Associate Philanthropic Advisor - Eastern Oregon at Oregon Community Foundation

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Full Time

Start Date

Immediate

Expiry Date

25 May, 26

Salary

87500.0

Posted On

24 Feb, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Philanthropic Advising, Donor Cultivation, Stewardship, Grantmaking, Scholarships, Community Outreach, Relationship Management, Planned Giving, Tax Policy Knowledge, Public Speaking, Nonprofit Partnership, Financial Advising, Estate Planning, Trust Administration, Event Planning, Board Engagement

Industry

Non-profit Organizations

Description

Oregon Community Foundation Associate Philanthropic Advisor – Eastern Oregon Location: Baker City, OR Hiring Range: $80,000 - $87,500 Position Type: Regular, Full-time, Exempt About Us: 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. Come join our team. To learn more, please visit oregoncf.org. Note: Candidates selected to advance will have extensive experience, relationships, and deep knowledge of Eastern Oregon along with the required experience and core competencies outlined for the role. Strong familiarity with the region’s unique economic drivers, community priorities, and rural landscape is essential for success in this position. The selected candidate must live within a commutable distance from OCF’s Eastern Oregon office in Baker City. OCF identifies the Eastern Oregon region as: Baker, Grant, Harney, Malheur, Morrow, Umatilla, Union and Wallowa Counties and Burns Paiute Tribe and Confederated Tribes of the Umatilla Indian Reservation Job Summary and Responsibilities: The Associate Philanthropic Advisor (APhAd) works in coordination with the Director of Philanthropy (DoP) and the Regional Director & Philanthropic Advisor (RD) for Central and Oregon to expand familiarity with the work carried out by OCF in Baker, Grant, Harney, Malheur, Morrow, Umatilla, Union and Wallowa Counties and Burns Paiute Tribe and Confederated Tribes of the Umatilla Indian Reservation. 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. A: Development Percentage of Time: 75% * Work with DoP and RD to 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 to reach their philanthropic goals in a manner consistent with OCF’s policies * In consultation with DoP and RD, build and manage cultivation and stewardship plans to support existing expectancy donors * As needed, partner with Donor Relations Officer for Central and Eastern OR to help with stewardship of existing donor advised fund relationships in the Eastern Oregon region * With assistance from colleagues, develop and maintain contact and communication with the region’s financial and legal professionals regarding current and planned giving opportunities available through OCF * Proactively learn about current federal and state tax policy matters that relate to OCF’s planned giving activities and advise on recent changes to these policies * Plan and lead regional events–including public speaking where appropriate–to support prospective and existing donor engagement * Engage in special projects as assigned * Document relationship management steps and events B. Outreach Percentage of Time: 25% * In collaboration with the DoP and RD and through consultation with regional relationship managers, initiate and support designated regional outreach activities * In consultation with DoP and RD, engage, manage, and steward the regional OCF board member, 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 * In partnership with regional Program Officer, 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 Qualifications: Education and Experience: * Five 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 degree Travel is required Percentage of Time: up to 40% Travel, including overnight stays, is required to meet with donors, prospects, and other constituents and to attend and support events and trainings. Long distance driving is sometimes required (up to 300 miles/day). Compensation and Benefits: * Hiring Range: $80,000 - $87,500, depending on experience. * Salary offers are determined in conjunction with an internal pay equity assessment. This initial hiring range reflects our starting offer based on your skills and experience. It’s important to note that this is just the beginning; our overall salary structure offers additional opportunities for growth and advancement based on performance and development within the role, as well as resources available. * This is a full-time, exempt position. * Benefits include paid time off, medical, dental, vision, 401k, disability and life insurance, employee assistance plan, volunteer leave, and professional development opportunities. Encouragement to Apply: Studies show that women and people of color are less likely to apply for jobs unless they believe they meet all the qualifications. We are most interested in finding the best candidate for the job, and that candidate may come from a less traditional background. We encourage you to think broadly about your background and qualifications and apply. How to Apply: OCF is an Equal Opportunity Employer. Submit a cover letter and resume online at oregoncf.org/about/careers [https://oregoncf.org/about/careers/].

Responsibilities

This role involves strategic community outreach and cultivating relationships with donors, prospective donors, and professional advisors to expand familiarity with OCF's work across Eastern Oregon counties. A significant portion of the time is dedicated to developing proactive approaches to attract and engage donors, educating them on charitable options, and creating donor-centered gift plans.