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:

– Intermediate Professional

Base Description:

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

Level Summary:

– Demonstrates ability to perform intermediate tasks in defined skill areas. Demonstrates intermediate knowledge of internal procedures. Works under general supervision, performing assignments that may be varied and sometimes difficult. Supports team decisions and follows through with team responsibilities. Interprets and communicates information clearly and accurately. Demonstrates intermediate problem–solving skills.

Supervisory Responsibilities:

– May serve as direct supervisor for part–time, student, and/or temporary workers or volunteers

Fiscal Responsibilities:

– May validate and pay invoices

Problem Solving:

– Encounters generally routine problems; occasionally faces more complex and/or varied problems
– Typically follows recommended course of action and procedures to resolve problems
– Applies knowledge of larger unit goals, priorities, and related procedures in determining course of action

Independence of Action:

– Work is generally monitored by supervisor
– Detailed instructions and procedures are generally provided
– Uses available guidelines to make appropriate adaptations to routine situations and refers other situations to supervisor

Communication and Collaboration:

– Communicates internally within working unit and/or the University
– May communicate with external audiences
– Collaborates closely with team members
– Interprets and communicates information, ideas and instructions clearly and accurately both verbally and in written materials intended for distribution

• Comp Grade – 10
• Minimum – $61,800.00
• MidPoint – $75,700.00
• Maximum – $89,600.00