Gifts Management Specialist, Wharton External Affairs

The Wharton School•Philadelphia, PA

9d•$22 - $28•Onsite

About The Position

The Wharton Gifts Administration team is responsible for supporting a complex, high-volume gift administration function within an exceptionally high-dollar fundraising operation. This role ensures accurate and timely processing of gifts and pledges, maintains data integrity within Salesforce, and supports the effectiveness of Principal Gifts (PG) and Major Gifts (MG) programs. The position requires strong judgment, deep attention to detail, and the ability to interpret and apply University policy while providing responsive, high-quality service to frontline fundraisers and internal partners.

Requirements

High School Diploma or GED and 3 to 5 years of related experience, or equivalent combination of education and experience, required.
Demonstrated ability to manage detailed, high-volume work with a high degree of accuracy, organization, and follow-through.
Strong analytical and problem-solving skills, including the ability to independently research discrepancies, identify solutions, and resolve data or processing issues.
Excellent judgment and demonstrated ability to interpret and consistently apply policies, procedures, and business rules.
Strong written and verbal communication skills, with a service-oriented approach to working with colleagues and internal partners.
Ability to manage multiple priorities and deadlines effectively in a fast-paced, complex environment.
Strong attention to detail and commitment to maintaining accurate and reliable data.
Ability to work both independently and collaboratively and to exercise appropriate discretion when handling sensitive donor and gift information.

Nice To Haves

Experience with Salesforce or a comparable CRM/database system preferred.

Responsibilities

Process gifts and pledges accurately and timely in support of Wharton’s high-volume fundraising operation, ensuring compliance with University policies and procedures.
Maintain the accuracy and integrity of gift and donor data in Salesforce, independently researching discrepancies, identifying appropriate resolutions, and proactively making necessary corrections.
Draft and coordinate gift agreements and provide support for complex gifts, partnering with frontline fundraisers and internal stakeholders to facilitate accurate and efficient gift administration.
Provide responsive, high-quality service and guidance to Principal Gifts, Major Gifts, and other fundraising partners regarding gift processing, documentation, and related administrative matters.
Interpret and apply University gift administration policies and procedures, exercising sound judgment to address questions and resolve complex or non-routine issues.
Support ongoing efforts to strengthen gift administration processes, data quality, and operational effectiveness.
Other duties as assigned.

Benefits

Excellent healthcare benefits
Tuition benefits for employees and their families
Generous retirement benefits
A wide variety of professional development opportunities
Supportive work and family benefits
A wealth of health and wellness programs and resources
Health, Life, and Flexible Spending Accounts
Comprehensive medical, prescription, behavioral health, dental, vision, and life insurance benefits
Flexible spending accounts for eligible health care and dependent care expenses with pre-tax dollars
Tuition assistance for employees, spouses, and dependent children
Tuition assistance for dependent children at other institutions
Generous retirement plans
Basic, Matching, and Supplemental retirement plans (pre-tax or Roth)
Wide variety of investment options through TIAA and Vanguard
Substantial amount of time away from work
Long-Term Care Insurance
Wellness and Work-life Resources
Professional and Personal Development resources
Access to a wide range of University resources, cultural and recreational activities
Discounts and Special Services (arts, entertainment, transportation, mortgages, etc.)
Flexible Work Hours
Penn Home Ownership Services (forgivable loan for eligible employees)
Adoption Assistance