This 18-month position is designed as an opportunity for high-level, experiential training and development in the community foundation field through leadership and support of significant projects in each department of The Oregon Community Foundation: Executive, Development, Donor Relations, Finance & Fund Services and Grants & Programs. The Opportunity Fellow will spend approximately 3-4 months in each department to accrue a strong working knowledge of a large community foundation. The Fellow will participate in cross-departmental teams including the Equity, Diversity and Inclusion working group and the ACE Team responsible for development of an exceptional workplace culture. The Fellow will also be provided with external professional development opportunities (e.g., attendance at national or regional conferences and professional networking events) available to other OCF staff.
The Opportunity Fellowship is supervised by the President & CEO, and specific assignments during the Fellowship are supervised by members of the executive team in whose departments the fellow is placed on a 3- to 4-month rotating basis.
The fellowship is offered through a partnership with the Momentum Fellowship Program at Philanthropy Northwest (please see https://philanthropynw.org/2015-momentum-fellowship-application for more information) In addition to opportunities at OCF, the fellows will be part of a regional Momentum Fellowship Program learning and networking cohort with peer fellows from other participating foundations. This will include participation in quarterly cohort meetings, coaching sessions, and mentoring/training opportunities.
PRIMARY DUTIES AND RESPONSIBILITIES
Receive training and provide both leadership and staff support in each of OCF’s departments as assigned by the executive officer leading that department. Activities representative of work in these departments may include:
- Executive Department: Research and evaluate programs carrying out OCF’s strategic plan; assist Human Resources in developing staff training programs or conducting searches to fill staff positions; attend full Board and Board Committee meetings; staff projects approved by the Board; develop and assess foundation policies and practices related to equity, diversity and inclusion; contribute to development of workplace policies and culture; assist with the Foundation’s strategic communications.
Development: Conduct prospect research; meet with current and prospective donors across the state; educate members of the philanthropic advisory community: estate planners, CPAs, attorneys and financial advisors about OCF’s role and services; develop new donor communities; assist in completion of new fund agreements. Research and draft recommendations on potential outreach to new donor communities.
- Donor Relations: Build knowledge about individual donors’ interests and goals; facilitate donor services including giving strategies, research projects, grant programs and special projects specific to individual advised, corporate or family funds; educate and invite donors to participate in OCF’s statewide initiatives, competitive grants programs and board priorities; coordinates site visits, organize events and respond to nonprofit inquiries about donor advised fund grants; collaborate with the Grants & Programs staff to create opportunities to partner advised fund resources with grant programs and special initiatives.
- Finance & Fund Services: Support a variety of financial stewardship activities that range from efficient and accurate transfer of diverse assets to the Foundation to compliance with regulations and submission of required reports including federal form 990 and state forms CT-12; support creation of new funds; support administration of supporting organizations, OCF’s Endowment Partner Program, charitable trusts, and other special funds; attend meetings of OCF’s Investment Committee.
- Grants & Programs: Enter data, conduct site visits, develop grant recommendations, conduct research, prepare reports and evaluations for the Grants Committee of the board; recruit and train volunteer grant evaluators; communicate with the public throughout the state about OCF grant priorities; participate in grantseeker trainings; provide staff support for community-based committees.
- Participation in Momentum Fellowship cohort meetings and mentoring/training sessions.
Essential Functions (Physical) of the Job:
- Work in the Portland office daily during normal working hours
- Conduct site visits
- Attendance at occasional evening meetings
- Travel occasionally overnight including driving long distances (up to approx. 300 miles/day)
- Occasionally lift or move objects of moderate weight (e.g., boxes of printed materials or meeting tables)
- Perform basic computer work including routine use of keyboard for periods of several hours at a time (e.g., drafting of grant recommendations to meet deadlines; e-mail; reports and memos)
- To sit or stand for periods of several hours at a time
This position description reflects management's prospective assignment of functions. It does not prescribe or restrict the tasks that may be assigned.
- Bachelor’s degree required; three or more years of post-undergraduate work experience and/or a master’s degree preferred.
- Preference given to current or past residents of Oregon and candidates with a clear commitment to serving Oregon
- Demonstrated interest and/or experience in the nonprofit and philanthropic sectors
- Demonstrated leadership potential and capability, including skill in leading teams, co-workers and volunteers
- Commitment to promotion of equity, diversity and inclusion in the workplace and community
- Adept at oral and written communication
- Exceptional ability to think critically, present information clearly, and address challenging issues
- Customer service orientation, philosophy and skills
- Excellent capacity to manage details, teams and competing priorities
- Adept at using technology (including Microsoft Office Word) and experienced with an integrated database
- Valid driver’s license and ability to drive long distances (up to 300 miles/day on occasion) across the state
SALARY AND BENEFITS
Salary is dependent on experience. The annual compensation for this full-time (40 hours/week) position includes a generous benefits package.
To apply for this job position, please submit your application online at https://philanthropynw.org/2015-momentum-fellowship-application no later than 5 p.m. on May 15, 2015. Your application should be uploaded to the Philanthropy Northwest site as a single PDF file. Please name your file [YOUR LAST NAME_POSITION TITLE].
ABOUT OREGON COMMUNITY FOUNDATION
OCF is committed to equity, diversity and inclusion, and seeks to build a diverse workforce to promote effective work in partnership with all communities and population groups in Oregon. For each of its positions, the foundation seeks to hire staff with relevant experience, skills and aptitude; a commitment to the power of philanthropy and the common good; strong curiosity and the desire to continue learning; a collegial work style; a sense of humor; and the dedication to work hard toward the foundation’s mission of promoting philanthropy and improving the quality of life in Oregon.
Philanthropy Northwest is the network for philanthropists of all types who are committed to Alaska, Idaho, Montana, Oregon, Washington and Wyoming. We promote, facilitate and drive collaborative action by community investors to build resilient, equitable and inclusive communities.