Planned Giving Manager
California Community Foundation
4 weeks 2 days ago
Los Angeles
Job Summary
The Planned Giving Manager is part of the Development and Donor Relations (DDR) fundraising team. The Manager is responsible for advancing the development of long-term relationships with advisors, Sartori Circle members and prospective members, and members of the public interested in learning more about CCF. This includes providing “moves management” support to the Planned Giving Officers as well as fielding inquiries, managing a portfolio, and managing research, marketing, and event planning projects.
This position requires an individual who can prioritize and multi-task while maintaining a high level of client service. It also requires an individual who can identify and offer solutions to isolated and systemic problems.
Responsibilities
Advisor and Donor Fundholder Engagement: Develops and strengthens long-term relationships with an assigned portfolio of existing advisors, donor fundholders, and Sartori Circle members. Collaborates with department and foundation members to leverage opportunities, build awareness, develop value-added engagement, and facilitate meaningful engagement experiences for these audiences.
Business Development: Generates new business for CCF by providing top-level customer service to prospective donors, advisors, Sartori Circle members, donor fund holders, and the public. Responsibilities include answering inquiries, gathering, and communicating information, drafting proposals for new funds, and drafting letters of testamentary intent.
Stewardship: Manages and implements projects relating to stewarding donors, Sartori Circle Members, and advisors. Responsible for monitoring scheduling, timelines, and key deliverables
Research: Manages the scope and execution of research projects, including prospect/donor research, non-profit organization research, research into complex assets, and oversight of all research involving DDR strategy and prospecting initiatives. Also coordinates research to support business development and/or donor stewardship.
Marketing and Communications: Contributes to the development and execution of the department’s marketing materials. Focuses on promoting CCF’s products and services. Provides support for events for advisors, prospects, donors, and/or Sartori Circle members.
Database/Document Support: Coordinates with Donor Operations record interactions in the database. Plans and oversees regular reports for the Planned Giving Department. Ensures all documentation is saved in RE and in the appropriate folder.
General: As appropriate, assists other departments and works as a member of interdepartmental teams to ensure the effective and efficient operations of CCF. At all times, demonstrates cooperative behavior with supervisors and coworkers. Other duties as assigned, dependent on organizational needs and employee skills.
Department-Specific Responsibilities - Development & Donor Relations:
Always maintains confidentiality and sensitivity.
Provides a high level of customer service across the Foundation.
Relationship support, scheduling & meeting follow-up
Supports the DDR department with administrative support
Supports other duties as assigned by management
Teamwork/Customer Relations Responsibilities:
Establishes effective working relations with cross functional team(s).
Contributes to a high performing/positive team culture.
Shares knowledge, time, and expertise to assist other members of team.
Timely and accurately responds to requests and inquiries from across Foundation.
Demonstrates “can do” attitude as priorities shift.
Qualifications
Bachelor’s degree required. Advanced degree and/or applicable sales/fundraising experience is preferred.
3-5 years of experience in a donor relations, alumni relations, or similar setting preferred.
Project Management: Excellent organizational skills and attention to detail. Ability to prioritize work and adjust to multiple demands. Demonstrated ability to follow tasks through to completion in a timely manner.
Communication and Relationship Skills: Excellent interpersonal, verbal and written communications skills. Superior and proven customer services skills. Ability to secure the confidence of top donors and prospects through long-term relationship building activities to facilitate contributions to donor funds and CCF initiatives.
Teamwork and General Skills: Ability to work well independently and as a team member. Ability to take initiative and follow tasks through to completion.
Technology Skills: Internet competency and strong computer proficiency, including mastery of the Microsoft Office software suite and a familiarity with database software, is required. Experience with client management databases is preferred. Willingness and ability to learn appropriate database, spreadsheet, and other computer programs.
Salary & Benefits
Starting salary range: $77,900.00-$83,000.00/annually
California Community Foundation (CCF) is proud to offer Medical, Dental, and Vision coverage at no cost for all full-time staff. CCF contributes 10% of all full-time employee's salaries into our 403b retirement plan. Additionally, after one year of service, all full-time employees are eligible for tuition reimbursement of up to $15,000 for higher education. CCF also offers a student loan repayment program of $100/month for all full-time employees after one year of service.
Equal Opportunity Hiring Statement
CCF is an equal opportunity employer and supports a vision where all staff – regardless of race, ethnicity, sexual orientation, gender identity, age, socio-economic background, or religious affiliation– feel there is space for a diversity of experiences to be represented, respected and valued.