Planned Giving Program Manager

About the Oregon Humane Society

Founded in 1868, Oregon Humane Society is the Northwest's oldest and largest animal welfare organization with one of the highest adoption rates in the nation. We are working toward our vision of a world where all animals are treated with compassion, kindness and respect. With campuses in Portland and Salem, OHS is an Oregon-based nonprofit that relies on donor support for its adoption, education, medical and humane law enforcement programs. Visit oregonhumane.org to learn more about how we’re creating a More Humane Society.

The Team

The OHS Advancement Team encompasses marketing, communications, corporate partnerships, events, and philanthropy, and is tasked with soliciting gifts from our diverse donor audiences. The Planned Giving Team, a part of the Advancement team, focuses on prospecting, managing expectancies, and navigating planned gifts like estates, trusts, and charitable gift annuities.

The Position

The Planned Giving Program Manager plays a key role in this high-performing team, leveraging extensive knowledge of estates and planned gifts. This position assists with managing a large portfolio of planned-gift donors, prospects, and estates, while providing support to the planned giving team to achieve annual goals and key performance metrics.

Eligible Benefits

We are committed to creating a better future for pets, and we work hard to achieve our goals while offering a rewarding workplace including competitive benefit packages to our employees.

• Medical/Dental/Vision

• Paid Time Off + Sick Time + Holidays

• 401(k) with employer match

• Professional Development Opportunities

• One free OHS adoption/ year

• Perks & Discounts
  

Essential Responsibilities

PERSONAL LEADERSHIP

• Consistently strives to exceed expectations; demonstrates flexibility, resilience, and the ability to maintain positive relationships and composure, even under difficult circumstances.

• Maintains high ethical standards, including exhibiting behaviors and actions that embrace and align to our organization and customer service values, while treating all people with respect and dignity.

• Demonstrates an awareness of individual personal strengths and development needs, modeling non-defensive behavior and openness to feedback; builds a culture of feedback and learning.
  

LEARNING

• Contributes to regular dialogue and accountability with the leadership team and across the organization to review progress and course correct if necessary.

• Utilizes data and insights to identify, understand and articulate the key inputs and metrics that tell the story of the organization/team strategy and its progress.

• Builds appropriate feedback loops to measure if we are meeting key milestones and if the impact planned is being felt across the organization.
  

INFLUENCE & REPRESENTATION

• Communicate effectively to executive and other stakeholder groups to ensure they are informed and able to actively engage.

• Liaise with and maintain productive relationships with all stakeholders, including other departments, and donors; build mutually rewarding professional relationships inside OHS at all levels.

• Leverage our best practices externally and grow OHS’ reputation as a leader in animal welfare.
  

PRIMARY RESPONSIBILITIES

Planned Gift Program Strategy

• Collaborates with the Planned Giving Team and Advancement Leadership to develop and implement strategies for increasing the pipeline of legacy gifts and meeting/exceeding planned gift expectancy goals.

• Manages a portfolio of planned gift donors and prospects through regular communication, meetings, and (mostly local) travel.

• Contributes to CRM (Salesforce) enhancements to track and report on planned giving data.

• Supports marketing efforts for planned gifts, including content for the website, magazine, and educational outreach.

• Calculates charitable gift annuity calculations, prepares contracts and coordinates with business office for the accurate tracking, reporting and payment schedules.

• Champions, maintains and grows the care of surviving pet program, Friends Forever™. Includes regular updates with enrollees and coordinating with admissions for the receiving of enrolled pets.
  

Stewardship Strategy

• Develops and executes stewardship strategies for planned gift donors, ensuring exceptional donor experiences.

• Serves as primary contact for inquiries from planned gift donors and advisors.

• Regularly engages Friends Forever™ enrollees, ensuring their estate and pet information is up-to-date and leveraging relationships to deepen commitments.

• Plans and participates in stewardship events and communications.
  

Additional Responsibilities

• Supports fundraising goals by promoting other giving opportunities.

• Maintains knowledge of OHS programs, finances, and impact, and is comfortable educating donors, advisors, and prospects about planned giving options.

• Enters donor data and stewardship activities into Salesforce, ensuring accurate and timely documentation.

• Drafts tailored correspondence for donors, prospects, advisors, and family members.

• Leads donor interactions through various channels including calls, emails, events, and meetings.

• Assists with the administration of probated estates, including follow-ups and preparing estate-related documents.

• Monitors and responds to emails in the shared account and manages volunteer tasks.

• Leads or supports special projects as needed.
  

SUPERVISOR RESPONSIBILITY

Supervises: Volunteers

ACCOUNTABILITY

Reports Directly To: Chief Advancement Officer

Often Engages Directly With: Advancement Team, Philanthropy Team and Volunteers

Minimum Qualification & Transferable Skills

We are interested in finding the best candidate for the job, and that candidate may be one who comes from a less traditional background. We welcome applicants who bring a diversity of identity, culture, experience, perspective and thought. We encourage you to apply, even if you do not believe you meet every one of the qualifications described. You are also encouraged to address how your professional and lived experience, scholarship, mentorship and/or service will contribute to the Oregon Humane Society.

Minimum Requirements

• 3 years' experience working with planned gifts and their administration, preferably inside a non-profit organization.

• Exceptional writing skills: able to produce a broad range of correspondence tailored to unique situations.

• Demonstrated ability to interpret court filing documents and advise on next steps.

• Strong analytical skills, attention to detail, and proofreading skills.

• Flexible; able to adapt to changing priorities and work on multiple concurrent projects with regular interruptions.

• Able to communicate with a diverse population in a consistently informative, respectful, and professional manner.

• Technologically adaptable with the ability to learn and integrate continually changing technology.

• Ability to take initiative and self-direct work, as well as proactively assist members of the team.

• Proficient with MS Excel, Word, Outlook, Adobe, Monday.com, and other common office software and applications.

• Able to exercise sound judgment and maintain a professional demeanor during all interactions with the public, partner agencies, donors, staff, and volunteers.
  

Preferred

• Experience with the Salesforce CRM

• Paralegal certification

• Experience with real estate transactions

• Notary Public or willing to become certified
  

Work Environment Conditions & Physical Requirements

This position interacts and collaborates will all levels of the organization, including OHS staff, executive team members, donors, general public, external vendors, volunteers, and supporters. Contact and communication is carried out through face-to-face, telephone and virtual interactions. Excellent customer service skills are essential to success. Communication must be clear, understandable, professional and respectful in all circumstances.

WORKING CONDITIONS

• Work is performed in an office and medical center/animal shelter environment with the potential for flexible work after the first 90 days.

• Travel between the two campuses may be required.

• Working at both campuses may be required.

• Occasional weekend and evening work may be required.

• Animal contact and related injuries may occur.

• Noise exposure varies and sometimes includes uncontrolled barking and other animal vocalizations.

• Pace of work is active and demanding, requiring the ability to adapt to changing priorities while managing concurrent projects/tasks to completion.

• The work resides in Oregon Humane Society campus, which is open to the public. Contact with emotional people may occur.
  

PHYSICAL REQUIREMENTS

• Occasional lifting and moving of inanimate objects weighing up to 50 lbs.

• Occasional pushing and pulling of carted items weighing up to 100 lbs.

• Occasional moving items above shoulder level.

• Occasional use of hands and arms at or above shoulder level.

• Prolonged standing, sitting and/or stooping may occur.

• Occasional climbing and bending.

• Must be able to lift, move, restrain, guide, or manage an animal weighing up to 150 lbs. on a leash on an occasional basis.

• Must be able to remain in a stationary position for prolonged periods.

• Ability to respond and perform life saving techniques in an emergency.
  

Diversity, Equity & Inclusion

Achieving our mission begins with how we build our team and work together. Through our commitment to enriching our organization with people of different origins, beliefs, backgrounds and ways of thinking, we are better able to leverage the collective power of our teams and address and overcome complex challenges and barriers. We strive for a culture of integrity, respect and compassion where every member of our community contributes their perspectives and authentic selves and where everyone reaches their potential as individuals and teams. We recognize that striving for diversity, equity and inclusion is a journey, and we are committed to learning, listening and evolving to become more diverse, equitable and inclusive than we are today.

Equal Employment Opportunity

Oregon Humane Society is an equal opportunity employer that does not tolerate discrimination on any basis. We actively seek out diverse backgrounds, perspectives and skills so that we can be collectively stronger and have sustained impact.

We are committed to providing an environment of respect and psychological safety where equal employment opportunities are available to all. We do not engage in or tolerate discrimination on the basis of race, color, gender identity, gender expression, religion, age, sexual orientation, national or ethnic origin, disability (including HIV/AIDS status), marital status, military veteran status or any other protected group.

At-Will Employment

This position description in no way states or implies that these are the only duties performed by the employee occupying this position. Employees will be required to follow any other job-related duties required by their supervisor. This document does not create an employment contract implied or otherwise, other than an “at-will” relationship.