Director of Planned Giving

Job Description

Job Description

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 $250 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 $250 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.

THE OPPORTUNITY

The Director of Planned Giving (DPG) leads the development and growth of the Foundation’s planned giving program, providing expert guidance to fundholders and professional advisors on charitable gift strategies—including bequests, retirement assets, charitable gift annuities, charitable remainder trusts, and other legacy gifts. The ideal candidate is a skilled, mission-driven professional and a proven leader in the field. The DPG cultivates strong relationships with donors, advisors, and community partners, and works collaboratively to increase visibility and engagement around planned giving across the Foundation’s four-county service area (El Dorado, Placer, Sacramento, and Yolo).  Reporting to the Senior Director of Philanthropy, this position is a key member of the Philanthropy & Communications team who helps donors make a lasting impact across our region.

Our compensation and benefits are competitive!

COMPENSATION and BENEFITS

• $95,000-$110,000 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

KEY RESPONSIBILITIES

Advisor calls, e-mails, and visits

QUALIFICATIONS

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.

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