Interim Director, Planned Giving, Pomona Plan

Interim Director, Pomona Plan

Another Source's client, Pomona College, is recruiting an Interim Director, Pomona Plan to join their Advancement team in Claremont, California. This is an exciting opportunity for an experienced planned giving professional to bring deep expertise in life-income gifts, estate and financial planning, and donor strategy to Pomona's flagship charitable life-income program. Supporting the College during its most ambitious comprehensive campaign to date, this role will help steward sophisticated donor relationships, strengthen the pipeline of planned gifts, and provide strategic and technical guidance across Advancement.

Founded in 1887, Pomona College is a nationally recognized liberal arts college and a founding member of The Claremont Colleges. Its Advancement organization is currently supporting the most aspirational and comprehensive capital campaign in the College's history.

At the center of this opportunity is the Pomona Plan, the College's flagship charitable life-income program. Known for its highly personalized approach to donors and beneficiaries, the Pomona Plan brings together sophisticated gift planning, financial and tax strategy, and long-term relationship building to advance Pomona's mission.

The Interim Director, Pomona Plan is an opportunity for an experienced planned giving professional to step into a sophisticated program and make an immediate impact. Reporting to the Senior Director, Pomona Plan, this full-time, benefits-eligible interim position is currently planned to provide coverage through January 15, 2027, or as determined by the College.

You'll serve as a subject matter expert in life-income and planned gifts, combining technical expertise with donor strategy and hands-on operational support. The role will help maintain the Pomona Plan's high-touch donor experience while supporting its future pipeline, campaign goals, and long-term growth.

This is an especially compelling opportunity for someone who understands the intersection of philanthropy, tax and estate planning, and donor relationships—and who can confidently collaborate with frontline fundraisers, finance and investment professionals, legal counsel, and outside advisors.

How you will spend your time:

• Provide day-to-day strategic, technical, and operational support for the Pomona Plan and its life-income gift program.
• Advise colleagues on gift annuities, charitable remainder trusts, legacy gifts, and other sophisticated planned giving strategies.
• Partner with frontline fundraisers to develop life-income proposals based on donors' financial, tax, philanthropic, and estate-planning circumstances.
• Help identify opportunities to structure gifts that align donor interests with Pomona's priorities, including blended major, life-income, and legacy gifts.
• Support the pipeline of new and repeat Pomona Plan donors and contribute to annual, multi-year, and campaign revenue goals.
• Provide quality oversight for life-income gift calculations and proposals, gift processing, agreements, tax letters, account updates, and beneficiary communications.
• Collaborate with Finance, Investments, Pomona's General Counsel, outside legal and gift planning counsel, TIAA Kaspick, and Advancement Services to maintain strong compliance and fiduciary practices.
• Provide technical and tax guidance across Advancement and advise on policies and procedures for cultivating, closing, recording, and stewarding life-income gifts.
• Partner with Advancement Communications on life-income marketing initiatives and with Stewardship on donor engagement, including members of the Allen
  
  F. Hawley Society.
• Support data, analytics, and reporting efforts that strengthen the Pomona Plan's long-term strategy.
• Bring a collaborative,…