Planned Giving Officer
- Experience Level
PLANNED GIVING OFFICER, DEVELOPMENT AND DONOR SERVICES
Reports To: Director of Development
With more than $1.5 billion in assets, the San Francisco Foundation is one of the largest community foundations in the country. The foundation is committed to expanding opportunity and ensuring a more equitable future for all in the Bay Area. Together with its donors, the foundation distributed $154 million to nonprofit organizations last fiscal year. The San Francisco Foundation serves Alameda, Contra Costa, Marin, San Francisco, and San Mateo Counties.
The Planned Giving Officer is an integral member of the Foundation’s Development and Donor Services team and is responsible for the management and implementation of a comprehensive planned giving program. This position is also responsible for developing a pipeline and closing funds for nonprofits interested in partnering with the foundation. The Planned Giving officer works with the Donor Relations team to qualify planned giving prospects from the Foundation’s existing donor pool and builds relationships with professional advisors to identify qualified prospects, cultivate new donors and establish testamentary funds.
Planned Gifts and Testamentary Funds:
- In collaboration with the Director of Development, create annual targets for new planned gifts
- Work closely with the Foundation’s existing donors and their donor relations officers to create legacy gifts that meet donor needs and further the foundation’s programmatic objectives
- Identify and cultivate new planned giving prospects
- Manage the program and provide stewardship to members of the Bay Area Promise Society
- Create financial illustrations and draft agreements for review by prospects and their advisors
- Develop and implement a comprehensive plan for marketing planned giving
- Participate in an active outreach effort to foster close relationships with Trust and Estate attorneys, accountants and other professional advisors to obtain referrals for planned gifts to the foundation
- Manage outsourced/vendor relationships related to gift acceptance and administration of planned gifts
- Ensure that active estates are being properly administered and settled by the executor/trustee in a timely, appropriate and efficient manner as related to SFF’s role as the beneficiary
- Work closely with the foundation’s Finance team to ensure the utmost accuracy of financial and tax reporting
- Ensure accurate and timely tracking of prospect and donor activity in the foundation’s database
- Generate program and pipeline reports
- Keep apprised of various aspects of tax, estate and financial planning related to charitable giving
- Attend and/or support appropriate foundation donor, professional advisor, and community events
- In collaboration with the Director of Development, create annual targets for nonprofit funds
- Identify and cultivate relationships with key nonprofits and promote the foundation’s endowment expertise
- Provide education and training for nonprofits and their boards related to endowment
- Manage all relationships with nonprofit fund holders
Education: Bachelor’s degree required. Relevant degree in a legal, finance or accounting discipline is preferred. Relevant Master’s degree, law degree, CPA®, CFA®, CAP® or other similar credentials is highly desirable.
Required Experience: 7+ years successful professional experience in fundraising, charitable gift planning, business development or other relationship-based professions. Must possess technical knowledge applicable to a variety of fundraising areas, including major gifts, planned giving, campaigns, and endowments. Successful track record with the identification, cultivation, and solicitation of donors, clients and/or high net worth individuals required. Knowledge of tax and estate planning preferred. In-depth understanding of community foundation giving vehicles desirable. Existing strong relationships with local professional advisors and familiarity with the San Francisco Bay Area are highly desirable.
Knowledge, Skills, and Competencies: Ability to effectively communicate (verbally and in writing) to a diverse group of external and internal constituencies, including prospects, donors and their families, nonprofit staff, professional advisors, foundation staff and Board of Trustees. Ability to work both independently and proactively, while serving effectively on a team. Strong administrative, organizational and time management skills. Ability to work under pressure, adapt easily to changing situations and priorities, and meet multiple deadlines and goals. Strong computer skills with Microsoft Office products, CRM systems, and gift planning software are required. The successful candidate will possess the highest standards of ethics and integrity in all of their work, handling sensitive and confidential matters in a professional manner. Ability to work flexible hours when required.