Advancement Services Representative, Donor and Member Services

Penn State University•University Park, IL

About The Position

Penn State is currently seeking two (2) Advancement Services Representative in supporting Donor and Member Services (DMS) office within the Division of Development and Alumni Relations. As a member of the Division of Development and Alumni Relations, you can play an integral role in Penn State’s future and contribute to one of the most successful fundraising and alumni relations operations in the country. Reporting to the Recording Supervisor and working closely with Division of Development and Alumni Relations offices as well as other partners, this Advancement Services Representative will: Be responsible for ensuring that University records accurately reflect the history of all pledges, charitable gifts, and memberships as well as the maintenance of all associated and relevant biographical information for each donor and member. Articulate Penn State’s needs, ambitions, and values through excellent informal and formal communications; Ensure the integrity of the donor and alumni database through accurate analysis, updates, and maintenance of: Biographical information, Membership information, Financial information related to memberships and gifts, Professional information (Note that while the activities may be similar, processes for performing these tasks vary greatly based on payment vehicle and type of contribution (Charitable or membership purchase) Ensure backup information is created and stored for every associated transaction. This includes leveraging multiple pieces of software to: Prepare and scan checks and charitable contribution forms, troubleshoot for problems related to the software and/or form preparation, Index all associated documentation Review and verify the successful completion of daily automated processes that create or update data in the donor and alumni database, Ensure data integrity and successful data updates. This is includes preparing, reviewing and solutioning for: Automated biographical updates, Auto creation of new entity records, Mass updates to constituent records, Failed records or discrepancies Act as a primary point of contact via email, phone, and letter correspondence to donors, Alumni Association members, and internal teams for: Processing of charitable contributions, Alumni Association memberships, Specialized subjects related to donor contributions and records, Creation, verification, and distribution of official tax receipts, Membership benefits and pricing structures, Technology questions regarding membership portal access or email account issues, Policies and procedures related to memberships or charitable contributions, Issue resolution, Peer training Provide support and analysis to address: Election eligibility for the Board of Trustees and Confirmation of constituents’ passing Interpret, communicate, and resolve issues related to tax law, specifically the University's tax-exempt status under Section 115 of the IRC and the tax-exempt status of the Philanthropic Fund as a 501(c)(3) organization and the impact to individual pledge commitments and payments from Donor-Advised Funds and private foundation.

Requirements

Attention to detail, problem solving skills
Exemplary interpersonal and communication skills
The ability to create and maintain an inclusive and respectful environment for all students and colleagues
The ability to follow standard procedures are required confidence and proficiency with a variety of software platforms, strong time management
A proven ability to self-motivate and work both independently and as part of a team
A commitment to professional development, learning, and being mentored.

Responsibilities

Be responsible for ensuring that University records accurately reflect the history of all pledges, charitable gifts, and memberships as well as the maintenance of all associated and relevant biographical information for each donor and member.
Articulate Penn State’s needs, ambitions, and values through excellent informal and formal communications
Ensure the integrity of the donor and alumni database through accurate analysis, updates, and maintenance of: Biographical information, Membership information, Financial information related to memberships and gifts, Professional information
Ensure backup information is created and stored for every associated transaction.
Review and verify the successful completion of daily automated processes that create or update data in the donor and alumni database, Ensure data integrity and successful data updates.
Act as a primary point of contact via email, phone, and letter correspondence to donors, Alumni Association members, and internal teams
Provide support and analysis to address: Election eligibility for the Board of Trustees and Confirmation of constituents’ passing
Interpret, communicate, and resolve issues related to tax law, specifically the University's tax-exempt status under Section 115 of the IRC and the tax-exempt status of the Philanthropic Fund as a 501(c)(3) organization and the impact to individual pledge commitments and payments from Donor-Advised Funds and private foundation.

Benefits

Penn State provides a competitive benefits package for full-time employees designed to support both personal and professional well-being.
In addition to comprehensive medical, dental, and vision coverage, employees enjoy robust retirement plans and substantial paid time off which includes holidays, vacation and sick time.
One of the standout benefits is the generous 75% tuition discount, available to employees as well as eligible spouses and children.

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