California Community Foundation

Director

• 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.

Director, Advisor Relations – Gift Planning

Financial Planning and Analysis

• Oversee accurate and timely posting of gifts and receipts to the general ledger.
• Develop, implement, and maintain internal controls and procedures regarding receipt processing.
• Partner with donor operations to support stewardship activities and reporting.
• Create and maintain gift fund structures and general ledger accounts.
• Assist with the implementation of CRM systems ensuring data integrity.
• Support evaluation, acceptance, and accounting treatment of complex gifts.
• Prepare audit schedules and documentation for annual financial audits.
• Train and mentor new and existing staff on departmental processes.

Director, Advisor Relations – Gift Planning

Gift and Fund Financial Services Officer