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.

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.

What It Takes to be Successful

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 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…