PRIMARY JOB RESPONSIBILITIES:

• Manage and maintain the daily schedule of CFO and Finance leaders (meetings, travel, materials, expenses).
• Schedule meetings and track activities (using Raiser’s Edge) as related.
• General office management and office support, including maintaining filing systems, screening calls, taking messages, copying and scanning.
• Coordinate internal and external meetings, including scheduling, agendas, preparing materials, presentations, and catering facilitation.
• Assist Board Liaison with Board meeting preparation, including printing, mailing, and shredding. Organization of meeting materials and meeting set-up and clean-up.
• Coordinate Board Committee meeting preparation, including RSVPs, agendas, printing, mailing, and shredding. Organization of meeting materials, preparation, and distribution of minutes and meeting set-up and clean-up.
• Ensure that all follow-up items and documents are completed in a timely manner and are accurate/error-free.
• Provide back-up to Finance Associate on data entry of contributions into CRM system.
• Assist with assembling materials for annual audit, including the preparation of audit confirmation letters.
• Assist Senior Administrative Officer and Board Liaison with special projects.
• Handle details of a highly confidential nature. Collect and prepare information as requested. Including composing and processing letters, reports, emails, and other materials as needed.
• Special Projects as assigned, including research and provide recommendations as needed.
• Support credit card and expense reporting approval, submission, and reconciliation activities.
• Coordinate departmental activities as assigned.
• Interact with other OCCF departments and staff to ensure seamless flow of information.
• Organize and compile quarterly departmental activity reports.
• Draft letter templates and assist with mailings.
• Suggest ways to improve the work process and flow of information.
• Assist with events and small group meetings.
• Provide daily backup receptionist duties, including answering and managing incoming calls, picking up and distributing office mail, meeting set-up and clean-up, and parking validation.
• Serve as backup to the notary on an as-needed basis.

QUALIFICATIONS:

• Minimum of 3-4 years of experience working as an Executive Assistant in a deadline-oriented environment
• Bachelor’s degree preferred
• Superior interpersonal and organizational skills
• Ability to multi-task, prioritize and manage time effectively
• Excellent written and verbal communication skills and strong attention to
• Self-starter needing minimal supervision and strong follow-through skills

HOW TO APPLY:

Email your resume and cover letter to: [email protected] 

WORK LOCATION: (Position not available for remote work)

4041 MacArthur Blvd, Suite 510
Newport Beach, CA 92660

POSITION SUMMARY:

The Gift Planning Officer develops supportive relationships with individual donors, professional advisors, and nonprofits to fulfill donors’ philanthropic visions and maximize the impact of their giving. This individual will be a primary partner and advisor on charitable fund and gifting options at OCCF. As part of the Philanthropic Strategy team, this role will guide and support the development, establishment and management of new funds and associated planned and current gifts. Additionally, this role will partner with leadership to support the expansion of our Professional Advisor Network (e.g. attorneys, CPAs, wealth advisors, financial planners) to enable OCCF’s positioning as the go-to philanthropic advisor in Orange County.

A propensity for high-touch customer service, relationship building, and a creative mindset is foundational to this role. By developing relationships with – and serving as a trusted and valued resource – to staff, donors, professional advisors and other stakeholders, this role will facilitate education, information-sharing, greater visibility and asset growth for OCCF.

PRIMARY JOB RESPONSIBILITIES:

• Develop long-term relationships on behalf of the Foundation by cultivating, advising and stewarding prospects and donors on fund types and major, planned and deferred gift options.
• Actively support the development and cultivation of impactful individual relationships with top-tier professional advisors who serve as the primary funnel for OCCF’s future donor prospects through in-person and virtual methods of engagement.
• Serve as a resource and advise prospects and donors on OCCF gift types including gifts of cash, stock and more complex gifts including real estate, annuities, closely-held stock, and more. Provide advice on various tax advantages or implications ensuring clients consider options suitable for their circumstances.
• Develop and maintain knowledge of both traditional and innovative gift planning methods and tax considerations of such gifts.
• Manage the end-to-end process required for illiquid asset gift acceptance (e.g. real estate property gift, closely-held business stock, etc.). Partner closely with Finance and Legal on gift acceptance processes and procedures to ensure a positive donor experience, compliance and risk management.
• As a member of the Philanthropic Strategy team, work in a collegial manner with leaders and team members in creating and implementing strategies and tactics designed to achieve asset growth goals, as well as broader organizational goals and objectives.
• Identify, manage and steward legacy donors who have committed to bequests and legacies in the future.
• Enter, maintain and track prospect and donor activities in OCCF’s CRM systems.
• Collaborate with Marketing team to create educational resource materials and newsletter communications to prospects, donors and professional advisors communicating the value of the organization’s offerings and services.

QUALIFICATIONS:

• Passion for the mission and work of OCCF.
• A Bachelor’s degree or higher in business, law, finance or related field.
• Three to five (3-5) years of experience in philanthropic, estate planning, gift planning or another professional advisory service area.
• The desire and proven ability to educate stakeholders around various, sometimes complex topics in a way that builds relationships and trust, requiring:
  • Exceptional listening skills
  • Exceptional communication skills
  • Partnership orientation
  • Focus on long-term relationship cultivation
• Ability and comfort to speak publicly on behalf of the organization regarding gift planning options and processes.
• Experience in executing organizational growth objectives and strategies.
• Knowledge around the intricacies of traditional gift planning, trusts, charitable giving vehicles, charitable tax and gift structures and complex giving vehicles a plus!

HOW TO APPLY:

https://www.scionstaffing.com/job/7700/

WORK LOCATION: (Position not available for remote work)

4041 MacArthur Blvd, Suite 510
Newport Beach, CA 92660

POSITION SUMMARY:

Reporting to the EVP/COO and working closely with the President/CEO and Leadership Team, the Sr. Director of Marketing and Communications role will create a robust marketing, communications and public relations strategy to support organizational growth goals and ongoing community engagement. A key part of this strategy will introduce new audiences to OCCF, such as donors and professional advisors (Philanthropic Strategy), and more deeply engage existing donor partnerships (Center for Engaged Philanthropy and Donor Relations & Programs). This includes transforming donor stories and OCCF team knowledge and expertise into exciting and useful messages and then disseminating them to targeted audiences. OCCF shares this information via various channels, including editorial content, e-newsletters, social media, events and more.

Managing a Digital Marketing Manager, the Sr. Director will lead a small but mighty internal team and oversee multiple specialized vendors to execute the marketing, communications and public relations workplan. Keeping the bigger picture in focus, this leader regularly jumps from higher-level strategy to ground-level execution – and back – to ensure marketing and communications activities align with organizational goals.

This is an exciting opportunity; OCCF has powerful success stories, strong data and proven outcomes. This role is key to positioning the Foundation as a philanthropic thought leader in Orange County… and beyond!

PRIMARY JOB RESPONSIBILITIES:

Overall Strategy Development & Execution

• Work with OCCF leadership to develop and implement a comprehensive, strategic marketing and communications plan that leverages multiple channels.
• Increase OCCF name recognition by the public and community through consistent and effective messaging regarding the Foundation’s work.
• Create opportunities to ensure OCCF is positioned as a thought leader and seen as the preeminent resource for Orange County philanthropy.
• Support the Board of Governors’ work and priorities, including Racial Justice & Equity commitment and overall organizational planning.
• Execute strategic communications and outreach to and engagement with high-capacity donors to result in asset growth.
• Lead and manage a website redesign process to include soliciting feedback from staff, Board members, and other key stakeholders and identifying and working with an external consultant.
• Work with colleagues across departments to capture engaging stories, photos and video content.
• Produce, disseminate and maintain online and print marketing materials (including talking points, pitch decks, articles, and speeches), as well as videos.
• Oversee event management, including donor education, program amplification and outreach events, such as OCCF’s Annual Meeting, which draws 700+ donors and business and community leaders each November.
• Create an overall digital plan and provide strategic guidance to the Digital Marketing Manager around the implementation of digital marketing activities, including social media, website improvements, email newsletters, etc.
• Identify and manage tools such as SEO to grow website traffic and conversions.
• Identify, recommend, execute and maintain efficiencies across the organization’s Marketing and Communications activities.

Content Creation & Ideation

• Manage all aspects of collateral material development, including annual reports, e-newsletters, brochures, videos, and other materials as identified.
• Engage, identify, and support OCCF’s Leadership Team with their departments’ communications needs.
• Oversee content/design ideation, production, printing and mailing for OCCF’s Annual Report.

Event Management & Planning

• Oversee the planning and execution of 5-10 outreach and education events per year (virtual, in-person or hybrid), including OCCF’s cornerstone Annual Meeting event.
• Liaise with outside service providers (i.e., photographers, production teams, videographers, printers, venues, etc.).

Vendor Management

• Manage relationships with outside marketing and public relations agencies and all external vendors supporting the department to ensure quality and timely completion of various projects.
• Provide first-level review and recommendation on vendor contracts.
• Track invoices and route to appropriate parties to ensure timely payment.
• Lead RFP process for selecting new vendors.

Administration & Personnel Management

• Provide direction and oversight to Digital Marketing Manager by setting clear performance expectations and development goals.
• Provide mentoring and coaching as well as timely feedback on work product and areas of growth.
• Set marketing department goals and objectives.
• Develop, monitor and adjust Marketing & Communications budget as required.
• Lead internal and external project management of all Marketing & Communications deliverables.
• Serve as an effective collaborator, able to balance and blend various department needs and priorities into an effective marketing strategy and work with other teams to complement and support each other’s plans and objectives.

QUALIFICATIONS:

We are seeking a skilled marketing, communications and public relations leader with experience serving as the primary MarCom resource for a company or organization. A strong candidate for this position will be an entrepreneurial, personable, confident, methodical, and enthusiastic team member. While this role will design higher-level strategy for the department, equally as important will be the ability to execute that strategy via on-the-ground work and daily leadership.

• A Bachelor’s degree in marketing, communications or related field.
• At least five (5) years of relevant experience in the design and execution of marketing, communications and public relations activities.
• High energy, mature leader who can serve as a resource across the organization and position communications discussions at both the strategic and tactical levels.
• Passion for the mission and work of OCCF.
• Ability to tell complex, nuanced stories succinctly and with passion.
• Powerful, dynamic writer and storyteller; sophisticated and discerning editor.
• Demonstrated successful experience writing content for press releases, editorial pieces, newsletters, videos and more.
• Experience designing and overseeing the design and production of print materials and publications.
• Experience managing and building efficient communications and marketing systems and processes that effectively engage multiple staff in producing quality end products.
• Tech-savvy; ability to use various computer programs such as customer/donor relations software, communications and design software, email and MS Office.
• Digital expertise includes familiarity with digital analytics, including website, social media platforms, advertising tools and SEM.
• Experience developing and managing budgets, and hiring, training, developing and supervising personnel.
• Commitment to a high level of collaboration with staff across the Foundation.
• Ability to manage multiple projects and regularly reprioritize, as needed.
• Live in Orange County or ability to relocate to Orange County.

APPLY HERE:

https://www.scionstaffing.com/job/7301

WORK LOCATION: (Position not available for remote work)

4041 MacArthur Blvd, Suite 510
Newport Beach, CA 92660