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, visit the Penn COVID-19 Response website for the latest information.

Posted Job Title

Executive Director of Planned Giving, Penn Medicine (Hybrid Eligible)

Job Profile Title

Director C

Job Description Summary

The Executive Director of Planned Giving leads a team and directs the planned gift education, marketing, and management efforts for the office of Penn Medicine Development & Alumni Relations (PMDAR). This includes estate gifts, life income gifts, gifts of complex assets and the University Donor Advised Fund. Conceives and organizes a focused and proactive program of contact with known donors and prospects; and initiates and oversees the effort to proactively market planned gifts to all Penn Medicine constituencies.

Job Description

Targeted Pay Range: $100,000- $150,000

This Targeted Pay Range is only applicable to this job posting. All 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 job profile.

Develop, implement, oversee, and coordinate all planned giving programs throughout Penn Medicine: the School of Medicine, the Hospital of the University of Pennsylvania, Pennsylvania Hospital, Presbyterian Medical Center and Penn Medicine Entities.

Lead and direct a staff of managers and individual contributors to achieve optimum results by:

• Communicating financial and key performance indicators and results to direct reports
• Establishing priorities and goals for each Director and department, and ensuring goals cascade to all staff.
• Managing staffing needs and identifying areas for organizational development updates or changes
• Guiding the talent identification and professional development needs, processes and outcomes within the entire division in line with the University’s diversity and inclusion priorities
• Setting clear performance expectations and holding staff accountable for outcomes through frequent feedback and coaching
• Ensuring open communications among team members, engaging in team building efforts and holding regular staff meetings that embrace and support the group’s diversity
• Inspiring and motivating staff to achieve optimum results for direct reports and their teams

Keep abreast of all tax and legal matters affecting charitable giving; and serve as Departmental expert on tax and legal aspects of gifts.

Develop planned gift strategies and proposals to support the efforts of PMDAR colleagues across all program areas to advance and close major gifts.

Meet with prospects across all PMDAR programs to advance, cultivate, discuss, and close planned gifts.

Serve as the Penn Medicine spokesperson on planned giving including the orchestration of a regular educational program on planned gifts for the development staff and volunteers.

Serve as liaison between PMDAR and the Central Gift Planning on all planned giving matters.

Orchestrate an active marketing program for planned giving, including the preparation of appropriate promotional, educational, and technical materials, and utilizing print, web-based, and other media.

Make presentations on planned giving and estate planning to various constituencies, including alumni, faculty, patients, and volunteers.

Record all planned gifts and expectancies and arrange for the acknowledgement of planned gifts.

Coordinate all stewardship activities for planned gift donors, including the initiation and management of a planned gift recognition society.

Place emphasis on securing gifts for Penn Medicine institutional priorities.

**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 and 7-10 years relevant experience in planned giving, development, estate planning, law, or equivalent combination of education and experience required; supervisory experience required. JD Required.

Excellent organization and communication skills, both oral and written, including strong public speaking skills.

Strong track record in marketing and soliciting major and planned gifts.

Expertise in the legal and tax considerations affecting gifts is essential.Strong business and finance background is highly desirable.

Demonstrated skills necessary to interact effectively with major donors and prospects; and with University, Medical Center and Health System leadership.

Proven organizational and interpersonal skills to work cooperatively with development officers, preferably in a large institutional or medical center setting.

Ability to function independently, yet work in a centralized development structure.

Strong administrative experience and ability to establish objectives, set performance standards, and organize a successful approach to achieving fund-raising goals.

Job Location - City, State

Philadelphia, Pennsylvania

Hybrid Eligible - This position is eligible for a hybrid work schedule with a work week divided between working onsite and working remotely.

Department / School

Development and Alumni Relations

Pay Range

$74,476.00 - $117,086.00

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