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Job DescriptionABOUT 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 opportunitiesSCHEDULE, • 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 periodKEY 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, • Bachelor’s degree preferred with a minimum of 7-10 years of experience in the field, • 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 soliciting planned gifts and stewarding donors, • Experience working with professional advisors, preferred., • Excellent written and verbal communications skills; bilingual fluency, a plus, • Community foundation experience, a plus, • Sales or development background, a plus 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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Job DescriptionAbout the Sacramento Region Community Foundation Our Mission: To lead, serve, and inspire enduring philanthropy for a just and vibrant Sacramento region. Our Vision: A thriving, resilient region where generosity and collaboration create equitable opportunity. As the capital region’s leading provider of philanthropic services, the 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. 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 and Philanthropy Summit. About the Opportunity: The Sacramento Region Community Foundation seeks a skilled, mission-driven professional to serve as Chief Impact Officer (CIO). Reporting to the CEO, this key member of the Senior Leadership Team leads the development, implementation, and evaluation of the Foundation’s strategic direction for community investments and engagement through grantmaking, community engagement, program development, partnership building, and donor engagement. As an experienced change maker, the CIO serves as a leader both within the Foundation and across the philanthropic, nonprofit, civic, and social sectors in the region and beyond. They guide, motivate, and inspire the Foundation’s Impact staff, fostering innovative and creative solutions, while collaborating closely with Foundation colleagues, community partners, and the Board of Directors. This is a full-time, exempt position. KEY RESPONSIBILITIES Strategic Leadership & Vision • Develop and lead the Foundation’s impact strategy, aligning programs and grantmaking with the Foundation’s areas of focus and community needs., • Translate the board and CEO’s strategic vision into actionable community impact goals., • Identify emerging community challenges and opportunities where the Foundation can play a catalytic role., • Strategize and refine the Foundation’s impact communications to a diverse constituency, in partnership with the Foundation’s Chief Philanthropy Officer., • Ground decisions and leadership in the Foundation’s mission, vision, and values. Community Leadership, Partnership Development, and Donor Engagement, • Partner with the Philanthropy & Communications team to align donor interests with community needs and funding opportunities., • Provide programmatic insights and expertise to donors seeking to maximize their philanthropic impact., • Contribute to growth of Donor Advised, Field of Interest, Unrestricted, and other philanthropic funds., • Build and sustain strong relationships with nonprofits, civic leaders, funders, and other community stakeholders., • Act as a convener and facilitator on key community issues, fostering collaboration and collective impact., • Represent the Foundation at local, regional, and national forums to elevate its role as a trusted philanthropic leader.Grantmaking & Program Oversight, • Lead design, implementation, and evaluation of grantmaking strategies and programs., • Ensure grantmaking practices are equitable, transparent, and aligned with community needs., • Oversee capacity-building efforts that strengthen nonprofit partners, like Big Day of Giving, Cultivate, and the Philanthropy Summit.Impact Measurement & Evaluation, • Develop frameworks and systems to assess community outcomes and impact of the Foundation’s investments., • Produce and share impact reports with donors, partners, and the community., • Use data and learning to inform strategy, improve programs, and influence community dialogue.Organizational Leadership & Management, • Lead and mentor Impact team members, fostering a culture of collaboration, innovation, and accountability., • Manage budgets and resources effectively to maximize impact., • Collaborate with senior leadership to integrate impact strategies across the Foundation., • Work closely with consultants to carry out key initiatives and other special projects., • Serve as the lead staff member for the Community Impact Committee and work closely with the committee chair and other community leaders to guide and direct the Foundation’s impact programs and community grantmaking. SKILLS & QUALIFICATIONS, • Eight to 10 years’ experience in an equivalent position for a community foundation, nonprofit, private foundation or similar setting and familiarity with the philanthropic and nonprofit sectors is required., • Bachelor’s degree from an accredited college or university in a relevant field (Master’s degree preferred)., • Experience with budgeting and financial management of operating and grantmaking budgets., • Exceptional strategic thinking and problem-solving abilities, and proven track record of success in solving complex and dynamic scenarios with excellent analysis, communication, and writing skills., • Strong record of community engagement and experience building trusted community partnerships., • A commitment to engaging diverse audiences and garnering broad participation in the Foundation’s programs., • Ability to manage multiple, complex projects simultaneously in a deadline-driven, high-achieving environment., • Practices rigor, resourcefulness, collaboration, flexibility, creativity, and patience., • Ability to interact and maintain effective working relationships with all staff while respecting cultural and linguistic differences and fostering an inclusive work environment., • Organization and planning skills to effectively manage and/or re-prioritize activities and projects while maintaining a high degree of responsiveness., • Possesses a deep understanding and comprehension of key local issues and challenges, including those affecting communities that have been historically underserved. Compensation and Benefits:, • We offer a 9/80 work schedule, with every other Friday off., • Hybrid work schedule (mix of on-site and remote work) based in Sacramento., • $150,000 to $175,000 annual salary range, depending on experience., • Medical/dental/vision insurance with employer contribution., • 401K program with a generous Foundation contribution., • Generous vacation and holiday pay., • Cell phone/internet stipend., • Fun mixers, team-building events, retreats and workshops, and professional development opportunities. 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. Powered by JazzHR DD7v045XyO