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