Reports to: Board of Trustees
The President and CEO is responsible to the Board of Trustees and will work collaboratively with trustees, staff, donors and community partners’ organizational leaders to realize long-term goals for the Oregon Jewish Community Foundation (OJCF). The President and CEO oversees all aspects of foundation, which includes implementation of the Board-approved strategic plan, leading an experienced staff, managing a small but sophisticated operation, overseeing programs and fund development-related activities, and serving as OJCF’s chief spokesperson in the region. With the support of a talented staff, the President and CEO will specifically strategize and execute on the continuous improvement of OJCF’s internal operations and fund development and stewardship work, which includes consideration of donor advised funds, investments, impact investing, and grantmaking, all of which have grown markedly in recent years. Continuing to raise the Foundation’s profile, this leader assumes the outward-facing duties which include serving as a liaison to partner organizations, representing and presenting as the Foundation’s ambassador, and working closely with stakeholders. Enabling OJCF to continue its impressive growth trajectory and ability to fulfill the vision and goals expressed in its mission, OJCF’s President and CEO will work in partnership with the trustees at the strategic level and direct a motivated staff while promoting philanthropy across the Jewish community.
The Oregon Jewish Community Foundation, founded in 1989, helps individuals and families achieve their heartfelt philanthropic goals through the most tax-advantaged approaches to charitable giving. Its mission is to build and promote a culture of giving in Oregon and Southwest Washington that supports a thriving Jewish community now and for generations to come. As the community’s partner in the region, OJCF provides sophisticated giving opportunities and compelling programs expressing the Jewish values of tzedakah (justice) and tikkun olam (repairing the world). OJCF’s vision is a world in which all Jewish people practice tikkun olam.
Founded just 32 years ago by a handful of civic-minded community leaders, OJCF reflects the broad-based generosity of the Jewish community as it stewards more than $110 million in charitable assets. Its board of 25 engaged trustees and six professional staff members present the incoming President and CEO with an exciting opportunity to further a high impact course in promoting Jewish community philanthropy throughout the region. OJCF directs funding activities through donor-advised funds and programmatic functions while also serving as a fundraising partner with other organizations for time-sensitive issues such as Covid-19.
The rapid fund growth encouraged and stewarded by OJCF is indicative of the Jewish community’s commitment to support and invest in future generations through place-based giving as well as a generosity of spirit and treasure. Using OJCF’s broad range of tools- such as education, training, giving circles, grant making, impact investing, working with donors through advised funds, and programmatic initiatives- it continues to broaden its reach and meet growing needs in vulnerable communities. It funds nonprofit work in a variety of areas: Jewish life and continuity, social justice, civil liberties, housing insecurity, environmental causes, mental health, youth development, diversity and inclusion, animal rights, pandemic and fire relief are among its many priorities. At its core, OJCF connects people who care with causes that matter and who view the world through a Jewish lens.
OJCF seeks a President and CEO who will provide dynamic and forward-thinking leadership that promotes the fulfillment of OJCF’s vision and mission, clearly articulating the role of OJCF as a trusted philanthropic partner of the region’s Jewish Community. The President and CEO serves as the key spokesperson and face of OJCF to its donors, grantees, stakeholders, and the larger, national Jewish community. Possessing a broad-based mix of experiences to promote philanthropy, the President and CEO will attract gifts to grow the size and impact of the Foundation, oversee grantmaking and evaluation, and continue to advance the Foundation’s role in community leadership and advocacy on the Jewish Community’s behalf. This hire will possess the highest level of personal and professional integrity; leadership experience; success in developing strategy; skills to lead a professional staff, trustees, and community members; and an authentic heart for philanthropy. OJCF seeks a leader who is entrepreneurial in spirit, collaborative in style, and practices professionalism, discretion and appropriate transparency through all interactions. OJCF’s President and CEO must genuinely connect with the community through listening carefully and building trust-based relationships that exceed the expectations of prospects, donors, staff, volunteers and stakeholders. To be successful, the incoming President and CEO must honor OJCF’s successful history while simultaneously providing inspired people and programmatic leadership, analysis along with strategic planning, and intentional fundraising and stewardship approaches that effectively meet the philanthropic aspirations of Oregon’s Jewish community.
Specifically, the President and CEO’s responsibilities include:
Leadership and Strategic Direction
- Work with the Board of Trustees to establish and advance the Foundation's mission and strategic goals, and create and execute against a strategic plan to achieve both short- and long-term goals
- Communicate the Foundation's vision and goals to the Jewish community to bring additional resources to the Foundation to achieve OJCF's mission, and maintain regular communications with donors, prospects, agency partners, professional service providers, volunteers, and other constituents
- Achieve greater recognition and understanding of OJCF through public relations, networking, communications and cooperation with other local Jewish and non-Jewish organizations; develop and nurture collaborative relationships with Jewish agencies, synagogues, professional service providers, and other appropriate organizations
- Bring charitable giving expertise and actively seek speaking opportunities and events in Oregon and SW Washington to highlight OJCF
- Work directly with the Board of Trustees as needed and report out as requested
- Assume leadership and staffing for some board committees and new initiatives; delegate appropriate foundation staff members to committee assignments
- Alongside the Board and Nominating Committee, identify, cultivate and recruit new candidates to the Board and to OJCF committees
- Participate in onboarding new trustees
- Oversee planning to ensure that all board meetings and events are professionally run, with excellent attention to detail
- Review and update foundation legal documents as needed, with legal counsel when required
Development and Stewardship
- Work in partnership with the Board and Vice President of Philanthropy to establish and achieve the Foundation's growth goals for new funds, increased giving, growth of total assets under management, legacy development and intergenerational dialog around giving values and priorities
- Participate in the development and implementation of OJCF’s strategic growth strategies, bringing knowledge of the competitive environment, endowment and legacy best practices, an understanding of legal issues, as well as knowledge of and involvement in Jewish foundations and federations
- Strengthen existing and cultivate new relationships with OJCF’s broad community stakeholders; nurture relationships that may lead to charitable gift such as bequests
- Engage prospective and existing donors leading to new donor advised and endowment funds, larger funds and a deeper commitment to philanthropy in partnership with OJCF
- Provide legacy development work, which may include activity in support of LIFE & LEGACY and Endowment Book of Life
- Demonstrate ability to propose and manage noncash gifts, charitable gift annuities and trusts
- Ensure management of an up-to-date data base of prospects, donors, and sponsors
Management and Operations
- Assume internal operations responsibilities, including staff supervision and team leadership as needed to ensure the effective stewardship of the organization
- Maintain a positive, learning culture that embraces diversity, equity and inclusion in decision-making and hiring practices; exercise open and transparent communications and the utmost discretion when appropriate
- Hire, manage, and motivate staff as well as conduct performance reviews based on appropriate performance measures
- Work with CFO to manage all human resource issues, including benefits
- Work with the CFO, Treasurer and Executive Committee to develop an annual budget and manage the Foundation's operations within budget
- Oversee all operational processes and procedures, including timely processing and reporting of gifts, grants, distributions, monthly financials, investment reports, annual audit, and tax reporting
- Oversee all outreach programs and committees; oversee recruitment and management of motivated volunteers (e.g., volunteers to assist with OJCYF, PJ Library, Legacy Society, Community Endowment Fund, marketing & outreach, investment committee, special events, and educational programs)
Raise OJCF’s External Presence
- Champion OJCF’s values of high integrity, innovation, collaboration, community-mindedness and Jewish heritage
- Personally represent and advance OJCF’s overall purpose and specific agendas in the community and public forums which may include events or seminars, alliance building activities, networking with partner organizations, and leading workshops to inform on OJCF’s philanthropic services and programs
- From time to time, present at partner board meetings and oversee work with Professional Advisors Groups and other new, creative Foundation initiatives
Profile of the Successful Candidate
OJCF seeks a proven leader who easily engages with a wide variety of people – from donors to nonprofit and community leaders to staff members – and everyone in between. The successful candidate will truly enjoy getting to know a wide variety of Jewish community members and will take great pleasure in advocating on their behalf – in short, being a visible, approachable, relatable leader and active member of the community. The President and CEO will have strong people and process management, organizational, analytical, communication, and fundraising skills. The successful candidate could come from a variety of leadership backgrounds; though they will have experience in the non-profit sector (either as staff or a board member), they may also come from other fields, such as work in the private, public, or faith-based sectors.
More specifically, OJCF seeks a seasoned professional who has:
- An energetic, entrepreneurial nature that combines intellectual curiosity with analytical skills and a strong interest in – and excitement about – the challenges and opportunities facing the OJCF and the community
- A commitment to best practices in the field and a successful track record in leadership, fundraising, innovative program development, guiding a cohesive team, and utilizing technology and tools
- A track record of fundraising accomplishments, with knowledge or the ability to quickly come up to speed and acquire knowledge of philanthropic tools and estate planning charitable approaches
- Successful representation of a visible organization, both by serving as an ambassador and publicly speaking or presenting on behalf of the organization
- Ability to work collaboratively and foster a trusting work environment that results in efficient and effective organizational management and a healthy and positive workplace culture where all employees are heard and valued; embed an equity lens in all organizational interactions as well as programs
- An affinity for pragmatic problem solving, as evidenced by a history of forward, anticipatory thinking and the development of strategy and vision for organization, with a bias toward innovation that brings new ideas to fruition and implementation
- A communicative and open interpersonal approach, demonstrated through strong oral and written skills as well as strong listening skills
- An inclusive, consensus-building leadership style both in and out of the public spotlight that simultaneously inspires board members, staff members, donors, and partners in the community
- Business and financial acumen, with a data-driven orientation in planning and making critical business decisions; a well-developed ability to distill legal, financial and business information to guide priorities; an understanding of the financial complexities and opportunities inherent in a community foundation
- Integrity and a commitment to professional excellence
- An undergraduate degree
The selected candidate may also likely have:
- Exposure to the community foundation model and an appreciation for its potential to empower donors to advance community issues
- Functional experience in marketing, communications, sales, donor development, investments and/or finance
- Experience with Jewish non-profit organizational leadership and management with a focus on fundraising and charitable giving and an aptitude for charitable, tax, business, estate planning, and planned giving strategies
- Knowledge of and experience in Jewish traditions, culture and faith
- A high level of knowledge, credibility, and trust within Oregon and SW Washington’s Jewish community; familiarity and good collaborative relations with Oregon and SW Washington’s major Jewish organizations and major donors
- An advanced degree
This position offers a competitive salary, and excellent benefits that include the Jewish holidays. We actively welcome all candidates from a wide range of backgrounds who have the skills to lead this dynamic philanthropic effort – regardless of compensation history. We seek to have someone in place by Summer 2021.
All applications are held in strict confidence. Please submit your resume and a letter of interest to the attention of Melissa Ulum, Managing Partner of MS&S Search. Applications will be reviewed on a rolling basis, though earlier applicants may receive priority consideration. To be considered, MS&S Search encourages all interested candidates to submit their applications promptly to Melissa@MSSsearch.com.
Melissa Ulum, Managing Partner
MS&S Search, 1050 SW 6th Avenue, Suite 1100
Portland, OR 97204
Office: 503.244.2126, Cell: 503.730.7615
At MS&S Search, we know that a richly diverse mix of professionals makes organizations more effective. Using that principle as our “North Star,” we make diversity a hallmark of our work and all of our search engagements.