Planned Giving Officer

Food Bank
City
Portland
State
Oregon
Title
Planned Giving Officer
Description

This position is open until filled.
A cover letter is required for consideration.
Pay range is $72,000 - $ $82,000

Who You Are:

You care deeply about our community, about people experiencing hunger and hold them in the center of all that you do. You are committed to and skilled in using equity as a process and an outcome of your work to disrupt systemic social patterns that promote hunger. You have a strong affinity with OFB’s 10 Year Vision and are profoundly excited to achieve this vision for and with our community.

Opportunity type
Job
Category
Fundraising / Development
Job responsibilities

Primary Responsibilities:

Responsibilities Overview:
● Ensure that Oregon Food Bank is establishing, strengthening, and retaining strong, long-term partnerships with planned gift donors and prospects.
● Develop tools, infrastructure, and systems (in partnership with OFB’s Prospect Management and Finance & IT Teams) to identify gift planning prospects.
● Identify and market gift planning opportunities; and, develop a planned giving brand and associated engagement activities and materials (in partnership with the Development Leadership Team, Individual Giving Team, and Strategic Communications Team).
● Qualify and manage a portfolio of high-level gift planning donors aligned with the strategic direction of OFB’s Development Department and organization-wide 10-year vision.
● Work with Prospect Manager, Senior Donor Engagement Officer, Individual Giving Manager, Associate Director of Development, Director of Development, and CEO to implement gift planning strategies for donors assigned to their portfolios, where appropriate.
● Train development colleagues in identifying planned giving prospects and coordinate with colleagues on cultivation and solicitation strategies.
Relationship Management:
● Qualify and manage a portfolio of approximately 100-120 selected potential gift planning supporters, with a focus on prospects with the potential to make a significant (six-figure or greater) planned gift.
● Create and execute individualized cultivation and solicitation plans for each relationship in the gift planning portfolio focusing on closing new gift intentions, retaining and upgrading current planned giving donors with expressed gift planning intentions, and increasing documentation of revocable and irrevocable planned giving intentions.
● Follow up on referrals from other Development Team members for supporters with the potential of making six-figure or greater planned gifts.
● Lead participation in special gift planning opportunities, such as legacy challenges.
● Track portfolio activity and progress, create reports as required by management.
● Steward existing planned gifts and donors, including providing annual updates and maintaining regular contact with bequest donors as appropriate.
● Prepare written proposals, informational materials, endowment agreements, gift illustrations, and any other materials needed to secure and document planned gifts.

Planned Giving Program Design:
● Work with the Associate Director of Development and Director of Development to create and implement strategies for developing and maintaining a gift planning program.
● Develop and implement a long-range plan to promote and solicit bequests, trusts, and other planned/deferred gifts that is coordinated with and complementary to other activities of the overall Development function.
● Build membership in Legacy Circle (Oregon Food Bank’s planned giving stewardship society) that recognizes estate and planned gifts.
● Envision and, in coordination with colleagues, create regular mailings, advertising, and other promotional activities to generate leads.
● Prepare and present planned giving presentations and proposals to prospects, colleagues, boards, donors, etc. as appropriate.
● Maintain and provide content to update the planned giving section on OFB’s website.
● Develop collaborative relationships with other planned giving and allied professionals, such as financial planners and advisors, attorneys, and bankers from prospect/donor referrals and via local planned giving professional affiliations.
● Review and monitor gift acceptance policies and procedures of Oregon Food Bank.
● Participate in other fundraising activities.
Organizational Responsibilities:
● In consultation and coordination with your supervisor, actively contribute to cross-departmental efforts.
● In consultation and coordination with your supervisor, plan and engage in professional development activities that strengthen your capacity for your specific role as well as your capacity to actively contribute and advance organizational goals, our vision and our mission.
● Other duties as assigned.

Application qualifications

Skills and Experiences of the Ideal Candidate:
● Skilled at successfully cultivating, soliciting, and closing planned gifts; managing a planned giving program; and/or, practicing estate and trust planning law.
● Ability to motivate people to increasing levels of generosity.
● Ability to manage multiple relationships to the point of and through solicitation.
● Strong communication skills, including written, verbal, and active listening.
● Ability to work in a complex, collaborative, consensus-driven, environment.
● Proven ability to provide strategic direction related to establishing a compelling vision for resource development initiatives.
● Ability to work with prospect research to identify, evaluate, solicit, and cultivate prospects.
● A commitment to a workplace that values and respects differences of race, ethnicity, age, gender, gender identity and expression, sexual orientation, religion, ability, and socio-economic circumstances.
● Four or more years in philanthropic resource development with a focus on gift planning.
● Experience in modeling intercultural competence and demonstrated commitment to equity, inclusion and social justice work.
● Demonstrated ability to think strategically, take initiative and use good judgement; ability to maintain confidentiality.
● Project management and organization skills; ability to manage multiple projects with attention to detail; ability to handle interruptions, maintain focus on tasks and produce timely, accurate work.
● Ability to work independently and as part of a team; comfortable working in an office environment and offsite.
Preferred Qualifications:
● Proficiency in a language other than English, bi-lingual and bi-cultural skills strongly preferred.
● Commitment to continued professional development to strengthen capacity to work through an equity lens for social justice.
● Experience working for a food bank or non-profit.
● Personal living/lived experience of systemic inequity/oppression.

Benefits

Competive benefit package.

How to apply

https://workforcenow.adp.com/mascsr/default/mdf/recruitment/recruitment…

Please see employment opportunities at oregonfoodbank.org

About the organization

Who We Are:
Oregon Food Bank (OFB) believes that no one should be hungry. Our mission is to eliminate hunger and its root causes.

At Oregon Food Bank, we believe that food and health are basic human rights for all. We know that hunger is not just an individual experience; it is also a community-wide symptom of barriers to employment, education, housing and health care. That’s why we work on two fronts in our mission to end hunger in Oregon: we build community connections to help people access nutritious, affordable food today, and we build community power to eliminate the root causes of hunger for good.
Oregon Food Bank is an Equal Opportunity Employer, and we encourage applications from candidates who can contribute to the diversity of our organization. Over and above our commitment to non-discrimination, OFB actively seeks to employ members of the community who have experienced poverty or food insecurity and members of historically marginalized groups including racial and ethnic minorities. Please visit our website to read more about our commitment to equity.

Who We Are Looking For:

You care deeply about our community, about people experiencing hunger and hold them in the center of all that you do. You are committed to and skilled in using equity as a process and an outcome of your work to disrupt systemic social patterns that promote hunger. You have a strong affinity with OFB’s 10 Year Vision and are profoundly excited to achieve this vision for and with our community.
The Planned Giving Officer will join a growing Development Department of 27 dedicated, collaborative, values-driven, and effective philanthropic development professionals who are passionate about resourcing an end to hunger and hunger’s root causes. Together we raise more than $16MM annually for Oregon Food Bank’s mission and vision - to ensure wellness and justice for our community. We innovate, risk, learn and refine as core practices. We value relationships and aspire to shape Oregon Food Bank into a civic engagement home for donors. We believe philanthropy should be accessible to all facets of our community and, in how we work, we reclaim philanthropy’s true meaning - a love for humankind and any voluntary action for the common good. We vanguard practices and policies that reflect philanthropy’s potential as a more just institution. And we design resource and relationship development programs rooted in equity.

Additional information

Fine Print:
Work is performed in an office environment while sitting at a computer screen for extended periods. Periodically walk throughout the facility (warehouse and office) to communicate with staff and check on the status of projects. May lift, move and carry objects from 20 to 40 pounds, such as boxes containing office and other supplies. Crouching, bending, kneeling and reaching when filing. Work outside normal working hours and occasional out of town travel and driving your personal vehicle for various projects as needed.

Share
Tweet