University of Pennsylvania · 11 hours ago
Development Assistant for School and Center Annual Giving Support
The University of Pennsylvania is a world-renowned leader in education, research, and innovation. The Development Assistant will provide essential operational, administrative, and program support to advance annual giving activity across Penn’s schools and centers, managing data workflows and coordinating meetings for multiple units.
Continuing EducationEdTechEducationSTEM EducationUniversities
Responsibilities
In collaboration with team, manage the data delivery and employ necessary quality controls between UPenn and Engagement Center data services units. This is an essential business function necessary for creating accurate calling segments for our students to call from
This position will retrieve the daily files from the Engagement Center SFTP site before 10:00AM Monday – Friday and comments distributed accordingly to the appropriate unit for action/follow-up
Perform basic research on prospect giving/prospect manager/CRM System actions when forwarding to the unit for follow-up
Attend weekly conference call meetings with staff to coordinate and plan for student engagement center activity. Send weekly data files to Engagement Center Monday/Wednesday/Friday
Retrieve the monthly files from the SFTP site to review, audit and prepare for CRM upload at the end of each month ensuring system data integrity
Deceased record research using Alumni Finder or other internet resources and updating CRM System accordingly
Manage and track the pledges/gifts: i.e. delayed; recurring; one-time etc. Retrieve monthly downloads from secure server and bring anomalies to the Assistant Director of Data Analytics attention
Actions, contact exclusions with end dates are added to CRM System accordingly
This position will be in regular communication with our Gifts Accounting staff to ensure timely and accurate processing of gifts
Provide coordination and lead administrative support for the monthly annual giving meetings and the annual planning meetings (15-20 units). This includes the timely distribution of the comprehensive meeting notes and slides post-meeting
Maintain accurate accounting of meeting attendance
Create fiscal year action list based on action items agreed upon during the meeting
Oversee and execute all components of the professional development AGN weekly webinar series
This includes marketing the webinars and collaborating with DAR Professional Development to promote the series. In addition, managing RSVP list, staffing the webinar, managing the technical aspects day of the webinar and distributing the slides after the webinar
This position will also track staff attendance on the SACAG shared drive and in Workday Learning
Interact and provide direction to individual units in the absence of the Senior Executive Director or other SACAG staff
In collaboration with team, manage and execute in-house unit solicitation and pledge reminders at any given time, often on short notice and with high degrees of importance/urgency
Support the infrastructure for broadcast email using the Salesforce Marketing Cloud email tool for annual giving units to support annual giving direct response activity. This is a weekly activity during the academic year
In collaboration with the team, this position leads and supports the deployment of texting for unit annual giving programs and supports unit requests for SACAG’s deployed digital tools
Assist as a copy writer and proofreader for direct marketing solicitations and stewardship correspondence
Read and respond to all inquiries that come in through the penncalling@lists.upenn.edu email account. To ensure strong donor stewardship, all inquiries should be responded to within 24 hours during the business week
Add CRM System actions, contact exclusions, adjustments as needed
Generate online reports routinely and on an as needed basis. Prepare and distribute management reports
Demonstrates a high level of comfort with technology usage and willingness to learn the functionality of new platforms
Communicate and support communication between all DAR Partner offices. Advancement Prospect Analytics (APA), Gifts/Records, Alumni Relations, Gift Planning
Run parameter reports and analyze data for units on an adhoc basis
Manage budget responsibilities by utilizing the University’s Ben Financials system to create and maintain financial transactions and reports
Submit financial reimbursement forms through Concur, reconcile travel expenses. Maintain financial records/pay bills/track budget
Receive visitors, interact with suppliers/repair workers/messengers
Order office supplies and materials
Maintain SACAG shared calendar
Word processing/correspondence/memos/lists/labels/mail merges
Maintain and organize office files; create new systems as needed
Compose routine correspondence and memos and proofread documents
Handle and distribute office mail and intramural mail to campus
Coordinate travel arrangements
Incorporate a donor-centered approach to day-to-day activity: answer phones; respond to email and consistently respond in a timely and professional manner
Ability to generate mail merges and archive files in an organized manner
Update biographical records on CRM system on a regular and timely basis
Handle gift transmittals and credit card processing
In collaboration with team, manage and delegate work to student or temporary employees
Occasional weekend and evening hours are required
Qualification
Required
High School Grad/GE Degree and 3 to 5 years of experience or equivalent combination of education and experience is required
Excellent organizational, communication/writing, interpersonal and technical skills
Ability to make sound judgments and meet deadlines
Demonstrated ability to manage multiple projects and presentations simultaneously under tight deadlines required
Must have the ability to work as a team player and help provide support during events and/or activities when necessary
Comprehensive knowledge of office procedures, practices and methods
Demonstrated knowledge of Microsoft Office Suite (especially Excel) and project management systems
Preferred
Bachelor's degree preferred
Salesforce knowledge is also desired
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.
Company
University of Pennsylvania
The University of Pennsylvania is an American private Ivy League Research University that excels in producing future leaders.
H1B Sponsorship
University of Pennsylvania has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (7)
2024 (3)
2023 (2)
2022 (3)
2021 (5)
2020 (6)
Funding
Current Stage
Late StageTotal Funding
$81.46MKey Investors
National Science FoundationUS Department of EnergyParent Project Muscular Dystrophy
2024-08-28Grant
2023-06-26Grant· $18M
2022-09-15Grant· $55M
Leadership Team
Recent News
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