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Director Charitable Gift Planning

Position: 
Director Charitable Gift Planning
Application Deadline: 
Tuesday, October 31, 2017
Job Description: 

Interact with donors, prospects and professional advisors to advance The Foundation’s goals. Provide expert educational information to enhance donor philanthropy. Build relationships with prospective donors and professional advisors; identify and recruit donors for informational events; employ legal expertise in advising prospective and current donors about charitable gift planning

Essential Duties and Responsibilities

  • Manage a portfolio of prospects and referral source relationships
  • Identify, cultivate, solicit, and steward approximately 100 prospects, donors and clients
  • Build a strategy and timeline to network with approximately 100 advisors
  • Work with the Lay Planning Committee on the “Breakfast with the Experts” series (14 educational events annually for professional advisors with approximately 1,000 attendees annually) by facilitating event planning and coordination
  • Conceptualize, articulate and execute planned giving solutions for donors, prospects, advisors and clients
  • Represent The Foundation in the community at various events and functions
  • Work as part of the Development team and engage with all internal departments to provide overall management of relationships and projects
  • Introduce and utilize The Center for Designed Philanthropy for key audiences
  • Assist the in-house Legal Counsel of The Foundation as needed in drafting, reviewing and negotiating a wide range of grant, consulting, business and administrative agreements, including complex gift transactions
  • Recruit attendees for all Foundation events
  • Partial supervision of one staff member
  • Other duties and special projects as assigned

 

Education and Experience Requirements

  • A minimum of five years’ experience in fundraising for philanthropy or building client relationships is required; planned giving experience preferred
  • Law degree and membership in the California State Bar is required
  • Knowledge of the Los Angeles Jewish community
  • Experience with Raiser’s Edge preferred

 

Knowledge, Skills, and Abilities

  • Must be a highly energetic professional with a track record of building donor or client relationships (required) and closing planned gifts (preferred)
  • Must have excellent interpersonal skills and a demonstrated record of completing assignments
  • Critical thinking skills and ability to make decisions
  • Ability to synthesize large amounts of detailed information 
  • Ability to multi-task in a thoughtful, precise work environment, and prioritize among competing pressing issues 
  • Ability to meet goals in a timely and effective manner 
  • Good listening and facilitation skills 
  • Ability to exhibit diplomacy and tact when working with donors, prospects, and advisors
  • Flexibility and creativity
  • Detail-oriented with the proven ability to track and manage multiple priorities
  • Excellent presentational and writing skills