Gift Planning Paralegal

Monday - Friday, 8:00AM - 5:00PM

A global higher education leader in innovative teaching, research and public service, the University of North Carolina at Chapel Hill consistently ranks as one of the nation's top public universities. Known for its beautiful campus, world-class medical care, commitment to the arts and top athletic programs, Carolina is an ideal place to teach, work and learn.

One of the best college towns and best places to live in the United States, Chapel Hill has diverse social, cultural, recreation and professional opportunities that span the campus and community.

University employees can choose from a wide range of professional training opportunities for career growth, skill development and lifelong learning and enjoy exclusive perks that include numerous retail and restaurant discounts, savings on local child care centers and special rates for performing arts events.

University Development's purpose is to support the mission of the university by raising private resources to enhance financial support for students, faculty, programs, and facilities. University Development provides leadership and centralized services to all development offices throughout the University, serving as a focal point for annual giving, application development and IT support; campaign management; constituent programs; corporate and foundation relations; donor relations; gift planning; gift services; industry relations; marketing/communications; parents giving; principal gifts; prospect management, research and analytics; regional programs; scholarships and student aid; talent management; university events; and volunteer engagement.

Carolina Development is proud of its donor-centered philosophy, pursuing activities that always respect the interests and intentions of the donor as well as the University. The organization's collaborative nature is a critical component to fulfilling our mission of raising private funds to benefit the university.

Location, Location, Location
Want to live in Chapel Hill? If so, we have tons of perks to offer you. Discounts and access to many UNC-CH athletics, Performing Arts, Gym memberships and many more on campus and local community opportunities along with a perks program that provides employees with over 800 local deals.
Want to live outside of Chapel Hill but still in the area? You have a choice of smaller communities, cities, or even suburbs in areas like Raleigh and Durham. Both living experiences offer a multitude of advantages designed to fit your needs and still enjoy the perks offered by UNC-CH.

Tuition & Fee Waiver Program: Check out our Tuition & Fee Waivers Programs https://hr.unc.edu/benefits/educational-assistance/tuition-waivers/

Benefits: Explore the benefits of working at UNC-CH Benefits and Leave - UNC Human Resources

This position may be eligible for a hybrid work arrangement that may include a partially remote work location, consistent with System Office policy. UNC Chapel Hill employees are generally required to reside within a reasonable commuting distance of their assigned duty station in Chapel Hill, NC. The Estates Administrator will play a key role in supporting the University's Gift Planning team by assisting with the settlement of trusts and estates, managing the University's Life Insurance Gift Program, This role requires an individual with strong attention to detail, legal knowledge, and excellent organizational skills to ensure the efficient administration of estate-related gifts and donor commitments.

Completion of an accredited paralegal program; or equivalent combination of training and experience.

* Assist in the review, tracking, and settlement of trusts and estates in which the University is a beneficiary.
* Work closely with attorneys, executors, financial institutions, and University stakeholders to facilitate estate and trust distributions.
* Oversee and manage the Life Insurance Gift Program, including policy documentation and beneficiary coordination.
* Maintain accurate records and ensure compliance with legal and financial regulations.
* Assist in preparing reports, legal correspondence, and internal briefings related to estate and gift administration.
Collaborate with the Gift Planning team on donor outreach, ensuring an excellent donor experience.

* Prior experience in estate administration, legal work, or financial services.
* Paralegal certificate, legal training, or a paralegal program.
* Strong understanding of trust and estate laws, financial instruments, and planned giving strategies.
* Exceptional organizational skills with a keen eye for detail and compliance.
* Excellent communication skills, with the ability to interact professionally with donors, attorneys, and financial institutions.
Proficiency in Microsoft Office Suite and donor database systems (preferred).

N/A

If you experience any problems accessing the system or have questions about the application process, please contact the Office of Human Resources at (919) 843-2300 or send an email to employment@unc.edu

Please note: The Office of Human Resources will not be able to provide specific updates regarding position or application status.

The University of North Carolina at Chapel Hill is an equal opportunity and affirmative action employer. All qualified applicants will receive consideration for employment without regard to age, color, disability, gender, gender expression, gender identity, genetic information, race, national origin, religion, sex, sexual orientation, or status as a protected veteran.