Associate Director, Stewardship and Engagement Strategy
University of Pennsylvania

Job Info

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University OverviewThe 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 TitleAssociate Director, Stewardship and Engagement StrategyJob Profile TitleAssociate Director C, Development, ServicesJob Description SummaryReporting to the Executive Director, the Associate Director of Stewardship and Engagement Strategy is responsible for planning, coordinating, and executing stewardship plans for select principal donors to Penn. The role will collaborate regularly with Principal Gifts fundraisers on stewardship strategies and manage and execute assigned individual stewardship plans. It will also provide operation and strategy support for The Academy programming and communications. It will assist with overall stewardship program management and assure efficiency and organization of stewardship activity across the department. Furthermore, the Assistant Director will assist in coordinating, researching, and writing briefing documents for University leadership, including the President, to ensure productive outcomes on prospect meetings and stewardship events.Job Description

Job Responsibilities

• Collaborate with Principal Gifts fundraisers to create and execute individual stewardship plans. Produce stewardship reports and unique touch points as needed for individual donors in the PRN and CG prospect pool. This may include dynamic visual reports, strategic communication and recognition plans, special events and engagement experiences, video stewardship, social media, and/or other platforms. Collaborate with the Assistant Director and other Central DAR communications team members to develop content and deliverables
• Provide operation and strategy support for The Academy. Assist with Academy salon dinners as needed, including generating and reviewing guest lists, invitation tracking, and follow-up with guests/PMs. Contribute to the planning and execution of Academy exclusive events.
• Manage new member process for The Academy recognition society. Provide annual review of all newly qualified donors who reach the $1,000,000 lifetime giving threshold, working with Prospect Managers to ensure pertinence and accuracy. Collaborate with the President's Office to send invitations to new members from the President. Assist with other elements of The Academy program as needed.
• Develop expertise in using Compass (DAR database) to research donor gifts, track stewardship efforts, generate donor lists, and various other stewardship functions.
• Coordinate and/or prepare briefing documents for University President and select leadership to ensure productive outcomes on prospect meetings and stewardship events. Demonstrate expertise in the preparing these high-level briefing materials, researching and analyzing information from a variety of sources and employing exceptional judgment to prioritize and synthesize information into written format. This work also entails creating and analyzing reports from Compass in order to understand complex gift analysis for both briefing materials and reporting.
• Report to the Executive Director, Principal Gifts Stewardship. Work closely with him/her on the donor stewardship needs for the Principal Gift prospect pool. Establish and maintain strong working relationships within DAR, including the Senior Associate Vice President for Capital Giving, School/Center stewardship colleagues, Reports, and Records & Gifts Accounting.
• Provide staff support for special events, as needed. May include events managed by Principal Gifts and DAR events that need volunteer staff.
• Must maintain confidentiality of all privileged information, as well as demonstrate good judgment and the ability to work autonomously.
• Develop and maintain a strong working knowledge of development and alumni relations at Penn by taking advantage of internal training opportunities, building relationships with colleagues, reviewing institutional websites and publications, and keeping abreast of breaking news.

**Please provide a resume and cover letter in order to be considered for this role. Please upload all documents in the "Resume/CV" section of the application prior to submitting.**

Qualifications:

Bachelor's degree with 3-5 years of experience in fundraising, donor relations, communications, or related field or equivalent combination of education and experience is required; experience in higher education preferred. Excellent written and oral communication skills; must be able to work effectively with diverse members of the University community with tact and courtesy; must have strong organizational and analytical skills and the ability to work collaboratively with team members; demonstrated ability to meet deadlines and demonstrated interpersonal skills; excellent computer skills, familiarity and knowledge of relational databases and use of the Internet. Some evening/weekend work and valid driver's license required.

Job Location - City, StatePhiladelphia, PennsylvaniaDepartment / SchoolDevelopment and Alumni RelationsPay Range$51,824.00 - $78,000.00 Annual 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, as well as internal and market factors and grade profile.

Affirmative Action Statement
Penn adheres to a policy that prohibits discrimination on the basis of race, color, sex, sexual orientation, gender identity, religion, creed, national or ethnic origin, citizenship status, age, disability, veteran status, or any other legally protected class.

Special Requirements
Background check 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 and resources to help you care for your health, your family, and your work-life balance.

• Professional and Personal Development: Penn provides an array of resources to help you advance yourself personally and professionally.

• University Resources: As a member of the Penn community, you have access to a wide range of University resources as well as cultural and recreational activities. Take advantage of the University's libraries and athletic facilities, or visit our arboretum and art galleries. There's always something going on at Penn, whether it's a new exhibit at the Penn Museum, the latest music or theater presentation at the Annenberg Center, or the Penn Relays at Franklin Field to name just a few examples. As a member of the Penn community, you're right in the middle of the excitement-and you and your family can enjoy many of these activities for free.

• Discounts and Special Services: From arts and entertainment to transportation and mortgages, you'll find great deals for University faculty and staff. Not only do Penn arts and cultural centers and museums offer free and discounted admission and memberships to faculty and staff. You can also enjoy substantial savings on other goods and services such as new cars from Ford and General Motors, cellular phone service plans, movie tickets, and admission to theme parks.

• Flexible Work Hours: Flexible work options offer creative approaches for completing work while promoting balance between work and personal commitments. These approaches involve use of non-traditional work hours, locations, and/or job structures.

• Penn Home Ownership Services: Penn offers a forgivable loan for eligible employees interested in buying a home or currently residing in West Philadelphia, which can be used for closing costs or home improvements.

• Adoption Assistance: Penn will reimburse eligible employees on qualified expenses in connection with the legal adoption of an eligible child, such as travel or court fees, for up to two adoptions in your household.

To learn more, please visit: https://www.hr.upenn.edu/PennHR/benefits-pay

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