Director of Planned Giving

POSITION: Director of Planned Giving

SUPERVISOR: Sr. Director of Development & Campaigns

STATUS: Salary/Exempt

COMPANY

The mission of the Food Bank is to mobilize resources to fight hunger in our community. To fulfill our mission, we source and acquire nutritious food and other products and distribute them to people experiencing nutrition insecurity through our partner agency network and directly through programs; energize the community to get involved and support hunger relief; and conduct hunger and nutrition education and awareness campaigns and advocate for public policies that benefit the people we serve. Food Bank employees are hired because of their unique skills, diverse perspective, and their commitment to our mission. This means that each of us, working together, will do all that we can to fulfill our vision that no one goes hungry in Los Angeles County. Our core values include: Respect, Stewardship & Accountability, Collaboration, Urgency, Service, Integrity and Diversity. Our organization is committed to maintaining a positive and engaging workplace for all employees.

ESSENTIAL FUNCTIONS

The Director of Planned Giving works closely with the Chief Development Officer, Sr. Director of Development & Campaigns and other members of the development team to assist in the Food Bank’s fundraising strategy – incorporating all communications, events and ongoing fundraising programs. The Director of Planned Giving serves as the expert professional in the Food Bank’s planned giving program, including the Food Bank’s FeedingLA Tomorrow Legacy Society founded to recognize those donors who provide support through a bequest or planned gifts.

WHAT YOU’LL DO

Donors and Planned Gifts: Research and acts as a central source to donors, development officers, and outside professionals of information with respect to complex gifting techniques and tax issues, such as charitable gift annuities, donor advised funds, charitable remainder trusts, revocable gifts made through living trusts, estate planning instruments, current tax legislation. Use specialized gift planning knowledge to evaluate donors’ financial situations and goals to recommend optimal gifting options. Prepare gift agreements, as well as documents to establish charitable gift annuities, charitable remainder trusts, charitable lead trusts, and other forms of planned gifts. Manage multiple major gift planning prospects and initiatives at the same time. Prepare and present planned giving proposals to major donors and prospects. Educate Food Bank development officers — as well the broader Food Bank community — on issues surrounding planned and other major gifting techniques and developments.

Collaborate with Stakeholders: Strategize and collaborate with internal colleagues and external professional advisors to support the Food Bank’s planned giving efforts and maximize the Food Bank’s interactions with major gift prospects. Participate in professional organizations and maintain visibility in the local planned giving community. Commitment to acquire and maintain a high level of planned giving technical proficiency. Represent the Los Angeles Regional Food Bank at designated functions. Shared departmental and other duties as assigned, including evening and weekend work. Performs other duties as assigned.

QUALIFICATIONS

• A Bachelor’s degree in a related field desired
• Minimum of 5 years of planned giving or fundraising experience and/or experience with trusts and estates, tax, accounting, financial planning or wealth management with increasing levels of responsibility desired
• Excellent interpersonal and communication (written/verbal) skills, including the ability to interact effectively with internal staff and external stakeholders
• Excellent organizational and planning skills
• Knowledge of various planned giving vehicles and expertise with financial planning techniques and related tax laws
• Strong proficiency in Microsoft Office (Word, Excel, Outlook, PowerPoint) and high level of comfort navigating the Internet as well as on-line databases. Experience with Raiser’s Edge preferred
• Valid CA Driver’s License and access to a reliable, insured vehicle. Required to travel within Los Angeles County.

BENEFITS

We offer a comprehensive benefits package:

• Medical: Employee HMO coverage as little as $10 per paycheck and access to Nonstop Health funds
• Dental: Employee HMO coverage available at no cost
• Vision: Comprehensive vision insurance with generous allowances for examinations and material costs
• Flexible Spending Accounts
• Employer-paid Life Insurance and Long-Term Disability
• Optional Long-Term Care Insurance
• 403(b) retirement savings plan with employer match
• Employee Assistance Program (EAP) with expanded Mental Health
• Employee recognition programs
• Growth & career development support for professional certifications and additional training resources
• Vacation: Two weeks annually for the first three years
• Holiday: Nine paid holidays; eligible upon date of hire
• Sick Leave Time available

As a part of the Food Bank’s pre-employment screening process, all potential employees are subject to a Criminal Background Check.

In instances of a federal, state or locally declared emergency, Los Angeles Regional Food Bank is typically considered an essential service and emergency responder; all of its employees may be called in to perform regular or emergent duties.

Los Angeles Regional Food Bank is proud to be an “Equal Opportunity Employer.”