Director, Planned Giving

OPB

Director of Planned Giving leading and growing OPB’s planned giving program for transformative philanthropic support. Engaging with donors and collaborating with legal and finance teams to facilitate legacy plans and gift agreements.

Posted 7/23/2026full-timePortland • Oregon • 🇺🇸 United StatesLead💰 $112,000 - $130,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in planned giving strategies and charitable estate planning, with a strong focus on donor relationship management and collaboration with legal and financial teams. Proven ability to develop and implement effective fundraising strategies while leading and coaching planned giving staff.

Highest-signal resume keywords

Planned Giving ExperienceCharitable Estate PlanningFundraising Strategy DevelopmentDonor Relationship ManagementCollaboration with Legal and Finance Teams

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

FundraisingPlanned GivingCharitable Estate PlanningFinancial PlanningGift Agreement Drafting

Soft Skills

Excellent CommunicationInterpersonal SkillsOrganizational SkillsMotivatedProactive

Certifications & Qualifications

J.D.CPACFP

Industry Keywords

PhilanthropyDevelopmentStewardshipDonor EngagementPlanned Giving Programs

About the role

Key responsibilities & impact

Support and counsel the front-line fundraising team to integrate planned giving strategies into broader development and stewardship efforts.
Serve as the subject matter expert on charitable estate and financial planning within OPB and facilitate philanthropic plans with donors and their advisors on complex charitable giving.
Oversight of gift agreement templates and drafts in consultation with OPB’s Legal and Finance teams.
Steward and manage relationships with a prioritized pool of approximately 25 donors with principal-level complex gift agreements.
Engage and collaborate with other planned giving practitioners through professional groups and networking.

Requirements

What you’ll need

Background or exposure to estate, tax, or financial disciplines (e.g., through a J.D., CPA, CFP, or related experience)
At least five years successful fundraising experience in planned giving or related fields with evidence of increasing responsibility.
Excellent communication and interpersonal skills, a highly effective collaborator.
Organized, motivated, proactive and goal driven.
Attention to accuracy and completeness of work.
Demonstrated experience in developing effective strategies to lead and grow planned giving programs, as well as managing and coaching planned giving staff.

Benefits

Comp & perks

Health insurance
Retirement plans
Paid time off
Flexible work arrangements
Professional development opportunities