Job Posting: Director of Philanthropy

Company: Oregon Community Foundation

Date Posted: Jan 23, 2020

Oregon Community Foundation

Director of Philanthropy

Location: Portland, OR

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 Director of Philanthropy will provide motivational leadership and expertise to help OCF expand its charitable dollars and community of donors while leading a statewide team to achieve OCF’s strategic development goals.  This position will drive operational excellence and bolster systems-thinking to create data-driven strategies to further the success of new and existing goals and initiatives within OCF’s Philanthropic Services Department.  While the Director of Philanthropy role is grounded in attributes strong in leadership and operations, the ideal candidate will balance that with a fresh perspective and new ideas. In collaboration with the Chief Philanthropy Officer (CPO), the Director of Philanthropy oversees the daily operations of OCF’s expert statewide Development team and plays a key role in planning, implementing and leading the Foundation’s development efforts, which includes gift planning, prospective donor outreach and statewide education to achieve annual revenue goals.

Essential Duties and Responsibilities:

A. Operational Leadership                                                             Percentage of Time: 50%

  • Manage daily Development operations and serve on the senior Philanthropic Services leadership team
  • Build synergy and efficiency within the Philanthropic Services Department’s functional areas: Development, Donor Relations and Giving Strategies
  • Ensure alignment and integration of goals and collaboration among individual team members and across the department and organization, with supporting systems, processes and technologies
  • Oversee efficient, effective team operations related to data collection and utilization, gift processing, use of technology and systems, and research and reporting
  • Utilize available data to identify trends, opportunities, and evolving business needs to develop and implement strategies that generate increased charitable dollars; oversee statewide maintenance of tracking and coding of donors and professional advisors
  • Inspire an innovative, proactive development strategy informed by research that results in targeted approaches to attract and secure new donors, markets, and business opportunities through partnerships with community stakeholders, corporations, and national, regional and private foundations
  • Lead the retention and cultivation of OCF’s existing pipeline of prospects and donors
  • Prepare and submit an annual budget and work plan for Development Branch activities
  • Design and implement project plans aligned with OCF’s strategic plan
  • Manage the preparation of the Foundation’s gift planning literature and other development-related publications to increase the visibility and understanding of OCF

               B.  Development Leadership                                                            Percentage of Time: 50%

  • Lead and support a high-functioning statewide Development team of Philanthropic Advisors and administrative staff to inspire prospective donors from every corner of the state–representing diverse backgrounds and perspectives—to partner with OCF on their charitable giving
  • Contribute to building a positive and collaborative environment of high performance, accountability and continuous improvement, where everyone feels valued and essential to the team’s success
  • Motivate and empower the Development team to meet the goals and innovative changes set in partnership with the Chief Philanthropy Officer
  • Represent the Development team in cross-functional, interdepartmental workgroups and committees that address organizational policies, protocols and practices
  • Oversee, encourage and promote internal and external training of Development and other staff, board members, and key volunteers in matters relating to gift planning and development
  • Meet with major gift prospects who are either new to OCF or existing donors to educate them about their charitable options and create gift plans
  • Deliver public presentations to educate communities about OCF’s services and charitable tools for donors, corporations, private foundations, and professional advisors and their clients
  • Build upon OCF’s creative approaches to professional advisor engagement to strengthen and expand the network
  • Develop strategies to enhance OCF’s reputation and results for creative problem solving
  • Monitor philanthropic trends and industry innovation

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:

  • Master’s Degree or equivalent experience
  • Highly skilled at leading and inspiring a team to accomplish shared goals. A minimum of seven years’ experience managing teams, including staff supervision and budget management with increasing responsibilities for leading and managing teams
  • Ten years’ experience in nonprofit development securing current and deferred gifts from major donors, 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
  • Solid understanding of major planned giving vehicles and techniques, with the ability to convey and explain advanced planned giving concepts, and current knowledge of regulations and policies governing gift planning
  • Proven ability to provide effective outreach and work collaboratively with business leaders, board members, donors, community leaders and organizations, as well as within complex volunteer structures, to achieve shared goals and 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
  • Cultural agility skills necessary to work effectively across diverse groups of individuals and communities
  • Able to maintain discretion and confidentiality dealing with donors and their records
  • Confidence and competence with data and in learning and using existing and new technologies
  • Strong project management skills to manage multiple initiatives and priorities
  • Flexibility to adapt to short and long-term organizational changes and shifts in job duties and the ability to guide a team to adjust to these changes
  • Excellent analytical skills—able to think critically, apply sound judgment and solve problems
  • Ability to manage multiple priorities—highly organized, detail and goal-oriented
  • Travel to meet with individuals and groups within the state as necessary. Requires valid driver’s license
  • Knowledge of MS Windows, Outlook, Excel, Word, PowerPoint, and database experience

Preferred Knowledge:

  • Knowledge of the nonprofit sector in Oregon

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. Typical office conditions include standing, sitting, walking, presenting in person, lifting, bending, repetitive keyboarding, repetitive use of computer monitor, driving, etc.

Travel: Travel is required to meet with supervisees, prospects, key volunteers, and professional advisors approximately 30% of the time.  Long distance driving is sometimes required (up to approximately 300 miles/day on occasion to attend meetings and events).

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 pay rate for this position starts at $97,535 and increases based on the candidate’s applicable experience and knowledge.

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 cover letter 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/

Contact Info:
Kathy Grimm, HR Officer
Oregon Community Foundation
hr@oregoncf.org
503-227-6846

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