Endowment and Planned Giving Officer

The Colburn School

Los Angeles, CA

Located in the heart of downtown Los Angeles, The Colburn School is an internationally recognized leader in performing arts education and is part of the fabric of the Los Angeles cultural community.  With a world-renowned faculty, Colburn trains local and international students in four divisions: the Colburn Conservatory of Music, the Colburn Community School of Performing Arts, the Colburn Music Academy and the Colburn Dance Academy.

The Colburn School's mission is to provide the highest quality performing arts education at all levels of development in an optimal learning environment. 

Reporting to the Vice President for Advancement, the Endowment and Planned Giving Officer is responsible for all aspects of endowment and planned gifts, including related tax and legal matters, to support operations and scholarships, as well as supporting capital campaign gifts. They will evolve the current endowment and planned giving opportunities at the Colburn School to grow contributed revenue, creating a program for increased awareness of legacy charitable giving opportunities at Colburn and associated stewardship.

Essential Duties:

  1. Responsible for financial goals of planned giving and endowment gifts for operations and scholarships, to further the mission of the Colburn School in providing access to excellence in the arts;
  2. Work with donors, prospects, and their legal and financial advisors to establish charitable trusts, bequests, and complex outright gifts to benefit the university;
  3. Initiate gift discussions with and respond to inquiries from donors and prospects. Collaborate with other advancement staff and leadership in gift solicitations, providing expertise in connection with bequests and restricted gifts, as well as charitable remainder trusts, charitable gift annuities, pooled income funds, charitable lead trusts, gifts of real estate, and other complex assets;
  4. Assist with design and implementation of marketing efforts providing information on the methods and benefits of trusts, bequests, and other planned gifts to all whose circumstances might lead to such gifts;
  5. Work with the Information Strategy and Donor Services Associate to proactively steward and grow the planned giving Encore Society and endowment gift prospects;
  6. Oversee fulfillment of Encore Society benefits, in coordination with the Donor Engagement Director.
  7. Develop Colburn expertise in tax, trust, probate, and other laws affecting charitable giving;
  8. May provide leadership to other advancement team members to achieve the goals and vision of Colburn.
  9. Train staff and volunteers on endowment and planned giving topics;
  10. Represent Colburn in discussions with donors regarding the use of their gifts. Determine School compliance with donor restrictions and donor intent in its management of gifts funds;
  11. Coordinate with the Chief Financial Officer concerning acceptance, management, and disposition of endowment and planned gifts, including real estate, limited partnership interests, and other non-cash gifts.
  12. Maintain a dynamic portfolio of prospects for continued cultivation and solicitation; gather information about donors’ specific interests to pair with the Colburn School’s programs. Move prospects through the cultivation/solicitation/stewardship cycle, in collaboration with leadership and deans;
  13. Promote interaction with donors and prospects through participation and collaboration on major events throughout the year including: Colburn Society events, Gala, Taste of Colburn, house concerts, recitals and other key events in order to attract and retain new and existing donors. May take lead on major special event projects;
  14. Provide guidance for policy construction, including accurate documentation of outright gifts, to increase awareness of complex and deferred gift vehicles and cultivate new donors; draft pledge and gift agreements with varying degrees of complexity, charitable trust documents, and sample bequest language for gifts to Colburn;
  15. Develop and maintain best practices and ensure a coordinated and collaborative approach; establish credibility and collaborative relationships with senior leadership, Board members, donors, volunteers, and colleagues from all academic units and other departments; 
  16. Prepare reports, donor stewardship materials and briefings for senior leadership and Board;
  17. Develop a thorough understanding of the Colburn School’s mission, areas of excellence, student population, services, programs, and goals;
  18. Collaborate with SVP for Advancement Campaign on capital campaign donor engagement;
  19. Perform other duties as required.

Education and Qualifications:

  1. Bachelor's degree. A J.D., LLB, related advanced degree/certification, or combination of education and experience is required. Seven to ten years of related professional experience or combination of education and relevant experience. Experience in trust and estate planning required; experience in tax, probate, and/or related matters preferred;
  2. Proven record of successful endowment and planned gifts solicitations;
  3. Advanced knowledge of standard and complex charitable giving techniques and related solicitation techniques;
  4. Experience in complex fundraising environments required; university fundraising experience preferred;
  5. Capital campaign experience preferred;
  6. An effective communicator who is articulate and persuasive in writing as well as verbally; adept at crafting proposals, donor correspondence and other kinds of materials, especially for an audience for legacy gifts; 
  7. Must have credibility, good judgment, integrity and exercise diplomacy in dealing with a variety of constituents, as well as a proven record of confidentiality;
  8. A team player who can skillfully coordinate fundraising activities with the Vice President of Advancement, other senior leadership, and peers;
  9. Decisive and resourceful with the ability to anticipate and act on events and opportunities appropriately.
  10. Must be available to work a flexible schedule including weekends, evenings, and night hours as needed, including occasional travel;
  11. Understanding and appreciation of performing arts, education, or professional performance organization;

Experience in and full understanding of use of fundraising databases to further major gift needs. Computer literacy and Internet familiarity required. Knowledge of MS Word, Excel, PowerPoint.

Excellent salary and great benefits including medical, dental, life, LTD, 403(b) retirement plan and more!

Apply online at: 

https://colburn.simplehire.com

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