TieTalent
Overview
Join to apply for the
Planned Giving Officer
role at
TieTalent . About Silicon Valley Community Foundation (SVCF): SVCF is a regional catalyst, connector, and collaborator. We bring together the resources and skills of donors, business, government, and community to solve some of our region's toughest challenges. We promote philanthropy in our region and support philanthropists to invest with impact. Through advocacy, research, policy and grantmaking, we seek systemic solutions to drive enduring community change. Learn more at svcf.org. About The Opportunity This is a full-time, exempt position in Mountain View, California. SVCF embraces a hybrid remote/office work environment. All SVCF team members must be based in California and must be able to regularly attend team and staff meetings, trainings and other gatherings in Mountain View when required. Job Summary The Planned Giving Officer (Officer) reports to the Director, Gift Planning and works across teams. The Officer is responsible for helping donors make planned or legacy gifts to SVCF. In partnership with the Director, the Officer manages cultivation, solicitation acknowledgments, donor research and donor engagement/stewardship of current and prospective planned gift donors. The Officer, alongside the Director, works with donors and their financial and legal advisors to secure both outright and planned gifts in alignment with donors' needs and SVCF's initiatives. The Officer stewardship includes a portfolio of donors who currently have documented planned gifts. The Officer should possess knowledge of planned giving and related tax regulations, including gifts through wills, trusts, charitable gift annuities, charitable trusts, Donor Advised Funds, and their succession plans. Duties And Responsibilities Develop and cultivate new planned gift and legacy donors. In collaboration, steward existing relationships, including SVCF Legacy Society members and the living endowment fund donor portfolio. Partner with the Donor Engagement Team to identify and respond to planned giving opportunities; formalize and steward DAF succession plans, including creation, updating and administration of relevant documents. Provide technical expertise on charitable giving strategies and vehicles. Maintain knowledge of new trends in planned giving; be aware of new or pending tax legislation. Partner with prospective donors and their legal and financial advisors to design and execute planned giving instruments and/or secure gifts of non-cash assets. Implement an active engagement strategy and value proposition; convene Legacy Society members and communicate with current members and prospects. Field inbound planned giving inquiries, including inquiries from existing donors who wish to incorporate their estates into philanthropic planning. Add new planned giving prospects and donors to the relationship management portfolio. Qualifications and Experience Technical knowledge of planned giving and related tax regulations. Experience and understanding of gifts through wills, trusts, charitable gift annuities, charitable trusts, Donor Advised Funds and their succession plans.
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Join to apply for the
Planned Giving Officer
role at
TieTalent . About Silicon Valley Community Foundation (SVCF): SVCF is a regional catalyst, connector, and collaborator. We bring together the resources and skills of donors, business, government, and community to solve some of our region's toughest challenges. We promote philanthropy in our region and support philanthropists to invest with impact. Through advocacy, research, policy and grantmaking, we seek systemic solutions to drive enduring community change. Learn more at svcf.org. About The Opportunity This is a full-time, exempt position in Mountain View, California. SVCF embraces a hybrid remote/office work environment. All SVCF team members must be based in California and must be able to regularly attend team and staff meetings, trainings and other gatherings in Mountain View when required. Job Summary The Planned Giving Officer (Officer) reports to the Director, Gift Planning and works across teams. The Officer is responsible for helping donors make planned or legacy gifts to SVCF. In partnership with the Director, the Officer manages cultivation, solicitation acknowledgments, donor research and donor engagement/stewardship of current and prospective planned gift donors. The Officer, alongside the Director, works with donors and their financial and legal advisors to secure both outright and planned gifts in alignment with donors' needs and SVCF's initiatives. The Officer stewardship includes a portfolio of donors who currently have documented planned gifts. The Officer should possess knowledge of planned giving and related tax regulations, including gifts through wills, trusts, charitable gift annuities, charitable trusts, Donor Advised Funds, and their succession plans. Duties And Responsibilities Develop and cultivate new planned gift and legacy donors. In collaboration, steward existing relationships, including SVCF Legacy Society members and the living endowment fund donor portfolio. Partner with the Donor Engagement Team to identify and respond to planned giving opportunities; formalize and steward DAF succession plans, including creation, updating and administration of relevant documents. Provide technical expertise on charitable giving strategies and vehicles. Maintain knowledge of new trends in planned giving; be aware of new or pending tax legislation. Partner with prospective donors and their legal and financial advisors to design and execute planned giving instruments and/or secure gifts of non-cash assets. Implement an active engagement strategy and value proposition; convene Legacy Society members and communicate with current members and prospects. Field inbound planned giving inquiries, including inquiries from existing donors who wish to incorporate their estates into philanthropic planning. Add new planned giving prospects and donors to the relationship management portfolio. Qualifications and Experience Technical knowledge of planned giving and related tax regulations. Experience and understanding of gifts through wills, trusts, charitable gift annuities, charitable trusts, Donor Advised Funds and their succession plans.
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