Philanthropic Advisor

Oregon Community Foundation•Baker City, OR

3h•$92,000 - $100,000•Hybrid

About The Position

The Philanthropic Advisor (PhAd) is responsible for introducing and familiarizing the Eastern Oregon region (Baker, Grant, Harney, Malheur, Morrow, Umatilla, Union, Wallowa counties and the Confederated Tribe of the Umatilla Indian Reservation and Burns Paiute Tribes) with the work carried out by OCF. 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.

Requirements

Six 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 a degree.
Understanding of planned giving opportunities, including life income gifts and bequests.
General knowledge of current laws and policies impacting gift planning.
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.
Proficiency with Microsoft Office Suite, integrated databases, and project management software.
Cultural agility skills necessary to work effectively with diverse groups of individuals and communities.
Demonstrate experience in equity, bridging and belonging.
Ability to travel and meet with individuals and groups within the region as necessary.
Valid driver’s license.

Nice To Haves

Familiarity with local philanthropy along with the regional individual and business wealth is preferred.
Lived experiences, relationships, and extensive knowledge in and of the Eastern Oregon region.

Responsibilities

Partner 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 in database all contacts and engagement with prospects, donors, professional advisors, and others as appropriate.
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.
Participate in statewide efforts to advance branch and department priorities as appropriate.