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Job · Los Angeles, CA · Full time

Director, Advisor Relations and Gift Planning

California Community Foundation · Philanthropy, Voluntarism & Grantmaking Foundations · $386.6M budget · 104 staff · Since 1915

Why California Community Foundation

FY2024 · Form 990Its mission and biggest programs, as filed

Grants funds and mobilizes resources to support Los Angeles nonprofits, civic engagement, early childhood education, and historically underserved communities.

  • Donor advised fundsccf manages more than 1,500 charitable funds entrusted to IT by generations of individuals, families, organizations and companies. Ccf distributed grants from donor serviced funds to nonprofit organizations in greater los angeles and elsewhere. Restricted funds ccf disbursed…$254.7M spent in FY2024
  • Understanding the needs and nonprofits of greater los angeles has enabled ccf to attract and concentrate resources on priority areas while also responding to opportunities and challenges that arise. Education: grants were made to increase school readiness through early care…$100.2M spent in FY2024

Before you apply

FY2023 · Form 990Independent: from IRS data, not the org
Peers pay
$135K–$189K
$10M+ orgs, California
Fine: from the org's Form 990.
Pt VII · Sec A
Pays its leaders
$171K–$668K
12 officers reported
Fine: from the org's Form 990.
Pt VII · Sec A
Budget
$316.9M
spent in FY2023
Fine: from the org's Form 990.
Pt I · Ln 18
Staff
104
employees
20 volunteers
Fine: from the org's Form 990.
Pt I · Ln 5–6
Spent on programs
94%
of spending
Looks good: 94% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Surplus or deficit
−9%
of revenue, FY2023
Concern: revenue was below expenses in the latest filing.
Pt I · Ln 19
Cash reserves
74 mo
of spending, in cash and securities
Looks good: 73.9 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Latest return
FY2023
latest Form 990
Fine: the latest return is for FY2023, 3 tax years back; within 3 tax years.
IRS e-file
IRS status
501(c)(3)
tax-exempt since 1980
Looks good: listed by the IRS.
IRS BMF
Looks goodFineWorth a lookConcernTap a box for the reason.

About the role

The org's own posting, as written

Director, Advisor Relations and Gift Planning Starting salary range: $190,067-$198,700/Annually Biweekly $7,310.26-$7,642.30 Full-Time, Exempt, Salary This is an in-office position for the first 100 days. Requires in-office work five (5) days per week. Following the first 100 days, staff have the flexibility to work two (2) days remotely. Mandatory in-office workdays are Tuesdays & Wednesdays.

Only applicants who reside in California and submit a cover letter will be considered. ***CCF IS A MANDATORY COVID-19 VACCINATION EMPLOYER*** The Director, Advisor Relations & Gift Planning plays a key leadership role within the Office of Philanthropy, advancing California Community Foundation's engagement with professional advisors and overseeing planned and complex giving strategies. This position serves as CCF's primary relationship manager for attorneys, financial planners, CPAs, trust officers, and wealth managers, helping connect charitable giving opportunities with the philanthropic goals of donors and their advisors.

The Director also provides expertise in planned giving, legacy gifts, complex assets, and donor-advised fund strategies.

Key Responsibilities

Build and strengthen relationships with professional advisors throughout Greater Los Angeles. Develop and execute strategies that generate donor referrals, planned gifts, and philanthropic partnerships. Manage a portfolio of planned giving prospects and legacy donors. Serve as an internal resource on planned giving vehicles, bequests, charitable trusts, donor-advised funds, and complex asset gifts. Partner with donors, advisors, and internal teams to facilitate charitable gift planning opportunities. Lead advisor-focused educational events, workshops, and networking opportunities. Supervise and mentor the Officer, Advisor Relations & Gift Planning.

Represent CCF at industry events and within the philanthropic community.

Qualifications

Bachelor's degree required; advanced credential or degree in philanthropy, estate planning, financial planning, or related field preferred. 7+ years of experience in planned giving, gift planning, advisor relations, or a related fundraising field. Experience working with attorneys, CPAs, financial advisors, and high-net-worth donors. Strong knowledge of planned giving vehicles and complex gift strategies. Excellent relationship-building, communication, and leadership skills. Skills, Knowledge and Abilities: Strong knowledge of planned giving, charitable gift strategies, and donor-advised funds.

Ability to build and maintain relationships with donors, attorneys, CPAs, wealth advisors, and other professional partners. Excellent communication, presentation, and interpersonal skills. Experience managing donor portfolios, cultivating prospects, and stewarding legacy gifts. Strong leadership, project management, and team development abilities. Proficiency with CRM systems and donor tracking tools. Ability to explain complex financial and legal concepts clearly and…

Read the full posting

About California Community Foundation

From its Form 990

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