Job Details

Philanthropic Advisor

  2021-01-13     Oregon Community Foundation     440 E BROADWAY SUITE 160     66,612 to $83,266, DOE year  
Description:

Application Deadline: 01/08/2021 (DEADLINE EXTENDED: 1/22/2021)

Background:

Since 1973, the Oregon Community Foundation (OCF) has pursued a mission to improve lives for all Oregonians through the power of philanthropy. The Foundation invites Oregonians with different perspectives to come together around the shared value of giving back. We work with individuals, families, businesses and organizations to create charitable funds that support the community causes they care about. These funds support the critical work that nonprofits are doing across Oregon. Our headquarters are in Portland, with regional offices in Bend, Eugene, Salem, and Medford, Oregon.

Primary Purpose:

The Philanthropic Advisor is responsible for introducing and familiarizing the South Coast, Southern Willamette Valley, and Lincoln County areas with the work carried out by OCF and working with donors and nonprofits to create charitable funds. This position will perform strategic community outreach and develop and maintain relationships with donors, prospective donors, professional advisors, volunteers, and community leaders.

Essential Duties and Responsibilities

A. Development Percentage of Time: 85%

  • Develop an innovative, proactive approach to attract, build relationships, and engage with donors and prospective donors, including potential nonprofit endowment partners, to educate them about charitable options and create donor-centered gift plans to reach their philanthropic goals in a manner consistent with OCF’s policies
  • Create and manage stewardship plans to support existing donors.
  • Develop and maintain contact and communication with the region’s financial and legal professionals regarding current and planned giving opportunities available through OCF
  • Remain knowledgeable about current federal and state tax policy matters that relate to OCF’s planned giving activities and advise on recent changes to these policies
  • Advance OCF’s strategic plan
  • Plan and lead events–including public speaking where appropriate–to support prospective and existing donor engagement
  • Engage in special projects as assigned
  • Document relationship management steps and events

B. Outreach Percentage of Time: 15%

  • In collaboration with the Regional Director, lead and support designated regional outreach activities and manage outreach budget
  • Manage and steward staff contact with the regional OCF board director
  • Recruit, nominate, orient, and steward Leadership Council members as necessary; plan and carry out Council meetings in conjunction with regional OCF board member, Community Engagement Officer (Portland), and Regional Office Associate
  • Serve as contact in designated regions for community leaders, nonprofit organizations, and elected officials
  • Partner with OCF’s Marketing and Communications Department, contractors, and regional team to capitalize on social media and public relations opportunities

Marginal or Non-Essential Job Duties: None Identified

Required Cultural Values: In addition to the specific job requirements for each position, staff are expected to embody certain cultural values to support OCF’s mission: communicate effectively, value one another, demonstrate accountability, embrace possibilities, address conflict and take action.

Required Education, Training, Experience and Skills:

Studies have shown that women and people of color are less likely to apply for jobs unless they believe they meet every one of the qualifications as described in a job description. We are most interested in finding the best candidate for the job, and that candidate may be one who comes from a less traditional background. If you are interested in applying, we encourage you to think broadly about your background and qualifications for the role.

  • Bachelor’s degree (advanced degree desirable), or an equivalent combination of experience and education in lieu of a degree
  • Six years’ experience as a development and/or planned giving officer; licensed attorney, preferably in estate planning or tax area(s); Certified Financial Planner; Certified Public Accountant; or Bank Trust Officer working in trust administration
  • Thorough understanding of all major life income gift vehicles and bequest gift techniques
  • Current knowledge of regulations and policies governing gift planning
  • Knowledge of local philanthropy and individual and business wealth in the region to be served preferred
  • Outstanding written and oral communication skills; demonstrated ability to present to individuals and groups, ability to articulate the mission of OCF and discuss philanthropic projects in detail
  • Demonstrated public speaking skills to diverse audiences
  • Exceptional interpersonal skills with the ability to provide effective outreach, develop and maintain relationships, and work collaboratively with others to achieve positive outcomes
  • Demonstrated initiative, creativity and accountability
  • Attention to detail
  • Ability to manage multiple competing priorities and a high volume of work with minimal supervision
  • Excellent analytical skills: able to think critically, apply sound judgment and problem-solving skills
  • Ability to maintain confidentiality of donors and their records
  • Cultural agility skills necessary to work effectively with diverse groups of individuals and communities
  • Ability to travel and meet with individuals and groups within the region as necessary
  • Knowledge of MS Windows, Outlook, Excel, Word, PowerPoint, Internet, and experience working with an integrated database
  • Valid driver’s license

Physical Demands and Working Conditions: This job is typically performed under very comfortable working conditions; any disagreeable elements are generally absent during normal performance of the job. Job duties are performed in an office setting or indoor meeting rooms.

The physical effort typically applied in this job includes repetitive keyboarding and repetitive use of computer monitor, driving

The amount of effort typically applied and the frequency of application: (Whereas, the following refers to lifting, any equivalent effort may be substituted.)

Less than 1 pound – Effort applied 40-70% of time

Between 1 and 5 pounds – Effort applied 15-40% of time

Between 5 and 25 pounds – Effort applied less than 15% of time

The effort reflected above is typically applied when sitting and standing.

Travel is required. Percentage of Time: 15%

  • Travel is required to meet with donors and other constituents and to attend events. Long distance driving is sometimes required (up to 300 miles/day).

Safety: Support a safe work environment by performing work duties safely and according to procedures. This includes reporting all injuries, illnesses or accidents sustained while working to your immediate supervisor as soon as possible after the occurrence or within 24 hours of the injury, illness or accident, and reporting any accident involving OCF vehicles, equipment or other property, regardless of the nature of the accident, to your immediate supervisor as soon as possible after the accident.

Attendance Requirements: Regular punctuality and attendance is required. Work hours outside of normal business hours are performed as needed.

Compensation and Benefits: This is an exempt, full-time position. The hiring range for this position is $66,612 to $83,266, DOE.

Our excellent benefit package includes generous paid time off, choice of medical and dental coverage, vision, outstanding 401k retirement plan, commuter and healthcare pre-tax savings accounts, employer-paid disability and life. Employees have access to an Employee Assistance Plan, paid volunteer leave, professional development opportunities, and much more!

To Apply: The Oregon Community Foundation is an Equal Opportunity Employer committed to equity, diversity and inclusion. We strive to build a diverse workforce to promote effective work in partnership with all communities and population groups in Oregon. We welcome a diverse pool of qualified applicants. 

To be considered for this position, please provide a letter of interest addressing how you meet the requirements of this position and a copy of your most recent resume. Apply online at https://oregoncf.org/about/careers/  


Do not contact this company in solicitation of any product or service.

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