Gift Planning Specialist 4 (Gift Planning Officer)

Penn State University

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 $16,584 $24,456 $32,328
B $18,240 $26,904 $35,556
C $19,728 $29,592 $39,456
D $21,708 $32,568 $43,416
E $24,312 $36,468 $48,612
F $27,228 $40,848 $54,456
G $30,012 $45,744 $61,500
H $34,188 $52,140 $70,080
I $38,988 $59,424 $79,908
J $43,716 $67,740 $91,812
K $50,712 $78,600 $106,488
L $58,836 $91,176 $123,528
M $68,232 $105,756 $143,292
N $80,508 $124,788 $169,068
O $93,492 $147,252 $201,024
P $110,340 $173,760 $237,192
Q $126,396 $199,056 $271,728
R $151,668 $238,872 $326,088