Job Details

Trusts and Estates Attorney in Los Angeles, CA

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Company name

California Community Foundation

Organization Type

Public Interest

Job Type

Attorney

Practice Area

Trusts and Estates

Years of Experience

Min 5 yrs required

Location

Los Angeles, CA

Date Last Verified

Jun 18,2018

Posted on

Feb 06,2018

37 hits

Profile

Senior Development Officer Duties: Reporting to the Vice President of Development and Donor Relations, the Sr. Development Officer works within the department to establish relationships with professional advisors to secure charitable gifts for the Community Foundation (Foundation). Responsibilities include identifying, developing, and managing relationships with professional advisors (financial advisors, CPAs, estate planning attorneys) to promote Foundation services and products; facilitating gifts of complex assets, working closely with others in the department to ensure advisor coverage across Los Angeles, strategic leadership regarding the advisor channel to Foundation. Fundraising: Responsible for a component of the overall fundraising goal for the foundation. Through identification, cultivation and solicitation activities, raises current and deferred gifts via a multitude of vehicles and complex funding assets. Joins a team of 12 that has collectively raised over $200 million annually through shared responsibilities and teamwork. Responsible primarily for foundation outreach to the financial advisor market, but also to CPAs, business managers and selected attorneys. Participates in outreach to professional groups, which may include attorneys, accountants, financial advisors, bank trust officers, insurance professionals, planned giving professionals and other intermediaries and agents of wealth. Works with others to develop innovative strategies to reach professional advisors. Participates in meetings of and, as appropriate, assumes leadership roles in professional networking organizations focused on estate and wealth planning. Assists in fostering and maintaining Foundation’s development relationships with financial institutions. Responsible for outcomes of outreach, including building awareness of Foundation products and services, relationship building and the ability to secure referrals. Identifies and secures opportunities for trainings and events for professional advisors. Designs and leads trainings. Writes articles for Foundation’s advisor newsletter, website and as needed for other training or outreach opportunities. Maintains excellent relationships with officers in Foundation who manage donor relationships, the Legacy Society and planned giving. Responds to inquiries regarding current and planned gifts from officers and professional advisors. Provides information and technical assistance regarding bequests and life income gifts (trusts and annuities) and current gifts of complex assets such as stock and real estate. Develops an expertise on and remains informed on legal, accounting and investment issues regarding charitable giving, charitable trusts, deferred gifts, tax exempt organizations, private foundations, donor advised funds and supporting organizations. Assists other departments and works as a member of interdepartmental teams to ensure the effective and efficient operations of Foundation. At all times, demonstrates cooperative behavior with supervisors and coworkers. Other duties as assigned, dependent on organizational needs and employee skills.

Qualification and Experience

Qualifications: Bachelor’s degree required. Advanced degree preferred. Law degree preferred. Other relevant certification desirable (LL.M., M.T., CTFA, CFP, CSPG, CPA or CFA). 5+ years related experience, preferably in legal services, development, financial services, business management or foundation environment. Experience in tax or estate planning matters in a law firm setting or equivalent experience in a professional or financial services firm (accounting, family office, trust company or investment firm) is preferred. Superior interpersonal, verbal and written communication skills, with excellent telephone and customer service skills. Ability to secure confidence of Los Angeles’ top professional advisors to facilitate referrals of premiere clients to Foundation. Understanding of how to initiate and grow business relationships to generate new and additional gifts. Internet competency and computer proficiency, including mastery of the Microsoft Office software suite and a familiarity with database software. Working knowledge of development software preferred, with a willingness and ability to learn appropriate programs. Strong organizational skills and attention to detail. Ability to plan and implement multiple projects simultaneously, prioritize work and adjust to multiple demands. Ability to work well independently and as team member. Ability to take initiative, and follow tasks through to completion. Ability to be a strong team player, leveraging each team member’s skill set while focusing on the client.

Company info

Hiring Coordinator
California Community Foundation
445 South Figueroa Street
Suite 3400
Los Angeles, CA 90071