Philanthropic Advisor

Philanthropic Advisor

Oregon Community Foundation (OCF) was founded in 1973 with a big mission: to improve the lives of all Oregonians through the power of philanthropy. In partnership with donors and volunteers, OCF works to strengthen communities in every county in Oregon through research, grantmaking, and scholarships. OCF is one of the largest community foundations in the country with over $4 billion in assets under management.

OCF is an Equal Opportunity Employer with six offices throughout Oregon in Baker City, Bend, Eugene, Medford, Portland and Salem.

The Philanthropic Advisor (PhAd) is responsible for introducing and familiarizing the Eastern Oregon region (Baker, Grant, Harney, Malheur, Morrow, Umatilla, Union, Wallowa counties and the Confederated Tribe of the Umatilla Indian Reservation and Burns Paiute Tribes) with the work carried out by OCF. Partnering with OCF Colleagues, this position will perform strategic community outreach and cultivate and steward relationships with donors, prospective donors, nonprofit partners and professional advisors, volunteers and community leaders.

Essential Duties and Responsibilities

Development Percentage of Time:90%

• Develop an innovative, proactive approach to attract, build relationships with, and engage with donors and prospective donors, including potential nonprofit endowment partners, to educate them about charitable options and create donor-centered gift plans, including the drafting of fund agreements and related documents, to reach their philanthropic goals in a manner consistent with OCF's mission, best practices, and policies.
• Create and manage stewardship plans to support a portfolio of existing donors including those who have named OCF in their estate.
• Develop and maintain contact and communication with the region's financial and legal professionals regarding current and planned giving opportunities available through OCF.
• Be knowledgeable about current federal and state tax policy matters that relate to OCF's planned giving activities and advise on recent changes to these policies.
• Advance OCF's strategic initiatives.

• Plan and lead events–including public speaking where appropriate–to support prospective and existing donor engagement.
• Engage in special projects as assigned.
• Document in database all contacts and engagement with prospects, donors, professional advisors, and others as appropriate.

Outreach Percentage of Time:10%

• In collaboration with the Senior Director of Philanthropy, lead and support designated regional outreach activities and manage outreach budget.
• Engage, manage, and steward the regional OCF board director, as necessary.
• As assigned and depending on region, lead or support recruiting, nominating, orienting, and stewarding Leadership Council members and assist with planning and carrying out Council meetings along with members of staff team and regional board member.
• Serve as a contact in designated regions for community leaders, nonprofit organizations, and elected officials.
• Partner with OCF Marketing and Communications Department, contractors, and regional team to capitalize on social media and public relations opportunities.

Cultural Values:
In addition to the specific job requirements for each position, staff are expected to embody cultural values to support OCF's mission:
Be People-centered and lead with trust;
Pivot for Purpose and adapt quickly; and Dig into Hard Things to solve tough problems.

Marginal or Non-Essential Job Duties

• Participate in statewide efforts to advance branch and department priorities as appropriate.

Required

Education and Experience:

• Six years' experience as a development, major gift and/or 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.
• Bachelor's degree required, advanced degree preferred, or equivalent experience in lieu of a degree.

Required Professional

Competencies:

• Understanding of planned giving opportunities, including life income gifts and bequests.
• General knowledge of current laws and policies impacting gift planning.

• Familiarity with local…