Gift Planning Officer

Gift Planning Officer

Our Current Opportunity in the Office of Gift Planning
As Penn State continues a record-setting campaign, A Greater Penn State for 21st Century Excellence, a Gift Planning Officer is needed to support the Division of Development and Alumni Relations in the College of Engineering, one of the nation's leading educators of world-class engineers and leading producers of world-class research. The University is committed to ensuring that diversity, equity, and inclusion are central to the success of a world-class research institution. We are dedicated to fostering institutional change required to realize a more socially just University and we value inclusion as a core strength and an essential element of our public service mission. Reporting to the Assistant Vice President of Gift Planning and working closely with the Senior Director of Development for the College of Engineering, as well as other partners, this Gift Planning Officer will:

• Implement the strategic direction of the gift planning program within the College of Engineering and with individual prospects
  
• Articulate Penn State's needs, ambitions, and values, including diversity, equity, and inclusion, through excellent informal and formal communications
  
• Manage the identification, qualification, cultivation, solicitation, and stewardship of gift planning prospects within the College of Engineering
  
• Maintain a portfolio of prospects and complete a minimum of eight gift planning and/or major gift solicitations at the $100,000 level and higher annually
  
• Travel extensively throughout the country to pursue these strategies and build enduring relationships, completing a minimum of ten visits per month
  
• Work jointly with the College of Engineering development staff with prospects who have principal and major gift capacity
  
• Assist with strategy in areas including prospect capacity, review of assets, formulation of gift plans and proposals, providing gift planning illustrations
  
• Design and lead regular in-house education gift planning seminars for fundraising staff and donors
  
• Make joint visits with the College of Engineering development staff or solo visits, where appropriate, and interface with gift planning prospects' accountants, attorneys, financial planners
  
• Maintain and enhance stewardship for gift planning donors and promote the Atherton Society and its events as recognition for these donors
  
  This position will be filled as a Level 3, depending upon the successful candidate's competencies, education, and experience. Typically requires a Bachelor's degree plus three years of work related experience. A Juris Doctor degree is preferred. Additional experience and/or education and competencies are required for higher level jobs. Familiarity with planned giving marketing programs, as well as planned gift calculation and donor tracking software, is preferred. The successful candidate will also have:
  
  
• Experience in gift planning and an understanding of complex outright gifts, life-income and estate gifts, family wealth planning, and multigenerational strategies
  
• A dedication to and understanding of the skills required to build relationships with diverse communities
  
• Demonstrated commitment to diversity, equity, and inclusion
  
• Exemplary interpersonal and communication skills
  
• 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
  
  Operation of a motor vehicle as part of the position's duties and a valid driver's license are required. Successful completion of a motor vehicle records check, in addition to standard background checks, is also required.
  
  A Greater Penn State for 21st Century Excellence
  Penn State is a leading institution in furthering the public good while fulfilling our land-grant mission for a new era. This record-setting strategic fundraising initiative reflects our commitment to three core imperatives: https://www.greaterpennstate.psu.edu
  
  Building a Career and a Life at Penn State
  With one of the most respected development and alumni relations operations in the country, Penn State is one of only a dozen public institutions nationwide to complete a $2 billion fundraising campaign, and our alumni association is the largest dues-paying organization of its kind: https://www.raise.psu.edu
  
  Penn State is ranked among the top 100 universities in the world by the Time Higher Education University Rankings, the Center for World University Rankings, and the Academic Ranking of World Universities: psu.edu/this-is-penn-state
  
  Penn State is also committed to ensuring that diversity, equity, and inclusion are central to the success of a world-class research institution. We are concerned uniquely with the institutional change required for visioning and realizing a more socially just University: https://www.equity.psu.edu/diversity-resources
  
  This position is based at the University Park campus, located in State College, Pennsylvania. State College is ranked among the lowest-stress and safest small cities in the country, with excellent public schools, beautiful parks and other natural assets, and a broad range of cultural and athletic events and venues: https://www.statecollegepa.us and https://www.statecollege.com
  
  As Penn State employees, development professionals receive excellent medical, dental, and vision coverage; retirement contributions and plans; substantial tuition discounts for themselves, their spouses and domestic partners, and their unmarried children; and access to life and long-term care insurance: https://www.psu.jobs
  
  Apply online at https://psu.wd1.myworkdayjobs.com/en-US/PSU_Staff/job/University-Park-Campus/Gift-Planning-Officer_REQ_0000010398?source=HigherEdJobs
  
  CAMPUS SECURITY CRIME STATISTICS: For more about safety at Penn State, and to review the Annual Security Report which contains information about crime statistics and other safety and security matters, please go to http://www.police.psu.edu/clery/, which will also provide you with detail on how to request a hard copy of the Annual Security Report.
  
  Penn State is an equal opportunity, affirmative action 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.
  
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