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.
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