Gift Planning Officer

Pennsylvania State University
Pennsylvania, United States
Salary Not specified
Closing date
Dec 10, 2021

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Position Type
Fundraising, Annual Fund
Academic Centers
Salary Band
Not Specified
Employment Type
Full Time
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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 Eberly College of Science, one of the nation's leading educators of world-class scientists 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 Eberly College of Science, as well as other partners, this Gift Planning Officer will:
  • Implement the strategic direction of the gift planning program within the Eberly College of Science 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 Eberly College of Science
  • 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 Eberly College of Science 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 Eberly College of Science 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 typically requires a Bachelor's degree plus three years of work related experience. A Juris Doctor degree is preferred. 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.

    The Eberly College of Science

    Philanthropy will have a special impact in the Eberly College of Science. Private gifts from the Eberly family and thousands of other donors have helped the college to become a national leader in education, research, and service, with all seven of our academic departments offering majors and programs that are ranked among the best of their kind. Our faculty, which includes four National Medal of Science recipients and thirteen members of the National Academy of Sciences, lead research teams with more than $100 million in total expenditures each year, helping to put Penn State among the National Science Foundation's top fifteen institutions. These scientific leaders also bring innovative teaching to our classrooms and talented students to our campuses, with enrollment growing by more 25 percent across Penn State's science programs in the last decade.

    To support this success, over $90 million was raised by the Eberly College of Science in the University's most recent major fundraising effort, For the Future: The Campaign for Penn State Students. In Penn State's current campaign, the Eberly College of Science will secure support for an even more ambitious vision: enriching lives and addressing global challenges by producing scientifically trained leaders and innovators, advancing the frontiers of science, and enhancing public understanding of science:

    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

    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:

    To Apply, visit:

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