Development Assistant School and Center Annual Giving Support

Position: Development Assistant for School and Center Annual Giving Support
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 Forbes who 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 for work 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.

Posted Job Title

Development Assistant for School and Center Annual Giving Support

Job Profile Title

Administrative Assistant B

Job Description Summary

The Development Assistant reports to the Senior Executive Director, School and Center Annual Giving (SACAG) and provides essential operational, administrative, and program support to advance annual giving activity across Penn's schools and centers. This role is a key partner in the Student Engagement Center, managing critical daily and monthly data workflows (including file retrieval, quality control, CRM updates, and pledge/gift tracking) to ensure accurate calling segments and

strong data integrity.

The position also supports SACAG's Annual Giving Partnership model by coordinating monthly unit meetings and annual planning sessions for 20+ units, executing the AGN weekly webinar series, and supporting a high volume of unit solicitations, pledge reminders, and digital outreach (email and texting). In addition, the role serves as a primary point of contact for donor inquiries and provides administrative and financial support for SACAG operations, including budgeting, purchasing, reporting, and office management.

In collaboration with the team, this position will need to exercise judgment, initiative, discretion and analysis in carrying out administrative and clerical duties. This position will handle complex and confidential materials. Must have the ability to meet deadlines in a fast-paced goal-oriented environment.

This position will also serve as part of the centralized administrative team for Annual Giving and will receive guidance from the Director of Penn Fund Strategy, Donor Participation and Stewardship under a dotted line for these responsibilities.

Job Description

Job Responsibilities

Student Engagement Center

* In collaboration with team, manage the data delivery and employ necessary quality controls between UPenn and Engagement Center data services units. This is an essential business function necessary for creating accurate calling segments for our students to call from.

* This position will retrieve the daily files from the Engagement Center SFTP site before 10:00AM Monday - Friday and comments distributed accordingly to the appropriate unit for action/follow-up.

* Perform basic research on prospect giving/prospect manager/CRM System actions when forwarding to the unit for follow-up

* Attend weekly conference call meetings with staff to coordinate and plan for student engagement center activity. Send weekly data files to Engagement Center Monday/Wednesday/Friday

* Retrieve the monthly files from the SFTP site to review, audit and prepare for CRM upload at the end of each month ensuring system data integrity.

* Deceased record research using Alumni Finder or other internet…