Penn State Job Catalog

Additional levels that exist for this job profile can be seen below.

The defined natural career progression within or between job profiles.

Gift Planning

The Gift Planning Specialist identifies, cultivates, solicits, and stewards prospects who desire to use a deferred gift option in order to make a large major gift rather than providing current money alone to fund their interests or where the complexity of the gift involves specialized tax knowledge; may work closely with the prospect from first contact and continue as the primary manager throughout the relationship; consults with and involves unit fundraisers once the prospects’ interests are identified; keeps abreast of changing tax laws and methods to secure the largest gifts as well as new potential giving vehicles; remains focused on prospect needs and changes in their lives that could favorably or unfavorably affect giving.

• Responsible for estate administration, bequests, retirement plan gifts, life income gifts, and securities
• Coordinate the identification, assessment, cultivation, solicitation, and stewardship of Gift Planning donors
• Work with unit staff to discuss and develop strategies for prospects who direct their philanthropic interests to that area
• Match University goals with prospect’s interest and capabilities
• Interpret research and use this research to develop relationships with prospects
• Coordinate efforts with Office of Gift Planning staff, central Development offices, and external audiences
• Respond to donor inquiries generated through Gift Planning marketing efforts and for those who contact the Office of Gift Planning
• Administer gift annuity and work as primary liaison with the Office of Investment Management
• Serve as chief contact with Gift Planning Administrator
• May mange or lead committees relevant to Gift Planning
• Express gift planning techniques to customers using written and verbal mediums
• May supervise staff members, including hiring, development, and performance management

Level:

– Advanced Professional

Base Description:

– Completes activities, tasks, and/or projects of a functional nature.

Level Summary:

– Demonstrates proficient and comprehensive knowledge of defined skill areas/applications. Applies knowledge of principles, practices, and procedures of a particular field to decision-making and problem–solving. Works under minimum supervision on varied and sometimes difficult work assignments, conferring with supervisor or subject matter experts on unusual matters. May lead others or a team in completion of complex assignments. Interprets and communicates information clearly, accurately, and persuasively. Researches and tries new approaches when solving difficult or novel problems.

Supervisory Responsibilities:

– Indirect supervisor or mentor for other full–time employees
– May serve as direct supervisor for part–time, student, and/or temporary workers, volunteers, or a full–time employee

Fiscal Responsibilities:

– May validate and pay invoices
– May monitor/track budgets and funding

Problem Solving:

– Encounters generally routine problems with progressively more complex and/or varied problems
– Typically follows recommended course of action and procedures to resolve problems
– May apply specialized knowledge and skills to resolve complex and/or varied problems, with supervisor oversight
– Researches and tries new approaches when solving problems

Independence of Action:

– Works with minimal supervision on more difficult work assignments, conferring with supervisor on unusual matters
– Follows precedents and procedures
– May set priorities and organize work within general guidelines established by supervisor

Communication and Collaboration:

– Communicates internally and externally within working unit and the University
– May communicate with external audiences for business purposes
– Promotes open communication in a manner that builds relationships among team members
– Applies appropriate strategies for managing conflict; negotiate reasonable compromises; propose and evaluate possible solutions
– Interprets and communicates information, ideas and instructions clearly, accurately and persuasively both verbally and in written materials intended for distribution

• Comp Grade – 12
• Minimum – $76,700.00
• MidPoint – $95,900.00
• Maximum – $115,100.00