Senior Gifts/Records Administrator (Hybrid Eligible)

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Senior Gifts/Records Administrator (Hybrid Eligible)

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 Employers By State in 2021.

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.

COVID-19 vaccination is a requirement for all positions at the University of Pennsylvania. New hires are expected to be fully vaccinated before beginning work at the University. For more information about Penn's vaccine requirements and the use of Penn Open Pass, visit the Penn COVID-19 Response website for the latest information.

Posted Job Title
Senior Gifts/Records Administrator (Hybrid Eligible)

Job Profile Title
Gifts/Records Administrator Senior

Job Description Summary
Act as senior gift and records administrator by providing diverse and complex support all the schools and centers across campus. Oversee and review gift and pledge documentation for processing, with a mind for continuous process improvement. Address processes and issues with IRS policy, DAR Gift policy and Finance gift policy enforcement in mind. Work as liaison between GAA (Gifts Accounting, Administration), schools and centers, fundraisers and donors to manage the gift/donation life cycle. Assist fundraisers with gift research and issue resolution, including credit issues and billing. Process all donations, pledges and adjustments. Additional duties as assigned

Job Description

Work directly with Major Gift Officers, Business Administrators, and administrative staff to oversee and review gift and pledge documentation for processing. Act in the best interest of donors by seeing that donor intent is met. Work with Gift Planning to understand all nonstandard gifts. Secure proper approvals for nonstandard gifts and make sure all transactions are properly reflected in Atlas.

Address processes and issues with CASE, FASB, IRS policy, and University policies, including DAR/Finance gift policy in mind. Work with Investment Services and Gift Planning to teach and reinforce policy to DAR staff. Develop procedures to accurately enter/record and report cash flow and pledge expectances, billing and reconciliation to Atlas. Troubleshoots donor transactions and maintains data integrity of financial analysis.

Analyze/prepares recommendations and/or corrections in accordance with donor intent. Create strategy and action plans with fundraisers and donors to make gift or pledge payments or resolve any gift or pledge related issues.

Work as liaison between GAA, schools and centers, fundraisers, and donors to manage the gift/donation life cycle.

Assist fundraisers with gift research and issue resolution, including crediting issues and billing. Coordinate system corrections and reallocations, creation of bills as per donor request and all receipting needs. Process VIP gift, pledge and adjustment work as needed.

Additional duties as assigned.

**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:

High School Diploma and 5 years' experience in related functions, preferably in development and alumni relations or equivalent combination of education and experience required. Bachelor's degree desirable.

Ability to communicate effectively and professionally, both verbally and in writing. Ability to handle confidential information appropriately. Highly organized and detail-oriented with high level of initiative, commitment to follow through, and willingness to assume responsibility. Demonstrated ability to manage and prioritize projects in a timely, effective manner. Ability to handle high volumes of work. Detail-oriented; self-starter. Ability to work effectively as part of a team and encourage others to collaborate. Enthusiasm for providing the highest level of service. Must demonstrate the ability to provide excellent customer service to a diverse group of alumni, development officers and other workers, and other professionals. Must be able to manage multiple daily tasks while working quickly, accurately, and independently.

Demonstrated ability with Microsoft Office, Word, Excel, PowerPoint, and relational databases functionality.

Ability to staff events as needed. Required to work peak periods (may include a Saturday) during winter break and fiscal year end

Job Location - City, State
Philadelphia, Pennsylvania
Hybrid Eligible - This position is eligible for a hybrid work schedule with a work week that is divided between working onsite and working remotely.

Department / School
Development and Alumni Relations

Pay Range
$20.45 - $30.82

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

To apply, visit https://wd1.myworkdaysite.com/en-US/recruiting/upenn/careers-at-penn/job/FMC-Tower/Senior-Gifts-Records-Administrator--Hybrid-Eligible-_JR00054153-1

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