Assistant Director of Gift Acceptance, Office of Gift Acceptance

The Pennsylvania State University; State College (Centre County); Hybride; USD 66 000 - 122 000; Plein temps

Résumé du poste

Penn State is seeking an Assistant Director of Gift Acceptance to support the Office of Gift Acceptance within the Division of Development and Alumni Relations. You will help draft and revise gift agreements, document donor intent, and ensure compliance with university policies and applicable laws.

The role emphasizes collaboration with DDAR staff and campus partners on complex gift documentation. The position requires a background in paralegal or similar roles, excellent communication, and the

Qualifications

• Paralegal, Legal Assistant or similar with experience in drafting or reviewing gift documentation or legal contracts and agreements.
• Exemplary interpersonal and communication skills.
• Ability to create and maintain an inclusive and respectful environment for all students and colleagues.
• Familiarity with planned gifts, life income gifts, and estate/trust administration.
• Knowledge of federal and state charitable giving and estate laws.
• Ability to communicate complex gift and financial details to a variety of audiences including internal and external constituents.
• Ability to meet tight deadlines and to handle multiple projects simultaneously.
• Ability to interact effectively and efficiently with donors, development officers, and members of the legal & advisory communities.
• Self-motivate and work both independently and as part of a team.
• Commitment to professional development, learning, and being mentored.

Responsabilités

• Serve as the primary drafter of new and revised Guideline Agreements and Statements of Donor Intent, establishing terms for donor-restricted funds.
• Collaborate with DDAR staff to document donor commitments and resolve issues with proposed terms.
• Work with the Director of Gift Acceptance on complex gift documentation and related legal requirements.
• Coordinate with Office of Student Aid, Endowment Accounting, Donor Relations, and other partners to ensure documentation meets university requirements.
• Serve as a resource on gift documentation, restrictions, funding requirements, and administration of donor-restricted funds.
• Collaborate to document and record future pledges and planned gifts.
• Coordinate execution of final gift documentation to maintain accurate records and fund creation.
• Develop procedures, templates, and training materials to promote consistency and efficiency.

Connaissances

Paralegal/Legal Assistant experience

Interpersonal communication

Inclusive environment

Planned gifts familiarity

Estate/trust administration

Charitable giving knowledge

Communication of complex gift details

Deadline management

Donor relations

Self-motivation

Formation

Bachelor's Degree + 3+ years experience

Equivalent education/experience

Description du poste

POSITION SPECIFICS

Penn State is currently seeking a Assistant Director of Gift Acceptance in supporting the Office of Gift Acceptance. 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.

• Serve as the primary drafter of new and revised Guideline Agreements and Statements of Donor Intent, which establish the terms governing donor-restricted funds and document intentions for future gifts;
• Collaborate with DDAR staff across all Units to obtain and evaluate information necessary to accurately document donor commitments, identify and resolve issues with proposed donor terms, and ensure compliance with University policies and applicable legal requirements;
• Work closely with the Director of Gift Acceptance on complex or non-routine gift documentation, including matters involving donor intent, University policies, and applicable legal requirements;
• Coordinate and communicate with the Office of Student Aid, Endowment Accounting, Donor Relations, and other University partners to ensure that documentation is complete and meets all applicable University requirements;
• Serve as a resource to DDAR staff regarding gift documentation, donor restrictions, funding requirements, and the administration of donor-restricted funds;
• Collaborate with the Gift Acceptance team to ensure the appropriate documentation and recording of future pledges and other planned gifts;
• Coordinate the execution process of all final gift documentation to maintain accurate records and request fund creation of new endowments and non-endowed funds;
• Develop and maintain procedures, templates, training materials, and other resources to promote consistency, accuracy, and efficiency in the preparation and administration of gift documentation;
• and Articulate Penn State's needs, ambitions, and values through excellent informal and formal communications.

The successful candidate will have:

• Paralegal, Legal Assistant or similar with experience in drafting or reviewing gift documentation or legal contracts and agreements;
• Exemplary interpersonal and communication skills;
• The ability to create and maintain an inclusive and respectful environment for all students and colleagues;
• Familiarity with planned gifts, life income gifts, and estate/trust administration;
• Knowledge of federal and state charitable giving and estate laws;
• The ability to communicate complex gift and financial details to a variety of audiences including internal and external constituents;
• The capacity to meet tight deadlines and to handle multiple projects simultaneously;
• A demonstrated ability to interact effectively and efficiently with donors, development officers, and members of the legal & advisory communities;
• 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.

MINIMUM EDUCATION, WORK EXPERIENCE & REQUIRED CERTIFICATIONS

• 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
• If filled as Gift Planning Specialist - Intermediate Professional, this position requires: Bachelor's Degree 1+ years of relevant experience; or an equivalent combination of education and experience accepted Required Certifications: None

Penn State's Division of Development and Alumni Relations

If you believe in the power of higher education—and philanthropy—to shape the public good, you'll excel right here in Penn State's Division of Development and Alumni Relations (DDAR). Our organization includes more than 500 professionals engaging a community of more than 800,000 alumni who believe in the power of giving back. Across our interdisciplinary teams of fundraisers, alumni relations professionals, communicators, event planners, financial experts, and more, there is a place for you to make a difference in the lives of students and faculty while taking your own career to new heights.

Learn more about us at raise.psu.edu and explore the success of our most recent campaign at greaterpennstate.psu.edu.

Building a Career and a Life at Penn State Across all campuses and an online World Campus, our 100,000 students and 17,000 faculty and staff know the real measure of success goes beyond the classroom-it’s the positive impact made on communities across the globe. Penn State consistently ranks among the top academic and research universities in the world: psu.edu/this-is-penn-state/facts-and-rankings This position is based at the University Park campus, located in State College, Pennsylvania. State College is ranked among the lowest-stress and safest small cities in the country, with excellent public schools, beautiful parks and other natural assets, and a broad range of cultural and athletic events and venues: statecollegepa.us and statecollege.com

Background Checks/Clearances

Employment with the University will require successful completion of background check(s) in accordance with University policies. Penn State does not sponsor or take over sponsorship of a staff employment Visa. Applicants must be authorized to work in the U.S.

Salary & Benefits

The salary range for this position, including all possible grades, is $65,508.00 - $122,016.00. 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 standout benefits is the generous 75% tuition discount, available to employees as well as eligible spouses and children. For more detailed information, please visit our Benefits Page.

CAMPUS SECURITY CRIME STATISTICS

Pursuant to the Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act and the Pennsylvania Act of 1988, Penn State publishes a combined Annual Security and Annual Fire Safety Report (ASR). The ASR includes crime statistics and institutional policies concerning campus security, such as those concerning alcohol and drug use, crime prevention, the reporting of crimes, sexual assault, and other matters. The ASR is available for review here.

EEO IS THE LAW

Penn State is an equal opportunity employer and is committed to providing employment opportunities to all qualified applicants without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. If you are unable to use our online application process due to an impairment or disability, please contact 814-865-1473. Penn State is committed to and accountable for advancing equity, respect, and belonging. We embrace individual uniqueness, as well as a culture of belonging that supports equity initiatives, leverages the educational and institutional benefits of inclusion in society, and provides opportunities for engagement intended to help all members of the community thrive. We value belonging as a core strength and an essential element of the university’s teaching, research, and service mission. Federal Contractors Labor Law Poster PA State Labor Law Poster Penn State Policies Copyright Information Hotlines There's a reason Penn State consistently ranks among the top one percent of the world's universities. Across 24 campuses, our 100,000 students and 40,000 faculty and staff know the real measure of success goes beyond the classroom – it's the positive impact made on communities across the world. Our ideals stem from our origins as Pennsylvania’s sole land-grant institution, which allow us to continue to bring positive impact to humanity through our teaching, research, and engagement mission. And across the world is a community of Penn Staters – more than half a million strong – driven by that same spirit to serve our local and global communities. At Penn State, passion is met with collaboration in an environment that is rooted in shared pride for the accomplishments of our fellow students, faculty, staff, and alumni. Penn Staters cheer each other on to build a culture committed to service and engagement. Our University values represent our core ethical aspirations for all our daily activities and actions as students, faculty, staff, and volunteers at Penn State. Our values are as follows; Integrity, Respect, Responsibility, Discovery, Excellence, and Community. We Are Penn State. One Community. Impacting Many.