Gifts Management Specialist, Wharton External Affairs

Gifts Management Specialist, Wharton External Affairs University Overview

The University of Pennsylvania, the largest private employer in Philadelphia, is a world-renowned leader in education, research,and innovation. This historic, Ivy League school consistently ranks among the top 10 universities in the annual U.S. News & World Report survey. Penn has 12 highly-regarded schools that provide opportunities for undergraduate, graduate and continuing education,all influenced by Penn's distinctive interdisciplinary approach to scholarship and learning. As an employer Penn has been ranked nationally on many occasions with the most recent award from Forbeswho named Penn one of America's Best Large Employers in 2023.

Penn offers a unique working environment within the city of Philadelphia. The University is situated on a beautiful urban campus, with easy access to a range of educational, cultural, and recreational activities. With its historical significance and landmarks, lively cultural offerings, and wide variety of atmospheres, Philadelphia is the perfect place to call home forwork and play.

The University offers a competitive benefits package that includes excellent healthcare and tuition benefits for employees and their families, generous retirement benefits, a wide variety of professional development opportunities, supportive work and family benefits, a wealth of health and wellness programs and resources,and much more.

Gifts Management Specialist, Wharton External Affairs

Gifts/Records Administrator Senior

Founded in 1881 as the world's first collegiate business school,the Wharton School of the University of Pennsylvania is shaping thefuture of business by incubating ideas, driving insights, and creating leaders who change the world. With campuses in both Philadelphia and San Francisco, Wharton has over 850 staff, afaculty population of more than 235 renowned professors, and 5,000undergraduate, MBA, executive MBA, and doctoral students.

Each year
13,000 professionals from around the world advance their careers through Wharton Executive Education's individual,company-customized, and online programs. More than 104,000 Wharton alumni form a powerful global network of leaders who transform business every day. Wharton is home to a dynamic community ofstaff, bringing a wide range of skills, experiences, and perspectives. To learn more, visit (Use the "Apply for this Job" box below)..

• Process gifts and pledges accurately and timely in support of Wharton's high-volume fundraising operation, ensuring compliance with University policies and procedures.
• Maintain the accuracy and integrity of gift and donor data in Salesforce, independently researching discrepancies, identifying appropriate resolutions, and proactively making necessary corrections.
• Draft and coordinate gift agreements and provide support for complex gifts, partnering with frontline fundraisers and internal stakeholders to facilitate accurate and efficient gift administration.
• Provide responsive, high-quality service and guidance to Principal Gifts, Major Gifts, and other fundraising partners regarding gift processing, documentation, and related administrative matters.
• Interpret and apply University gift administration policies and procedures, exercising sound judgment to address questions and resolve complex or non-routine issues.
• Support ongoing efforts to strengthen gift administration processes, data quality, and operational effectiveness.
• Other duties as assigned.

• High School Diploma or GED and 3 to 5 years of related experience, or equivalent combination of education and experience,required.
• Demonstrated ability to manage detailed, high-volume work witha high degree of accuracy, organization, and follow-through.
• Strong analytical and problem-solving skills, including the ability to independently research discrepancies, identify solutions, and resolve data or processing issues.
• Excellent judgment and demonstrated ability to interpret and consistently apply policies, procedures, and business rules.
• Strong written and verbal communication skills, with aservice-oriented approach to working with colleagues and internal partners.
• Ability to manage multiple priorities and deadlines effectively in a fast-paced, complex environment.
• Strong attention to detail and commitment to maintaining accurate and reliable data.
• Ability to work both independently and collaboratively and to exercise appropriate discretion when handling sensitive donor andgift…