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:

– Senior Professional

Base Description:

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

Level Summary:

– Demonstrates advanced knowledge of principles, practices, and procedures of a particular field. Works independently on moderately complex work assignments under limited oversight, reviews progress, and evaluates results. Monitors work and projects ensuring timeliness, quality, and efficiency. Identifies and mobilizes resources to achieve outcomes. Trains others and reviews progress with management. Presents ideas, concepts, and instructions in a clear and persuasive manner. Develops new techniques, concepts, and approaches and applies them to moderately complex and strategic and/or operational issues.

Supervisory Responsibilities:

– Indirect supervisor 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
– Monitors and tracks budgets and funding

Problem Solving:

– Encounters moderately complex problems
– Applies specialized knowledge and skills to resolve problems
– Understands benefits, limitations, and impact of potential solutions

Independence of Action:

– Works independently on moderately complex work assignments, reviews progress, and evaluates results
– May set priorities and organize work within general guidelines established by supervisor
– May review the work of others to verify accuracy and conformance to required procedures and special instructions

Communication and Collaboration:

– Communicates internally within working unit and the University
– Communicates with external audiences for scheduling/coordination
– May communicate with external audiences for business purposes
– Coaches others in using appropriate strategies for resolving conflict; negotiating reasonable compromises; and proposing and evaluating possible solutions
– Give candid and constructive feedback to others to influence and persuade managers and employees to accept and implement findings and recommendations

• Comp Grade – 14
• Minimum – $97,100.00
• MidPoint – $121,400.00
• Maximum – $145,700.00