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Gift Planning Officer

Company: Orange County Community Foundation
Date Posted: January 3, 2018

This newly created role offers the opportunity to make a direct impact on an organization that partners with generous individuals, families, foundations, and businesses to fulfill their philanthropic and financial objectives while supporting the causes they care about most.


Reporting to the Vice President, Philanthropic Planning and External Relations, this position is responsible for developing and executing strategies to cultivate donors and build strong relationships with professional advisors and their clients.


The ideal candidate is a skilled relationship builder and collaborator, experienced in securing gifts of cash and appreciated stock as well as complex assets including real estate, full or partial interest in privately held companies (“S” or “C” corps), and who is capable of building an effective OCCF

Professional Advisor Network. This position requires many skills and the ability to function in a variety of roles including that of charitable fund expert, administrator, facilitator, storyteller and advocate.

If you’re passionate about making your community a better place, and you’re eager to step into a role where you can make this a reality, we can’t wait to hear from you.


Salary: $80k-90k commensurate with experience, plus full medical, dental and retirement benefits.




  • Partner with the OCCF team to create and execute a strategy for establishing and stewarding current donors and cultivating prospects for current and deferred gifts.


  • Maintain professional contact with professional advisors (CPAs, estate planners, trust and estate attorneys).


  • Serve as the key contact for establishing new Donor Advised Funds and with current donor advisors seeking to grow their fund.


  • Serve as an institutional resource for complex charitable planning options, both in the areas of planned gifts and current gifts.


  • Manage a donor portfolio, comprised of a range of donor advised funds, bequests, charitable gift annuities and other planned giving vehicles.


  • Consult as needed with our outside counsel and related contracted service administrators.


  • Assist in complicated gift transactions, including gifts of real estate, life insurance and private stock transfers.


  • Attend and participate in industry conferences, events and local professional networks to establish significant visibility for OCCF. Present at conferences and workshops as appropriate.


  • Plan and implement opportunities to engage the professional advisor community to build awareness of charitable planning options available at OCCF that can support their clients’ philanthropic goals.


  • Assist in the development of outreach programs to build awareness of legacy giving to current donors and professional advisors.


  • Work with the Vice President and other senior staff to identify and evaluate current and potential planned giving and charitable planning opportunities for individuals and nonprofits.


  • Other duties as assigned.



  • Master’s or other advanced degree, preferably in legal, business or tax focused program. Bachelor’s degree will be considered if accompanied by other specific work experience in nonprofit planned giving or estate or tax planning with a legal, tax or financial institution.
  • 5+ years demonstrated experience in fundraising for community-based organizations and/or foundations or equivalent relevant experience within a legal or financial firm.
  • Understanding of complex charitable giving vehicles, such as charitable remainder trusts, charitable LLCs and charitable gift annuities.
  • Track record of engaging professional advisors on an individual and group level.
  • Comfortable speaking to groups of allied professionals on how philanthropy can strengthen their relationships with clients.
  • Ability to work independently and make both strategic and tactical decisions.
  • Demonstrated success in acquiring, developing and retaining donor or client relationships resulting in significant support for an organization.
  • Expertise in complex and large gift transactions such as planned gifts, gifts of complex or illiquid assets and real property preferred.
  • Solid knowledge of tax matters and other legal requirements related to fundraising.
  • Exceptional verbal and written communication skills.
  • Excellent people and project management skills, with ability to work with diverse groups and on multiple projects simultaneously.

About the Orange County Community Foundation

Since 1989 the Orange County Community Foundation has partnered with generous individuals, families, foundations, and businesses to fulfill their philanthropic and financial objectives while supporting the causes they care about most. Together we have awarded more than $480 million in grants and scholarships in Orange County, across the country, and around the world.

Find out more at




The Orange County Community Foundation is an equal opportunity employer. We consider applicants for all positions without regard to race, color, religion, sex, age, national origin, ancestry, disability, political affiliation, marital status, sexual orientation or any other legally protected status.


 How to apply:

Please submit a resume and cover letter highlighting your qualifications for this position to Shannon Dean