Job Details

Development Stewardship Associate

Oregon Community Foundation, Portland

Job - Non-Profit

Close Date: 11/04/2019

Job Title: Development Stewardship Associate
Location: Portland

Background:
Since 1973 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:
The Development Stewardship Associate generates customized acknowledgement letters for donations, facilitates the deferred donor stewardship process, and creates and implements the Leadership Fund appeal process. This position also helps identify and implement efficiencies to ensure timely acknowledgment of all donations to the foundation.

Essential Duties and Responsibilities:

A. Donor Acknowledgement Percentage of Time: 45%

• Create personalized gift acknowledgments from reporting database.
• Personalize each letter as needed based on circumstances surrounding gift. This might include information about the fund being supported, acknowledgement of an estate gift, a current gift, or both, type of asset, “in memory of” language, or noting a professional advisor to be cc’d.
• Coordinate review of letters and obtain signature of President & CEO or appropriate staff.
• Create and coordinate the preparation of appreciation letters from board members.
• Recommend appropriate supplemental actions depending on the nature of the gift. This might include handwritten notes by letter signers or personal handwritten notes from members of the executive team
• Prepare envelope and mail acknowledgements.
• Scan and file all acknowledgment letters and notes.
• Document all communications in database.
• Identify, recommend and implement improvements and/or modifications to internal process and procedures to ensure prompt and customized acknowledgements that make donors feel appreciated.
• Identify, recommend and implement enhancements to letter templates to automate, as much as possible, the wide variety of contribution types and customized language.
• Work with philanthropic advisors or donor relations officers to personalize and periodically update the standard text of the letters.
• Remain aware of charitable trends in the philanthropic field especially related to opportunities for innovative donor stewardship.

B. Deferred Donor Stewardship Percentage of Time: 30%

• Create and update records in the database for donors who have designated OCF in their estate.
• Create letters and/or of appreciation to deferred donors every year, seeking input and signatures from relationship manager as appropriate.
• Manage tokens of appreciation sent to new members of The Oregon Society.
• Identify, recommend and implement enhancements to the deferred donor stewardship process including improved coding in the database and donor engagement and acknowledgment strategies.
• Review and update deferred donor records in the database and report on progress

C. Direct Mail Content and Coordination Percentage of Time: 25%

• Create annual appeal letters for the OCF Leadership Fund each fall to various audiences.
• Maintain active awareness of development and donor relations goals and objectives.
• Coordinate Board acknowledgment notes prior to each board meeting.
• Create, maintain and analyze development dashboard reports.
• Coordinate stewardship between donor relations offices and philanthropic advisors.
• Create stewardship strategies for Leadership Fund donors who do not have a donor relations officer.
• Target direct outreach with support from communications.
• Work with Marketing and Communications to ensure that all direct mail comports with OCF branding and messaging.

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.

Required Education, Training, Experience and Skills:

• Four years’ experience in development, nonprofit, public relations or related field.
• Bachelor’s degree or equivalent experience in lieu of degree.
• Excellent verbal and written communications skills.
• Experience writing letters of appreciation that inspire continued giving.
• Experience writing solicitation letters that prompt action.
• Experience with donor data management software.
• Previous experience in non-profit organization preferred.
• Understanding of the goals of development and donor stewardship.
• Excellent analytical and problem-solving skills
• Ability to think critically to address ambiguous or non-routine situations
• Excellent project management skills, including ability to create an implementation/roll-out plan, identify and track milestones, track and manage deliverables.
• Demonstrated initiative and experience working independently, proactively identifying or initiating ways to enhance a process, procedure or outcome that benefits OCF.
• Exceptional relationship building skills and demonstrated ability to effectively and proactively interact, communicate and collaborate on multidisciplinary teams.
• Possess cultural agility skills necessary to work effectively with diverse people, teams and communities.
• Proficiency with problem solving and analysis utilizing a methodical approach to identify issues and find appropriate solutions.
• Demonstrated experience working with/communicating with high net worth individuals.

Physical Demands and Working Conditions:

This job is typically performed under comfortable working conditions; any disagreeable elements are generally absent during normal performance of the job. Job duties are performed in an office setting or indoor meeting rooms. Requires frequent use of computer monitor and use of mouse, some repetitive typing. Requires ability to sit or stand for long periods at a time. May require lifting up to 25 lbs. on occasion. Upon occasion requires ability to drive to regional office.

Travel is required -
Percentage of Time: 5%

Compensation and Benefits:

The salary range starts at is $22.31/hour DOE. OCF offers an excellent benefit package with generous paid time off, choice of medical and dental plans, vision, outstanding 401k retirement plan, cell phone stipend, commuter and healthcare savings accounts, employer paid disability and life. Our employees have access to an Employee Assistance Plan, paid volunteer leave, and professional development opportunities.

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.

Apply at, https://www.oregoncf.org/explore-ocf/careers. Please provide a cover letter addressing how you meet the requirements of this position, and your current resume.




Complete details: https://www.oregoncf.org/explore-ocf/careers