Advancement Services Representative, Donor and Member Services

Advancement Services Representative

Penn State is currently seeking an Advancement Services Representative in supporting Donor and Member Services (DMS) office within the Division of Development and Alumni Relations. As a member of the Division of Development and Alumni Relations, 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 Recording Supervisor and working closely with Division of Development and Alumni Relations offices as well as other partners, this Advancement Services Representative will:

• Ensure the integrity of the donor and alumni database through accurate analysis, updates, and maintenance of:

  • Biographical information

  • Membership information

  • Financial information related to memberships and gifts

  • Professional information

  • Note that while the activities may be similar, processes for performing these tasks vary greatly based on payment vehicle and type of contribution (Charitable or membership purchase)

• Ensure backup information is created and stored for every associated transaction. This includes leveraging multiple pieces of software to:

  • Prepare and scan checks and charitable contribution forms

  • Troubleshoot for problems related to the software and/or form preparation.

  • Index all associated documentation

• Review and verify the successful completion of daily automated processes that create or update data in the donor and alumni database, Ensure data integrity and successful data updates. This is includes preparing, reviewing and solutioning for:

  • Automated biographical updates

  • Auto creation of new entity records

  • Mass updates to constituent records

  • Failed records or discrepancies

• Act as a primary point of contact via email, phone, and letter correspondence to donors, Alumni Association members, and internal teams for:

  • Processing of charitable contributions

  • Alumni Association memberships

  • Specialized subjects related to donor contributions and records

  • Creation, verification, and distribution of official tax receipts

  • Membership benefits and pricing structures

  • Technology questions regarding membership portal access or email account issues

  • Policies and procedures related to memberships or charitable contributions

  • Issue resolution

  • Peer training

• Provide support and analysis to address:

  • Election eligibility for the Board of Trustees

  • Confirmation of constituents' passing

• Interpret, communicate, and resolve issues related to tax law, specifically

  • the University's tax-exempt status under Section 115 of the IRC and the tax-exempt status of the Philanthropic Fund as a 501(c)(3) organization

  • the impact to individual pledge commitments and payments from Donor-Advised Funds and private foundation.

The successful candidate will have:

• Attention to detail, problem solving skills,

• Exemplary interpersonal and communication skills;

• The ability to create and maintain an inclusive and respectful environment for all students and colleagues;

• the ability to follow standard procedures are required

• confidence and proficiency with a variety of software platforms,

• strong time management

• 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.

MINIMUM EDUCATION, WORK EXPERIENCE & REQUIRED CERTIFICATIONS

Associate Degree;
No prior relevant work experience required; previous relevant work experience accepted in lieu of education. Required

Certifications:

None

Penn…