Philanthropic Advisor



Philanthropic Advisor

Employment Type:

Full time


Medford, OR


$62,770 - $94,156

Application Contact:

Job Description:

The Oregon Community Foundation
Job Posting
Philanthropic Advisor – Southern Oregon
August 2018
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.
  • 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 action
Compensation 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  Please include a cover letter addressing the requirements of this position along with your resume.    
The Oregon Community Foundation
1221 SW Yamhill Street, Suite 100
Portland, OR, United States
Phone: 503 227 6846

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