HR Specialist

The Planned Giving Officer works within the Development & Donor Relations department and reports to the Senior Planned Giving Officer. Responsibilities include:Identifying, developing, and managing relationships with professional advisors (e.g., wealth managers, accountants, estate planning attorneys) to promote CCF’s services;Acquiring new and stewarding existing CCF legacy donors, who have remembered California Community Foundation (CCF) as part of their charitable estates;Assisting the Senior Planned Giving Officer in facilitating gifts of complex assets;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.

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