Planned Giving Coordinator

Who We Are

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.

Founded in 1965, the University of California, Irvine was founded with a mission to catalyze the community and enhance lives through rigorous academics, cutting-edge research, and dedicated public service. A top public university, UCI has become internationally recognized for improving lives through research and discovery, fostering excellence in scholarship and teaching, and engaging and enriching the community. Today, 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. University Advancement seeks to strengthen contributions in research, education, and service; accelerate the university's place among globally preeminent research universities; and bring together passions, skills, and creativity to further improve people's lives.

The UC Irvine Office of Planned Giving is an integral component of this effort, helping donors create lasting legacies through estate gifts and charitable vehicles. Planned gifts have become an increasingly important source of philanthropic support for UC Irvine, providing future resources that will sustain scholarships, research, healthcare, faculty excellence, and innovative programs for generations to come. As the university continues to experience significant philanthropic growth, the Office of Planned Giving works closely with donors, professional advisors, and campus partners to facilitate meaningful charitable giving opportunities that align donors' personal, financial, and philanthropic goals with the long-term priorities of the university.

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…