Associate Director, Annual Giving: University of Pennsylvania

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 Large Employers in 2023.

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.

Job Description Summary

Home to over a million extraordinary artifacts and archaeological finds, the Penn Museum has been uncovering our shared humanity across continents and millennia since 1887. In bridging archaeology, the study of objects made by humans, with anthropology, the science of humanity, we chart a course for finding one’s own place in the arc of human history. Our mission is to be a center for inquiry and the ongoing exploration of humanity for our University of Pennsylvania community, and regional, national, and global stakeholders, and our vision is to transform understanding of our common human experience.

The Associate Director, Annual Giving, will be part of a team of five frontline fundraisers working to advance the mission and the Museum Director’s Vision. The Associate Director will manage and grow the Museum’s leadership annual giving program—the Penn Museum Visionaries—serving, with the Assistant Director, Individual Gifts, as lead contact for this group. The Associate Director will manage the renewals program and set strategic direction for upgrades and acquisition, manage budgets, monitor and share with the Major Gifts team progress against goals through monthly reporting, and support Major Gifts officers in renewal efforts with their prospects.

The Associate Director will also oversee the Museum’s membership program and annual fund programs, supervising the Membership & Gifts Coordinator and project managing all large-scale appeals and engagement communications with a particular view to upgrades. Growing unrestricted gift revenue is a key priority for the Penn Museum Development program; of paramount importance is ensuring that the membership program is welcoming and accessible to underrepresented communities.

Reporting to the Executive Director of Advancement, the Associate Director will work closely with the Major Gifts team on Visionaries upgrades, acquisition, and renewals, and with the Marketing and Communications in ensuring that give/join messaging is integrated into all patron communications. The Associate Director will also jointly supervise, with the Director of Major Gifts, the Special Events & Meetings Coordinator in creating a fiscal year engagement calendar for Visionaries and members.

An immediate priority will be the oversight of migration of membership program data from the Museum’s Altru (Blackbaud) database to a Salesforce system managed by Penn’s Development and Alumni Relations department.

The Associate Director will be a confident in personally soliciting lead unrestricted gifts; a creative and enthusiastic team player; and a strategic thinker with a keen eye for detail.

Specific Responsibilities:

1. With the Executive Director of Advancement and the Major Gifts team, set strategies and prepare fiscal year budgets for the Visionaries, membership, and annual fund programs in tandem with larger pipeline development objectives, goals, and engagement opportunities.

2. Spearhead leadership annual giving through the Penn Museum Visionaries ($2,500+): serve as primary relationship manager, developing and executing strategies to identify, cultivate, steward, and solicit new and existing donors, working closely with the Major Gifts team on Visionaries in their portfolios; identify Supporting Circle members with capacity/inclination to become Penn Museum Visionaries ($2,500+ donors) and work closely with the Assistant Director, Individual Gifts to advance their membership path.

3. Supervise the Special Events & Meetings Coordinator in developing a fiscal year engagement calendar, collaborating with the Development team, to ensure a monthly touchpoint (cultivation, stewardship, and large-scale appeals) in support of contributed revenue goals and expenses.

4. Project manage all large-scale appeals and department engagement mailings or communications, including setting strategic content direction with the Associate Director, Leadership Communications to guide the ADLC in authoring all necessary communications, pulling lists, negotiating with mail houses, and ensuring timelines, etc.

5. Coordinate with the Director of Marketing and Communications in list building and segmentation determined by best business practices and department priorities and strategies.

6. Supervise the Membership and Gifts Coordinator ensuring timely and seamless gift entry and acknowledgment, membership customer service, and database cleanliness.

7. Throughout FY24, oversee migration of membership data from Altru to Salesforce; thereafter track solicitations, renewals, program attendance, and activities in Salesforce in collaboration with the Membership and Gifts Coordinator.

8. Represent the Museum’s unrestricted giving programs in Penn’s Schools and Centers’ Annual Giving Support program, in Philadelphia membership round table groups, and at the annual American Museum Membership Conference.

9. Other duties as assigned.

Application Package Requirements:

Along with resume and cover letter, please upload PDF copies of two recent frontline-faced, professional communication samples.

Qualifications:

BA/BS, and 3-5 years in a fundraising setting or equivalent combination of education and experience required; experience in a membership office in a cultural institution preferred. Required experience includes: supervising staff, establishing objectives and setting performance standards, personal solicitation, working with significant autonomy, and collaboratively, as part of a goal-oriented. Ability to understand, appreciate, and articulate the Penn Museum’s mission and strategy. Excellent organizational, interpersonal, and communication skills, both oral and written. Strong computer literacy with high proficiency in database management and reporting required; knowledge of Salesforce and/or Blackbaud’s web-based Altru software a major advantage; in the absence of Altru knowledge, experience with Blackbaud’s Raiser’s Edge strongly desired. Occasional evening and weekend work.

Pay Range

$51,824.00 – $78,400.86 Annual Rate

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

To apply, visit https://apptrkr.com/4559675