Fund Services Associate (Gifts)

Oregon Community Foundation | Portland, OR

Posted Date 7/23/2021
Description

Oregon Community Foundation

Fund Services Associate (Gifts)

Location: Portland, OR

Application Deadline: 8/12/2021

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 Fund Services Associate is responsible for processing all contributions received by OCF and supporting the administration of other illiquid gifts such as life insurance and real estate. This position also assists with fund administration, reporting and continuous improvement of the contributions process. The Fund Services Associate works closely with other departments within the Foundation, particularly the Philanthropic Services Department.

Essential Duties and Responsibilities

  1. Donation Administration - Percentage of Time: 90%
  2. Responsible for processing all contributions received by OCF in a manner that strictly adheres to internal control procedures and complies with IRS gift substantiation requirements
  3. Coordinate closely with the Philanthropic Services Department to ensure contribution data is entered promptly and accurately so that acknowledgement letters can be generated in a timely manner
  4. Open mail as part of a two-person control team and accurately categorize and log checks into a spreadsheet
  5. Maintain knowledge of IRS rules regarding the substantiation of charitable contributions, including fair market value of security gifts, end-of-year timing, qualified charitable distributions (QCDs) from IRA accounts, and similar requirements
  6. Perform regular maintenance in database including updating individual and organizational records and identifying and resolving issues that arise with contributions
  7. Track life insurance policies owned by OCF; communicate with donors, insurance agents and insurance companies; and process requests for payment
  8. Provide administrative support for the management of real estate owned by OCF, including payment of bills, tracking of rental income, and other assistance as needed
  9. Track matching gifts and serve as the liaison to other intermediaries generating contributions to OCF on behalf of individual or corporate donors
  10. Maintain procedures used to perform duties of the position and proactively identify areas to improve efficiency or effectiveness of contribution processes
  11. Monitor and track additions to step up funds
  12. Generate contribution and donor reports on a periodic basis
  13. Generate and review fund lists for the annual report
  14. Serve as backup for the setup and administration of funds

B. Additional Duties - Percentage of Time: 10%

  • Participate on cross-departmental teams regarding organizational policies, processes and work environment
  • Other duties and projects as assigned by supervisor

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, Skills, Training and Experience and Skills

Studies have shown that women and people of color are less likely to apply for jobs unless they believe they meet every one of the qualifications as described in a job description. We are most interested in finding the best candidate for the job, and that candidate may be one who comes from a less traditional background. If you are interested in applying, we encourage you to think broadly about your background and qualifications for the role.

  • Bachelors’ degree in accounting, finance or other relevant field, or equivalent related work experience in lieu of degree
  • Three years’ experience performing duties similar to those required by the position
  • Work or volunteer experience in the nonprofit sector preferred

Required Professional Competencies

  • Knowledge of basic accounting principles and familiarity with financial products and services
  • Exhibit a high degree of integrity
  • Experience using database software and electronic-based document management tools and practices
  • Comfortable executing large financial transactions proficiently and discreetly
  • Communicate effectively and professionally with internal and external stakeholders, both verbally and in writing
  • Proficiency in problem solving, analysis and using appropriate level of judgment
  • Strong organizational and time management skills, including attention to detail and the ability to multi-task, prioritize and consistently meet deadlines
  • Demonstrated willingness to work effectively, respectfully, and cooperatively with other team members and staff from other departments
  • Cultural agility skills necessary to work effectively with diverse people, teams, and communities
  • Provide courteous and competent service to internal and external stakeholders to convey trust and confidence
  • Intermediate knowledge in MS Office Suite of products and utilization of Outlook calendar

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. Requires repetitive use of keyboard and monitor, and ability to sit or stand for long periods at a time. Requires ability to use telephone and standard office equipment.

The amount of effort typically applied and the frequency of application: (Whereas, the following refers to lifting, any equivalent effort may be substituted.)

Between 1 and 5 pounds – Less than 15% of the time

The effort reflected above is typically applied when sitting and standing.


Travel - Percentage of Time: 0%

Travel is not required.

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 are required.


Compensation and Benefits: This is a non-exempt, full-time position. OCF’s regular workweek is 35 hours. The hiring range for this position is $20.80 to $24.95/hour, DOE. Salary offers are determined in conjunction with an internal pay equity assessment.

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/

Listing Type
Jobs
Categories
Nonprofit
Position Type
Full Time
Employer Type
Direct Employer

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