,120 $88,524 $119,928
M $66,240 $102,672 $139,116
N $78,168 $121,152 $164,148
O $90,768 $142,968 $195,168
P $107,124 $168,696 $230,280
Q $126,396 $199,056 $271,728
R $151,668 $238,872 $326,088