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Job · Champaign, IL

Representative, Gift Planning Operations

University of Illinois Foundation · Education · $614.5M budget · 210 staff · Since 1935

Why University of Illinois Foundation

FY2024 · Form 990Its mission and biggest programs, as filed

Secures and manages private donations to fund student scholarships, faculty support, and research initiatives across the University of Illinois System.

  • The University of Illinois Foundation makes distributions to the University of Illinois which uses these distributions in accordance with donor intent for many purposes, including student support, faculty support, and research.$312.3M spent in FY2024

Before you apply

FY2023 · Form 990Independent: from IRS data, not the org
Peers pay
$123K–$193K
US orgs
Fine: from the org's Form 990.
Pt VII · Sec A
Pays its leaders
$249K–$1.1M
12 officers reported
Fine: from the org's Form 990.
Pt VII · Sec A
Budget
$347.8M
spent in FY2023
Fine: from the org's Form 990.
Pt I · Ln 18
Staff
210
employees
947 volunteers
Fine: from the org's Form 990.
Pt I · Ln 5–6
Spent on programs
78%
of spending
Looks good: 78% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Surplus or deficit
+48%
of revenue, FY2023
Looks good: revenue was at least expenses in the latest filing.
Pt I · Ln 19
Cash reserves
120 mo
of spending, in cash and securities
Looks good: 120.4 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Latest return
FY2023
latest Form 990
Fine: the latest return is for FY2023, 3 tax years back; within 3 tax years.
IRS e-file
IRS status
501(c)(3)
tax-exempt since 1948
Looks good: listed by the IRS.
IRS BMF
Looks goodFineWorth a lookConcernTap a box for the reason.

About the role

The org's own posting, as written

Description UNIVERSITY OF ILLINOIS FOUNDATION has an immediate opening for an Representative, Gift Planning Operations The University of Illinois Foundation (Foundation) is the official fundraising and private gift-receiving organization of the University of Illinois (University). It works closely with alumni and friends, faculty and staff, corporations and foundations, as well as campus development professionals to create fundraising programs and opportunities that benefit the University.

The Gift Planning Operations Representative contributes to the day-to-day workflow and process for administering estate distributions to the University of Illinois Foundation (“UIF”) and the University of Illinois (“University”) and supports administration of deferred gifts and general departmental operations.

DUTIES AND RESPONSIBILITIES

1. Supports the estate administration process by accurately processing estate payments, preparing paperwork to record new or additional estate commitments, reviewing estate accounts, tracking follow-up, and corresponding with advisors, attorneys, university colleagues, foundation colleagues and donors to ensure estate gifts for all three universities are received in a timely manner. 2. Oversees and manages departmental records by creating, updating, revising, and retrieving files and records in UIF’s online record management system and customer relationship management system. 3.

Maintains the departmental email inbox, including review, prioritization, response, and tracking emails related to approval and recording of revocable, irrevocable, and estate planned gifts 4. Reviews and prioritizes mail for the department; has the independent responsibility to re-direct mail more appropriately answered by others. 5. Responds to routine phone and visitor inquiries, requests, and problems, utilizing high-quality customer service skills to resolve issues or direct these calls/visits to the appropriate internal colleague. 6.

Develops a working knowledge of planned giving vehicles, internal processes related to recording planned gifts, processing payments, and administering estates.

REQUIRED QUALIFICATIONS: · 1+ years work experience in an administrative role · Ability to solve problems independently · High integrity, ability to adhere to strict confidentiality standards · Willingness to embrace new ideas and engage in collaboration, and excellent relationship-building and interpersonal communication skills · Results-driven, self-motivated, fast learner, can concurrently manage and reprioritize multiple projects PREFERRED QUALIFICATIONS: · Experience in higher education or non-profit industry · Experience in banking/trust, estate planning, financial planning, taxation, or a similar field Application Deadline: October 25, 2026 The starting salary range for this position is projected to be $35,000 - $40,000 per year.

This is a salaried non-exempt role. While our job postings include salary ranges, your compensation will be based on your…

Read the full posting

About University of Illinois Foundation

From its Form 990

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