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ASSOCIATE DIRECTOR OF DEVELOPMENT, UGFA

Job description

Duties: Department and position overview:
The Undergraduate Financial Aid Development Department leads the philanthropic activity necessary for Penn to uphold one of the most robust and generous undergraduate financial aid programs in higher education. This top university priority is a primary focus the current Power of Penn Campaign and reflects the University's unwavering commitment to Access and Inclusion. The department's mission is to promote, support, and coordinate activity within Development and Alumni Relations (DAR) to raise funds for the UGFA budget through the following:

1) Create and advance the case for undergraduate financial aid
2) Drive frontline fundraising activity through direct prospect solicitations and robust colleague partnerships
3) Lead donor stewardship activities
4) Establish and maintain the operations related to UGFA Development and University systems
5) Maintain the relationship between DAR and Undergraduate Named Scholarship Program recipients
6) Protect the long-term interests of the University while upholding donor intentions pertaining to endowed funds

In order to realize undergraduate financial aid fundraising goals and to promote the Department's mission, the Associate Director will closely collaborate with all members of the UGFA Development team, as well as, colleagues across DAR and in key areas of campus such as Student Registration and Financial Services (SRFS). In particular, the position serves as an important advisor and support to the Director and functions in a high level operations role ensuring that the systems necessary to achieve the Department's objectives run optimally. The Associate Director also plays a key external role engaging with donors and students in the Named Scholarship Program.

Specific responsibilities of the position include the following:

* Owns the planning and management of all facets of the twice-annual student/donor scholarship events - https://www.unsp.upenn.edu/celebrations
* Stewards existing donors through visits and other forms of communication serving as a resource for ongoing questions and requests
* Arranges individual donor/student meetings and other small scale gatherings including events required by certain foundation partnerships
* Acts as an internal consultant to colleagues, advising on logistics of scholarship gifts and stewardship
* Reviews gift agreements to ensure compliance with University policies and aided student demographics, donor intentions, and long term sustainability of the gift structure
* Leads the student aspects of the Named Scholarship Program including the management of the Named Scholarship Program Student Advisory Board and the execution of scholarship recipient orientation activities
* Works closely with internal partners in DAR Advancement Services, Information Services and Computing, the Office of the Treasurer, and SRFS to ensure smooth operations for the department and advocates and influences decisions to find specific solutions for the needs of the program.
* Frontline fundraising responsibilities include the solicitation of scholarship gifts independently and in partnership with colleagues on central and school-based development teams. Responding to existing donor requests to add to their scholarships and supporting pooled scholarship efforts.
* Serves as one of the department's primary liaisons with SRFS to ensure that scholarships are awarded consistent with requirements and/or when analysis is required to support gift conversations
* Oversees the running of efficient and effective systems in the department related to gifts processing, challenge fund administration, and the donor and scholarship databases
* Supports activity related to the productive engagement of the Undergraduate Financial Aid Leadership Council (UFLC), an advisory board of leadership fundraising volunteers - https://www.unsp.upenn.edu/uflc
* Contributes to the conception and production of stewardship and case materials as needed
* Uses tools such as Qlikview to support prospecting needs for UGFA initiatives and to provide data analysis on scholarship donors
* Maintains UGFA prospect pipeline
* Manage work study students

Qualifications: * BA/BS degree
* Three to five years of successful fund-raising experience, preferably in higher education with experience in leadership gifts solicitation
* Familiarity with Penn and/or solid understanding of a major research university environment
* Strong communication skills, both written and oral; superb donor relations abilities; excellent initiative, attention to detail and planning skills
* Ability to work independently, but collaboratively, in goal-oriented team setting
* Successful experience managing complex projects in a fast-paced environment

Must be willing to travel and work evenings and weekends as needed (valid drivers license required)

Reference Number: 90-30353

Salary Grade: 027

Employment Type: Exempt

Org: Undergraduate Financial Aid Development

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.

Job Family: F-Development/Fundraising/Marketing

 

 

 

Diversity Profile: University

 

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Job No:
Posted: 11/6/2018
Application Due: 7/11/2019
Work Type:
Salary: