Senior Officer, Planned Giving & Philanthropic Development

Calfund; Los Angeles (CA); On-site; USD 132,000 - 138,000; Full time

Benefits offered by this job

Tuition reimbursement after one year

Student loan repayment program

Transit pass subsidy

Job summary

California Community Foundation (CCF) seeks a Senior Officer, Planned Giving & Philanthropic Development to lead a portfolio of planned gifts, advise donors and professionals, and advance the Foundation’s engagement strategy in Los Angeles County.

First 100 days in-office with five days/week; after that, two remote days with mandatory in-office Tuesdays and Wednesdays. Requires CA residence and cover letter. Compensation starts at $132,000 and can reach $138,000 annually, with biweekly options.

Qualifications

• Bachelor’s degree in business, nonprofit management, finance, or related field required; progress toward or completion of a recognized planned giving credential preferred (CFRE, CAP, CSPG, or ChFC).
• 5–7 years of development, fundraising, or donor relations experience, including donor/advisor coordination.
• Experience maintaining CRM records, donor pipelines, or gift-tracking systems.
• Knowledge of planned giving instruments (bequests, CRTs, CLTs, QCDs, DAFs).
• Strong written and verbal communication; ability to draft proposals, stewardship communications, and impact updates.
• Coordinate relationships with donors and professional advisors (attorneys, wealth managers, CPAs, trust officers, financial planners).
• Excellent organization, multi-priority management, independent judgment.
• Commitment to equity and connecting donor generosity to LA County impact.

Responsibilities

• Build and maintain relationships with professional advisors throughout Greater Los Angeles.
• Manage a portfolio of planned giving prospects and move donors from interest to gift commitment.
• Maintain accurate CRM records of activity, movements, and advisor relationships.
• Provide expertise on planned giving vehicles and prepare gift illustrations.
• Draft donor-facing materials including proposals, stewardship updates, and impact reports.
• Process fund openings and prepare LOIs and fund agreements.
• Coordinate scheduling and logistics for advisor meetings, events, and webinars.
• Serve as a first contact for inquiries and escalate complex questions as needed.
• Collaborate with Marketing and Philanthropic Impact Advisors to align materials with branding.

Skills

relationship building

communication

organizational skills

mentoring

project coordination

Education

Bachelor's degree in business, nonprofit management, finance, or related field

CFRE/CAP/CSPG/ChFC preferred

Tools

CRM platforms

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.

Senior Officer, Planned Giving & Philanthropic Development

Full Time Management Los Angeles, CA, US 1 Attachments

2 days ago Requisition ID: 1179

Senior Officer, Planned Giving & Philanthropic Development

Starting salary range: $132,000-$138,000/Annually

Biweekly $5,076.92-$5,307.69

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 Senior Officer, Planned Giving & Philanthropic Development plays a key support and coordination role within the Office of Philanthropy, advancing California Community Foundation's planned giving program and its engagement with donors and professional advisors. This position manages a portfolio of planned giving and legacy prospects, serving as a consistent point of contact who moves donors and their advisors from initial interest through gift commitment. The Senior Officer also provides expertise in planned giving instruments—bequests, CRTs, CLTs, QCDs, and DAFs—preparing gift illustrations and donor- and advisor-facing materials that support the Director of Advisor Relations & Gift Planning's broader engagement strategy, while mentoring junior development staff and serving as a working lead among development support colleagues.

Key Responsibilities

• Build and maintain relationships with professional advisors — attorneys, wealth managers, CPAs, trust officers, and financial planners — throughout Greater Los Angeles.
• Manage a portfolio of planned giving and legacy prospects, moving donors and advisors from initial interest through gift commitment.
• Maintain accurate, up-to-date records of planned giving activity, prospect movement, and advisor relationships in CCF's CRM system.
• Serve as an internal resource on planned giving vehicles — bequests, CRTs, CLTs, QCDs, and DAFs — preparing gift illustrations to support donor and advisor conversations.
• Draft and coordinate donor-facing materials, including gift proposals, stewardship communications, and impact updates.
• Process new fund openings and prepare planned giving Letters of Intent (LOIs), coordinating required documentation and fund agreements.
• Provide scheduling, logistics, and follow-up support for advisor meetings, roundtables, educational events, and webinars.
• Serve as a first point of contact for incoming planned giving and development inquiries, escalating complex gift questions to the Director as needed.
• Partner with Marketing, Communications & Storytelling, and with Philanthropic Impact Advisors, to align planned giving materials and conversations with CCF's brand and Strategic Framework.
• Mentor junior development support staff and serve as a working lead among development support colleagues.

Qualifications

• Bachelor's degree in business, Nonprofit Management, Finance, or a related field required; progress toward or completion of a recognized planned giving credential — CFRE, CAP, CSPG, or ChFC — preferred.
• 5–7 years of experience in development, fundraising, or donor relations in a philanthropic or nonprofit setting, including experience supporting or coordinating relationships with donors and/or professional advisors.
• Experience maintaining CRM records, donor pipelines, or gift tracking systems.
• Working knowledge of planned giving instruments — bequests, CRTs, CLTs, QCDs, and DAFs — required.
• Strong communication skills, both written and in person, including the ability to draft proposals, stewardship communications, and impact updates.
• Skilled at coordinating and supporting relationships with donors and professional advisors, including attorneys, wealth managers, CPAs, trust officers, and financial planners.
• Strong organizational skills and attention to detail, with the ability to manage multiple priorities and deadlines with sound independent judgment.
• Genuine commitment to equity, community, and the philanthropic sector, and to connecting donor generosity to community impact in Los Angeles County.

Skills, Knowledge and Abilities

• Working knowledge of fundraising and donor development practices, including donor communications, acknowledgment, and stewardship.
• Technical expertise in planned giving vehicles and legacy instruments — bequests, CRTs, CLTs, QCDs, DAFs — sufficient to prepare gift illustrations and support donor and advisor conversations.
• Ability to build and maintain relationships with donors and professional advisors, including attorneys, wealth managers, CPAs, trust officers, and financial planners.
• Excellent written and verbal communication skills, including drafting proposals, stewardship communications, and impact updates.
• Experience managing donor portfolios, coordinating prospect movement, and supporting legacy gift stewardship.
• Proficiency with CRM platforms for pipeline tracking, reporting, and relationship documentation, with a willingness to learn new tools and technologies.
• Strong organizational and project coordination skills, with the ability to manage multiple priorities and deadlines with accuracy and sound independent judgment.
• Ability to serve as a working lead and mentor to junior development support staff.
• Ability to collaborate across departments and represent CCF professionally with donors, advisors, and the broader philanthropic community.
• Genuine commitment to exceptional customer service, confidentiality, and connecting donor generosity to community impact in Los Angeles County.

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 employee 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

Attachments (1)

Senior Officer, Planned Giving Philanthropic Development_JD07232026.pdf