Gift Planning Officer

Position Overview Penn State is seeking a Gift Planning Officer in the Division of Development and Alumni Relations. The role supports the Assistant Vice President of Gift Planning with planning, proposal development, and relationship building with high‑net‑worth prospects and continued stewardship of planned gifts. Responsibilities Support, partner, and educate fundraising colleagues by providing technical expertise, gift planning options, proposal language, and by participating in prospect meetings as appropriate. Articulate Penn State's needs, ambitions, and values through excellent informal and formal communications. Manage a portfolio of planned giving prospects, working with senior university leadership to secure philanthropic support. Travel extensively throughout the country to pursue strategies and build enduring relationships. Assist with strategy in areas including prospect capacity, review of assets, formulation of gift plans and proposals, and providing gift planning illustrations. Maintain and enhance stewardship for gift planning donors and promote the Atherton Society and its events as recognition for these donors. Qualifications A track record of success in securing planned gifts and meeting fundraising goals. Exemplary interpersonal and communication skills, with a particular sensitivity to sophisticated, high‑net‑worth audiences. The ability to create and maintain an inclusive and respectful environment for all students and colleagues. Subject‑matter expertise in the planned giving field, with a strong understanding and/or training in tax law and estate management practices. Impeccable writing and presentation skills, and the ability to utilize various technologies. A passion for higher education and an understanding of complex institutions. 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. Work Arrangements DDAR is supportive of flexible work arrangements when aligned with the ability to meet the needs of the unit and the essential duties of the position. Questions related to flexible work arrangements should be directed to the hiring manager during the interview process. Minimum Requirements Candidate type: Gift Planning Specialist – Senior Professional: Bachelor’s Degree with 6+ years of relevant experience, or equivalent education and experience. Candidate type: Gift Planning Specialist – Advanced Professional: Bachelor’s Degree with 3+ years of relevant experience, or equivalent education and experience. Required Certifications: None. Background Checks and Motor‑Vehicle Requirement Employment will require successful completion of background check(s) in accordance with University policies. The position requires that the employee operate a motor vehicle; a valid driver’s license and successful completion of a motor‑vehicle records check are required. Salary & Benefits Salary range: $76,700.00 – $145,700.00. Penn State provides a comprehensive benefits package, including medical, dental, and vision coverage; retirement plans; paid time off (holidays, vacation, and sick time); and a 75% tuition discount for employees, spouses, and children. EEO Statement Penn State is an equal‑opportunity employer and is committed to providing employment opportunities to all qualified applicants without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status. If you are unable to use our online application process due to an impairment or disability, please contact View phone number on click.appcast.io. #J-18808-Ljbffr The Pennsylvania State University