Oregon Community Foundation

Background:

Primary Purpose:

Essential Duties and Responsibilities

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  Responsible for processing all contributions received by OCF in a manner that strictly adheres to internal control procedures and complies with IRS gift substantiation requirements.
• Coordinate closely with the Philanthropic Services Department to ensure contribution data is entered promptly and accurately so that acknowledgement letters can be generated in a timely manner.
• Open mail as part of a two-person control team and accurately categorize and log checks into a spreadsheet.
• Perform regular maintenance in database including updating individual and organizational records and identifying and resolving issues that arise with contributions.
• Serve as the administrator of the ticketing system for the Fund Services branch, managing inquiries and requests from other staff.
• Maintain knowledge of IRS rules regarding the substantiation of charitable contributions, including fair market value of security gifts, end-of-year timing, qualified charitable distributions (QCDs) from IRA accounts, and similar requirements.
• Provide administrative support for the management of real estate owned by OCF, including payment of bills, tracking of rental income, and other assistance as needed.
• Track matching gifts and serve as the liaison to other intermediaries generating contributions to OCF on behalf of individual or corporate donors.
• Maintain procedures used to perform duties of the position and proactively identify areas to improve efficiency or effectiveness of contribution processes.
• Monitor and track additions to step up funds.
• Generate contribution and donor reports on a periodic basis.
• Generate and review donor lists for the annual report.
• Provide audit support related to contribution activity.

• Participate in cross-departmental teams regarding organizational policies, processes and work environment.
• Other duties and projects as assigned by supervisor.

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  Bachelors’ degree in accounting, finance or other relevant field, or equivalent related work experience in lieu of degree.
• Three years’ experience performing duties similar those required by the position.
• Work or volunteer experience in the nonprofit sector preferred.

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  Knowledge of basic accounting principles and familiarity with financial products and services.
• Experience using database software and electronic-based document management tools and practices.
• Comfortable executing large financial transactions proficiently and discreetly.
• Exhibits a high degree of integrity.

• Communicates effectively and professionally with internal and external stakeholders, both verbally and in writing.
• Proficiency in problem solving, analysis and using appropriate level of judgment.
• Strong organizational and time management skills, including attention to detail and the ability to multi-task, prioritize and consistently meet deadlines.
• Demonstrated willingness to work effectively, respectfully, and cooperatively with other team members and staff from other departments.
• Cultural agility skills necessary to work effectively with diverse people, teams, and communities.
• Provide courteous and competent service to internal and external stakeholders to convey trust and confidence.
• Intermediate knowledge in MS Office Suite of products and utilization of Outlook calendar.

The physical effort typically applied in this job includes: Standing, sitting, walking, keying/typing.

The amount of effort typically applied and the frequency of application: (Whereas, the following refers to lifting, any equivalent effort may be substituted.)

Safety: 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.

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.