Development Assistant, Principal Gifts

Development Assistant, Principal Gifts

Provide administrative support to four Senior Philanthropy Officers in Principal Gifts. Also provide support to the Strategic Partnerships team, as needed.

This position provides comprehensive administrative support to the central Principal Gifts front line team. Represent the Office of Principal Gifts and Central Development with professionalism and provide high-level customer service to Penn’s most important internal (including President’s office, Deans, faculty, and senior administrators) and external (including Trustees, Penn alumni, parents, families, and friends at influential business, government, and leadership levels) constituencies. Ability to navigate the university as a whole and establish effective working relationships throughout to respond appropriately to a wide range of inquiries. Exercise considerable judgement, tact, discretion, and diplomacy in the performance of duties.

Anticipate the needs of the four frontline officers in their identification, cultivation, solicitation, and stewardship of both prospective and longtime donors.

Job Description

Job Responsibilities

• Administrative oversight over key donor review meetings and their corresponding reports (Prospect Strategy Meetings, PRN/Top Donor Communication Strategy Meetings, Principal Gift Prospect List.) Schedule annual, biannual, and monthly meetings; prepare materials, agendas, minutes, and reports; compile and summarize data; perform preliminary analysis of reports; provide support to Schools, Centers, and Central offices such that they comply with the parameters of these meetings and reports.
• Prepare gift agreements and process gift transmittals, process pledge payments, track monthly pledge reminders sent to Principal Gift donors, and prepare open-pledge reports. Liaise with Central Gifts and School and Center development offices to ensure accuracy of agreements and records in database, and that new gifts are recorded correctly.
• Create and manage reports database; ensure donor database is current and well-maintained; coordinate mailings; track donor pledge payments.
• Word process, compose, proofread, and edit correspondence. Conduct donor research and draft briefings.
• Assist in staffing special DAR events and programs. Contribute to all aspects of the Parent Leadership Committee in consultation with the Senior Director. Two meetings a year.
• Handle arrangements associated with travel and reimbursements for Senior Director and two Executive Directors.
• Serve as a BEN Financials end-user.
• Ensure the efficient and effective operation of the Office of Principal Gifts, always assuring complete professionalism. Exercise considerable judgment, tact, and diplomacy in performance of duties. Answer phones for Principal Gifts and SAVP.

Qualifications

• High School Grad/GE Degree and 3 to 5 years of experience or equivalent combination of education and experience is required.

• Bachelor’s degree preferred; knowledge of higher education or not-for-profit industry helpful.

• Proficiency in the use of Microsoft Office products, electronic mail and knowledge of Salesforce.

• Ability to conduct internet research preferred; willingness to learn and apply new technologies as needed.

• Excellent oral and written communication skills; strong interpersonal and organizational skills; thorough knowledge of office procedures, practices and methods; ability to organize and prioritize assignments and work effectively with diverse groups; detail-oriented, flexible, and productive under pressure; ability to staff events as needed; ability to occasionally work evening/weekend extended or flexible hours.

• Job Location - City, State

• Philadelphia, Pennsylvania

• Department / School

• Development and Alumni Relations

• Pay Range

• $19.32 - $23.07 Hourly Rate

• Salary offers are made based on the candidate’s qualifications, experience, skills, and education as they directly relate to the requirements of the position, and in alignment with salary ranges based on external market data for the job’s level. Internal organization and peer data at Penn are also considered.

• Equal Opportunity Statement

• The University of Pennsylvania is an equal opportunity employer. Candidates are considered for employment without regard to race, color, sex, sexual orientation, religion, creed, national origin (including shared ancestry or ethnic characteristics), citizenship status, age, disability, veteran status or any class protected under applicable federal, state or local law.

• Special Requirements

• Background checks may be required after a conditional job offer is made. Consideration of the background check will be tailored to the requirements of the job.

• University Benefits

• Health, Life, and Flexible Spending Accounts: Penn offers comprehensive medical, prescription, behavioral health, dental, vision, and life insurance benefits to protect you and your family’s health and welfare. You can also use flexible spending accounts to pay for eligible health care and dependent care expenses with pre-tax dollars.

• Tuition: Take advantage of Penn's exceptional tuition benefits. You, your spouse, and your dependent children can get tuition assistance here at Penn. Your dependent children are also eligible for tuition assistance at other institutions.

• Retirement: Penn offers generous retirement plans to help you save for your future. Penn’s Basic, Matching, and Supplemental retirement plans allow you to save for retirement on a pre-tax or Roth basis. Choose from a wide variety of investment options through TIAA and Vanguard.

• Time Away from Work: Penn provides you with a substantial amount of time away from work during the course of the year. This allows you to relax, take vacations, attend to personal affairs, recover from illness or injury, spend time with family—whatever your personal needs may be.

• Long-Term Care Insurance: In partnership with Genworth Financial, Penn offers faculty and staff (and your eligible family members) long-term care insurance to help you cover some of the costs of long-term care services received at home, in the community or in a nursing facility. If you apply when you’re newly hired, you won’t have to provide proof of good health or be subject to underwriting requirements. Eligible family members must always provide proof of good health and are subject to underwriting.

• Wellness and Work-life Resources: Penn is committed to supporting our faculty and staff as they balance the competing demands of work and personal life. That’s why we offer a wide variety of programs