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 Supervisor

Base Description:

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

Level Summary:

– Demonstrates comprehensive knowledge to perform own work; spends majority of time on tasks related to own job responsibilities. May demonstrate subject matter expertise. Demonstrates intermediate to advanced planning, organizing, directing, and facilitating skills. Demonstrates the ability to coach assigned employees. Assigns and reviews completed work to verify accuracy, quality, and adherence to professional standards. Trains, coaches, mentors, and motivates staff. Anticipates potential problems, issues, and opportunities; researches and recommends solutions within defined policies. May develop creative recommendations for solving problems.

Supervisory Responsibilities:

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

Fiscal Responsibilities:

– May validate and pay invoices
– Monitors and tracks budgets for specific area and/or grant(s)
– May assist in planning and forecasting budgets

Problem Solving:

– Encounters moderately complex problems
– Applies general precedents and practices and specialized knowledge and skills to resolve problems
– Understands benefits, limitations and impact of potential solutions
– Anticipates potential problems and recommends possible solutions within general guidelines

Independence of Action:

– Works independently on moderately complex work assignments, reviews progress, and evaluates results
– Organizes work of direct reports and sets team priorities
– Reviews the work of others to verify accuracy, quality, and adherence to professional standards

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, accurately and persuasively both verbally and in written materials intended for distribution

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