Director of Gift Planning

Location Newport Beach, CA 92660
Date Posted October 01, 2021
Job ID 7700
Employment Type Retained
Scion Executive Search ( has been retained to conduct the search for a Director of Gift Planning for Orange County Community Foundation (OCCF). OCCF is an incredible organization with the mission to inspire a passion for lifelong philanthropy, faithfully steward the intentions of their donors and catalyze sustainable community impact. The Director of Gift Planning will be a provider of gift planning support services to prospects and donors and help position OCCF as the #1 driver of philanthropic impact in Orange County!
This unique opportunity is for immediate hire and will work full-time in the Foundation’s office in beautiful Newport Beach, California.
The Orange County Community Foundation partners with generous individuals, families, nonprofits and businesses to fulfill their philanthropic and financial objectives while supporting the causes they care about most.
OCCF’s internal team is an innovative, highly mission-driven group focused on driving impact and facilitating the connection of Orange County citizens to philanthropy. OCCF’s work ranges from helping veterans return to civilian life to providing at-risk teens with opportunities to overcome the challenges of poverty. The organization is working on problems of homelessness, health and wellness, and education, as well as safety-net concerns – the critical issues that arise when deep poverty and a high cost of living coexist.
OCCF at a Glance:
  • Founded in 1989 and celebrated 31 years of impact in 2020.
  • Ranks in the top 2 percent in grantmaking among 780 U.S. community foundations.
  • Home to more than 650 charitable funds benefiting a wide range of causes.
  • Total assets of $477 million and $780 million in grants since inception.
  • Average annual contributions of $110 million.
  • Annual grantmaking of $75 million and 2020 grantmaking of over $102 million.
  • Recipient of a 4-star rating Charity Navigator for sound fiscal management and commitment to accountability and transparency.
The Director of Gift Planning develops supportive relationships with individual donors, professional advisors, and nonprofits to fulfill donors’ philanthropic visions and maximize the impact of their giving. This individual will be a primary partner and advisor on charitable fund and gifting options at OCCF. As part of the Philanthropic Strategy team, this role will guide and support the development, establishment and management of new funds and associated planned and current gifts. Additionally, this role will partner with leadership to support the expansion of our Professional Advisor Network (e.g. attorneys, CPAs, wealth advisors, financial planners) to enable OCCF’s positioning as the go-to philanthropic advisor in Orange County.
A propensity for high-touch customer service, relationship building, and a creative mindset is foundational to this role. By developing relationships with – and serving as a trusted and valued resource – to staff, donors, professional advisors and other stakeholders, this role will facilitate education, information-sharing, greater visibility and asset growth for OCCF.
  • Develop long-term relationships on behalf of the Foundation by cultivating, advising and stewarding prospects and donors on fund types and major, planned and deferred gift options.
  • Actively support the development and cultivation of impactful individual relationships with top-tier professional advisors who serve as the primary funnel for OCCF’s future donor prospects through in-person and virtual methods of engagement.
  • Serve as a resource and advise prospects and donors on OCCF gift types including gifts of cash, stock and more complex gifts including real estate, annuities, closely held stock, and more. Provide advice on various tax advantages or implications ensuring clients consider options suitable for their circumstance.
  • Develop and maintain knowledge of both traditional and innovative gift planning methods and tax considerations of such gifts.
  • Manage the end-to-end process required for illiquid asset gift acceptance (e.g. real estate property gift, closely held business stock, etc.). Partner closely with Finance and Legal on gift acceptance processes and procedures to ensure a positive donor experience, compliance and risk management.
  • As a member of the Philanthropic Strategy team, work in a collegial manner with leaders and team members in creating and implementing strategies and tactics designed to achieve asset growth goals, as well as broader organizational goals and objectives.
  • Identify, manage and steward legacy donors who have committed to bequests and legacies in the future.
  • Enter, maintain and track prospect and donor activities in OCCF’s CRM systems.
  • Collaborate with Marketing team to create educational resource materials and newsletter communications to prospects, donors and professional advisors communicating the value of the organization’s offerings and services.
We are seeking a skilled relationship builder and service-driven professional to drive connection on behalf of OCCF’s mission and vision. This person must have a deep desire to learn and educate others on the various gift options available through OCCF, while providing best-in-class customer service and effectively collaborating with OCCF colleagues.
The ideal candidate for this role will have experience in a wide variety of complex gifts such as real estate, full or partial interest in privately held companies (“S” or “C” corps) and trusts or have the aptitude, interest and drive to build knowledge in these areas. If the work of building long-term relationships and leveraging your expertise to drive real community impact excites and inspires you, we want to hear from you!
  • Passion for the mission and work of OCCF.
  • A Bachelor’s degree or higher in business, law, finance or related field.
  • Five (5) years of experience in a philanthropic, estate planning, gift planning or another professional advisory service area.
  • The desire and proven ability to educate stakeholders around various, sometimes complex topics in a way that builds relationships and trust, requiring:
    • Exceptional listening skills
    • Exceptional communication skills
    • Partnership orientation
    • Focus on long-term relationship cultivation
  • Ability and comfort to speak publicly on behalf of the organization regarding gift planning options and processes.
  • Experience in executing organizational growth objectives and strategies
  • Knowledge around the intricacies of traditional gift planning, trusts, charitable giving vehicles, charitable tax and gift structures and complex giving vehicles a plus!
This key leadership opportunity offers the ability to make significant impact on behalf of the organization and thus philanthropic efforts across Orange County and beyond!
This exciting role offers a competitive base salary and a comprehensive benefits package including: Medical, Dental and Vision (total premium costs for the Employee covered by OCCF), 403(b) retirement plan with automatic contribution by the organization, paid vacation and sick leave, 10 holidays annually and option to enroll in an FSA program.
This is a position, organization and team of professionals that will inspire you daily!

Orange County Community Foundation has retained the services of Scion Executive Search, a national executive search firm specializing in mission-driven organization recruitment, to assist in conducting this important search. For immediate consideration please apply with your resume and cover letter in Microsoft Word or PDF format via: address questions about this opportunity to:
Scion Executive Search
Attn: Rebecca Lerol
Executive Search Principal
Review of applications, nominations, and expressions of interest will begin immediately and continue on a confidential basis until an appointment is made.
Scion Executive Search ( is a national award-winning executive search firm! Since 2006, we have had the pleasure of successfully placing hundreds of exceptional leaders to organizations with incredible missions and programs. Through our innovative team building and recruitment solutions, we seamlessly bridge the gap in interim and executive searches. Our track record and recruitment process has made us one of the top recruitment firms in the nation.

We are proud to be part of the Forbes lists of the Best Executive Search Firms and the Best Recruitment Firms in America. Additionally, we have been recognized as a recruitment leader by ClearlyRated, as well as a top recruitment firm by The Business Times for over ten years running. More information about Scion Executive Search can be found at

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