Partnership for Philanthropic Planning of Greater Los Angeles

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July 15, 2010

St. Anne's

Director of Planned Giving

St. Anne’s providers of programs and services to at-risk pregnant and parenting teens, young women, children and families is located in Los Angeles. Through its Residential and Transitional Housing Programs, Early Learning Center, Mental Health Services and Family Based Services Program, St. Anne’s helps those that they serve recognize their own value and potential, giving them the hope and tools needed to lead healthy independent lives with the promise of a brighter future. Founded in 1908, St. Anne’s is sponsored by the Franciscan Sisters of the Sacred Heart.

The Director of Planned Giving is responsible for development and implementation of St. Anne’s Planned Giving Program including research, cultivation, marketing, solicitation, record keeping and recognition.

The position will report to the Vice President of Development and will cultivate relationships with new and existing donors to communicate planned giving opportunities and the benefits of leaving a legacy through a planned gift. The right candidate will have excellent communication skills and a strong understanding of outreach, stewardship, relationship building and follow up. In addition to maintaining accurate records of donor meetings and conversations, the Director of Planned Giving will oversee outreach efforts through seminars, newsletter articles and brochures as well as donor recognition programs. Knowledge of planned giving vehicles and the ability to work as a liaison with donors and planned giving consultants and/or attorneys is highly preferred.

Candidates must have a Bachelors degree and/or Planned Giving Designation, a minimum of three years of planned giving experience and be proficient in Raiser’s Edge and Microsoft Office.

For a complete position description and details, log onto:
http://www.stannes.org/pp/com/page2/p/employment_opp

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July 6, 2010

Cedars-Sinai Medical Center

Associate Director of Development for Gift Planning

Cedars-Sinai Medical Center seeks an energetic, enthusiastic and dedicated leader for its next Associate Director of Development for Gift Planning. Since its founding in 1902, Cedars-Sinai has focused on providing the highest quality healthcare available. Cedars-Sinai physicians and scientists are leaders in basic and clinical research, bringing advancements in medicine directly from the laboratory to the bedside. In the 2009 U.S. News & World Report rankings, Cedars-Sinai was named one of America’s best hospitals, a distinction placing it in the top 0.4% in the nation.

Reporting directly to the Director of Development for the Medical Center, the Associate Director of Development for Gift Planning will be responsible for leading the planned giving program. He/She must be comfortable working with affluent individuals and world class researchers. A high level of integrity, initiative, creativity, and confidentiality is required. The successful candidate will be a seasoned development professional with a successful track record of securing high-level planned gifts and “blended” gifts of deferred and cash. Healthcare experience or some knowledge of science or medicine is preferred. An undergraduate degree is required; a Juris Doctorate is strongly preferred.

Cedars-Sinai welcomes and encourages diversity in the workplace. AA/EOE.

For a complete position description, see www.morrisberger.com/currentsearches/cedarssinaiplannedgiving.

Send resume/CV and cover letter as attachments to: mb@morrisberger.com, or submit by mail to Morris & Berger, 500 North Brand Boulevard, Suite 2150, Glendale, CA 91203-1923; fax: (818) 507-4770.

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June 25, 2010

ADL

Director of Planned Giving, Legacy and Endowments

Join the nation’s premier human relations/civil rights organization. We have a mission to fight anti-Semitism and hate, and to secure justice and fair treatment for all. ADL is looking for talented, passionate people who want to make a difference today...and tomorrow!

Based in Los Angeles and serving Los Angeles, Riverside, San Bernardino, and Kern Counties, design, manage, and implement the region’s Planned Giving Program and Legacy and Endowment Campaign, established in collaboration with the region’s Director of Development and approved by the Director of National Planned Giving, Legacy and Endowments. Identify, cultivate and solicit prospects for planned gifts from appropriate target local/regional population and lay leadership to support regional planned giving goals. Oversee the acquisition of major capital assets, through the development of regional promotional and marketing programs. Serve as planned giving resource for region and train professional colleagues and lay partners to cultivate and solicit gifts.

Essential Duties and Responsibilities

Develop and execute strategies to identify, research, cultivate, and solicit qualified prospects for planned gifts in collaboration and cooperation with the Development Director and Regional Director. Respond to inquiries and meet with prospects, including lay leadership, ADL donors and community members, and their advisors in one-on-one or group settings. Prepare proposals in response to inquiries and/or to cultivate gifts. Conduct solicitations. Participate with the region’s Director of Development and development staff in an integrated major donor development campaign emphasizing planned giving goals and objectives.
Plan and execute a series of donor and prospect-focused events, including donor and professional seminars and donor recognition events. Cultivate relationships with attorneys, trust officers, accountants, financial planners, and other estate planning professionals regarding gift opportunities for clients. Provide material for their use, exchange up-to-date information on current best practices, request help in obtaining referrals, and discuss donor interests.
Design and implement a customized regional broad-based proactive planned giving marketing plan in collaboration with the Director of National Planned Giving, Legacy and Endowments and the region’s Director of Development, designed to expand the Planned Giving Program and the Legacy Endowment Campaign. Design and conduct direct mail and advertising campaigns. Develop local guidelines and promotional materials for use by the Regional Director, Development Director, fundraisers, and key lay leaders.
Develop and implement strategies to identify, research, and solicit qualified prospects for major gifts including one-to-one meetings and parlor meetings. Solicit major gifts, often as an outgrowth of planned giving prospecting.
Recommend expenses within the parameters of the approved budget. Oversee billing and payments. Ensure that planned gift records and reports are compiled and maintained.
Research and maintain individual donor profiles on qualified prospects and donors. Oversee a comprehensive tracking system for all planned gift donors and prospects and supervise its use in solicitation of gifts to closure. Negotiate terms of planned giving agreements with donors and their advisors, subject to approval of the Director of National Planned Giving, Legacy and Endowments. Conduct initial review of completed documents to ensure that they comply with ADL standards and are in the agency’s best interest. Forward documents for final approvals.
Recruit and staff lay committee of LEC/Planned Giving Committee, including preparation of agendas, notices, minutes, and other relevant information.
Provide in-service training to ADL professional and support staff on planned giving methodologies. Serve as an information resource for the regional office on Planned Giving, Legacy and Endowment Campaign issues.
Represent the Department of Planned Giving, Legacy and Endowments at ADL and community events. Report department activities and accomplishments to the Regional Office, ADL National Office, lay leaders, and the community.
Recruit, motivate, and supervise subordinate development staff.
Contribute to regional management by participating in overall Regional Office planning and goal setting. Maintain relationships with Regional Director and Development, Education, and Regional Operations staff.
Participate in special assignments or projects as representative of the Department of Planned Giving, Legacy and Endowments.

Qualifications

Bachelor’s Degree required (MBA in Marketing, Finance, or related field or JD preferred, due to complexity of planned giving field and related laws).
Minimum of 5 years of business experience in financial planning, marketing, development, and/or planned giving, with progressively responsible program management.
Thorough understanding of planned giving techniques.
Excellent communication and public speaking skills.
Excellent interpersonal skills, including the ability to work with high-net worth individuals and their advisors.
Excellent analytical skills to research and identify potential donors.
Proven ability to solicit and close financial agreements with donors.
Sound understanding of financial reports and budgeting.
Computer literacy in email, word processing, database management, and presentation programs (i.e. Microsoft Outlook, Word, Excel, and PowerPoint).
Position requires local and overnight travel of approximately 20%.

ADL offers a very generous benefits/vacation package. EOE.

For immediate consideration, please send resume and cover letter to CorpRecruitment_LA@hotmail.com, Subject: Planned Giving.

Learn more about ADL at www.adl.org

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June 17, 2010

Cal Poly, San Luis Obispo

DIRECTOR OF MAJOR GIFTS

#102091 - (Administrator II)
College of Engineering - Advancement
Salary is commensurate with experience
Open Until Filled

The College of Engineering ("College") is the largest of Cal Poly's seven colleges with eight academic departments and one academic program that offer 13 Bachelor of Science degrees, nine Masters of Science degrees, and six blended/joint BS and MS degree programs. The College currently educates over 5,000 undergraduate and graduate students and admission is extremely competitive. The College is recognized as one of the premier undergraduate engineering programs in the nation and for its hands-on project and design-based learning environment. The College operates under the leadership of the Dean of the College of Engineering (CENG), and a management staff consisting of associate and assistant deans, department chairs, and program directors. The College employs approximately 50 staff and 200 tenured/tenure track faculty and part-time lecturers.

Under the direction of, and in consultation with the Assistant Dean for Advancement in the College of Engineering, the Director of Major Gifts is responsible for providing advancement and fundraising services designed to increase private support for the priorities of CENG. The Director of Major Gifts will help develop and work to achieve short and long-term fundraising goals as part of the overall college plan. In the absence of the Assistant Dean, the Director of Major Gifts is responsible for all aspects of the Advancement Office in ensuring that the goals and objectives of the department are met.

To apply, visit WWW.CALPOLYJOBS.ORG to complete the required online management application and apply to requisition #102091. Applicants will have the option of attaching a Cover Letter, Resume and three Letters of Recommendation via the online employment system. Applicants needing computer/internet access may contact Cal Poly Human Resources at: (805) 756-2236, for information on available resources. Cal Poly is strongly committed to achieving excellence through cultural diversity & actively encourages applications of all qualified individuals. EEO

To apply directly: http://www.calpolyjobs.org/applicants/Central?quickFind=161820

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June 17, 2010

HARVEY MUDD COLLEGE

DIRECTOR OF ALUMNI AND PARENT RELATIONS H0126

Harvey Mudd College, one of the premier private liberal arts colleges of math, science and engineering in the nation, is seeking a Director of Alumni and Parent Relations to work in the Office of College Advancement. This is a full-time, 12-month, exempt, benefits-eligible position. Salary is dependent upon qualifications with a minimum $7,500.00 per month. HMC offers a competitive benefits package.

Through alumni and parent relations, communications and other means, the College seeks to foster deeper relationships and richer engagement with its alumni and parents. The Director of Alumni and Parent Relations will: provide planning and leadership in developing broader engagement opportunities for alumni and parents; coordinate the activities of the Alumni Association Board of Governors, Parents Association, and, as needed, other volunteers; oversee planning and execution of alumni and parent programs; develop and oversee an enhanced electronic engagement and communication strategy for alumni and parents; and lead and mentor two director-track professionals and one coordinator. In consultation with Advancement and campus leadership, the Director will support the identification, cultivation, and solicitation of alumni, parent, and friend donors while personally promoting the image and mission of the College.

Job responsibilities include:

Establish and build relationships with a wide range of alumni, locally, regionally, nationally and internationally; maintain regular communication with alumni through various media and means (e.g. personal contact and visits, web-based technology, social networks). Secure commitments from alumni to provide professional expertise and volunteer service and foster the effective use of that expertise and service in support of the College’s goals. Establish an active personal travel plan to key regions annually to steward current alumni volunteers and identify or recruit prospective new volunteers.
Oversee planning and executing special and/or regional alumni and parent events that serve to increase engagement of these constituencies with the College. Coordinate attendance at these events by Advancement personnel and faculty, where appropriate.
Serve as the College’s primary liaison to the Alumni Association Board of Governors. Cultivate strong and productive relationships between Board members and administrative and academic leadership.
Develop and manage a portfolio of alumni and parent relationships in coordination with other Advancement staff. Engage HMC trustees, faculty, staff, and students as needed to foster their effective support of Alumni and Parent Relations goals and efforts.
Under the direction of the Senior Director, support the implementation of Alumni Weekend and reunion activities in collaboration with the Offices of Annual Giving, Major Gifts, Research and Communications.
In conjunction with the Office of Annual Giving and other Advancement staff, develop and manage the 50th class reunion program, including reunion volunteer recruitment, establishing fundraising goals and objectives with the reunion committee, and soliciting reunion class leaders.
Provide leadership and support to the director-track team member and other Advancement staff who will be responsible for planning and executing Family Weekend, Parent Orientation, Parent Appreciation activities and pre-frosh regional events each year.
Partner with the Vice President of Admissions and Financial Aid, Admission Office’s staff and alumni to strengthen the effective involvement of alumni in the Admission Office’s recruitment strategies.
Partner, in conjunction with other Advancement personnel, with the Vice President for Student Affairs and Dean of Students to plan the growth and accessibility of career networking services for students and alumni.
Work with Advancement Communications to coordinate and support communications that enhance alumni and parent engagement, including the alumni section of the Bulletin publication and the E-Newsletters to alumni and parents.
Lead the efforts to maintain and develop new forms of online and direct mail communications, utilizing resources from (but not limited to) the Career Services, Information Services, and Advancement Communications Offices.
Work with Development Services to ensure alumni and parent database records are current and accurate.
Develop and employ analytical tools and strategies to evaluate the effectiveness of alumni and parent relations programs.
Develop and deploy effective methods of discovering constituents’ programmatic interests and how effectively they are engaged with the College.
Supervise two director-track and one coordinator staff positions, including hiring, goal-setting, and performance evaluations.
Prepare correspondence, activity reports and donor briefing materials.
Staff college-wide committees as assigned.
Manage all office budgets, reviewing these with the Senior Director on a quarterly basis.
Participate in Advancement staff meetings, including those related to prospect management, event planning and coordination, office-wide budget and personnel reviews as well as strategy sessions with annual giving and major gifts.
Keep current of college, alumni association, parent and student issues.
Perform other duties as assigned.

Required education, experience, skills and knowledge include:

Bachelor’s degree and a minimum of seven years’ experience in alumni and/or parent relations that includes planning events and programs; two to four years of fundraising and managerial experience.
Demonstrated effectiveness of verbal and written communication, including the ability to give presentations and interact with diverse populations through a variety of media and means.
Ability to think creatively and strategically in planning, executing and evaluating programs and events, along with a talent for motivating volunteers.
Significant experience with volunteer management.
Knowledge of and experience with fundraising, planning and hosting events.
Leadership, enterprise, creativity and ability to work effectively with administrative and academic leadership, faculty, volunteers (alumni and parents), colleagues and students.
Ability to exercise independence in undertaking responsibilities; strong organizational skills; and proven ability to meet deadlines, manage multiple priorities, and attend to details.
Ability to manage budgets, analyze program costs, and provide timely reports.
Knowledge of social networking and web 2.0 applications and strategies.
Ability to work both independently and as a collaborative member of the diverse College Advancement team in support of office goals and the College’s strategic vision.
Ability to work weekends and evenings and travel frequently.
Respect for high standards and the maintenance of confidential information.

Preferred qualifications:

Master’s degree

Why work at Harvey Mudd College:
Located in the heart of Claremont, California, 35 miles east of Los Angeles, Harvey Mudd College is one of seven institutions that comprise The Claremont Colleges. With just over 700 students, HMC provides the collegial working environment of a small college, while providing access to numerous events and activities across all the campuses.

Application Procedures:
In addition to a Harvey Mudd College employment application available at www.hmc.edu/employment, please submit a resume and a cover letter describing your qualifications. All required documents must be submitted with your application in order to be considered for this position.

Deadline to apply: Open until filled.

Harvey Mudd College is an Equal Opportunity Employer.

Situated in the picturesque Southern California community of Claremont (a 45-minute drive from downtown Los Angeles and consistently ranked in the top 10 of Money Magazine’s annual “Best Places To Live”), Harvey Mudd College is one of the nation’s premier math, science and engineering colleges. Since our founding in 1955, we have built a reputation for excellence. We are a small liberal arts college that makes a big impact upon the world.

Harvey Mudd College is a member of the Claremont University Consortium, which includes Claremont Graduate University, Claremont McKenna College, Keck Graduate Institute of Applied Life Sciences, Pitzer College, Pomona College, and Scripps College. We educate engineers, scientists and mathematicians who become leaders in their fields and have a clear understanding of the impact their work has on society. With all the challenges facing the world today, our team-based, experiential learning model – exemplified by the often-emulated Clinic Program, which engages students in solving real-world, technical problems – is more relevant than ever.

Today, Harvey Mudd College’s Office of Institutional Advancement is gearing up for a future campaign that will help the college realize its strategic vision. We’re adding several new positions to our fast-paced, dynamic advancement team, such as a new Senior Director of Advancement Communications, a Director of Alumni and Parent Relations, an Associate/Assistant Director of Development Services, and a Coordinator of Advancement Initiatives.

If you’re a seasoned professional looking for a new outlet for your skills and an unparalleled opportunity to grow, we invite you to visit www.hmc.edu for more information about our current employment opportunities.

Our name is Mudd, and we’re proud of it.

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June 9, 2010

American Technion Society, Western Region

Assistant Director

Organization Description:
The American Technion Society (ATS) supports the Technion-Israel Institute of Technology, Israel's premier technology university located in Haifa. Headquartered in New York City, ATS is the leading American organization supporting higher education in Israel. A not-for-profit nationwide major gift organization, ATS has more than 20,000 supporters in ten regions with 15 local chapters around the United States. ATS has raised some $1.5 billion since its inception in 1940, more than two-thirds of that total raised during the last decade. ATS is committed to providing the highest level of support to the Technion. The Western Region of ATS serves primarily Southern California, and also includes Colorado, Nevada, Arizona and New Mexico. The Western region has approximately 10 professional and support staff.

Additional information can be found on the ATS website: www.ats.org

Position Description:
Reporting to the ATS Western Region Director, the Assistant Director is responsible for fundraising in the Los Angeles area, Palm Springs and the greater Phoenix community. Efforts include both current and planned gifts with an emphasis on gifts of $1 million and above. The successful candidate for this position will work with the local chapter board and with ATS regional and national staff to develop and implement a comprehensive strategic fundraising plan for assigned areas. The successful candidate for this position will identify and reach out to new donor prospects, cultivate existing donors; monitor planned gifts; and raise funds for approved projects, scholarships, fellowships and general support.

Qualifications:
The successful candidate for this position will be a seasoned fundraising professional with a proven track record in cultivating and soliciting major and/or planned gifts at an established Israel-related/Jewish communal, educational, medical or similarly complex institution. In addition, s/he must possess the following:

Strong knowledge of the Jewish philanthropic community, or demonstrated ability and willingness to gain this knowledge quickly.
Comfort with relationship-based fundraising and a passion for Israel.
Technology literacy and proficiency.
Strong verbal and written skills to effectively communicate philanthropic opportunities to support scientific research, programs and innovations.
An ability to work independently as well as part of a collegial team.
An advanced degree is preferred; a baccalaureate degree is required.
At least three to five years in a development role or equivalent position desirable.

A detailed position profile is available from JandC@johnstonco.org

Direct inquiries and résumés to Johnston and Company, Attn: ATS, 6167 Bristol Parkway, Suite 140, Culver City, CA 90230. Electronic résumés and cover letters preferred. E-mail to JandC@johnstonco.org

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May 25, 2010

Foundation for Santa Barbara City College

Director of Finance & Administration

Great opportunity for an individual with a strong background and education in finance, administration, accounting and auditing. Selected individual will have an accounting degree, plus a minimum of 5 years management, high level accounting and supervisory experience, working at least 5 years for a not-for-profit 501(c)(3) organization. This senior manager will assist the CEO in implementing the Foundation’s strategic plan and work with CEO to help manage the day-to-day operations and manage fundraising and administrative staff.

Must have strong computing and communication skills.
Responsible for monitoring investment performance/asset allocation and reporting.
Experience with fund accounting and analysis of managed funds.
Responsible for all compliance to new 990 regulations.
Prepares financial reports for the Board of Directors and responds to BOD committee requests for information & reports.
Planned gift administration and stewardship.
Initiates annual budget and annual business plan for CEO review.
Responsible for Human Resource Management with knowledge of, and experience in, all HR compliance issues.
Oversees information technology functions.
Supervision of gifts processing, stewardship and reporting, database administration, and production coordination for direct mail and other outreach activities.
Experience with Solomon software, Financial Edge and Raiser’s Edge is a plus.

Please mail resume, salary requirements, references and introductory cover letter to: Foundation for SBCC, 721 Cliff Drive, SB 93109, attn CEO or email to benhorin@sbcc.edu. No phone calls please.

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