Digital Gift Planning Officer, Office of Gift Planning (OGP)

The Pennsylvania State University; State College (Centre County); Hybrid; USD 66,000 - 95,000; Full time

Job summary

The Pennsylvania State University is seeking a Digital Gift Planning Officer to support the Office of Gift Planning (OGP) within the Division of Development and Alumni Relations. The position is based at University Park and offered as a hybrid, full-time role.

Responsibilities include marketing coordination, lead management, donor cultivation, and collaboration with Colleges, Campuses, and central Development offices. A Bachelor's degree and 1+ years of experience are required.

Qualifications

• Bachelor's degree required.
• 1+ years of relevant experience or equivalent.
• Familiarity with planned giving preferred.
• Proficiency in Microsoft Office and donor-tracking tools.

Responsibilities

• Articulate Penn State’s needs, ambitions and values through communications.
• Support evolution of OGP marketing efforts using technology.
• Coordinate with partners and vendors on OGP marketing.
• Develop and produce communication tools, proposals and reports.
• Manage leads tracking and analyze results to improve marketing impact.
• Coordinate cultivation with OGP colleagues and stakeholders.
• Research prospects and develop strategies to convert to donors.

Skills

Interpersonal skills

Communication

Team collaboration

Self-motivated

Technology proficiency

Education

Bachelor's Degree

Tools

Microsoft Office

Zoom

Donor tracking software

Job description

Digital Gift Planning Officer, Office of Gift Planning (OGP)

Hybrid

Penn State University Park

Full time

POSITION SPECIFICS

Penn State is currently seeking a Digital Gift Planning Officer to support the Division of Development and Alumni Relations (DDAR) in the Office of Gift Planning (OGP). 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 Director of Gift Planning and working closely with other fundraising units, as well as other partners, this Gift Planning Officer will:

• Articulate Penn State’s needs, ambitions, and values through excellent informal and formal communications
• Assist in the evolution of the OGP’s efforts to generate, evaluate, cultivate, and solicit leads through marketing initiatives by leveraging technology
• Coordinate with internal partners and external vendors on the OGP’s marketing effort
• Assist in the development and production of communication tools, proposals and reports
• Manage leads tracking and analyzing results to evaluate success of marketing initiatives and recommend enhancements to marketing to improve impact
• Manage assessment and coordination of cultivation with OGP colleagues
• Evaluate and recommend additional methods for prospect engagement and stewardship
• Coordinate efforts, as needed, with Colleges, Campuses, and Units as well as central Development offices
• Coordinate OGP stewardship of Atherton Society members including working with internal partners on stewardship events and placing thank you calls to current Atherton Society members
• Solicit and close technically simple and straightforward bequests
• Research prospects and develop strategies to move prospects to become donors through identification, cultivation, solicitation and stewardship
• Match University strengths and programs with donor interests and capabilities

The successful candidate will also have:

• Exemplary interpersonal and communication skills
• The ability to create and maintain an inclusive and respectful environment for all students and colleagues
• Familiarity with planned giving vehicles, tax laws regarding charitable giving, and donor tracking software is preferred
• Proficient in Microsoft Suite and virtual meeting technology (e.g., Zoom)
• 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

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 - $94,980.00.

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.