Senior Officer, Planned Giving & Philanthropy – Hybrid

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

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.