Associate Director of Planned Giving, Penn Medicine

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.

Posted Job Title

Associate Director of Planned Giving, Penn Medicine

Job Profile Title

Associate Director C, Development, Fundraising

Job Description Summary

The Associate Director of Planned Giving works in collaboration with, and under the supervision of, the Executive Director of Planned Giving to market, solicit, and manage planned gifts for Penn Medicine. This includes gifts made through bequests and other deferred vehicles, life-income gifts, blended gifts, complex assets, and outright gifts with a focus on unrestricted term and unrestricted endowment designations. The Associate Director will support and enhance a proactive program of direct contact with alumni, grateful patients, friends, and faculty.

Job Description

Job Responsibilities

• Visit and communicate (e.g. letters, phone calls, video conferences, meetings, visits, events, etc.) with planned giving prospects as well as with their legal, tax, and financial advisors when applicable to cultivate, solicit, close, and steward planned gifts.
• Develop planned giving strategies to help Penn Medicine Development and Alumni Relations (PMDAR) colleagues identify planned gift prospects within their portfolios and help advance and close deferred, blended, outright, and split-interest gifts to the school.
• Work with Executive Director of Planned Giving and PMDAR colleagues to identify new Medical Legacy Circle (MLC) members each fiscal year. The MLC recognizes the nearly 1,600 individuals who have included Penn Medicine in their will or living trust, who have named Penn Medicine as a beneficiary of a retirement plan, life insurance policy or life income gift, or who have made a tax-advantaged gift of IRA assets by way of a qualified charitable distribution (QCD). 
• Work with PMDAR colleagues to provide planned giving component to active reunion program encouraging increased class participation and Medical Legacy Circle (MLC) membership.
• Work with Perelman School of Medicine (PSOM) annual fund