Director, Planned Giving

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Regular Full Time Joint - Development Portland, OR, US

6 days ago Requisition

Salary Range: $ To $ Annually

The Opportunity

OPB is looking for a strategic, relationship-centered Director of Planned Giving to help shape the future of public media in Oregon and Southwest Washington. This is an opportunity for a seasoned client-focused professional who knows how to turn trust, thoughtful planning, and long-term vision into lasting community impact.

You’ll bring curiosity, confidence, and care to conversations that help donors align their values with OPB’s mission. Working across Development and with internal partners, you’ll provide leadership, practical guidance, and steady stewardship for supporters considering transformational commitments.

The strongest candidates will be collaborative communicators who are comfortable navigating estate, tax, or financial concepts without losing sight of the people behind the plans. Just as important, they will be energized by coaching others, strengthening systems, and building on the momentum of a mature, highly respected program.

If you are ready for a leadership role where your estate planning expertise can deepen donor relationships and help sustain trusted journalism, storytelling, and public service for generations, this could be a meaningful next step.

The Director, Planned Giving, leads one of public media’s most established and successful planned giving programs to secure meaningful and transformational philanthropic support for OPB. This program is integral to the broader Development effort and of significant strategic importance to OPB’s long-term sustainability. This includes serving as the subject matter expert on planned giving techniques and best practices, helping to build a forward-thinking strategy to grow the program, developing relationships with donors, and partnering with Legal and Finance teams to facilitate legacy plans and gift agreements.

The planned giving program includes OPB’s Legacy Society, our recognition program with more than 2,000 active members who have made outright gifts to long-term funds or included OPB in their estate plans through bequests, beneficiary designations or other deferred gifts to ensure the long-term sustainability of public media in Oregon and Southwest Washington. The recognition and engagement program plays a critical role in future-focused fundraising, strengthening donor relationships, and working with 8,000 prospects to build a pipeline of transformational support that enables OPB to serve audiences for generations to come.

Responsibilities

45% - Planned Gift Expertise

• Support and counsel the front-line fundraising team to integrate planned giving strategies into broader development and stewardship efforts.
• Serve as the subject matter expert on charitable estate and financial planning within OPB and KMHD and facilitate philanthropic plans with donors and their advisors on complex charitable giving, ensuring compliance with OPB policies and maintaining strict boundaries of not offering legal or tax advice.
• Stay apprised of federal and state tax legislation that relates to OPB’s gift planning activities for use in conversations with donors and professional advisors.
• Oversight of gift agreement templates and drafts in consultation with OPB’s Legal and Finance teams.

35% - Donor relationship management – Major/Transformational Gifts (renewable and testamentary), Campaign & Special Projects

• Steward and manage relationships with a prioritized pool of approximately 25 donors with principal-level complex gift agreements.
• Serve as a key…