Oregon Health & Science University Foundation

Assistant Vice President of Gift Planning

Portland, OR

Position Description

Executive Summary

Oregon Health & Science University Foundation (OHSUF) seeks a creative, consultative, and collaborative Senior Director of Gift Planning to drive the development and implementation of strategies to market and increase the reach of the Foundation’s gift planning program. As a trusted advisor and highly strategic fundraising partner, the new Senior Director of Gift Planning will bring motivational guidance and the ability to leverage insights and understanding of how complex assets might be unlocked to promote opportunities to increase donor support for and deepen constituent engagement with one of the Pacific Northwest’s leading academic medical centers.

The Senior Director serves as a vital leader within the OHSU Foundation’s fundraising efforts by providing vision, leadership, and a strategic framework for the Foundation’s gift planning strategies and performance. Success for the next Senior Director will be defined in part by creative, robust, and forward-thinking engagement strategies for securing complex gifts from a broad donor base of new and existing supporters. The Senior Director leads a team of four front-line professionals focused on advancing OHSUF’s planned giving program. Grounded in exceptional relationship building skills, the Senior Director will manage a portfolio of donors and prospects, while maintaining visibility and leadership for gift planning opportunities and the gift planning team, as well as serving as a mentor and resource for colleagues across the Foundation.

Founded originally in 1887 as the University of Oregon Medical School, with independence in 1974 and rebranding to Oregon Health & Science University in 2001, OHSU serves as the premier center for Oregon dentistry, nursing, medicine, and public health programs. OHSU is one of the leading medical treatment, education, and research centers in the country. In 2019, OHSU educated more than 4,700 students, treated more than 300,000 patients, and received over $550M in research grants. OHSU’s leading research centers include the Knight Cancer Institute, led by the visionary Dr. Brian Druker, the Casey Eye Institute, the OHSU Knight Cardiovascular Institute, and the OHSU Neuroscience Initiative focusing on three main areas of brain health: neurodegeneration, neurodevelopment, and neuro-repair.

Building on considerable momentum from the successful seven-year, $2B Onward Campaign, OHSU Foundation leaders are continuing to invest in Foundation talent and capacity and thinking about how to continually stretch the boundaries of philanthropic and engagement goals while reflecting on how best to center equity and diversity in all efforts. A member of the fundraising leadership team reporting directly to the OHSUF Senior Vice President of Development, the Senior Director will be a key driver in the Foundation’s efforts to maintain the prominent role of planned gifts in achieving annual goals, fueling the success of OHSU’s mission of healing, teaching, and discovery. The Senior Director will be critical in achieving these goals by expanding the reach of the gift planning program through intentional, collegial collaboration with development officers across the Foundation. Leading by example, the Senior Director will inspire a positive culture of mutual ambition, shared credit, and collective celebration of achievements.

The ideal candidate is expected to have 10 or more years of experience with proven success securing a full spectrum of deferred gift techniques and vehicles, including gift annuities, charitable remainder trusts, pooled income funds, life estate agreements, and charitable estate plans. Demonstrated success leading a team of high-achieving fundraising professionals is vital. Previous experience working in a complex organization, preferably in academic medicine and/or higher education, is highly desired, as is the maturity and acumen to successfully navigate and collaborate within such environments. Leading candidates will have broad experience in major and planned gifts from which to draw upon when guiding complex gift conversations and strategies.

An authentic and accessible leadership style, well-suited to management in a complex, rapid-change environment, is a prerequisite, as is the creativity, energy, and political savvy needed to prioritize and uplift new ideas and shared successes. Strong managerial and motivational skills are required, as well as the compassion, clarity, and communication skills necessary to articulate clear philanthropic goals and empower OHSUF staff, OHSU faculty, and influential supporters. An undergraduate degree is required and an advanced degree is preferred.

To Apply

The OHSU Foundation has partnered with Talent Citizen to assist in this recruitment. Please reach out to President Tracy Welsh, Senior Consultant Rachel Partin, and Senior Associate Connor Daley to share your biographical materials via email at: OHSU-SDGP@talentcitizen.com.

OHSU believes that diversity and equity are imperative to its success, which is why it is committed to creating and sustaining a culture where all employees are empowered to do great work—and where the best decisions are made because they’re informed by multiple, diverse perspectives.

The OHSU Foundation provides equal opportunities to all individuals without regard to age, color, current or future military status, disability (physical or mental), gender, gender identity, genetic information, marital status, national origin, pregnancy, race, religion, sexual orientation, veteran, or any other status protected by law.
Position Description

Search Team

Tracy Welsh  

Connor Daley