HR Specialist

California Community Foundation; Los Angeles (CA); On-site; USD 85,000 - 120,000; Full time

Job summary

California Community Foundation seeks a Planned Giving Officer within the Development & Donor Relations team in Los Angeles. This role focuses on identifying, developing and managing relationships with professional advisors to promote CCF’s services and secure legacy gifts.

You will cultivate new donors, steward existing ones, and assist the Senior Planned Giving Officer with gifts of complex assets, ensuring broad coverage across Los Angeles and driving strategic business development for

Qualifications

• Bachelor’s degree required; advanced degree preferred.
• Law degree preferred; certifications such as LL.M., CTFA, CFP, CSPG, CPA or CFA desirable.
• Minimum 5 years related experience in legal services, development, financial services, or foundation environments.
• Experience in tax or estate planning matters in a professional setting preferred.

Responsibilities

• Identify, develop, and manage relationships with professional advisors to promote CCF’s services.
• Acquire new legacy donors and steward existing CCF donors.
• Assist the Senior Planned Giving Officer in facilitating gifts of complex assets.
• Collaborate with the department to ensure coverage across Los Angeles and implement planned gift business development strategies.

Skills

Relationship building

Donor relations

Fundraising

Communication

Education

Bachelor's degree

Advanced degree preferred

Law degree preferred

Certifications desirable (LL.M., M.T., CTFA, CFP, CSPG, CPA or CFA)

Job description

The Planned Giving Officer works within the Development & Donor Relations department and reports to the Senior Planned Giving Officer. Responsibilities include identifying, developing, and managing relationships with professional advisors (e.g., wealth managers, accountants, estate planning attorneys) to promote CCF’s services; acquiring new and stewarding existing CCF legacy donors, who have remembered California Community Foundation (CCF) as part of their charitable estates; assisting the Senior Planned Giving Officer in facilitating gifts of complex assets; working closely with others in the department to ensure coverage across Los Angeles and implement business development strategies regarding planned gifts to CCF.

Bachelor’s degree required. Advanced degree preferred. Law degree preferred. Other relevant certification desirable (LL.M., M.T., CTFA, CFP, CSPG, CPA or CFA).

Minimum of 5 years related experience, preferably in legal services, development, financial services, business management or foundation environment.

Experience in tax or estate planning matters in a law firm setting or equivalent experience in a professional or financial services firm (accounting, family office, trust company or investment firm) is preferred.