Planned Giving Officer

Los Angeles Lgbt Center

Job Location:

Los Angeles, CA - USA

Yearly Salary: $ 90000 - 95000

Posted on: 6 days ago

Vacancies: 1 Vacancy

Job Summary

Position: Planned Giving Officer

Department: Development

Reports to: Senior Director Philanthropy

Status: 100% Full-Time Exempt

Probation: 180 Days

Benefits: Medical Dental Vision Life Insurance Long Term Disability Employee Assistance Program and a 403B retirement plan

CENTER MISSION: Building a world where LGBT people thrive as healthy equal and complete members of society.

DEPARTMENT SUMMARY: The Development department is responsible for the fundraising to support the Centers many programs and services that are not financially supported by government grants. The department raises nearly $20 million through individual gifts private foundation grants corporate donations estate and legacy gifts as well as several fundraising events such as the annual Vanguard Awards Gala.

JOB SUMMARY: The Planned Giving Officer is responsible for developing managing and growing the organizations Planned Giving program with a primary focus on building long-term relationships that result in legacy gifts including bequests beneficiary designations charitable gift annuities trusts and other deferred gift vehicles. Working closely with the Senior Director of Philanthropy senior leadership and the Major Gifts team the Planned Giving Officer will cultivate donors steward legacy society members and integrate Planned Giving into broader fundraising and long-term sustainability strategies.

This role balances donor-facing relationship management with internal project coordination ethical administration and cross-functional collaboration to ensure Planned Giving is embedded across the development program and aligned with organizational priorities endowment goals and long-range financial sustainability.

ESSENTIAL FUNCTIONS:

30%- Donor Portfolio Management

Manage and grow a portfolio of approximately 500 Planned Giving households including legacy society members and qualified major gift donors

Conduct donor meetings (in-person virtual phone) to discuss philanthropic goals and Planned Giving opportunities

Track donor interactions gift intentions and documentation in the CRM system

Maintain confidentiality and uphold ethical standards in all donor engagements

20%- Gift Strategy & Solicitation

Identify qualify cultivate solicit and steward donors for planned and blended gifts

Promote a full range of Planned Giving vehicles including bequests beneficiary designations CGAs CRTs CLTs and other estate-based gifts

Collaborate with Major Gifts and Annual Giving teams to integrate Planned Giving into donor strategies and campaigns

Assist with campaign-related Planned Giving strategies including endowment initiatives and feasibility studies

15%- Legacy Society & Donor Engagement

Recruit steward and engage members of the legacy/Planned Giving society

Lead planning and execution of the annual Circle of Life Luncheon and other cultivation receptions

Support additional Planned Giving events donor briefings and recognition activities

15% Gift Administration & Compliance

Manage and track estates under administration; liaise with executors trustees attorneys and advisors to ensure timely gift realization

Partner with internal Finance and Legal teams and external financial institutions to support gift documentation compliance and processing

Provide administrative support including organization and upkeep of estate files and account records

15%- Tools Reporting & Analytics

Lead use of Planned Giving digital platforms (MarketSmart FreeWill iWave) for prospecting and stewardship

Prepare reports projections and analysis related to Planned Giving activity and pipeline health

Ensure accurate database maintenance and documentation of Planned Giving records

10%- Professional Collaboration & Outreach

Cultivate relationships with professional advisors to increase awareness and referrals

Serve in a consultative role for Major Gift Officers on Planned Giving strategy and solicitations

Perform other duties as needed to support the Development departments success

QUALIFICATIONS:

Bachelors degree or equivalent combination of education and professional experience
Minimum of 3 years of fundraising experience with at least 2 years in Planned Giving major gifts or a closely related field
Demonstrated ability to build and manage long-term donor relationships and conduct effective donor-facing conversations
Working knowledge of Planned Giving vehicles and charitable estate planning concepts
Knowledge of or experience working with the LGBTQ community and familiarity with issues of particular relevance to LGBTQ people with a demonstrated commitment to equity and inclusion
Strong passion for the Centers mission and ability to represent the organization with authenticity and professionalism
Proven ability to manage multiple responsibilities with competing deadlines in a fast-paced environment
Collaborative team orientation and commitment to achieving departmental and organizational goals
Excellent customer service skills including professional phone written and in-person donor communications
Strong verbal and written communication interpersonal and organizational skills
Proficiency with Microsoft Office Suite (intermediate to advanced Microsoft Excel) word processing spreadsheets databases and related software systems
Demonstrated ability to work effectively with people of diverse races ethnicities nationalities sexual orientations gender identities and expression socio-economic backgrounds religions ages language abilities immigration status and physical abilities in a multicultural environment

Experience working in a nonprofit healthcare social services or advocacy organization preferred
Familiarity with Salesforce or similar CRM systems preferred
Experience supporting or participating in endowment capital or comprehensive campaigns preferred
Comfortable working with board members volunteers and professional advisors (attorneys financial planners CPAs) preferred
CFRE certification with Planned Giving experience Certified Advisor in Philanthropy (CAP) or other relevant professional accreditation (preferred but not required; willingness to pursue encouraged) preferred

The Los Angeles LGBT Center is an Equal Opportunity Employer and is committed to fostering diversity within its staff. Applications are encouraged from all persons regardless of their race color ancestry religious creed national origin sex sexual orientation gender identity gender expression medical/physical/mental condition pregnancy/childbirth and related medical condition age marital status or veteran status.

The Center requires that all staff working in Health Services clinical site locations receive the most up-to-date Influenza vaccinations and strongly recommends that staff also receive the latest COVID-19 vaccine. Staff not working at any of the Centers clinical sites are encouraged to receive the latest COVID-19 and Influenza vaccines but are not required to do so. For more information please contact .

Required Experience:

Unclear Seniority

Position: Planned Giving OfficerDepartment: DevelopmentReports to: Senior Director PhilanthropyStatus: 100% Full-Time ExemptProbation: 180 DaysBenefits: Medical Dental Vision Life Insurance Long Term Disability Employee Assistance Program and a 403B retirement planCENTER MISSION: Building a world wh...