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.

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