Post Date: 03/05/2018
Close Date: 03/16/2018
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.
We have an opening for a newly created position, a Development Operations Analyst, who will use
data to shape a “gold standard” of donor stewardship and enhance prospect management, database and communication systems in order to actualize that vision. This position reports to the VP/Chief Development Officer (CDO) and also works closely with the Vice President of Donor Relations (VPDR).
Essential Duties and Responsibilities:
Prospect Management and Donor Stewardship
• Partner with the CDO and VPDR to formulate policies for prospect assignment, management, tracking, and facilitate the process as it evolves.
• Manage priorities for analyses and reports to enhance prospect identification.
• Lead the development of systems for monitoring donor relations officers’ and philanthropic advisors’ progress in donor and professional advisor cultivation, solicitation, and stewardship.
• Design and execute analysis and interpretation of prospect and donor information.
• Prepare, analyze and distribute prospect management reports to the leadership team
• Develop, articulate, establish, and implement prospect management and tracking procedures and training for development staff.
• Maintain an active awareness of overall development and donor relations goals, objectives, and directions for the departments.
• Strategize with relationship managers to develop and maintain metrics and reports that advance stewardship goals.
• Translate development and donor relations goals into iPhi database functionality.
• Create, maintain and analyze development dashboard reports.
• Partner with staff to manage the prospect pool, identifying and prioritizing potential donors and relationships.
• Responsible for the analysis, conceptualization, and management of a comprehensive constituent tracking system.
• Refine the constituent management and tracking system design to adequately support the management and tracking of prospects, proposals, and donors.
• Evaluate and analyze tracking program strengths and weaknesses at appropriate intervals and develop corrective measures as needed.
• Serve as the primary iPhi resource for development and donor relations.
• Manage database of constituent information and create and maintain reports to support development and donor relations activities as well as reporting needs for the broader organization.
• Ensure the ability to maximize the utilization of the database system through individual and group trainings, individual consultation and documenting procedures.
• Perform regular system maintenance and quality control through proper use of data validation reports, audit queries and exception reports to ensure data integrity.
• Monitor iPhi to maintain a high level of data integrity, including serving as supervisor of data entry.
• Take a leadership role to set policies and procedures for content and appearance of data in iPhi.
• Collaborate with other departments to ensure consistent data entry protocols.
• Serve as a member of the i3 team.
• Identify and deliver organizational research needs based on department, organizational and strategic research objectives.
• Actively participate in planning cultivation strategies, providing reports and prioritizing activities of key philanthropic staff.
• Using prospect research skills and information proficiencies, locate, compile, analyze and synthesize financial, biographical and philanthropic information on key audiences.
• Prepare detailed and up to date research briefings as requested by philanthropic services staff.
Requirements and Skills:
• Five years’ experience in research, analytics, development database management, or related field.
• Experience with iPhi or comparable donor data management software.
• Bachelor's degree, or equivalent experience in lieu of degree
• Three years’ experience and advanced level of prospect research knowledge, including using multiple screening strategies and methodologies, analyzing IRS statistical data, evaluating philanthropic interests and mastery of data mining, constituent database queries and compensation information advanced reasoning abilities to effectively understand the research needs and solutions for special projects and unique requests.
• Demonstrated ability to understand and articulate financial, mathematic and statistical concepts.
• Previous experience in non-profit organization preferred.
• Demonstrated experience working independently, proactively identifying or initiating ways to enhance a process, procedure or outcome that benefits an organization.
• Confidence and competence in learning and using existing and new technologies.
• Excellent verbal and written communication skills and comfortable presenting in front of audiences.
• Demonstrated ability to effectively and proactively interact, communicate, and collaborate on multidisciplinary teams and with people from cultural backgrounds.
• Proficiency with problem solving and analysis utilizing a methodical approach to identify issues and find appropriate solutions.
• Basic project management skills, including the ability to create an implementation/roll out plan, identify milestones and timelines, track and manage deliverables.
• Demonstrates self-initiative, time management skills, an ability to work independently, and a willingness to improve or enhance responsibilities of the position
• 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.
Compensation and Benefits:
The salary for this position starts at $56,000, depending on experience. OCF offers an excellent benefit package with generous paid time off, choice of medical and dental plans, vision, outstanding 401k retirement plan, commuter and healthcare savings accounts, employer paid disability and life. Our employees have access to an Employee Assistance Plan, paid volunteer leave, professional development opportunities, and a 35-hour work week.
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.
We are accepting resumes through March 16, or until the position is filled. To apply, provide a cover letter addressing the requirements of this position and include your resume.