Strategic Philanthropy Director: Legacy & Complex Gifts

CFP Board of Standards Inc.; Los Angeles (CA); Hybrid; USD 180,000 - 220,000; Full time

Benefits offered by this job

Medical/Dental/Vision

403(b) with 10% employer contribution

Staff Donor Advised Fund

Paid Parking

Generous vacation and sick leave

National and Jewish holidays

Job summary

The Jewish Community Foundation of Los Angeles is seeking a Director of Strategic Philanthropy to help build and grow the Foundation’s strategic philanthropy programs, including professional advisor engagement, legacy giving, and gifts of complex assets such as real estate, closely held businesses, and other illiquid assets.

The ideal candidate is an experienced legal, financial, or other advisory professional with strong relationship-building and business development skills.

Qualifications

• Bachelor’s degree required; JD, CFP, CPA, or comparable professional credential strongly preferred.
• 7+ years of experience in a legal, wealth management, tax, charitable planning, or related professional role involving substantive advice to clients.
• Demonstrated success building trusted professional relationships, developing referral networks, and generating business opportunities.
• Demonstrated ability to understand, analyze, and clearly explain complex legal, financial, or technical concepts, establishing credibility and trust with clients and professional advisors.
• Strong presentation, writing, and interpersonal communication skills.
• Exceptional organizational, project management, and follow-through skills, with the ability to manage multiple relationships and transactions simultaneously.
• Sound judgment, initiative, intellectual curiosity, and a collaborative, solutions-oriented approach.
• Strong interest in philanthropy and aptitude to develop expertise in charitable planning, including tax strategies, complex asset gifts, and legacy planning.

Responsibilities

• Develop and manage relationships with attorneys, CPAs, financial advisors, and other professionals to generate charitable giving opportunities.
• Deliver educational programs on charitable planning strategies.
• Help advisors recognize charitable planning opportunities for their clients.
• Work with the Senior Vice President to grow the advisor engagement program.
• Cultivate prospects through advisor relationships and advance gifts.
• Identify and develop complex asset and legacy giving opportunities.
• Educate clients and advisors on tax-efficient charitable giving strategies.
• Prepare illustrations of the tax and financial effects of proposed gifts.
• Oversee due diligence, documentation, and approvals for complex gifts.
• Develop processes for growing complex asset gift and legacy programs.

Skills

Relationship building

Business development

Presentations

Communication

Education

Bachelor's degree

J.D./CFP/CPA or equivalent

Job description

The Jewish Community Foundation of Los Angeles is seeking a Director of Strategic Philanthropy to help build and grow the Foundation’s strategic philanthropy programs, including professional advisor engagement, legacy giving, and gifts of complex assets such as real estate, closely held businesses, and other illiquid assets.

The ideal candidate is an experienced legal, financial, or other advisory professional with strong relationship-building and business development skills.