Director of Estate Administration — Champaign, IL at

About the University of Illinois Foundation

The University of Illinois Foundation (Foundation) serves as the official fundraising and private gift-receiving organization for the University of Illinois. We work closely with alumni, friends, faculty, staff, corporations, and foundations to create fundraising programs that benefit the University. Our mission is to foster a culture of philanthropy that supports the institution's growth and impact.

About the Role

The Director of Estate Administration, Gift Planning Operations is a strategic leadership position designed to ensure the University and Foundation realize estate distributions in a timely and accurate manner. This role acts as the central hub for documenting and realizing estate gifts, working in conjunction with donors, estate representatives, internal colleagues, and legal counsel.

In this capacity, you will provide guidance and oversight for the administration of life income gifts and other estate commitments. You will serve as the primary liaison with the Foundation's General Counsel and University legal and tax advisors, ensuring all deferred gift commitments are administered in compliance with laws, regulations, and industry best practices. The role also involves maintaining subject matter expertise on planned giving vehicles to develop processes that enhance the efficiency of estate and life insurance administration.

The Work Environment

You will be inspired daily in a state-of-the-art, environmentally conscious workspace. Our LEED-certified building features contemporary amenities, including an on-site wellness center and a café offering healthy dining options. We encourage work-life balance through a hybrid schedule for many positions, combining in-office collaboration with up to two days of remote work flexibility.

Application Process

For full consideration, all candidates must complete an online application and include a cover letter and resume. Candidates may create a profile through the Foundation's careers portal. For further information regarding application procedures, please contact Foundation Human Resources at uifhrsearches@uif.uillinois.edu.

Equal Opportunity Employer

The University of Illinois Foundation is an Equal Opportunity Employer. We are committed to creating a diverse and inclusive environment and consider qualified applicants regardless of background.

Work location

Work model: Hybrid

211, West Springfield Avenue, Downtown, Champaign, Champaign County, Illinois, 61820, United States

Champaign, Illinois

Key Responsibilities

check_circleLead estate administration to ensure timely and accurate processing of estate distributions
check_circleCommunicate with attorneys, executors, and trustees regarding estate settlement matters
check_circleSupervise the estate administration team and manage individual performance and development
check_circleReview and approve deferred gift commitment documentation for revocable and life income gifts
check_circleCollaborate with accounting staff to ensure compliance with laws and regulations for life income gifts
check_circleServe as primary liaison with legal and tax advisors on estate administration issues
check_circleDevelop processes and procedures to enhance efficiency of estate and life insurance administration
check_circleReview and approve estate settlement documents for UIF and University signatures

Requirements

verifiedBachelor's degree or equivalent work experience
verifiedSignificant experience in banking, trust, law, or development

Nice to Have

Experience in the higher education or non-profit industry. Experience in trust/estate administration, estate planning, or financial planning. Possession of a CFP, CPA, CTFA, or JD designation. Experience managing team members.

Benefits & Perks

check_circleMedical, vision, and dental coveragecheck_circleCompany paid life insurancecheck_circle24 days of vacation time annuallycheck_circleGenerous pension benefitsHybrid schedule with up to 2 days remote work flexibility

Skills, education and keywords

Skills: Trust/estate Administration, Estate Planning, Financial Planning, CFP, Cpa, Ctfa, JD.

Education: Bachelor's degree or equivalent work experience.

Frequently asked questions about Director of Estate Administration, Gift Planning Operations at University of Illinois Foundation

What does a Director of Estate Administration, Gift Planning Operations at University of Illinois Foundation do?expand_more

In this Director of Estate Administration, Gift Planning Operations at University of Illinois Foundation role, you will lead estate administration to ensure timely and accurate processing of estate distributions; communicate with attorneys, executors, and trustees regarding estate settlement matters; supervise the estate administration team and manage individual performance and development; and review and approve deferred gift commitment documentation for revocable and life income gifts.

What are the requirements for this Director of Estate Administration, Gift Planning Operations role?expand_more

To qualify for the Director of Estate Administration, Gift Planning Operations at University of Illinois Foundation position, applicants should have: Bachelor's degree or equivalent work experience; and Significant experience in banking, trust, law, or development.

Where is the Director of Estate Administration, Gift Planning Operations role at University of Illinois Foundation located?expand_more

Director of Estate Administration, Gift Planning Operations at University of Illinois Foundation is based in 211, West Springfield Avenue, Downtown, Champaign, Champaign County, Illinois, 61820, United States. This is a hybrid role.

Is this Director of Estate Administration, Gift Planning Operations job remote, hybrid, or on-site?expand_more

University of Illinois Foundation has listed this Director of Estate Administration, Gift Planning Operations role as hybrid.

How much experience is required for this Director of Estate Administration, Gift Planning Operations role?expand_more

Candidates for Director of Estate Administration, Gift Planning Operations at University of Illinois Foundation should have executive.

What skills do you need for the Director of Estate Administration, Gift Planning Operations role at University of Illinois Foundation?expand_more

Key skills for Director of Estate Administration, Gift Planning Operations at University of Illinois Foundation include Trust/estate Administration; Estate Planning; Financial Planning; CFP; Cpa; Ctfa; and JD.

What education is required for Director of Estate Administration, Gift Planning Operations at University of Illinois Foundation?expand_more

Educational requirements for this role: Bachelor's degree or equivalent work experience.

What category does the Director of Estate Administration, Gift Planning Operations role belong to?expand_more

Director of Estate Administration, Gift Planning Operations at University of Illinois Foundation is part of the admin job category on Recrutus.

Director of Estate Administration, Gift Planning Operations