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:

– Supervisor

Base Description:

– Supervises direct reports, but primarily completes activities, tasks, and/or projects of a functional nature.

Level Summary:

– Demonstrates appropriate knowledge to perform own work; spends majority of time on tasks related to own job responsibilities. Demonstrates baseline planning, organizing, directing, and facilitating skills. Reviews completed work of others to verify accuracy and quality. Follows recommended approaches to assigned work. Supervises assigned staff and coordinates routine work activities. Monitors employee interactions and facilitates a productive working environment. Communicates instructions and policies in a consistent, effective and timely manner. Identifies and addresses concerns appropriately. Makes recommendations for possible solutions.

Supervisory Responsibilities:

– Typically oversees at least 2 full–time direct reports or equivalent team of part–time and/or student workers (for Support track, performs work at Senior Support level or higher; for Professional track, performs work at the Advanced Professional level or higher)

Fiscal Responsibilities:

– May validate and pay invoices
– May monitor/track budgets for specific area and/or grant(s)

Problem Solving:

– Encounters generally routine problems with progressively more complex and/or varied problems
– Typically follows standard operating procedures to resolve problems
– May apply specialized knowledge and skills to resolve complex and/or varied problems
– Applies proven and tries new approaches when solving problems

Independence of Action:

– Works with minimal supervision on difficult work assignments, conferring with manager on unusual matters
– Follows precedents and procedures
– Organizes work of direct reports and may set priorities within general guidelines established by manager
– Reviews the work of others to verify accuracy, quality, 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
– Collaborates closely with team members; may interact with other staff outside of area
– Utilizes a communication style that is appropriate for a given situation
– Interprets and communicates information, ideas and instructions clearly and accurately both verbally and in written materials

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