Director, Advisor Relations and Gift Planning

California Community Foundation; Los Angeles (CA); On-site; USD 190,067 - 198,700; Full time

Benefits offered by this job

Medical, Dental, and Vision insurance

10% contribution to retirement plan

Tuition reimbursement

Student loan repayment program

On-site fitness center

Job summary

The California Community Foundation is seeking a Director, Advisor Relations and Gift Planning in Los Angeles, CA. In this leadership role, you will engage with professional advisors, oversee planned giving strategies, and manage connections between charitable giving and donor goals.

The ideal candidate has 7+ years of experience and a relevant bachelor's degree, with a strong ability to build relationships and communicate effectively.

This full-time position offers a salary range of $190,067 to $198,700 annually, with a comprehensive benefits package including medical, dental, vision insurance, and a retirement plan.

Qualifications

• 7+ years of experience in planned giving, gift planning, advisor relations, or related fundraising.
• Experience with attorneys, CPAs, and high-net-worth donors.
• Strong knowledge of planned giving vehicles and complex gift strategies.

Responsibilities

• Build and strengthen relationships with professional advisors.
• Develop strategies for donor referrals and planned gifts.
• Manage a portfolio of planned giving prospects.

Skills

Planned giving knowledge

Relationship-building

Communication skills

Leadership skills

Strategic thinking

Education

Bachelor's degree

Advanced degree in relevant field

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Director, Advisor Relations and Gift Planning

Full Time Management Los Angeles, CA, US 1 Attachments

2 days ago Requisition ID: 1175

Salary Range: $190,067.00 To $198,700.00 Annually

Director, Advisor Relations & Gift Planning

Starting salary range: $190,067-$198,700/Annually

Biweekly $7,310.26-$7,642.30

This is an in-office position for the first 100 days. Requires in-office work five (5) days per week.

Following the first 100 days, staff have the flexibility to work two (2) days remotely. Mandatory in-office workdays are Tuesdays & Wednesdays.

Only applicants who reside in California and submit a cover letter will be considered.

***CCF IS A MANDATORY COVID-19 VACCINATION EMPLOYER***

The Director, Advisor Relations & Gift Planning plays a key leadership role within the Office of Philanthropy, advancing California Community Foundation’s engagement with professional advisors and overseeing planned and complex giving strategies. This position serves as CCF's primary relationship manager for attorneys, financial planners, CPAs, trust officers, and wealth managers, helping connect charitable giving opportunities with the philanthropic goals of donors and their advisors. The Director also provides expertise in planned giving, legacy gifts, complex assets, and donor-advised fund strategies.

Key Responsibilities

• Build and strengthen relationships with professional advisors throughout Greater Los Angeles.
• Develop and execute strategies that generate donor referrals, planned gifts, and philanthropic partnerships.
• Manage a portfolio of planned giving prospects and legacy donors.
• Serve as an internal resource on planned giving vehicles, bequests, charitable trusts, donor-advised funds, and complex asset gifts.
• Partner with donors, advisors, and internal teams to facilitate charitable gift planning opportunities.
• Lead advisor-focused educational events, workshops, and networking opportunities.
• Supervise and mentor the Officer, Advisor Relations & Gift Planning.
• Represent CCF at industry events and within the philanthropic community.

Qualifications

• Bachelor's degree required; advanced credential or degree in philanthropy, estate planning, financial planning, or related field preferred.
• 7+ years of experience in planned giving, gift planning, advisor relations, or a related fundraising field.
• Experience working with attorneys, CPAs, financial advisors, and high-net-worth donors.
• Strong knowledge of planned giving vehicles and complex gift strategies.
• Excellent relationship-building, communication, and leadership skills.

Skills, Knowledge and Abilities:

• Strong knowledge of planned giving, charitable gift strategies, and donor-advised funds.
• Ability to build and maintain relationships with donors, attorneys, CPAs, wealth advisors, and other professional partners.
• Excellent communication, presentation, and interpersonal skills.
• Experience managing donor portfolios, cultivating prospects, and stewarding legacy gifts.
• Strong leadership, project management, and team development abilities.
• Proficiency with CRM systems and donor tracking tools.
• Ability to explain complex financial and legal concepts clearly and effectively.
• Strong strategic thinking, organizational skills, and attention to detail.
• Ability to collaborate across departments and represent the organization professionally.
• Commitment to exceptional customer service, confidentiality, and CCF's mission and values.

Employee Benefits:

California Community Foundation (CCF) is proud to offer a generous benefits package. Medical, Dental, and Vision insurance plans are provided at no cost for all full‑time staff. CCF contributes 10% of all full‑time employee's salaries into our 403b retirement plan. CCF subsidizes monthly transit passes for staff who commute via public transportation. CCF also offers an assortment of snacks available to all staff in our breakrooms, and an on‑site fitness center.

After one year of service, all full‑time employees are eligible for tuition reimbursement of up to $15,000 for higher education. CCF also offers a student loan repayment program of $100/month for all full‑time employees after one year of service.

Equal Opportunity Hiring Statement : The California Community Foundation (CCF) provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Disclaimer: This description should not be construed to contain every function or responsibility that may be required to be performed by an incumbent in this job classification. This job description is intended to be general and will evolve over time. The description is subject to periodic updating. At management’s discretion, the employee may be assigned different or additional duties from time to time

To Apply:

Submit Your Resume and cover letter outlining your experience and interest in the role.

Attachments (1)

Director, Advisor Relations & Gift Planning 06. 2026.pdf