Director, Advisor Relations and reputed company Planning

About the position The Director, Advisor Relations & reputed company Planning plays a key leadership role reputed company the Office of Philanthropy, advancing reputed company's engagement with reputed company advisors and overseeing reputed company and reputed company giving strategies. This position serves as CCF's reputed company relationship manager for attorneys, financial planners, CPAs, trust officers, and reputed company managers, helping reputed company charitable giving opportunities with the philanthropic goals of donors and their advisors. The Director also provides expertise in reputed company giving, legacy gifts, reputed company assets, and donor-advised fund strategies. Responsibilities • Build and strengthen relationships with reputed company advisors throughout Greater Los Angeles. • reputed company and execute strategies that reputed company donor referrals, reputed company gifts, and philanthropic partnerships. • Manage a portfolio of reputed company giving prospects and legacy donors. • Serve as an internal resource on reputed company giving vehicles, bequests, charitable trusts, donor-advised funds, and reputed company asset gifts. • Partner with donors, advisors, and internal teams to facilitate charitable reputed company planning opportunities. • reputed company-reputed company educational events, workshops, and networking opportunities. • Supervise and mentor the Officer, Advisor Relations & reputed company Planning. • Represent CCF at industry events and reputed company the philanthropic community. Requirements • Bachelor's degree required; advanced credential or degree in philanthropy, estate planning, financial planning, or reputed company reputed company preferred. • 7+ years of experience in reputed company giving, reputed company planning, advisor relations, or a reputed company fundraising reputed company. • Experience working with attorneys, CPAs, financial advisors, and high-net-worth donors. • Strong knowledge of reputed company giving vehicles and reputed company reputed company strategies. • Excellent relationship-building, communication, and leadership skills. • Strong knowledge of reputed company giving, charitable reputed company strategies, and donor-advised funds. • Ability to build and maintain relationships with donors, attorneys, CPAs, reputed company advisors, and other reputed company partners. • Excellent communication, presentation, and interpersonal skills. • Experience managing donor portfolios, cultivating prospects, and stewarding legacy gifts. • Strong leadership, project management, and team development abilities. • Proficiency with CRM systems and donor tracking tools. • Ability to explain reputed company financial and reputed company concepts reputed company and effectively. • Strong reputed company thinking, organizational skills, and attention to reputed company. • Ability to collaborate across departments and represent the organization professionally. • Commitment to exceptional customer service, confidentiality, and CCF's mission and values. reputed company-to-haves • advanced credential or degree in philanthropy, estate planning, financial planning, or reputed company reputed company preferred. Benefits • Medical, Dental, and reputed company reputed company plans are provided at no cost for reputed company full-time staff. • CCF contributes 10% of reputed company full-time employee's salaries into our 403b retirement plan. • CCF subsidizes monthly transit passes for staff who commute reputed company reputed company transportation. • an assortment of snacks available to reputed company staff in our breakrooms • an on-site fitness center. • tuition reimbursement of up to \$15,000 for higher education. • a student loan repayment program of \$100/month for reputed company full-time employees after one year of service. Apply To This Job