Planned Giving Officer

California Community Foundation; Los Angeles (CA); On-site; USD 90,000 - 120,000; Full time

Job summary

California Community Foundation is seeking a Planned Giving Officer to join the Development & Donor Relations team in Los Angeles. You will identify and cultivate relationships with professional advisors to promote CCF’s services and secure legacy gifts.

You will work with the Senior Planned Giving Officer to steward donors, assist with gifts of complex assets, and help implement business development strategies that ensure coverage across Los Angeles.

Responsibilities

• Identify, develop and manage relationships with professional advisors (wealth managers, accountants, estate planning attorneys) to promote CCF’s services.
• Acquire new and steward existing CCF legacy donors, who have remembered California Community Foundation as part of their charitable estates.
• Assist the Senior Planned Giving Officer in facilitating gifts of complex assets.
• Collaborate with colleagues in the Development & Donor Relations department to ensure coverage across Los Angeles and implement business development strategies regarding planned gifts to CCF.

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.