Portland, Oregon

Charitable Gift Planner, The Oregon Community Foundation

The Organization
The Oregon Community Foundation (OCF) is the largest charitable foundation in Oregon and one of the nation’s largest community foundations by asset size. It serves diverse urban and rural communities across a state measuring more than 100,000 square miles. OCF is a publicly supported nonprofit corporation.  It administers charitable funds created by individuals, families, businesses and organizations to support the community causes they care about.  Funds are established through gifts and bequests of varied sizes. OCF makes grants or other distributions from the funds to other qualified charitable organizations principally in the state of Oregon. OCF currently manages over 1900 charitable funds with assets of over $1.5 billion and makes annual awards of over $80 million in grants and scholarships. The foundation has a staff of 85, and maintains its headquarters in Portland with regional offices in Bend, Eugene, Salem, Coos Bay and Medford, Oregon.

Position Overview
We have a ful/l-time opportunity in our Portland office for a full-time Charitable Gift Planner. This position reports to the Sr. Philanthropic Advisor and works in the Development department.Job SummaryThe Charitable Gift Planner at The Oregon Community Foundation (OCF) will develop and maintain relationships with donors and prospective donors in metro Portland and the North Coast to help them achieve their philanthropic goals using the resources that are available through OCF. The successful candidate will have experience crafting programs to educate and engage professional advisors on charitable topics with the ultimate goal of familiarizing them with OCF’s work. This position will also have responsibilities related to carrying out specific projects embedded within OCF’s strategic plan and will be based in OCF’s Portland office.

Essential Duties and Responsibilities

• Meet with donors and prospective donors to create donor-centered gift plans that will help them reach their philanthropic goals.

• Serve as a resource to donors, prospects, and professional advisors.

• Design and implement a comprehensive outreach strategy for professional advisors in the Portland Metro Area and the North Coast. Successful candidate will serve as project manager for a strategy that will include both individual and group outreach efforts and that will divide a portfolio of professional advisors among colleagues in OCF’s Portland office.

• Work closely with development team and other staff, professional advisors, donors and legal counsel to develop creative solutions that allow donors and OCF to achieve their goals consistent with OCF’s policies.

• Participate fully in promoting effective philanthropy as part of OCF’s strategic plan by working collegially with the Development team and by working across divisions to create and promote new philanthropic service opportunities for donors.

• Work closely with Finance and Fund Services Departments to transfer assets to OCF in an efficient and effective manner.

• Provide resources and guidance to ensure a highly professional, prompt and pleasant experience for donors.

• Contribute to activities that result in the smooth functioning of OCF, cooperating with other departments and individuals in furtherance of the foundation’s mission as time allows.

• Engage in special projects as assigned.

Required Skills and Knowledge

• Bachelor’s degree required.

• Seven or more years’ experience as a development officer at a complex organization.

• Knowledge of and experience with gift planning strategies for major donors, including bequests, charitable trusts, gift annuities, and other estate planning strategies as they relate to philanthropy.

• Exceptional interpersonal skills with the ability and personality to work collaboratively, accept responsibility and motivate colleagues, volunteers and donors.

• Familiarity with community foundations and/or willingness to learn the details of how community foundations function and operate.

• Extraordinary attention to detail and ability to manage multiple competing priorities with minimal supervision.

• Motivation to offer superior service to clients, with short timelines and excellent response times.

• Strong oral and written communication skills; ability to communicate clearly and persuasively.

• Proficiency in MS Windows, Outlook, Excel, Word, PowerPoint, and Internet, and experience working with an integrated database.

• A high level of integrity and demonstrated professional and ethical standards and practices.

• An ability to keep donors and their records confidential.

• A commitment to further OCF’s equity, diversity, and inclusivity mission by demonstrating a willingness to establish and maintain relationships with diverse groups of people from different backgrounds.

• Ability to articulate OCF’s mission and discuss philanthropic projects in detail.Candidate must have physical ability to:

• Speak to groups and conduct one-on-one meetings.• Attend occasional evening meetings.

• Drive long distances (up to approx. 300 miles/day on occasion).

• Occasionally lift or move objects of moderate weight (e.g., boxes of printed materials).

• Ability to sit or stand for periods of several hours at a time.

• Keyboarding proficiency and use for periods of several hours at a time.

• Valid driver’s license.

This position description reflects management’s assignment of essential functions. It does not prescribe or restrict the tasks that may be assigned.

Compensation and Benefits

Starting Salary Range – $90,000 – $100,000 depending on experience. Excellent Benefits include choice of medical and dental plans, health savings accounts, short & long term disability, life insurance, Employee Assistance Program, professional development opportunities, pre-tax commuter benefit, cell phone stipend, 401k plan, generous paid time off, volunteer leave, flexible work arrangements.

How To Apply
OCF is committed to equity, diversity and inclusion, and seeks 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.

For each of its positions, the foundation seeks to hire staff with relevant experience, skills and aptitude; a commitment to the power of philanthropy and to be mindful of what best serves our organization and supports our mission. Our culture is guided by these shared agreements: Communicate Effectively, Value One Another, Demonstrate Accountability, Embrace Possibilities, Address Conflict and Take Action.

OCF is seeking a diverse applicant pool and encourage minorities to apply. Send resume and cover letter to HR@Oregoncf.org using the word “Gift Planner” in the subject heading. Resumes will be accepted through February 15, 2016.

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