Gift Planning Officer

Pennsylvania State University
Pennsylvania, United States
Salary Not specified
May 17, 2021
Jun 15, 2021
Employment Type
Full Time

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 (DDAR) in the Office of Gift Planning (OGP). 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 Director of Gift Planning and working closely with other fundraising units, as well as other partners, this Gift Planning Officer will:
  • Assist in the evolution of the OGP's efforts to generate, evaluate, cultivate, and solicit leads through marketing initiatives by leveraging technology
  • Articulate Penn State's needs, ambitions, and values, including diversity, equity, and inclusion, through excellent informal and formal communications
  • Manage assessment and coordination of cultivation with OGP colleagues
  • Solicit and close technically simply and straightforward bequests
  • Coordinate OGP stewardship of Atherton Society members
  • Evaluate and recommend additional methods for prospect engagement and stewardship
  • Assist in the development and production of communication tools, proposals and reports
  • Manage leads tracking and analyze results to evaluate success of marketing initiatives and recommend enhancements to marketing to improve impact
  • Coordinate efforts, as needed, with Colleges, Campuses, and Units as well as central Development offices
  • Research prospects and develop strategies to move prospects to become donors through identification, cultivation, solicitation and stewardship
  • Match University strengths and programs with donor interests and capabilities

This position typically requires a Bachelor's degree or higher (legal education a plus) and two years of work-related experience, or an equivalent combination of education and experience. The successful candidate will also have:
  • Familiarity with planned giving vehicles, tax laws regarding charitable giving, and donor tracking software is preferred
  • A dedication to and understanding of the skills required to build relationships with diverse communities
  • Demonstrated commitment to diversity, equity, and inclusion
  • Excellent communication (written and verbal), interpersonal, and organizational skills, as well as a proven ability to bring innovation, analysis, and problem-solving to further the success of a highly collaborative team
  • Proficient in Microsoft Suite and virtual meeting technology (e.g. Zoom)
  • 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:;

Building a Career and a Life at Penn State
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:

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:

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: and

Apply online at

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, 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.