Digital Gift Planning Officer, Office of Gift Planning (OGP)
About The Position
Penn State is seeking a Digital Gift Planning Officer to support the Division of Development and Alumni Relations (DDAR) in the Office of Gift Planning (OGP). The position reports to the Director of Gift Planning and works closely with other fundraising units and partners. The officer communicates Penn State’s needs, ambitions, and values and helps advance OGP marketing efforts through technology, partner coordination, and the development of communications and other materials. The role manages and analyzes marketing leads, supports prospect cultivation and engagement, coordinates stewardship activities for Atherton Society members, and solicits straightforward bequests. The officer researches prospects and develops strategies to move them through identification, cultivation, solicitation, and stewardship, matching University programs and strengths with donor interests and capabilities. The position is based at the University Park campus in State College, Pennsylvania. Flexible work arrangements may be considered when compatible with unit needs and essential duties; approval of remote or hybrid work is not guaranteed.
Requirements
- Bachelor’s degree and at least 1 year of relevant experience, or an equivalent combination of education and experience.
- Exemplary interpersonal and communication skills.
- Ability to create and maintain an inclusive and respectful environment for students and colleagues.
- Proficiency in Microsoft Suite and virtual meeting technology such as Zoom.
- Demonstrated ability to self-motivate and work independently and as part of a team.
- Commitment to professional development, learning, and being mentored.
- Must be authorized to work in the United States; Penn State does not sponsor or assume sponsorship of staff employment visas.
- Successful completion of required background check(s).
Nice To Haves
- Familiarity with planned giving vehicles, tax laws regarding charitable giving, and donor tracking software.
Responsibilities
- Communicate Penn State’s needs, ambitions, and values through informal and formal communications.
- Support the evolution of OGP marketing efforts to generate, evaluate, cultivate, and solicit leads using technology.
- Coordinate OGP marketing efforts with internal partners and external vendors.
- Assist in developing and producing communication tools, proposals, and reports.
- Manage lead tracking, analyze results, evaluate marketing success, and recommend enhancements to improve impact.
- Manage the assessment and coordination of cultivation activities with OGP colleagues.
- Evaluate and recommend additional methods for prospect engagement and stewardship.
- Coordinate with colleges, campuses, units, and central Development offices as needed.
- Coordinate OGP stewardship of Atherton Society members, including working with internal partners on stewardship events and making thank-you calls to current members.
- Solicit and close technically simple and straightforward bequests.
- Research prospects and develop strategies to move them through identification, cultivation, solicitation, and stewardship.
- Match University strengths and programs with donor interests and capabilities.
Benefits
- Medical, dental, and vision coverage.
- Retirement plans.
- Paid holidays, vacation, and sick time.
- 75% tuition discount for employees and eligible spouses and children.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
