Company: OHSU Foundation
Date Posted: Feb 18, 2023
The OHSU Foundation (OHSUF) is one of the largest public university foundations in the Northwest, and exists to advance OHSU’s vital mission of creating a healthier world by igniting the power of philanthropy. OHSUF is a mission-driven organization, unrelentingly committed to both our donors and our employees. We work hard, collaborate with brilliant and passionate colleagues, and innovate to inspire transformational giving. At the heart of it all, we connect people’s passion with impact.
If you’re looking for a meaningful and rewarding career, this could be the perfect place for you! To learn more about our work, check out these incredible stories of impact.
Applications, which will be reviewed as received, must include a cover letter describing your interest, experience, and qualifications.
Priority Application Deadline: 03/10/2023
Reports to: Assistant Vice President of Gift Planning
FLSA Status: Exempt
Hybrid Work Eligible? Yes
Philanthropic Advisor Pay Rate: $112,000 (Q2) – $124,500 (Mid-point)
Senior Philanthropic Advisor Pay Rate: $132,200 (Q2) – $146,900 (Mid-point)
Note – salary is dependent on experience, and new employees will typically start around the Q2 level to allow for later growth within the salary band. The OHSU Foundation has a structured process for determining starting compensation, taking into account years of related experience, applicable skills, knowledge and abilities, market parity, and internal equity.
The OHSU Foundation also offers an exceptional benefits package including comprehensive medical and dental insurance, a 12% pension program, 22 days of paid vacation, paid holidays and volunteer time off, professional development dollars, and much more!
POSITION PURPOSE
The Philanthropic Advisor or Senior Philanthropic Advisor is responsible for securing current and deferred major gifts that support the fundraising priorities of OHSU through direct work with donor prospects, current donors, and professional advisors, and by serving as a consultant and content expert to colleagues in the OHSU Foundation.
WHAT YOU'LL BE DOING
75% – Individually and in collaboration with foundation development colleagues, identify, cultivate, solicit, and steward gift planning prospects
- Build and manage an individual portfolio of prospects through all aspects of the giving cycle including identification, qualification, cultivation, solicitation, and stewardship. In the course of this work:
- Conduct face-to-face and virtual visits with donors and donor prospects capable of giving $50,000 or more.
- Open and close gifts (current and deferred) per annual workplan and goals.
- Document new bequest intentions per annual workplan and goals.
- Serve as consultant/team member to open and close planned gifts.
- Respond to inquiries from donor prospects and advisors
20% – Assist and staff legacy society, advisor, and other Gift Planning programs
- Staff annual legacy luncheon and other events.
- Conduct trainings and draft guidance for Development staff on planned gifts.
- Staff Gift Planning Council quarterly meetings and events.
- Staff and present at virtual Gift Planning events, including webinars and Medical Chats.
5% – Administration
- Utilize administrative tools and systems, including Outlook calendaring and CRM/database.
- Document contact with donors in system in a timely manner (within 48 hours and no later than three weeks).
- Draft articles, training materials, and presentations on planned gifts for Foundation staff, volunteers, and for marketing.
- Represent OHSUF on regional boards or councils related to planned giving.
- Stay informed on tax, estate, and planned giving vehicles.
MINIMUM QUALIFICATIONS
Skills and Competencies
- Strong interpersonal skills and proven ability to work effectively with diverse constituencies, in particular physicians, patients, foundation staff, community and business leaders, trustees, volunteers, etc.
- Displays sensitivity to the issues faced by aging population.
- Commitment to working as a member of a team with complex and potentially competing priorities.
- Strong knowledge of procedures and documentation related to the transfer of real property and securities.
- Demonstrated written communications skills.
- Self-motivated and able to work both independently and collaboratively.
- Organized and skilled at time management and prioritization; able to manage multiple projects simultaneously.
- Public speaking skills: ability to present seminars and training sessions on gift planning and estate planning topics to various constituencies.
Required Experience:
- Bachelor’s degree in liberal arts or business and/or an equivalent combination of education and experience; Master’s degree and/or an equivalent combination of education and experience preferred.
- 7+ years of development experience, preferably in medical education and/or academic higher education, or experience in trust administration, tax, real estate administration, and estate planning/administration.
- Proven experience in and knowledge of a full spectrum of:
- (a) gift planning techniques and vehicles, including gift annuities, charitable remainder trusts, life estate agreements, etc.
- (b) charitable estate planning and procedures related to probate and trust administration and the regulations governing both.
- Experience in deferred or major gift programs; experience in related legal and financial fields may be considered.
Working Conditions:
- Remote work options available; some office presence required.
- Occasional hours outside of normal work hours for meetings or programs
- Travel is a requirement of this position; must possess a car, valid driver’s license, and current personal auto insurance
We want to emphasize that there is no such thing as the perfect candidate. Do not be discouraged if you don’t meet every single position requirement, but do use your application to let us know what excites you about the role and what transferrable skills or other qualities you would bring to the table!
WORKING FOR US
Here are just a few of the things that make the OHSU Foundation an exceptional place to work:
- Our work has impact – Our fundraising fuels research in cancer, heart disease, and Alzheimer’s (amongst other things), and helps support one of the nation’s top children’s hospitals.
- We value inclusion – We believe that diversity and equity are imperative to our success. From an Equity Committee to employee resource groups to trainings and workshops to a partnership with De La Salle North, we are committed to creating and sustaining a culture where all employees are empowered to do great work—and where the best decisions are made because they’re informed by multiple, diverse perspectives.
- We have amazing benefits – Beyond excellent medical, dental, vision, and paid family leave benefits, we also have a generous pension plan. Yes, we said pension plan.
- We believe in work/life balance – We offer substantial PTO and paid family leave, as well as 11 paid holidays, 1 floating holiday, and volunteer time off. Plus, we have a flexible work environment for those who prefer a hybrid work schedule, and we close early on Fridays during the summer.
- We support employee growth – Each employee has an annual allotment of professional development and tuition reimbursement dollars, as well as full access to LinkedIn Learning.
- We have fun – Think ice cream socials, ugly sweater competitions, chair massages, puppy “snuggle express” sessions, and bagel Fridays.
If this sounds like your kind of place, apply today!
Contact Info:
Rochelle Makela-Goodman
OHSU Foundation
makelago@ohsu.edu
503-552-0722