Senior Director, Planned Giving

Position Title: Senior Director, Planned Giving

Department: Advancement

Supervisor: Chief Development Officer

Classification: Regular, Full Time, Exempt

Location: Burbank, CA and Costa Mesa, CA (Hybrid)

Compensation: $,000/ Annually

Work with a Purpose!

PBS SoCal is looking for an experienced advancement professional to join our organization. If you have a passion for fundraising and a strong interest in Public Media, then submit your cover letter and resume today!

About PBS So Cal

PBS SoCal tells stories that matter through original programs that reflect the diversity of the region and the full schedule of trusted PBS SoCal programs. Our content channels are available for free on internet-connected screens, including six local broadcast channels and one national satellite channel.

A donor-supported community institution, PBS SoCal sparks the sharing of ideas at in-person cultural events and community conversations as well as delivers social impact through services that prepare our most vulnerable children for school.

Job Overview

The Senior Director, Planned Giving will play an integral role in securing and increasing philanthropic support for the mission and strategic priorities of PBS SoCal. An experienced advancement professional, the Senior Director, Planned Giving will lead the planned giving team and is a strategic and critical partner to the Chief Development Officer (CDO). The Senior Director, Planned Giving will work to build and grow the planned giving program, manage a portfolio of 110-125 prospects and current donors at various stages of the giving cycle, and develop and strengthen relationships with prospects and donors.

The Senior Director, Planned Giving will serve as the department’s expert on traditional planned gift instruments and blended gifts, and is a dynamic and engaging fundraiser skilled at matching donors’ interests and passions to the needs of the organization. Working closely with the CDO and other members of the team, the Senior Director, Planned Giving will create and execute a comprehensive charitable services program emphasizing donor and professional advisor engagement, education, and quality stewardship.

Frequent travel to various regions across Southern California is a requirement for this position.

Primary Duties/Responsibilities:

50% Donor Management

• Manage, cultivate, and solicit a portfolio of 110-125 prospects
• Achieve annual performance metrics and funding goals – to be set each year
• Partner with department leadership to create stewardship goals and plans
• Create donor correspondence, briefings, proposals, updates, and other donor communications that reflect and align with fundraising strategies
• Prepare gift agreements, as well as documents to establish charitable gift annuities, charitable remainder trusts, charitable lead trusts, and other forms of planned gifts
• Document donor contacts (e.g. visits, calls, emails, and mailings) in the constituent management system following established protocols and provide timely follow-up after meetings
• Provide regular updates on prospect management, portfolio progress, and fundraising results; utilize data to inform decision-making
• Participate in major donor events throughout Southern California
• Actively participate in strategy sessions and help inform colleagues planned gift strategies
• Develop and maintain strong, collaborative working relationships with colleagues across the organization; strategize and collaborate with internal colleagues and external professional advisors to support PBS SoCal’s planned giving efforts
• Research and acts as a central source to donors, development officers, and outside professionals of information concerning complex gifting techniques and tax issues, such as charitable gift annuities, donor-advised funds, charitable remainder trusts, revocable gifts made through living trusts, estate planning instruments, current tax legislation
• Use specialized gift planning knowledge to evaluate donors’ financial situations and goals to recommend optimal gifting options

30% Leadership

• Lead the gift planning team, providing strategic direction, guidance and supervision
• In conjunction with the CDO, create and implement a…