Planned Giving Coordinator

Planned Giving Coordinator

Founded in 1965, UC Irvine is a member of the prestigious Association of American Universities and is ranked among the nation's top 10 public universities by U.S. News & World Report. The campus has produced five Nobel laureates and is known for its academic achievement, premier research, innovation and anteater mascot. Led by Chancellor Howard Gillman, UC Irvine has more than 36,000 students and offers 224 degree programs. It's located in one of the world's safest and most economically vibrant communities and is Orange County's second-largest employer, contributing $7 billion annually to the local economy and $8 billion statewide.

UCI continues to inspire change and pioneer new ideas with the support of its generous partners, alumni and friends. Through the combined efforts of the University Advancement & Alumni relations team, the University is able to share its amazing achievements, build lasting relationships and generate support for important campus programs and initiatives.

Responsibilities

Under the direction of the Executive Director of Planned Giving, the Planned Giving Coordinator provides high-level administrative support, project management, and operational coordination to the Executive Director of Planned Giving and the Planned Giving Team. The Planned Giving Coordinator must possess the ability to work collaboratively with advancement colleagues and interact effectively with donors, prospects, professional advisors, trustees, executors, and campus stakeholders. Areas of responsibility include: office management, donor and development officer event coordination, donor stewardship, prospect management, preparation of marketing and other promotional materials, record and database management including research and analysis for the Planned Giving team, and coordination of estate administration activities related to realized planned gifts. This includes assisting with the tracking and documentation of estate distributions, maintaining communication with trustees, executors, attorneys, and family members, coordinating internal review and processing of estate-related gifts and assets, and ensuring donor intent is properly documented and fulfilled in collaboration with University Advancement, legal, finance, the UC Regents, and gift administration partners.

Qualifications

Required:

• Skill to maintain confidentiality.
• Ability to communicate effectively with individuals at all levels.
• Possess traits of good judgment and discretion in communicating with colleagues and constituents.
• Proven excellent organizational skills.Demonstrated ability to prioritize workload, meet deadlines, and work with frequent interruptions under constantly changing priorities
• Proven level of outstanding professionalism in providing executive assistance to supervisor including: scheduling meetings, coordinating all travel and lodging arrangements, liaison to faculty and staff, prioritizing incoming mail, screening telephone calls and general office management
• Demonstrated knowledge of records management including the proven ability to develop and maintain a system to track and update a variety of information including and an accurate detailed calendar.Demonstrated ability to operate office equipment proficiently.
• Strong interpersonal skills and poise in dealing with diverse contingencies including, among others, influential community leaders, University leadership, faculty, administrative personnel and volunteer groups.
• Interest in learning and growing in a fundraising environment.
• Skill to develop reports, proposals and external relations materials.
• Skill to use a personal computer and computer software programs at the level of sophistication required for the development office.Proven ability to use MS Office programs, and familiarity with the Internet to conduct searches.
• Good organizational, analytical and critical thinking skills. Resourceful in finding appropriate solutions to problems and initiative in presenting alternatives and implementing solutions to ensure effective change.Ability to anticipate problems and take necessary action to eliminate or mitigate potential negative effects.
• Ability to be flexible in working independently as well as collaboratively with Advancement and faculty and staff to achieve defined goals. Use initiative to organize and follow through with complex tasks to meet deadlines.
• Superior ability to write clear, concise reports, summaries of donor and prospect information, correspondence and public relations materials with minimal direction. Superior ability to review, rewrite and edit all correspondence, from letters to emails, prior to dissemination
• Bachelor's degree in related area and / or equivalent experience / training, significant work experience could substitute for the degree.
• One to two years of office administrative support in a development setting
• Experience in independently planning all aspects of special events.

Preferred:

• Working Knowledge of Salesforce, Marketing Cloud or other graphics programs.Knowledge of UCI policies and accounting forms such as invoices, travel vouchers, purchase orders, and check requests. Familiarity with various gift-planning vehicles, include charitable gift annuities, charitable remainder trusts, charitable lead trusts, pooled income funds and bequests. Experience working with Microsoft Publisher or other graphics programs. Working knowledge of various University policies and procedures Familiarity with estate distribution processes related to wills and trusts. Interest in learning about planned giving.

Special Conditions:

• May be required to drive on occasion in order to perform the routine or essential job responsibilities for the position.

Total Rewards

In addition to the salary range listed below, we offer a wealth of benefits to make working at UCI even more rewarding. These benefits may include medical insurance, sick and vacation time, retirement savings plans, and access to a number of discounts and perks. Please utilize the links listed here to learn more about our compensation practices and benefits.

The expected pay range for this recruitment is $29.74- $34.52 (Hourly).

Conditions of Employment:

• Background Check and Live Scan
• Employment Misconduct*
• Legal Right to work in the United States
• Vaccination Policies
• Smoking and Tobacco Policy
• Drug Free Environment

*Misconduct Disclosure Requirement: As a condition of employment, the final candidate who accepts a conditional offer of employment will be required to disclose if they have been subject to any final administrative or judicial decisions determining that they committed any misconduct; received notice of any allegations or are currently the subject of any administrative or disciplinary proceedings involving misconduct; have left a position after receiving notice of allegations or while under investigation in an administrative or disciplinary proceeding involving misconduct; or have filed an appeal of a finding of misconduct with a previous employer.

The following additional conditions may apply, some of which are dependent upon business unit or job specific requirements.

• California Child Abuse and Neglect Reporting Act
• E-Verify
• Pre-Placement Health Evaluation

Details of each policy may be reviewed by visiting the following page -

Closing Statement:

The University of California is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age, protected veteran status, or other protected categories covered by the UC Anti-Discrimination Policy. We are committed to attracting and retaining a diverse workforce along with honoring unique experiences, perspectives, and identities. Together, our community strives to create and maintain working and learning environments that are inclusive, equitable, and welcoming. UCI provides reasonable accommodations for applicants with disabilities upon request. For more information, please contact Human Resources at View phone number on click.appcast.io or View email address on click.appcast.io.