Director, Advisor Relations and Gift Planning

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 effectively.
• Strong strategic thinking, organizational skills, and attention to detail.
• Ability to collaborate across departments and represent the organization professionally.
• Commitment to exceptional customer service, confidentiality, and CCF's mission and values.