Assistant Development Officer, Principal Gifts

University of Pennsylvania; United (PA); Presencial; USD 56.000 - 63.000; Jornada completa

Descripción de la vacante

University of Pennsylvania in Philadelphia, PA seeks an Assistant Development Officer, Principal Gifts to plan and implement donor engagement strategies for prospects managed by Principal Gifts. You will partner with gift officers and staff to develop standards for day-to-day operations and ensure data integrity across the portfolio.

Reporting to the Senior Philanthropy Officer, you will lead data tracking, reporting, and donor outreach while coordinating with campus partners across Penn's

Formación

• Bachelor's degree and 1–2 years of relevant experience in a fast-paced office environment.
• Experience in higher education and/or institutional development or equivalent combination of education and experience is required.
• Excellent oral and written communication, interpersonal skills.
• Excellent organization/project management skills, ability to manage ambiguity and change, and a strong attention to details.
• Exceptional computer skills and data literacy; familiarity with donor management databases and report writing.
• Strong proficiency in preparation of numeric- and text-laden spreadsheets, PowerPoint, Excel.
• Experience with Salesforce preferred but not required.
• Capability to handle complex and highly confidential information.
• Ability to travel locally and nationally; willing to work evenings and weekends.
• Valid driver's license required.
• Ability to lift 25 lbs. or less.

Responsabilidades

• Working under the direction of the Senior Philanthropy Officer, plan and implement an overall strategy of processes to streamline day-to-day efficiencies for the Principal Gifts Program.
• Create and manage processes to track prospect strategies, solicitations, and activities in database to enable robust reporting of team progress.
• Serve as team liaison to peer roles at Engagement and Strategy, Penn's twelve schools and seven centers, Alumni Relations, Major Gifts, Reports, Data Analytics and Reporting.
• Manage data integrity of the Principal Gifts portfolio in database, including prospect research, pipeline entries, campaign coding, etc.; lead Compass (Salesforce) discussions and implementations.
• Maintain primary responsibility for tracking and management of gift data including retrieval of data and production and analysis of reports; produce gift-related donor outreach as needed.
• Lead bi-weekly meetings: scheduling and presentations with campus partners; ensure execution and follow-up.
• Provide organizational support with customized reports for team meetings, donor touch points, retreats, select board meetings.

Conocimientos

Oral and written communication

Interpersonal skills

Organization & project management

Data literacy

Donor management databases

Report writing

Numerical/spreadsheet literacy

Travel locally & nationally

Evenings & weekendsavailability

Driver's license

Educación

Bachelor's degree

Herramientas

Salesforce

Excel

PowerPoint

Descripción del empleo

Assistant Development Officer, Principal Gifts

University Overview

The University of Pennsylvania, the largest private employer inPhiladelphia, is a world-renowned leader in education, research,and innovation. This historic, Ivy League school consistently ranksamong the top 10 universities in the annual U.S. News & WorldReport survey. Penn has 12 highly-regarded schools that provideopportunities for undergraduate, graduate and continuing education,all influenced by Penn's distinctive interdisciplinary approach toscholarship and learning. As an employer Penn has been rankednationally 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 ofPhiladelphia. The University is situated on a beautiful urbancampus, 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 includesexcellent 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

Assistant Development Officer, Principal Gifts

Job Profile Title

Assistant Development Officer A

Job Description Summary

Working under the direction of the Senior Philanthropy Officer, Principal Gifts, the Assistant Development Officer (ADO) will plan and implement an overall strategy of processes, to help internally manage donor engagement of prospects managed by Principal Gifts. The ADO will partner with gift officers and administrative staff to develop and implement standards and best practices for day-to-day operations within Principal Gifts. The ADO will manage data integrity within Principal Gifts, as well as serve as liaison and team lead for communications, reporting, prospect management, prospect research and Gifts Management.

Job Description

Job Responsibilities

• Working under the direction of the Senior Philanthropy Officer, plan and implement an overall strategy of processes and programs, to streamline day-to-day efficiencies for the Principal Gifts Program.
• Create and manage processes to track prospect strategies, solicitations, and activities in database to that enable robust reporting of team progress.
• Serve as team liaison to peer roles at Engagement and Strategy, Penn's twelve schools and seven centers, Alumni Relations, Major Gifts, Reports, Data Analytics and Reporting.
• Manage data integrity of the Principal Gifts portfolio in database, including prospect research, pipeline entries, campaign coding, etc.; serve as team lead for Compass (Salesforce) discussions and implementations.
• Maintain primary responsibility for the tracking and management of gift data including the retrieval of data and production and analysis of reports. Produce gift-related donor outreach as needed, including pledge reminders and donor summaries.
• Serve as team lead in organizing bi-weekly meetings: prioritizes scheduling and socialise presentations with campus partners; oversee successful execution and follow-up.
• Provide organizational support, including customized reports for other team meetings, donor touch points and presentations, retreats, select board meetings managed by PRN team, as needed.
• In close coordination with Engagement & Strategy Team, assist with production of donor-facing events.
• Assist with preparing development visit and event briefings for Penn leadership, as needed.
• Navigate priority projects through to completion, working collaboratively with many colleagues in many areas of development.

Qualifications:

Bachelor's degree and 1 to 2 years of relevant experience in fast-paced office environment, preferably in higher education and/or institutional development or equivalent combination of education and experience is required. Enthusiasm, initiative, resilience, and a pioneering spirit. A willingness to dig in and contribute to a team-oriented environment. Ability to work independently, but collaboratively as part of a goal-oriented team. Excellent oral and written communication, interpersonal skills. Excellent organization/project management skills, ability to manage ambiguity and change, and a strong attention to details. Exceptional computer skills and data literacy required: familiarity with donor management databases, report writing aptitude, etc. Strong proficiency in preparation of numeric- and text-laden spreadsheets, Power Point, Excel, etc. Experience with Salesforce preferred but not required. Capability to handle complex and highly confidential information. Ability to travel both locally and nationally, must be willing to work evenings and weekends. Valid driver's license required. Ability to lift 25 lbs. or less.

Job Location - City, State

Philadelphia, Pennsylvania

Department / School

Development and Alumni Relations

Pay Range

$55,962.00 - $63,000.00 Annual Rate

Salary offers are made based on the candidate's qualifications, experience, skills, and education as they directly relate to the requirements of the position, and in alignment with salary ranges based on external market data for the job's level. Internal organization and peer data at Penn are also considered.

Equal Opportunity Statement

The University of Pennsylvania is an equal opportunity employer. Candidates are considered for employment without regard to race, color, sex, sexual orientation, religion, creed, national origin (including shared ancestry or ethnic characteristics), citizenship status, age, disability, veteran status or any class protected under applicable federal, state or local law.

Special Requirements

Background checks may be required after a conditional job offer is made. Consideration of the background check will be tailored to the requirements of the job.

University Benefits

• Health, Life, and Flexible Spending Accounts: Pennoffers comprehensive medical, prescription, behavioral health, dental, vision, and life insurance benefits to protect you and your family's health and welfare. You can also use flexible spending accounts to pay for eligible health care and dependent care expenses with pre-tax dollars.
• Tuition: Take advantage of Penn's exceptional tuitionbenefits. You, your spouse, and your dependent children can get tuition assistance here at Penn. Your dependent children are also eligible for tuition assistance at other institutions.
• Retirement: Penn offers generous retirement plans to help you save for your future. Penn's Basic, Matching, and Supplemental retirement plans allow you to save for retirement on a pre-tax or Roth basis. Choose from a wide variety of investment options through TIAA and Vanguard.
• Time Away from Work: Penn provides you with a substantial amount of time away from work during the course of the year. This allows you to relax, take vacations, attend to personal affairs, recover from illness or injury, spend time with family - whatever your personal needs may be.
• Long-Term Care Insurance: In partnership with Genworth Financial, Penn offers faculty and staff (and your eligible family members) long-term care insurance to help you cover some of the costs of long-term care services received at home, in the community or in a nursing facility. If you apply when you're newly hired, you won't have to provide proof of good health or be subject to underwriting requirements. Eligible family members must always provide proof of good health and are subject to underwriting.
• Wellness and Work-life Resources: Penn is committed to supporting our faculty and staff as they balance the competing demands of work and personal life. That's why we offer a wide variety of programs and resources to help you care for your health, your family, and your work-life balance.
• Professional and Personal Development: Penn provides an array of resources to help you advance yourself personally and professionally.
• University Resources: As a member of the Penn community, you have access to a wide range of University resources as well as cultural and recreational activities. Take advantage of the University's libraries and athletic facilities, or visit our arboretum and art galleries. There's always something going on at Penn, whether it's a new exhibit at the Penn Museum, the latest music or theater presentation at the Annenberg Center, or the Penn Relays at Franklin Field to name just a few examples. As a member of the Penn community, you're right in the middle of the excitement-and you and your family can enjoy many of these activities for free.
• Discounts and Special Services: From arts and entertainment to transportation and mortgages, you'll find great deals for University faculty and staff. Not only do Penn arts and cultural centers and museums offer free and discounted admission and memberships to faculty and staff. You can also enjoy substantial savings on other goods and services such as new cars from Ford and General Motors, cellular phone service plans, movie tickets, and admission to theme parks.
• Flexible Work Hours: Flexible work options offer creative approaches for completing work while promoting balance between work and personal commitments. These approaches involve use of non-traditional work hours, locations, and/or job structures.
• Penn Home Ownership Services: Penn offers a forgivable loan for eligible employees interested in buying a home or currently residing in West Philadelphia, which can be used for closing costs or home improvements.
• Adoption Assistance: Penn will reimburse eligible employees on qualified expenses in connection with the legal adoption of an eligible child, such as travel or court fees, for up to two adoptions in your household.

Equal Employment Opportunity Statement

The University of Pennsylvania is an equal opportunity employer. Candidates are considered for employment without regard to race, color, sex, sexual orientation, religion, creed, national origin (including shared ancestry or ethnic characteristics), citizenship status, age, disability, veteran status or any class protected under applicable federal, state, or local law.