Interim Director, Planned Giving, The Pomona Plan

At a glance

Another Source’s client, Pomona College , is recruiting an Interim Director, Pomona Plan to join their Advancement team in Claremont, California. This is an exciting opportunity for an experienced planned giving professional to bring deep expertise in life-income gifts, estate and financial planning, and donor strategy to Pomona’s flagship charitable life-income program. Supporting the College during its most ambitious comprehensive campaign to date, this role will help steward sophisticated donor relationships, strengthen the pipeline of planned gifts, and provide strategic and technical guidance across Advancement.

Description: What you’ll be doing

Another Source's client,Pomona College , is recruiting anInterim Director,Planned Giving -Pomona Plan to join their team in Claremont, California. This role offers flexibility for a hybrid schedule, with the expectation that the successful candidate will be local and available for in-office work as needed.

Here’s a little about Pomona College:

Founded in 1887, Pomona College is a nationally recognized liberal arts college and a founding member ofThe ClaremontColleges. Its Advancement organization is currently supporting the most aspirational and comprehensive capital campaign in the College's history.

At the center of this opportunity is the Pomona Plan, the College’s flagship charitable life-income program. Known for its highly personalized approach to donors and beneficiaries, the Pomona Plan brings together sophisticated gift planning, financial and tax strategy, and long-term relationship building to advance Pomona’s mission.

About this role:

The Interim Director, Pomona Plan is an opportunity for an experienced planned givingprofessionalto step into a sophisticated program and make an immediate impact. Reporting to the Senior Director, Pomona Plan, this full-time, benefits-eligible interim position is currently planned to provide coverage through January 15, 2027, or asdeterminedby the College.

You’llserve as a subject matter expert in life-income and planned gifts, combining technicalexpertisewith donor strategy and hands-on operational support. The role will helpmaintainthe Pomona Plan’s high-touch donor experience while supporting its future pipeline, campaign goals, and long-term growth.

This is an especially compelling opportunity for someone who understands the intersection of philanthropy, tax and estate planning, and donor relationships—and who can confidently collaborate with frontline fundraisers, finance and investment professionals, legal counsel, and outside advisors.

How you will spend your time

• Provide day-to-day strategic, technical, and operational support for the Pomona Plan and its life-income gift program.

• Advise colleagues on gift annuities, charitableremaindertrusts, legacy gifts, and othersophisticated plannedgiving strategies.

• Partner with frontline fundraisers to develop life-income proposals based on donors' financial, tax, philanthropic, and estate-planning circumstances.

• Helpidentifyopportunities to structure gifts that align donor interests with Pomona's priorities, including blended major, life-income, and legacy gifts.

• Support the pipeline of new and repeat Pomona Plan donors and contribute to annual, multi-year, and campaign revenue goals.

• Provide quality oversight for life-income gift calculations and proposals, gift processing, agreements, tax letters, account updates, and beneficiary communications.

• Collaborate with Finance, Investments, Pomona's General Counsel, outside legal and gift planning counsel, TIAAKaspick, and Advancement Services tomaintainstrong compliance and fiduciary practices.

• Provide technical and tax guidance across Advancement and advise on policies and procedures for cultivating, closing, recording, and stewarding life-income gifts.

• Partner with Advancement Communications on life-income marketing initiatives and with Stewardship on donor engagement, including members of the Allen F. Hawley Society.

• Support data, analytics, and reporting efforts that strengthen the Pomona Plan's long-term strategy.

• Bring a collaborative, service-oriented approach that helpsmaintaina healthy team environment and the personalized donor experience for which the Pomona Plan is known.

Minimum Qualifications

• Advanced degree or equivalent combination of education and experience in tax, estate planning, or financial planning. Relevant credentials may include a J.D., CFP, CPA, or CSPG. Candidates presenting a J.D. must provide evidence of passing a state bar examination.

• Seven to ten years of professional experience at a major academic institution or in a related field, with increasing fundraising success and responsibility involving life-income and legacy giving, tax, estate and financial planning, and investment management.

• Demonstrated success personally qualifying, cultivating,soliciting, and stewarding life-income gifts from individual donors.

• Strong technicalexpertisein the tax, estate, and financial planning considerations relevant to plannedgiving.

• Experience advising and building relationships with high-net-worth donors and prospects.

• Current knowledge of tax laws affecting gift planning and a commitment toremainingcurrent as regulations and donor circumstances evolve.

• Experience supporting comprehensive or large-scale fundraising campaigns within higher education.

• Excellent written, verbal, interpersonal, and advisory skills, with the judgment and discretionrequiredto work with donors, colleagues, volunteers, and other stakeholders.

• Ability to manage multiple priorities independently while collaborating effectively across Advancement and the College.

• Comfort using Microsoft Office, CRM platforms such as Salesforce, and technology to support fundraising operations, analysis, and process improvement.

• Valid driver's license or equivalent reliable transportation for off-site meetings and events.

What’s in it for you:

The anticipated salary range for this position is$150,000–$170,000 annually .

This is a full-time,benefits-eligible interim opportunity with flexibility for a hybrid schedule. Candidates must be local to the Claremont, California area and able to work onsite asrequired.

Beyond compensation, this roleprovidesthe opportunity to contribute yourexpertiseto an established and nationally recognized life-income giving program while supporting Pomona College during an important period for its Advancement organization and comprehensive campaign.

Additional Position Information

The regular schedule for this position is 8:00 a.m. to 5:00 p.m., Monday through Friday, although evening and weekend work may berequiredbased onCollegeor divisional needs.