Gift Planning Assistant, Office Of Gift Acceptance

The Pennsylvania State University

State College, Pennsylvania, United States
Base: $51,000.00 - $74,000.00; bonus/equity: not s...
Hybrid
Estate and trust administration experience
Paralegal or legal assistant background
Donor record management skills
This role supports the Office of Gift Acceptance by managing estate and trust administration while ensuring accurate donor records

Job Summary

  • This role supports the Office of Gift Acceptance by managing estate and trust administration while ensuring accurate donor records.
  • The successful candidate will process guideline agreements, prepare bequest expectancy reports, and maintain compliance with institutional policies.
  • Penn State offers a competitive benefits package including comprehensive medical coverage and a generous 75% tuition discount for employees and families.

Matching Summary

This role supports the Office of Gift Acceptance by managing estate and trust administration while ensuring accurate donor records.

Salary

Base: $51,000.00 - $74,000.00; Bonus/Equity: Not specified; Benefits: Comprehensive medical, dental, vision, retirement plans, paid time off, 75% tuition discount

Skills & Requirements

Must-have

  • Estate and trust administration experience
  • Paralegal or legal assistant background
  • Donor record management skills
  • Bequest expectancy reporting
  • Guideline agreement processing

Nice-to-have

  • Excellent interpersonal communication skills
  • Ability to work independently and in teams
  • Commitment to professional development
  • Experience with database implementation
  • Knowledge of planned giving operations

Key Requirements

  • Associate Degree required
  • 4+ years of relevant experience
  • Paralegal or Legal Assistant experience
  • Knowledge of estate and trust administration
  • Authorized to work in the U.S.

Work Rights

Must be authorized to work in the U.S.

Tailored Resume

Cover Letter