HR Specialist

The Planned Giving Officer works within the Development & Donor Relations department and reports to the Senior Planned Giving Officer. Responsibilities include:

1. Identifying, developing, and managing relationships with professional advisors (e.g., wealth managers, accountants, estate planning attorneys) to promote CCF’s services;
2. Acquiring new and stewarding existing CCF legacy donors, who have remembered California Community Foundation (CCF) as part of their charitable estates;
3. Assisting the Senior Planned Giving Officer in facilitating gifts of complex assets;
4. Working closely with others in the department to ensure coverage across Los Angeles and implement business development strategies regarding planned gifts to CCF.

Qualifications:

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.