Donor Relations Officer (Hybrid)
Oregon Community Foundation
Motus Recruiting and Staffing is proud to partner with the Oregon Community Foundation in its retained search for a Donor Relations Officer.
OVERVIEW OF DONOR RELATIONS OFFICER ROLE
The Donor Relations Officer (DRO) will develop and maintain a relationship as a trusted advisor to a diverse portfolio of donor advised, corporate, community advised, and scholarship funds. In addition to stewarding, engaging, and educating advisors and volunteers, the DRO serves as a community ambassador, engaging and connecting with the community to support donor philanthropy and community engagement activities, and inspiring and educating donors to fund OCF’s discretionary priorities.
Job Location: Portland, OR. (Hybrid, with a minimum of 3 days per week in office – more could be required during training period)
Compensation:
- SALARY: $76K – $90K DOE.
- Excellent benefit package includes generous paid time off, choice of medical and dental coverage, vision, outstanding 401k retirement plan, commuter and healthcare pre-tax savings accounts, employer-paid disability, and life. Employees have access to an Employee Assistance Plan, paid volunteer leave, professional development opportunities, and much more!
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Stewardship and Development – Percentage of Time: 50%
- Builds deep awareness about donor/advisor’s interests and goals. Maintains proactive and responsive communication with a multifaceted portfolio of donors and advisors to facilitate and negotiate services to meet charitable goals, including initiating research projects, managing grant programs and special projects, and partnering with and supporting scholarship committee chairs and committees (as needed and as dictated by portfolio).
- Listens for opportunities to inspire deeper engagement with OCF: including educating and encouraging fund holders to build or create new funds and to support OCF’s statewide initiatives, competitive grants programs, board priorities, and community needs.
- Coordinates site visits, organizes events and convenings, and responds to nonprofit inquiries about donor advised fund grants.
- Collaborates with colleagues to design and facilitate meetings on topics such as values, philanthropic identities, next-generation engagement, family legacies, collective giving, and current issues.
- Participates in developing strategies for business development efforts aimed at individual, corporate, private, and other foundation partnerships.
Program Management and Community Involvement – Percentage of Time: 20%
- As dictated by the DRO’s portfolio, strategizes, coordinates, and executes RFPs and manages and convenes volunteer scholarship and community advised fund committees.
- Acts as a public representative for OCF; attends and engages in community meetings including meeting with community leaders and partner foundations about specific topics and OCF priorities. Assists with messaging of OCF’s programs and statewide funding priorities.
- Develops knowledge and awareness about community issues, nonprofit organizations, and community leaders, particularly as they relate to the interests of donor advisors and OCF’s priorities. In coordination with leadership, branch, department, and foundation staff, helps design, plan and implement events, projects, and communications related to these key issues.
- Supports regional team activities and community engagement strategies, working closely with colleagues, board members, and leadership councils.
Fund Administration and Operations – Percentage of Time: 20%
- Maintains fund records in OCF’s database, including task and contact log entry to track and report donor engagement.
- Regularly monitors fund agreements and scholarship checklists (as dictated by the DRO’s portfolio) to ensure adherence to donor intent; oversees and implements legal changes to fund agreements and ensures documentation for OCF on how it will administer the fund once an advisor no longer exists.
- Participates in planning and supports the implementation of annual branch operations and projects aligned with the Foundation’s strategic plan and goals.
Knowledge and Learning – Percentage of Time: 10%
- Remains aware of trends in the field of philanthropy and their implications for OCF.
- Develops an understanding of IRS regulations and the Uniform Prudent Management of Invested Funds Act to ensure grantmaking compliance.
- Develops and maintains a comprehensive knowledge of OCF initiatives and community needs to be responsive to inquiries and position the Foundation to proactively align donor advisors with opportunities for co-investment, collective giving, and shared learning opportunities.
- Understands OCF’s infrastructure and is responsible for informing donors and advisors about Foundation policies, financial statements, and the investment program.
- Maintains and expands knowledge of best practices and developments in donor engagement, family philanthropy, and multi-generational giving.
Travel – Percentage of Time: 10%
- Statewide and national travel is required based upon portfolio or foundation priorities; may involve overnight stays which are organized largely at the Officer’s discretion.
EXPERIENCE AND EDUCATION:
- Six years’ experience developing and managing programs or as a development or program officer.
- Prior fundraising experience is preferred.
- Bachelors’ degree or equivalent experience and education in lieu of a degree.
- Exceptional relationship and rapport-building skills, ability to navigate challenging situations, conversations, and complex family dynamics (related to topics including investments, community issues, equity, generational wealth transfer).
- Strong communication skills, both written and oral; experience editing and proofreading.
- Attention to maintaining regular connections with donors, both responding to donor inquiries and proactively reaching out to donors to ensure continued engagement.
- Strong organizational skills – detail-oriented, accurate, accountable, able to work independently or in a team setting, able to prioritize and manage several tasks concurrently and efficiently, and able to meet multiple deadlines.
- Demonstrated ability to present both one-on-one and to groups and articulate the OCF mission.
- Excellent analytical skills: able to think critically, apply sound judgment and problem-solving skills.
- Proficiency with Microsoft Office Suite, integrated databases, and project management software.
- Demonstrated commitment to equity, diversity, and inclusion and communication skills necessary to work effectively with diverse people, teams, and communities.
- Knowledge of local and national philanthropy.
- Ability to travel and meet with individuals and groups within the state as necessary.
- Requires valid driver’s license and personal vehicle for regular use to effectively perform job duties.
ABOUT OREGON COMMUNITY FOUNDATION
Oregon Community Foundation (OCF) was founded in 1973 with a big mission: to improve the lives of all Oregonians through the power of philanthropy. In partnership with donors and volunteers, OCF works to strengthen communities in every county in Oregon through research, grantmaking, and scholarships. OCF is one of the largest community foundations in the country with over $3 billion in assets under management. In 2023, OCF distributed more than $200 million in grants and scholarships.
OCF is an Equal Opportunity Employer with five offices throughout Oregon in Bend, Eugene, Medford, Portland, and Salem. Come join our team. To learn more, please visit: oregoncf.org.
OCF’S COMMITMENT TO EQUITY AND SAFETY
In addition to the specific job requirements for each position, all staffers 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. Studies have shown that women and people of color are less likely to apply for jobs unless they believe they meet every one of the qualifications as described in a job description. We are most interested in finding the best candidate for the job, and that candidate may be one who comes from a less traditional background. If you are interested in applying, we encourage you to think broadly about your background and qualifications for the role.
All employees are asked to support a safe work environment by performing work duties safely and according to procedures. This includes reporting all injuries, illnesses, or accidents sustained while working to your immediate supervisor as soon as possible after the occurrence or within 24 hours of the injury, illness, or accident, and reporting any accident involving OCF vehicles, equipment, or other property, regardless of the nature of the accident, to your immediate supervisor as soon as possible after the accident.
About Motus Recruiting and Staffing, Inc.
Founded in 2006, Motus is an award-winning recruiting and staffing firm in the Pacific Northwest, specializing in professional services and technology solutions. We are a group of people who recognize the importance of representation and actively fight for diversity, equity, and inclusion in the recruitment process. Our goal is to educate organizations on the importance of DEI when hiring, promoting, and supporting diverse employees. We are calling organizations to demonstrate their commitment to DEI by being intentional about whom they hire. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, disability, or protected veteran status.