Hybrid Gift Planning Operations Specialist

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

Benefits offered by this job

Hybrid work schedule

Wellness center on-site

Café with healthy options

Generous vacation 24 days

Pension benefits

Job summary

The University of Illinois Foundation is seeking a Gift Planning Operations Representative to support estate distributions and administration of planned gifts. The role emphasizes accuracy, confidentiality, and teamwork in a higher education non-profit setting.

Hybrid schedule with up to 2 days remote work, comprehensive benefits including medical, vision, dental, life insurance, generous vacation—24 days annually—and a strong defined-benefit pension program.

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.

Skills

Administrative experience

Problem-solving

Confidentiality

Interpersonal communication

Project management

Tools

CRM system

Record management system

Job description

The University of Illinois Foundation is seeking a Gift Planning Operations Representative to support estate distributions and administration of planned gifts. The role emphasizes accuracy, confidentiality, and teamwork in a higher education non-profit setting.

Hybrid schedule with up to 2 days remote work, comprehensive benefits including medical, vision, dental, life insurance, generous vacation—24 days annually—and a strong defined-benefit pension program.