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Remote Donor Advised Fund Jobs in Oregon (NOW HIRING)

MD Anderson

Philanthropy Specialist, Gift Operations

$31.73 - $37.98/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

UT MD Anderson relies on the Philanthropy Specialist to support donor stewardship through accurate ... pay Fund Type: Hard Work Location: Remote Pivotal Position: No Referral Bonus Available?: No ...

Aprio

Wealth Advisor

Portland, OR · On-site +1

$150K - $250K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

... fund markets), retirement, insurance, and estate planning, charitable giving, and cash flow ... remote and hybrid options What's in it for you: - Working with an industry leader : Be part of a ...

Grant Engine

Key Advisor

At Grant Engine, we fund innovative solutions that drive significant advancements. We are committed ... US Based, remote Overview: * Serve as a strategic advisor and subject matter expert for our ...

Advisors Asset Management

Regional Vice President

Wholesaler - Mutual Funds, ETFs, SMAs, Alts Regional Vice President The Advisors Asset Management ... remote locations * Proven experience working collaboratively, improving productivity, and ...

Human Interest

Associate Director of Advisor Sales

OR · On-site +1

  • Medical

  • Dental

  • Vision

  • Retirement

... Fund), SoftBank, Glynn Capital, NewView Capital, USVP, Wing, Uncork, and more. About the role ... This is a fully remote position. What you get to do every day * Coach, mentor, manage, and develop ...

Franklintempleton

Associate Director, Research Analyst

OR · On-site +1

$129K - $150K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Advisors can set up custom investment templates, access factor investing strategies, utilize ... Leading fund tax loss harvesting initiatives and improving existing pipelines. **100% remote ...

GiveWell

Senior Livelihoods Researcher

OR · On-site +1

$149K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Summary GiveWell is seeking a Senior Livelihoods Researcher to help us identify and fund the most ... You'll also communicate externally about your work and advise other researchers on the team. You ...

Convergent Research

Founder in Residence

OR · On-site +1

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Remote, with plans for local hubs in SF, DC, London, and Tel Aviv Ask us about relocation support ... You become the advisor, mentor, and recruiter for the next wave of GCR founders in this field. We ...

Human Interest

Compliance QC Specialist

OR · On-site +1

  • Medical

  • Dental

  • Vision

  • Retirement

... advisor and a force multiplier on the activation side of an already rapidly-scaling startup ... In this remote role as a Compliance QC Specialist , you will be responsible for ensuring all ...

Human Interest

Strategic Finance Manager

OR · On-site +1

  • Medical

  • Dental

  • Vision

  • Retirement

... Fund), SoftBank, Glynn Capital, NewView Capital, USVP, Wing, Uncork, and more. About the role This ... Act as the dedicated strategic financial advisor for both orgs. You will lead forecasting, budget ...

All JobsDonor Advised Fund JobsRemote Donor Advised Fund JobsRemote Donor Advised Fund Jobs in Oregon

Remote Donor Advised Fund information

What is a remote donor advised fund?

A Remote Donor Advised Fund (DAF) is a charitable giving vehicle that allows donors to manage their philanthropic contributions online from anywhere. With a DAF, donors make a tax-deductible donation to a sponsoring organization and can then recommend grants to their favorite charities over time, all through a digital platform. These funds offer flexibility, convenience, and the ability to track giving history remotely, making them ideal for individuals who prefer managing their charitable activities online.

What are some common challenges faced by professionals working with donor advised funds in a remote setting?

Working with Donor Advised Funds (DAFs) remotely often involves navigating complex compliance requirements and ensuring effective communication with donors and stakeholders without in-person meetings. Professionals may need to adapt to managing sensitive financial information securely using digital platforms and be proactive in building relationships with donors through virtual channels. Additionally, coordinating with cross-functional teams, such as legal, finance, and philanthropy advisors, requires strong organizational and collaboration skills to maintain seamless fund administration and donor support.

What are the key skills and qualifications needed to thrive as a donor advised fund program manager, and why are they important?

To excel as a Donor Advised Fund Program Manager, you need a strong background in nonprofit management, philanthropy, and financial oversight, typically supported by a relevant bachelor's degree or higher. Familiarity with donor management software, CRM systems, and knowledge of IRS regulations regarding charitable giving are essential. Outstanding relationship-building, communication, and organizational skills help professionals engage donors and coordinate complex grant processes. These abilities ensure compliance, donor satisfaction, and the effective distribution of philanthropic resources.

What is the difference between Remote Donor Advised Fund vs Remote Philanthropy Advisor?

AspectRemote Donor Advised FundRemote Philanthropy Advisor
CredentialsTypically requires financial or nonprofit certifications, such as CFP or CFRERequires nonprofit or financial planning certifications, such as CFRE or CFP
Work EnvironmentRemote, often part-time or flexible, working with donors and fund administratorsRemote, consulting with clients on charitable giving strategies
Industry UsageUsed by donors and financial institutions managing charitable fundsUsed by nonprofits and wealth advisors providing philanthropic planning

In summary, a Remote Donor Advised Fund focuses on managing charitable funds for donors, while a Remote Philanthropy Advisor provides strategic advice on charitable giving. Both roles often require similar certifications and operate remotely, but their primary functions differ in fund management versus strategic planning.

What are the most commonly searched types of Donor Advised Fund jobs in Oregon?

The most popular types of Donor Advised Fund jobs in Oregon are:

What are popular job titles related to Remote Donor Advised Fund jobs in Oregon?

For Remote Donor Advised Fund jobs in Oregon, the most frequently searched job titles are:

What job categories do people searching Remote Donor Advised Fund jobs in Oregon look for?

The top searched job categories for Remote Donor Advised Fund jobs in Oregon are:

What cities in Oregon are hiring for Remote Donor Advised Fund jobs?

Cities in Oregon with the most Remote Donor Advised Fund job openings:

Remote Donor Advised Fund jobs near you

Planned Giving Officer / USA: Remote (Must Reside in Rotary Approved State)

Rotary International

Remote

$84K - $94K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted yesterday

Job description

Job Title: Planned Giving Officer
Area: Polio and Philanthropy
Reports to: Manager of Planned Giving
Classification: Exempt
Location: Fully Remote
This position is designated as Fully Remote and may be required to work from world headquarters or another location on an ad hoc basis for meetings, training, etc., as determined by management. For positions classified as Fully Remote, an employee may, with express written permission, reside in/work from one of the approved states where Rotary is registered as an employer, which currently includes: IL, AZ, CA, FL, GA, IN, LA, MA, MI, MN, NC, OR, RI, TN, TX, VA, WA, and WI.
Organization Overview
Rotary is a membership organization that unites people from all continents and cultures who take action to deliver real, long-term solutions to pressing issues facing our communities and the world. Each year, Rotary members expand their networks, build lasting relationships, and invest more than $300 million and 16 million volunteer hours to improve lives and create positive change in the world. In exchange for hard work and dedication in support of Rotary’s clubs, members and other participants, and their humanitarian service projects, our employees receive competitive salaries, flexible schedules, comprehensive benefits, and job enrichment. To learn more, visit http://www.rotary.org.
Rotary’s Commitment to Belonging (DEI)
At Rotary, we celebrate diversity and foster an inclusive environment where all employees are valued and empowered. We are dedicated to creating equitable opportunities and supporting the growth and well-being of our team. Join us in building a world where everyone can unite, take action, and create lasting change.
Position Overview
Rotary has embarked upon a campaign to grow its endowment to $2.025 billion and is adding additional Planned Giving Officers to its seasoned team of professionals. The objectives of the Planned Giving Officer Team are to (1) consult as a specialist on structured gift discussions including life income agreements, (2) solicit estate commitments, and (3) steward high-level donors. This position is remote and covers a defined territory in the Midwest.
You Will Have
  • An amazing personality that can balance attention to detail with entrepreneurial optimism
  • Bachelor's or advanced degree
  • Minimum 4 years of experience working in a fund development role, preferably in planned giving or endowments
  • Knowledge of planned giving vehicles such as Charitable Gift Annuities, Charitable Remainder Unitrusts, Individual Retirement Accounts, and Donor Advised Funds
  • Familiarity with the tax economics of charitable giving, estate law basics, and investment concepts
  • Appreciation for the wisdom and experience of mature donors; ability to develop long-term meaningful relationships while supporting their philanthropic and financial objectives
  • Base knowledge of GDPR and professional discretion regarding data and donor privacy
  • Excellent listening abilities
  • Unquestionable integrity
  • Strong analytical and organizational skills
  • Multi-cultural competency
You Are Good At
  • Written and oral communication
  • Building cultivation plans and tracking your progress
  • Giving and receiving constructive feedback
  • Prioritizing your workload and following up on assignments
  • Making informed decisions
  • Working autonomously and in a team
You Will Be Responsible For
  • Developing an expert-level understanding of the mission and programs of The Rotary Foundation
  • Sharing your enthusiasm for how Rotary is changing the world
  • Becoming a guru in structured gift options including Bequests, Life Income Agreements, Donor Advised Funds, asset selection, tax economics of charitable giving, etc.
  • Developing and maintaining a portfolio of key planned giving prospects with a capacity to make gifts of US$50,000 and more
  • Working closely with colleagues and volunteers
  • Strengthening the development of department objectives; brainstorming innovative tactics to meet individual and group goals
  • Collaborating with volunteer committees and traveling to regional Rotary Institutes, district conferences and other Rotary events, as assigned
  • Striving to make 50 donor contacts per month and 36 solicitations per year
  • Travelling in assigned region
  • Other duties as assigned
Leadership Attributes
  • Engagement: Foster relationships by hearing, recognizing, and valuing others.
  • Communication: Be open to receiving ideas from diverse viewpoints and able to communicate messages so that they are universally understood.
  • Collaboration: Builds partnerships and works jointly with others to meet shared objectives.
  • Presence: Demonstrate composure and confidence.
  • Productivity: Able to generate results that moves Rotary toward achieving its goals.
  • Accountability: Have a clear sense of ownership and take personal responsibility for actions.
  • Strategy: Identify Rotary’s opportunities and design approaches that align with our strategic goals.
Salary range
$84,600 - $94,000
Why work for Rotary?
  • Generous medical, dental, and vision benefits package
  • Progressive 401k matching contributions
  • Above market and generous paid time off package
  • Tuition reimbursement
  • Professional development opportunities
  • On-site cafeteria and coffee bar with special pricing for Rotary employees
  • Several flextime work schedules to choose from
  • Close to CTA, Metra, a variety of stores, and many food options
Please note
Rotary does not provide VISA sponsorship or relocation assistance.

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