Senior Philanthropic Advisor

Oregon Community Foundation

Posted: 5/17/2019

Position Type: Full-Time (Paid)

Function: Policy

Primary domain: Foundation/Grantmaking

City: Portland

Postal code: 97205

State: Oregon

Country: United States

Organization Information:

Budget:

Not Available

Website:

oregoncf.org

Mission statement:

The mission of The Oregon Community Foundation is to improve lives for all Oregonians through the power of philanthropy. 

Position Details:

Job Description:

Background:

Since 1973 The Oregon Community Foundation (OCF) has pursued a mission to improve lives for all Oregonians through the power of philanthropy. With a growing endowment nearing $2 billion, OCF has become one of the nation’s largest community foundations, awarding more than $109 million last year in grants and scholarships. OCF connects caring with action by matching donors to causes and communities in need. OCF’s work rests on some basic principles:  responsible stewardship of funds entrusted by donors; work in partnership to address common needs and aspirations; prioritize investments that create substantive change and attempt to resolve problems at their source; advance equity, diversity and inclusion through programs; and research and evaluate programs and initiatives.


Opportunity:

The Sr. Philanthropic Advisor provides expert counsel regarding non-cash gifts to potential and current donors and provides effective community outreach and maintains collaborative working relationships with donors, non-profits, professional advisors, volunteers and community leaders.  The Sr. Philanthropic Advisor will ensure the development of and compliance with gift acceptance policies and procedures for non-cash gift assets.  The Sr. Philanthropic Advisor supervises Philanthropic Advisors in the Portland office, the Northern Willamette Valley Philanthropic Advisor, and Administrative Assistant for both offices.


Essential Duties and Responsibilities: 


A. Statewide Fund Work and Complex Gifts

•Stay apprised of federal and state tax policies that relate to OCF’s planned giving activities and advise donors and their advisors of relevant developments.

•Lead training of development and other staff, board members and key volunteers in matters relating to gift planning.

•Participate in defining OCF’s gift acceptance policies and procedures for non-cash gift assets.

•Provide recommendations and develop written/electronic communications about planned giving and acceptance of non-cash gifts.

•Develop an internal library of material about charitable giving vehicles and trends, federal and state tax legislative matters, and material developed by OCF.

•Work collaboratively across divisions to create and promote new philanthropic service opportunities for donors.

•Engage in special projects designed to move OCF’s strategic plan forward.

B. Donor Work                                                      

•Meet with donors and prospective donors to educate them about their charitable options and create donor-centered gift plans that will help them reach their philanthropic goals in a manner that is consistent with OCF policies.

•Engage with local nonprofits to explain the benefits of partnering with COF to establish endowment funds.

•Speak to groups and individuals about planned giving and donation of non-cash assets. Provide outreach efforts in the community.

C. Management

•Hire, coach and supervise staff to uphold established performance standards and ensure smooth execution of donor and professional advisor activities and strategies.

Qualifications:

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, Knowledge, Experience and Skills:

•Bachelor’s degree required. Advanced degree preferred

•Seven years’ experience with gift planning strategies for major donors, including bequests, charitable trusts, gift annuities, and other estate planning strategies as they relate to philanthropy, or experience as a 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.

•Advanced knowledge of gifts of real estate, life insurance, bargain sales, closely-held securities, LLC’s, retirement plans, and other non-cash assets.  Maintains current knowledge of regulations and policies governing gift planning

•Three years’ prior supervisory experience

•Exceptional interpersonal skills with the ability and to provide effective outreach, work collaboratively with others to achieve positive outcomes 

•Outstanding communication skills, both written and oral. Demonstrated ability to present both one-on-one and to groups and articulate the OCF mission. Able to discuss philanthropic projects, including complex gifts

•Able to motivate colleagues, volunteers, donors and subordinates

•Excellent analytical skills – able to think critically, apply sound judgement and problem-solving skills 

•Highly organized, detail and goal oriented. Able to manage multiple priorities. Ability to keep donors and their records confidential

•Possess cultural agility skills necessary to work effectively with diverse groups of individuals and communities 

•Knowledge of MS Windows, Outlook, Excel, Word, PowerPoint, Internet, and experience working with an integrated database

•Valid driver’s license

•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

 

Benefits:

Compensation and Benefits:

The starting salary range begins at $95,623.00 per year; starting rate is dependent on candidates’ applicable experience and knowledge. OCF offers an excellent benefit package with generous paid time off, choice of medical and dental plans, vision, outstanding 401k retirement plan, commuter and healthcare savings accounts, employer paid disability and life.  Our employees have access to an Employee Assistance Plan, paid volunteer leave, and professional development opportunities. 

Salary:

$90k - 100k

Posting Expiration Date:

7/16/2019

How 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.

This position is open until filled. To apply, provide a cover letter addressing: 1) How you meet the requirements of this position. 2) This position covers a wide range of required experience—please highlight the areas in which you are most experienced.

https://www.oregoncf.org/explore-ocf/careers


 

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