Development Assistant, Principal Gifts

Upenn; Philadelphia, Northern (Philadelphia County, KY); Hybrid; USD 52,000 - 74,000; Full time

Job summary

The University of Pennsylvania is seeking a Development Assistant for Principal Gifts to provide high-level administrative support to four Senior Philanthropy Officers and the Strategic Partnerships team. You will manage meetings, prepare reports, and ensure accurate donor records in the central database, while coordinating communications with Penn’s leadership and donors.

Strong organizational skills, discretion, and proficiency with Microsoft Office and Salesforce are essential.

Qualifications

• High School Grad/GE Degree and 3 to 5 years of experience or equivalent combination is required.
• Bachelor’s degree preferred; knowledge of higher education or not-for-profit beneficial.
• Proficiency with Microsoft Office and Salesforce; strong internet research skills.

Responsibilities

• Administrative oversight over donor review meetings and related reports; schedule meetings, prepare materials, agendas, minutes and reports.
• Prepare gift agreements, process gift transmittals, track monthly pledge reminders, and prepare open-pledge reports.
• Liaise with Central Gifts and School/Center offices to ensure accuracy of records and gift entries.
• Create and manage reports databases; coordinate mailings; track donor pledge payments.
• Word process, compose, proofread, and edit correspondence; conduct donor research and prepare briefings.
• Staff events and programs (DAR) two meetings per year; support Senior Director and Executive Directors in travel arrangements.

Skills

Communication skills

Organizational skills

Administrative skills

Interpersonal skills

Attention to detail

Education

High School Diploma or GED

Bachelor’s degree preferred

Tools

Microsoft Office

Salesforce

Job description

## Development Assistant, Principal GiftsApply: FMC Tower-Development: Full time: Posted Today: JR00128487**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, Principal Gifts**Job Profile Title**Administrative Assistant B**Job Description Summary**Provide administrative support to four Senior Philanthropy Officers in Principal Gifts. Also provide support to the Strategic Partnerships team, as needed. This position provides comprehensive administrative support to the central Principal Gifts front line team. Represent the Office of Principal Gifts and Central Development with professionalism and provide high-level customer service to Penn’s most important internal (including President’s office, Deans, faculty, and senior administrators) and external (including Trustees, Penn alumni, parents, families, and friends at influential business, government, and leadership levels) constituencies. Ability to navigate the university as a whole and establish effective working relationships throughout to respond appropriately to a wide range of inquiries. Exercise considerable judgement, tact, discretion, and diplomacy in the performance of duties. Anticipate the needs of the four frontline officers in their identification, cultivation, solicitation, and stewardship of both prospective and longtime donors.**Job Description****Job Responsibilities*** Administrative oversight over key donor review meetings and their corresponding reports (Prospect Strategy Meetings, PRN/Top Donor Communication Strategy Meetings, Principal Gift Prospect List.) Schedule annual, biannual, and monthly meetings; prepare materials, agendas, minutes, and reports; compile and summarize data; perform preliminary analysis of reports; provide support to Schools, Centers, and Central offices such that they comply with the parameters of these meetings and reports.* Prepare gift agreements and process gift transmittals, process pledge payments, track monthly pledge reminders sent to Principal Gift donors, and prepare open-pledge reports. Liaise with Central Gifts and School and Center development offices to ensure accuracy of agreements and records in database, and that new gifts are recorded correctly.* Create and manage reports database; ensure donor database is current and well-maintained; coordinate mailings; track donor pledge payments.* Word process, compose, proofread, and edit correspondence. Conduct donor research and draft briefings.* Assist in staffing special DAR events and programs. Contribute to all aspects of the Parent Leadership Committee in consultation with the Senior Director. Two meetings a year.* Handle arrangements associated with travel and reimbursements for Senior Director and two Executive Directors.* Serve as a BEN Financials end-user.* Ensure the efficient and effective operation of the Office of Principal Gifts, always assuring complete professionalism. Exercise considerable judgment, tact, and diplomacy in performance of duties. Answer phones for Principal Gifts and SAVP. **\\*\\*Please provide a resume and cover letter in order to be considered for this role. Please upload all documents in the “Resume/CV” section of the application prior to submitting.\\*\\*** **Qualifications*** High School Grad/GE Degree and 3 to 5 years of experience or equivalent combination of education and experience is required.* Bachelor’s degree preferred; knowledge of higher education or not-for-profit industry helpful.* Proficiency in the use of Microsoft Office products, electronic mail and knowledge of Salesforce.* Ability to conduct internet research preferred; willingness to learn and apply new technologies as needed.* Excellent oral and written communication skills; strong interpersonal and organizational skills; thorough knowledge of office procedures, practices and methods; ability to organize and prioritize assignments and work effectively with diverse groups; detail-oriented, flexible, and productive under pressure; ability to staff events as needed; ability to occasionally work evening/weekend extended or flexible hours.**Job Location - City, State**Philadelphia, Pennsylvania