Gift Planning Officer

About the role

Penn State is currently seeking a talented and high-performing gift planning professional in the role of Gift Planning Officer.

Responsibilities

• Support, partner, and educate fundraising colleagues by providing technical expertise, gift planning options, proposal language, and participating in prospect meetings as appropriate;
• Arcuate Penn State’s needs, ambitions, and values through excellent informal and formal communications;
• Manage a portfolio of planned giving prospects, working with senior university leadership to secure philanthropic support;
• Travel extensively throughout the country to pursue these strategies and build enduring relationships;
• Assist with strategy in areas including prospect capacity, review of assets, formulation of gift plans and proposals, providing gift planning illustrations;
• Maintain and enhance stewardship for gift planning donors and promote the Atherton Society and its events as recognition for these donors.

Requirements

• A track record of success in securing planned gifts and meeting fundraising goals;
• Exemplary interpersonal and communication skills, with a particular sensitivity to sophisticated, high-net worth audiences;
• The ability to create and maintain an inclusive and respectful environment for all students and colleagues;
• Subject matter expertise in the planned giving field, with strong understanding and/or training in tax law and estate management practices;
• Impeccable writing, presentation skills, and ability to utilize various technologies;
• A passion for higher education and an understanding of complex institutions;
• A proven ability to self-motivate and work both independently and as part of a team;
• A commitment to professional development, learning, and being mentored.

Qualifications

• Bachelor's Degree 6+ years of relevant experience; or an equivalent combination of education and experience accepted
• Bachelor's Degree 3+ years of relevant experience; or an equivalent combination of education and experience accepted

Skills

• Technical expertise in gift planning and fundraising principles;
• Strong understanding and/or training in tax law and estate management practices;
• Excellent interpersonal and communication skills;
• Ability to create and maintain an inclusive and respectful environment;
• Impeccable writing, presentation skills, and ability to utilize various technologies;
• Passion for higher education and understanding of complex institutions;
• Proven ability to self-motivate and work both independently and as part of a team;
• Commitment to professional development, learning, and being mentored.

Benefits

• Comprehensive medical, dental, and vision coverage;
• Robust retirement plans;
• Substantial paid time off which includes holidays, vacation and sick time;
• A generous 75% tuition discount, available to employees as well as eligible spouses and children.

Pay

The salary range for this position, including all possible grades, is $81,312.00 - $154,452.00.

Schedule

This position requires that you operate a motor vehicle as a part of your job duties. A valid driver’s license and successful completion of a motor vehicle records check will be required in addition to standard background checks.

Application Instructions

Please do not apply here, apply internally through Workday if you are a current Penn State employee or student. External applicants should click “Apply” and complete the application process.

Background Checks/Clearances

Successful completion of background check(s) in accordance with University policies.

Equal Opportunity Employer

Penn State is an equal opportunity employer and is committed to providing employment opportunities to all qualified applicants without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.

Additional Information

For additional information on remote work at Penn State, see Notice to Out of State Applicants.

Contact Information

If you have questions related to flexible work arrangements, please direct them to the hiring manager during the interview process.