Legacy Gifts Coordinator (Planned Giving)

UCI; Irvine, Northern (CA, KY); Hybrid; USD 41,000 - 48,000; Full time

Job summary

UC Irvine seeks a Planned Giving Coordinator to provide high-level administrative support to the Planned Giving team and Executive Director. You will manage donor communications, track estate gifts, and prepare materials for outreach and reporting.

Responsibilities include coordinating estate distributions, maintaining donor records, and collaborating with trustees, attorneys, and campus partners to ensure donor intent is fulfilled. A bachelor’s degree and development experience are preferred.

Qualifications

• Confidentiality and discretion are essential in donor relations and office tasks.
• Excellent written and verbal communication across all levels of stakeholders.
• Strong organizational skills with the ability to prioritize and manage multiple deadlines.
• Proven professionalism in supporting senior staff and coordinating travel and meetings.
• Experience with records management and calendar systems; proficiency with office equipment.
• Able to prepare reports and external materials; comfortable with MS Office and internet research.
• Interest in fundraising and donor relations; willingness to learn.

Responsibilities

• Provide high-level administrative support to the Executive Director of Planned Giving and team.
• Track and document estate distributions; coordinate with trustees, attorneys, and family members.
• Prepare marketing materials, reports, and donor communications.
• Manage donor and prospect records in databases; conduct research and analysis for the team.
• Coordinate estate-related gifts processing and ensure donor intent is documented.

Skills

Confidentiality

Communication

Discretion

Organizational skills

Professionalism

Records management

Donor relations

MS Office & Internet

Flexibility

Report writing

Education

Bachelor's degree or equivalent experience

1-2 years admin support in development

Tools

Salesforce

Marketing Cloud

MS Publisher

Graphics programs

Job description

UC Irvine seeks a Planned Giving Coordinator to provide high-level administrative support to the Planned Giving team and Executive Director. You will manage donor communications, track estate gifts, and prepare materials for outreach and reporting.

Responsibilities include coordinating estate distributions, maintaining donor records, and collaborating with trustees, attorneys, and campus partners to ensure donor intent is fulfilled. A bachelor’s degree and development experience are preferred.