Director of Planned Giving
CAREER OPPORTUNITY – JOB ANNOUNCEMENT
Director of Planned Giving
Our Team is our strength.
The Sacramento Region Community Foundation is seeking a dynamic and experienced professional with a passion for our mission to join our team as Director of Planned Giving. The Director of Planned Giving will report directly to the Senior Director of Philanthropy and will serve as a member of the Foundation’s Philanthropy & Communications team.
Make a difference in our community – now and always.
The Sacramento Region Community Foundation is dedicated to connecting people who care about causes that matter. As the capital region’s primary provider of philanthropic services, we help people give back and achieve their philanthropic goals effectively, confidently, and with the support of an expert team connected to the pulse of our community.
The Foundation houses 700 charitable funds for people, families, and businesses, and nonprofits, the majority of which are endowed to ensure they provide support for important causes in perpetuity. We have been the region's trusted steward of philanthropic funds since 1983, and today manage $200 million in assets. Together with our fundholders, we are one of the largest local grantmakers in the region: Over the past 40 years, we have awarded more than $225 million to support important causes, most of which have made a positive difference directly in El Dorado, Placer, Sacramento, and Yolo counties.
In addition to managing their charitable funds, we work in partnership with our fundholders and other local leaders to transform the capital area through strategic grantmaking and impact initiatives that foster a more vibrant and equitable community for all — including our most visible program, Big Day of Giving. To learn more about our philanthropic services and community initiatives, please visit our website at www.sacregcf.org.
Our vision is a thriving and resilient region where generosity and collaboration create equitable opportunity, and our mission is to lead, serve, and inspire enduring philanthropy for a just and vibrant Sacramento region.
- This is a full-time, exempt position.
- We have a 9/80 work schedule, with every other Friday off.
- Hybrid work schedule with 2-3 days a week in the office.
Our compensation and benefits show how much we value our team:
- $75,000-$90,000, depending on experience
- Medical/dental/vision Insurance.
- 401K program with generous Foundation contribution.
- Generous Vacation and Holiday Pay.
- Fun mixers and team-building events
About the position:
Reporting to the Senior Director of Philanthropy and operating as a key member of the Philanthropy & Communications team, the Director of Planned Giving (DPG) focuses on providing fundholders and professional advisors with the highest level of services in support of charitable giving, especially related to planned giving. The DPG is a proven leader, with 7 or more years of experience in the planned giving area including working closely with professional advisors, donors, external partners, board members, and others to secure legacy funds, charitable gift annuities (CGAs), charitable remainder trusts (CRTs), and other planned giving vehicles. The position is responsible for developing and growing the Foundation’s planned giving programs, identifying, and cultivating new supporters, growing relationships with professional advisors, and securing gifts to assure a lasting source of philanthropic funds for the benefit of the region. The DPG also strengthens the Foundation’s planned giving engagement with its existing fundholders and raises the visibility of planned giving throughout the Foundation’s four-county service area (El Dorado, Placer, Sacramento, and Yolo).
The new role of the DPG will help the Foundation meet objectives outlined in the new strategic roadmap, which is grounded in advancing diversity, equity, and inclusion in the region, specifically focused on growing the number of committed planned gifts.
- Build professional advisor relationships throughout the region to encourage client referrals to the Foundation to open charitable funds.
- Develop and grow the Foundation’s planned giving program.
- Increase the Foundation’s assets as they relate to fundraising and planned giving, according to the goals established by the Board and CEO.
- Manage/support the Foundation’s Philanthropic Advisors’ Forum (PAF) and organize quarterly PAF Advisory Committee meetings to develop and implement outreach strategies.
- Work closely with the Philanthropy & Communications team to collaborate on the development of cases for support, collateral, and other communication strategies to engage advisors and encourage client referrals.
- Identify planned gift prospects with a goal of generating planned gifts, especially those related to unrestricted dollars used to serve the greatest needs in the region.
- Work closely with Sr. Director of Philanthropy and Chief Philanthropy Officer to provide high quality stewardship to legacy fundholders, both prospective and current.
- Serve as a Foundation expert in planned giving vehicles including CGAs, CRTs, Charitable Lead Trusts, and more.
- Serve as an active member of the Sacramento Estate Planning Council (SEPC) and the Planned Giving Forum of Greater Sacramento.
- Take an active role in the maintenance of complete and accurate records on potential donors and legacy fundholders in the central database.
- Understand federal and state regulations regarding charitable giving.
- Assure that development policies and procedures are carried out in a manner compliant with best practices according to the National Standards for Community Foundations.
- Act as the guardian of donor intent in all matters related to legacy fundholders.
- Other duties as assigned.
- Bachelor’s degree preferred.
- Proficiency with Microsoft Office Suite and possess the ability to master our internal donor management system, and/or facility with and ability to learn other donor prospect/data content management systems.
- Experience with donor prospect management platforms preferred.
- Experience working with professional advisors preferred.
- Excellent written and verbal communication skills.
- Community foundation experience a plus.
The Sacramento Region Community Foundation provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.