Development Assistant, Principal Gifts at The University of Pennsylvania in FMC Tower-Development

Job description

University Overview The University of Pennsylvania, the largest private employer in Philadelphia, is a world-renowned leader in education, research, and innovation. This historic, Ivy League school consistently ranks among the top 10 universities in the annual U.S. News & World Report survey. Penn has 12 highly-regarded schools that provide opportunities for undergraduate, graduate and continuing education, all influenced by Penn’s distinctive interdisciplinary approach to scholarship and learning. As an employer Penn has been ranked nationally on many occasions with the most recent award from Forbes who named Penn one of America’s Best Large Employers in 2023. Penn offers a unique working environment within the city of Philadelphia. The University is situated on a beautiful urban campus, with easy access to a range of educational, cultural, and recreational activities. With its historical significance and landmarks, lively cultural offerings, and wide variety of atmospheres, Philadelphia is the perfect place to call home for work and play. The University offers a competitive benefits package that includes excellent healthcare and 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, and much more. Posted Job Title Development Assistant, Principal Gifts Job Profile Title Administrative Assistant B Job Description Summary 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