Gift Planning Operations Specialist

University of Illinois Foundation; Urbana (IL); Hybrid; USD 35,000 - 40,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

Life Insurance

Pension plan

Vacation 24 days

Job summary

The University of Illinois Foundation seeks a Representative, Gift Planning Operations to support estate distributions and deferred gifts for UIF and the University. You will contribute to day-to-day workflow, records management, and donor communications with a focus on accuracy and confidentiality.

The role emphasizes collaboration and service, with a hybrid schedule offering up to 2 days of remote work and a comprehensive benefits package.

Qualifications

• 1+ years work experience in an administrative role
• Ability to solve problems independently
• High integrity, ability to adhere to strict confidentiality standards
• Willingness to embrace new ideas and engage in collaboration, and excellent relationship-building and interpersonal communication skills
• Results-driven, self-motivated, fast learner, can concurrently manage and reprioritize multiple projects

Responsibilities

• Supports the estate administration process by accurately processing estate payments, preparing paperwork to record new or additional estate commitments, reviewing estate accounts, tracking follow-up, and corresponding with advisors, attorneys, university colleagues, foundation colleagues and donors to ensure estate gifts for all three universities are received in a timely manner.
• Oversees and manages departmental records by creating, updating, revising, and retrieving files and records in UIF’s online record management system and customer relationship management system.
• Maintains the departmental email inbox, including review, prioritization, response, and tracking emails related to approval and recording of revocable, irrevocable, and estate planned gifts
• Reviews and prioritizes mail for the department; has the independent responsibility to re-direct mail more appropriately answered by others.
• Responds to routine phone and visitor inquiries, requests, and problems, utilizing high-quality customer service skills to resolve issues or direct these calls/visits to the appropriate internal colleague.
• Develops a working knowledge of planned giving vehicles, internal processes related to recording planned gifts, processing payments, and administering estates.

Job description

The University of Illinois Foundation seeks a Representative, Gift Planning Operations to support estate distributions and deferred gifts for UIF and the University. You will contribute to day-to-day workflow, records management, and donor communications with a focus on accuracy and confidentiality.

The role emphasizes collaboration and service, with a hybrid schedule offering up to 2 days of remote work and a comprehensive benefits package.