Gift Planning Officer

POSITION SPECIFICS

Penn State is currently seeking a talented and high-performing gift planning professional in the role of Gift Planning Officer. As a member of the Division of Development and Alumni Relations (DDAR), you can play an integral role in Penn State’s future and contribute to one of the most successful fundraising and alumni relations operations in the country.

Reporting to the Assistant Vice President of Gift Planning and with significant experience in gift planning and fundraising principles, this Gift Planning Officer will:

• Support, partner, and educate fundraising colleagues by providing technical expertise, gift planning options, proposal language, and participating in prospect meetings as appropriate.
• Articulate 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.

The successful candidate will have:

• 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 the 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.

DDAR is supportive of flexible work arrangements when aligned with the ability to meet the needs of the unit and the essential duties of the position. Questions related to flexible work arrangements should be directed to the hiring manager during the interview process.

Approval of remote and hybrid work is not guaranteed regardless of work location. For additional information on remote work at Penn State, see Notice to Out of State Applicants.

If filled as Gift Planning Specialist – Senior Professional, this position requires:
Bachelor’s Degree, 6+ years of relevant experience; or an equivalent combination of education and experience accepted. Required

Certifications:

None.
If filled as Gift Planning Specialist – Advanced Professional, this position requires:
Bachelor’s Degree, 3+ years of relevant experience; or an equivalent combination of education and experience accepted. Required

Certifications:

None.

Employment with the University will require successful completion of background check(s) in accordance with University policies. 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.

Penn State does not sponsor or take over sponsorship of a staff employment Visa. Applicants must be authorized to work in the U.S.

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

Salary Structure – Information on Penn State’s salary structure.

Penn State provides a competitive benefits package for full‑time employees designed to support both personal and professional well‑being. In addition to comprehensive medical, dental, and vision coverage, employees enjoy robust retirement plans and substantial paid time off which includes holidays, vacation and sick time. One of the…