Community Foundation Sonoma County is thrilled to announce a search for our next colleague, a Planned Giving Advisor!
At CFSC, our team is made up of people with different strengths, experiences, and backgrounds who share a passion for investing in the promise of Sonoma County. We are deliberate, intentional, and purposeful about the kind of culturally diverse team we are building.
If this position resonates with you, we encourage you to apply!
If you’re someone who…
- Is mission-driven and embraces collaboration, open communication, and constructive team partnerships
- Shows up with a sense of purpose, heart, and authenticity
- Is adept at project management and detail work, while genuinely thrives on providing the best team support possible
- Is compelled by your innate curiosity and love for learning to dig deep, research and explore new perspectives and ideas
… then we have an exciting and rewarding opportunity for you!
About Community Foundation Sonoma County
Community Foundation Sonoma County (CFSC) is the hub of philanthropy — we connect people, ideas, and resources to benefit all who live and work here. We invest in the promise of Sonoma County by facilitating:
- Connections: We partner with donors and professional advisors to build resources that create long-term philanthropic solutions.
- Stewardship: We fulfill the charitable legacies of our donors by supporting a diverse cross-section of effective nonprofits.
- Solutions: We convene individual leaders and support dynamic organizations to stimulate innovative ideas, foster collaborations, and strengthen community resilience.
Established in 1983 by a group of local community leaders, CFSC promotes philanthropic growth and supports the long-term sustainability of our nonprofit partners. As a public 501c3 nonprofit, we strengthen Sonoma County through our local knowledge, leveraged philanthropic resources, and inspiration for legacy and estate planning.
Our work is guided by our values statement:
- We know that to create a fair and just community, some may need more to achieve the same.
- We embrace our differences and our common bond.
- We cultivate leaders, supporting them to advocate for their communities and empowering them to create change.
- We promise to tackle tough issues with compassion and courage, choosing humbly to take a step forward instead of resting in the comfort of where we are.
Equal Employment Opportunity
Community Foundation Sonoma County is an equal opportunity employer dedicated to the goal of building a culturally diverse team. All qualified applicants will receive consideration without discrimination on the basis of race, color, religion, gender, national origin, ancestry, age, marital status, pregnancy, medical condition, disability, or sexual orientation.
Position Purpose
The Planned Giving Advisor is a part-time team member who supports the mission of Community Foundation Sonoma County (CFSC). In this role, the Planned Giving Advisor is responsible for providing charitable estate planning activities and projects to support the Foundation’s Philanthropic Planning Team by meeting with Community Foundation legacy donors to create values-aligned planned gift agreements benefiting donors preferred nonprofits and issues.
Primary Duties and Responsibilities
- Identifies, researches, cultivates, and solicits qualified planned giving prospects and current fund holders for their potential to establish significant planned gifts.
- Helps Community Foundation donors clarify and realize their philanthropic goals through development of legacy plans and negotiates terms of planned gift agreements with donors and advisors.
- Collaborates with Philanthropic Advisors to support moves management goals for existing Community Foundation fund holders.
- Meets with planned giving donors bi-annually to confirm planned gift agreement is still current and makes necessary updates to documentation.
- Research nonprofits, community needs, and field of interest grantmaking funds, in collaboration with the Community Foundation’s Philanthropic Advising and Community Impact teams.
- When appropriate, facilitates values-based activities with donors to refine planned gift agreements and align documentation with donors’ values.
- Documents all meeting notes, intentions, planned giving promises, follow up requirements, and contact reports.
- Establishes, monitors and reports on annual planned giving goals and metrics, as needed or requested.
- Implements stewardship and recognition programs for planned giving donors, ensuring meaningful engagement and retention.
- Develops and implements an annual communication strategy for outreach to prospective planned giving donors and professional advisors.
Additional Responsibilities:
- Create and modify documents using Microsoft Word, Excel, PowerPoint, SmartSheets.
- Collaborate with the Finance and Operations Team and Philanthropic Planning colleagues to track planned gifts, support realized gifts, and other relevant data.
Supervisory Responsibilities:
- None
Competencies and Qualifications to be Successful in Role:
- Experienced gift planner who understands trusts, wills, and other estate planning vehicles and charitable options.
- Self-starter who can work effectively independently and with colleagues as a member of a team.
- Possess a strong donor or client services track record.
- Excellent communication skills and ability to diplomatically provide feedback, offer suggestions, insight, advice and recommendations to legacy donors to best support their philanthropic goals.
- Skilled and excited to build trust with donors by listening, asking questions, responding to feedback, and building authentic relationships.
- Strong internal and external donor services ethic, personal warmth, and sincerity.
- Ability to work in a fast-paced environment, multi-task, and meet deadlines. Results-oriented.
- Strong organizational skills and attention to detail.
- Ability to work with sensitive information and maintain complete confidentiality.
- High level of personal and professional integrity and ethics.
- Computer proficiency
- Professional certification such as CFRE or CAP, or accreditation from estate planning academic program preferred, but not required.
Qualifications:
- Oral and written English proficiency
- US work authorization (Required)
Benefits:
- Hybrid work model (3 days on-site office / 2 days remote).
- Sick time off
Compensation:
- $36.06 – $43.27 an hour, 20 hours per week
How to Apply
Interested candidates should email their resume and a cover letter, with “Planned Giving Advisor” in the email subject line, to jobs@sonomacf.org. Applications will be accepted on a rolling basis until the position is filled.
