Sacramento Region Community Foundation
Director of Planned Giving
Sacramento Region Community Foundation, Sacramento, California, United States, 95828
2 days ago Be among the first 25 applicants
About The Foundation
As the capital region’s leading provider of philanthropic services, the Sacramento Region Community Foundation helps individuals, families, businesses, and nonprofits give back with confidence and purpose. We manage more than 750 charitable funds and over $250 million in assets, with most funds endowed to support causes in perpetuity. Our Mission is to lead, serve, and inspire enduring philanthropy for a just and vibrant Sacramento region .
Make a lasting impact — now and always.
Since 1983, we’ve awarded over $250 million in grants — the majority benefiting communities in Sacramento, Yolo, El Dorado, and Placer counties. Beyond fund management, we lead initiatives and partnerships that advance equity and opportunity, including the region’s annual Big Day of Giving. About The Foundation
As the capital region’s leading provider of philanthropic services, the Sacramento Region Community Foundation helps individuals, families, businesses, and nonprofits give back with confidence and purpose. We manage more than 750 charitable funds and over $250 million in assets, with most funds endowed to support causes in perpetuity. Our Mission is to lead, serve, and inspire enduring philanthropy for a just and vibrant Sacramento region .
Make a lasting impact — now and always.
Since 1983, we’ve awarded over $250 million in grants — the majority benefiting communities in Sacramento, Yolo, El Dorado, and Placer counties. Beyond fund management, we lead initiatives and partnerships that advance equity and opportunity, including the region’s annual Big Day of Giving.
THE OPPORTUNITY
The
Director of Planned Giving (DPG)
leads the development and growth of the Foundation’s planned giving program, providing expert guidance to fundholders and professional advisors on charitable gift strategies—including bequests, retirement assets, charitable gift annuities, charitable remainder trusts, and other legacy gifts. The ideal candidate is a skilled, mission-driven professional and a proven leader in the field. The
DPG
cultivates strong relationships with donors, advisors, and community partners, and works collaboratively to increase visibility and engagement around planned giving across the Foundation’s four-county service area (El Dorado, Placer, Sacramento, and Yolo). Reporting to the Senior Director of Philanthropy, this position is a key member of the Philanthropy & Communications team who helps donors make a lasting impact across our region.
Our compensation and benefits are competitive!
COMPENSATION And BENEFITS
$95,000-$110,000 annual salary, depending on experience Full-time, exempt position Medical/dental/vision insurance 401K program with generous Foundation contribution Generous vacation and holiday pay Cell phone/internet stipend Fun mixers, team-building events, retreats and workshops, and professional development opportunities
SCHEDULE
Standard work schedule is 9/80, Monday through Friday, with every other Friday off A hybrid work schedule with 2/3 days per week in the office following an introductory period
KEY RESPONSIBILITIES
Leads the growth of the Foundation’s planned giving program by cultivating relationships with current and prospective legacy donors Builds and maintains strong professional advisor relationships throughout the region to encourage client referrals and the establishment of charitable funds Helps grow the Foundation’s assets per the strategic and business plans by securing planned gifts, with an emphasis on unrestricted support for regional needs Manages and supports the Foundation’s Philanthropic Advisors’ Forum (PAF), including quarterly PAF Advisory Committee meetings and advisor engagement strategies and events Collaborates with the Philanthropy & Communications team to create compelling content, collateral, and outreach strategies that engage advisors and drive referrals Partners with the Senior Director of Philanthropy and Chief Philanthropy Officer to steward legacy donors and prospects with high-quality, personalized engagement Serves as the Foundation’s expert on planned giving vehicles - including Charitable Gift Annuities, Charitable Remainder Trusts, Charitable Lead Trusts, and more Actively participates in key networks, including the Sacramento Estate Planning Council and the Planned Giving Forum of Greater Sacramento Maintains accurate records of legacy donors, prospects, and professional advisors in the Foundation’s database Produces monthly communications for professional advisors and contributes regularly to the Foundation’s blog content Maintains up-to-date knowledge of federal and state charitable giving regulations Ensures all development activities align with the National Standards for Community Foundations and follow best practices Upholds and protects donor intent in all matters related to legacy gifts Meets monthly, quarterly, and annual metrics, including, but not limited to: Advisor calls, e-mails, and visits Fundholder calls, e-mails, and visits Prospect calls, e-mails, and visits Nonprofit CGA MOUs New Legacy promises Other duties as assigned
Qualifications
Bachelor’s degree preferred with a minimum of 7-10 years of experience in the field Proficiency with Microsoft Office Suite and possesses the ability to master the Foundation’s donor management system (Community Suite), and/or the ability to learn other donor prospect/data content management systems Experience soliciting planned gifts and stewarding donors Experience working with professional advisors, preferred. Excellent written and verbal communications skills; bilingual fluency, a plus Community foundation experience, a plus Sales or development background, a plus High integrity, flexibility, and alignment with the Foundation’s mission and goals
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.
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Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
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As the capital region’s leading provider of philanthropic services, the Sacramento Region Community Foundation helps individuals, families, businesses, and nonprofits give back with confidence and purpose. We manage more than 750 charitable funds and over $250 million in assets, with most funds endowed to support causes in perpetuity. Our Mission is to lead, serve, and inspire enduring philanthropy for a just and vibrant Sacramento region .
Make a lasting impact — now and always.
Since 1983, we’ve awarded over $250 million in grants — the majority benefiting communities in Sacramento, Yolo, El Dorado, and Placer counties. Beyond fund management, we lead initiatives and partnerships that advance equity and opportunity, including the region’s annual Big Day of Giving. About The Foundation
As the capital region’s leading provider of philanthropic services, the Sacramento Region Community Foundation helps individuals, families, businesses, and nonprofits give back with confidence and purpose. We manage more than 750 charitable funds and over $250 million in assets, with most funds endowed to support causes in perpetuity. Our Mission is to lead, serve, and inspire enduring philanthropy for a just and vibrant Sacramento region .
Make a lasting impact — now and always.
Since 1983, we’ve awarded over $250 million in grants — the majority benefiting communities in Sacramento, Yolo, El Dorado, and Placer counties. Beyond fund management, we lead initiatives and partnerships that advance equity and opportunity, including the region’s annual Big Day of Giving.
THE OPPORTUNITY
The
Director of Planned Giving (DPG)
leads the development and growth of the Foundation’s planned giving program, providing expert guidance to fundholders and professional advisors on charitable gift strategies—including bequests, retirement assets, charitable gift annuities, charitable remainder trusts, and other legacy gifts. The ideal candidate is a skilled, mission-driven professional and a proven leader in the field. The
DPG
cultivates strong relationships with donors, advisors, and community partners, and works collaboratively to increase visibility and engagement around planned giving across the Foundation’s four-county service area (El Dorado, Placer, Sacramento, and Yolo). Reporting to the Senior Director of Philanthropy, this position is a key member of the Philanthropy & Communications team who helps donors make a lasting impact across our region.
Our compensation and benefits are competitive!
COMPENSATION And BENEFITS
$95,000-$110,000 annual salary, depending on experience Full-time, exempt position Medical/dental/vision insurance 401K program with generous Foundation contribution Generous vacation and holiday pay Cell phone/internet stipend Fun mixers, team-building events, retreats and workshops, and professional development opportunities
SCHEDULE
Standard work schedule is 9/80, Monday through Friday, with every other Friday off A hybrid work schedule with 2/3 days per week in the office following an introductory period
KEY RESPONSIBILITIES
Leads the growth of the Foundation’s planned giving program by cultivating relationships with current and prospective legacy donors Builds and maintains strong professional advisor relationships throughout the region to encourage client referrals and the establishment of charitable funds Helps grow the Foundation’s assets per the strategic and business plans by securing planned gifts, with an emphasis on unrestricted support for regional needs Manages and supports the Foundation’s Philanthropic Advisors’ Forum (PAF), including quarterly PAF Advisory Committee meetings and advisor engagement strategies and events Collaborates with the Philanthropy & Communications team to create compelling content, collateral, and outreach strategies that engage advisors and drive referrals Partners with the Senior Director of Philanthropy and Chief Philanthropy Officer to steward legacy donors and prospects with high-quality, personalized engagement Serves as the Foundation’s expert on planned giving vehicles - including Charitable Gift Annuities, Charitable Remainder Trusts, Charitable Lead Trusts, and more Actively participates in key networks, including the Sacramento Estate Planning Council and the Planned Giving Forum of Greater Sacramento Maintains accurate records of legacy donors, prospects, and professional advisors in the Foundation’s database Produces monthly communications for professional advisors and contributes regularly to the Foundation’s blog content Maintains up-to-date knowledge of federal and state charitable giving regulations Ensures all development activities align with the National Standards for Community Foundations and follow best practices Upholds and protects donor intent in all matters related to legacy gifts Meets monthly, quarterly, and annual metrics, including, but not limited to: Advisor calls, e-mails, and visits Fundholder calls, e-mails, and visits Prospect calls, e-mails, and visits Nonprofit CGA MOUs New Legacy promises Other duties as assigned
Qualifications
Bachelor’s degree preferred with a minimum of 7-10 years of experience in the field Proficiency with Microsoft Office Suite and possesses the ability to master the Foundation’s donor management system (Community Suite), and/or the ability to learn other donor prospect/data content management systems Experience soliciting planned gifts and stewarding donors Experience working with professional advisors, preferred. Excellent written and verbal communications skills; bilingual fluency, a plus Community foundation experience, a plus Sales or development background, a plus High integrity, flexibility, and alignment with the Foundation’s mission and goals
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.
Powered by JazzHR
9skmFMm0kE Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Other Industries Internet Publishing Referrals increase your chances of interviewing at Sacramento Region Community Foundation by 2x Get notified about new Director of Planned Giving jobs in
Sacramento, CA . We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr