Oregon Community Foundation
Philanthropic Advisor and Regional Director
Location: Medford, OR
Application Deadline: Open Until Filled
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. In 2022, OCF distributed more than $180 million, supporting 3,500 grantees and awarding more than 3,000 scholarships. With OCF, individuals, families, businesses, and organizations create charitable funds that meet the needs of diverse communities statewide. 2023 marks OCF’s 50th anniversary. Since its founding, OCF has distributed more than $2.2 billion in community investments, including grants to 10,850 nonprofits and 53,375 scholarships to students. Individuals, families, businesses, and organizations can work with OCF to create charitable funds to support causes important to them.
OCF is an Equal Opportunity Employer with five offices throughout Oregon in Bend, Eugene, Medford, Portland and Salem. Come join our team. To learn more, please visit: oregoncf.org.
The Philanthropic Advisor and Regional Director is responsible for introducing and familiarizing the Southern Oregon region with the work carried out by OCF, and for working with prospects and nonprofits to create new charitable funds. This position will perform strategic community outreach and develop and maintain relationships with donors, prospective donors, professional advisors, volunteers and community leaders. As the lead position within a regional team consisting of Donor Relations, Development, and Community Impact, the Regional Director supervises the Regional Office Associate, oversees implementation of regional strategies, ensures alignment with statewide strategies and values, supervises regional office operations, oversees outreach, stewards relationships with the Southern Oregon OCF Leadership Council, and provides local philanthropic leadership.
This position is located in OCF’s Medford office, and as such, staff are expected to serve as an integral part of the cross-departmental regional team. This includes duties required by the “all hands-on deck” approach to the daily work of a regional office, including, but not limited to, regional events and outreach planning and management, administrative responsibilities, participating in weekly team meetings, and information sharing.
OCF employees are expected to work a minimum of three days in the office beginning 2/21/2023. We are in the process of assessing eligibility for hybrid work schedules for our positions. After the initial training period, this position may be assessed as having an option to work remotely a portion of the week.
Essential Duties and Responsibilities
A. Development - Percentage of Time: 70%
- Develop an innovative, proactive approach to engaging with prospects and donors, including potential nonprofit endowment partners, to educate them about charitable options and create customized gift plans to achieve their philanthropic goals in a manner consistent with OCF’s policies.
- Create and manage stewardship plans to support existing donors.
- Maintain a systematic and organized program of 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 plan.
- Plan and lead events–including public speaking where appropriate–to support prospective and existing donor engagement.
- Engage in special projects as assigned.
- Document and track progress of relationship management efforts with support from Development staff.
B. Regional Director - Percentage of Time: 20%
- Lead and support a high-functioning regional team in coordinating regional activities, outreach activities and outreach budgets for the Southern Oregon region.
- Manage regional staff contact with regional board director.
- Recruit, nominate, orient, and steward Leadership Council members; plan and carry out Council meetings in conjunction with regional OCF board member and the regional team
- Serve as lead contact in region for community leaders and elected officials.
- Serve as liaison with OCF marketing and communications director and contractors for public relations opportunities.
- Represent OCF at events in the region, which may include speaking engagements.
- Facilitate regional team information sharing and create a positive office culture.
Supervisory Responsibilities - Percentage of Time: 10%
- As Regional Director, hire, train, and supervise Regional Office Associate, including oversight of office operations, to make sure the Medford office runs smoothly.
Marginal or Non-Essential Job Duties:
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.
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.
Required Education and Experience:
- Bachelor’s degree required, advanced degree preferred, or equivalent experience in lieu of a degree.
- Eight or more years of experience as a development 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.
- Five or more years’ supervisory experience.
Required Professional Competencies:
- An understanding of all major life income gift vehicles and planned giving opportunities.
- Knowledge of local philanthropy and individual and business wealth in the region to be served preferred.
- Outstanding written and oral communication skills; demonstrated ability to present to individuals and groups, ability to articulate the mission of OCF and discuss philanthropic projects in detail
- Demonstrated public speaking skills to diverse audiences.
- Exceptional interpersonal skills with the ability to provide effective outreach, develop and maintain relationships, and work collaboratively with others to achieve positive outcomes.
- Demonstrated initiative, creativity, and experience working independently, proactively identifying or initiating ways to enhance a process, procedure or outcome that benefits OCF.
- Attention to detail.
- Ability to manage multiple competing priorities and a high volume of work with minimal supervision.
- Excellent analytical skills: able to think critically, apply sound judgment and problem- solving skills.
- Ability to maintain confidentiality of donors and their records.
- Confidence and competence with data and in learning and using existing and new technologies.
- Proficiency with Microsoft Office Suite, and integrated databases.
- Cultural agility skills necessary to work effectively with diverse groups of individuals and communities.
- Demonstrated commitment to equity, diversity and inclusion.
- Ability to travel and meet with individuals and groups within the region as necessary.
- Valid driver’s license.
Physical Demands and Working Conditions: This job is typically performed under very comfortable working conditions; any disagreeable elements are generally absent during the normal performance of the job. Job duties are performed in an office setting or indoor meeting rooms. Typical office conditions include standing, sitting, walking, presenting in person, lifting, bending, carrying, repetitive keyboarding repetitive use of computer monitor, driving, etc.
The amount of effort typically applied and the frequency of application: (Whereas, the following refers to lifting, any equivalent effort may be substituted.)
Less than 1 pound – Effort applied 40-70% of the time
Between 1 and 5 pounds – Effort applied 15-40% of the time
Between 5 and 25 pounds – Effort applied 15-40% of the time
Between 25 and 60 pounds – Effort applied less than 15% of the time
More than 60 pounds – Effort applied less than 15% of the time
Travel – Percentage of Time: 25%
Local, statewide, national. Overnight stay is sometimes 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. Work hours outside of normal business hours is performed as needed.
Compensation and Benefits: This is an exempt, full-time position. The hiring range for this position is $87,000 to $105,000, 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/