Director of Legacy Giving

Sacramento Region Community Foundation • Full-time • Sacramento, California • 2m ago

ABOUT THE FOUNDATION

As the capital region’s leading provider of philanthropic services, the Sacramento Region Community Foundation helps individuals, families, businesses, and nonprofits give back with confidence and purpose. We manage more than 750 charitable funds and over $270 million in assets, with most funds endowed to support causes in perpetuity. Our mission is to lead, serve, and inspire enduring philanthropy for a just and vibrant Sacramento region.

Make a lasting impact — now and always.

Since 1983, we’ve awarded over $275 million in grants — the majority benefiting communities in Sacramento, Yolo, El Dorado, and Placer counties. Beyond fund management, we lead initiatives and partnerships that advance equity and opportunity, including the region’s annual Big Day of Giving.

Are you a seasoned planned giving professional with a passion for building legacies that shape communities for generations to come? Join our mission-driven team as the Director of Legacy Giving and help donors create lasting impact across the region.

THE OPPORTUNITY

The Sacramento Region Community Foundation believes in the power of philanthropy to transform lives. The Director of Legacy Giving plays a vital leadership role in developing and expanding our planned giving program, guiding donors and professional advisors through a range of charitable gift strategies, including bequests, retirement assets, charitable gift annuities, charitable remainder trusts, and other legacy giving vehicles. More than a job, this is an opportunity to help build a better future for our region. You’ll join a dynamic Philanthropy & Communications team, working alongside passionate professionals who care deeply about the community and the people we serve. With a strong reputation, dedicated fundholders, and a commitment to growth, this is a unique opportunity to lead a legacy program that truly makes a difference.

Our compensation and benefits are competitive!

COMPENSATION and BENEFITS

$100,000-$120,000 annual salary, depending on experience
Full-time, exempt position
Medical/dental/vision insurance
401K program with generous Foundation contribution
Generous vacation and holiday pay
Cell phone/internet stipend
Fun mixers, team-building events, retreats and workshops, and professional development opportunities

SCHEDULE

Standard work schedule is 9/80, Monday through Friday, with every other Friday off
A hybrid work schedule with 2/3 days per week in the office following an introductory period

KEY RESPONSIBILITIES

Leads the growth of the Foundation’s planned giving program by cultivating relationships with current and prospective legacy donors
Builds and maintains strong professional advisor relationships throughout the region to encourage client referrals and the establishment of charitable funds
Helps grow the Foundation’s assets per the strategic and business plans by securing planned gifts, with an emphasis on unrestricted support for regional needs
Manages and supports the Foundation’s Philanthropic Advisors’ Forum (PAF), including quarterly PAF Advisory Committee meetings and advisor engagement strategies and events
Collaborates with the Philanthropy & Communications team to create compelling content, collateral, and outreach strategies that engage advisors and drive referrals
Partners with the Senior Director of Philanthropy and Chief Philanthropy Officer to steward legacy donors and prospects with high-quality, personalized engagement
Serves as the Foundation’s expert on planned giving vehicles, including Charitable Gift Annuities, Charitable Remainder Trusts, Charitable Lead Trusts, and more
Actively participates in key networks, including the Sacramento Estate Planning Council and the Planned Giving Forum of Greater Sacramento
Maintains accurate records of legacy donors, prospects, and professional advisors in the Foundation’s database
Produces monthly communications for professional advisors and contributes regularly to the Foundation’s blog content
Maintains up-to-date knowledge of federal and state charitable giving regulations
Ensures all development activities align with the National Standards for Community Foundations and follow best practices
Upholds and protects donor intent in all matters related to legacy gifts
Meets monthly, quarterly, and annual metrics, including, but not limited to:
- Advisor calls, e-mails, and visits
- Fundholder calls, e-mails, and visits
- Prospect calls, e-mails, and visits
- Nonprofit CGA MOUs
- New Legacy promises
Other duties as assigned

QUALIFICATIONS

Bachelor’s degree preferred with a minimum of 2+ years of Planned Giving solicitation
Proficiency with Microsoft Office Suite and possesses the ability to master the Foundation’s donor management system (Community Suite), and/or the ability to learn other donor prospect/data content management systems
Experience working with professional advisors, preferred
Excellent written and verbal communication skills; bilingual fluency, a plus
Community foundation experience, a plus
Sales or development background, a plus
High integrity, flexibility, and alignment with the Foundation’s mission and goals

The Sacramento Region Community Foundation provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.