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.

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.

Medical, Dental, and Vision insurance plans are provided at no cost for all full-time staff.
CCF contributes 10% of all full-time employee's salaries into our 403b retirement plan.
CCF subsidizes monthly transit passes for staff who commute via public transportation.
CCF also offers an assortment of snacks available to all staff in our breakrooms, and an on-site fitness center.
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.

Director, Advisor Relations – Gift Planning

Key skills