Philanthropic Advisor

Organization:   Since 1973 The Oregon Community Foundation (OCF) has pursued a mission to improve lives for all Oregonians through the power of philanthropy. With a growing endowment nearing $2 billion, OCF has become one of the nation’s largest community foundations, awarding more than $109 million last year in grants and scholarships. OCF connects caring with action by matching donors to causes and communities in need. OCF’s work rests on some basic principles:  responsible stewardship of funds entrusted by donors; work in partnership to address common needs and aspirations; prioritize investments that create substantive change and attempt to resolve problems at their source; advance equity, diversity and inclusion through programs; and research and evaluate programs and initiatives.Opportunity:  We have a full-time position for a Philanthropic Advisor in the Medford office.  The Philanthropic Advisor will develop and maintain relationships with donors, prospective donors, and professional advisors to familiarize the southern Oregon community with OCF through a combination of outreach and education events. The Philanthropic Advisor will work with donors and nonprofits to create charitable funds and gifts, both current and deferred. This position works with a regional team and reports to the Chief Development Officer. Responsibilities:• Develop and maintain contact and communication with the region’s financial and estate planning professionals regarding the charitable fund management services and planned giving opportunities available through OCF• Meet with donors and prospective donors to educate them about their charitable options and create donor-centered gift plans that will help them reach their philanthropic goals in a manner that is consistent with OCF’s policies• Engage with local nonprofits to explain the benefits of partnering with OCF to establish endowment funds• Advise donors and their agents of current federal and state tax policy matters that relate to OCF’s planned giving activities, and advise of relevant developments• Engage in special projects designed to move forward OCF’s strategic plan and outreach efforts in the community• Implement regional strategies, coordinate outreach, and provide local philanthropic leadership  • Lead the planning and execution of events in the southern Oregon region that introduce prospective donors to OCF Job Requirements:   • Five or more years’ experience as a planned giving officer, development 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 • 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• Knowledge of local philanthropy and individual and business wealth in the region to be served• Understand major life income gift vehicles and bequest gift techniques• Possess current knowledge of regulations and policies governing gift planning• Demonstrate self-initiative, accountability, critical thinking and problem-solving skills• Exceptional interpersonal skills and ability to provide effective outreach, develop and maintain relationships, and work collaboratively with others to achieve positive outcomes    • Ability to keep donors and their records confidential• Possess cultural agility skills necessary to work effectively with diverse groups of individuals and communities • Ability to travel within the region as necessary• Knowledge of MS Windows, Outlook, Excel, Word, PowerPoint, Internet, and experience working with a constituent database• Organized, able to manage multiple projects and adhere to timelines• Knowledge of MS Windows, Outlook, Excel, Word, PowerPoint, Internet, and experience working with an integrated database• Valid driver’s license and ability to travel within the region as needed• In addition to the specific job requirements for each position, all OCF 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 actionCompensation and Benefits:  The salary range for the Philanthropic Advisor is $62,770 – $94,156 per year.  OCF offers an excellent benefit package with generous paid time off, choice of medical and dental plans, vision, outstanding 401k retirement plan with 10% employer contribution, pre-tax health savings accounts, cell phone stipend, employer paid disability and life.  Our employees have access to an Employee Assistance Plan, professional development opportunities, and much more!To Apply:  OCF is committed to equity, diversity and inclusion, and strives 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. We are accepting applications through 8 pm, August 24.  To get started, visit our careers page at https://www.oregoncf.org/explore-ocf/careers.  Please include a cover letter addressing the requirements of this position along with your resume.