About Financial Beginnings Oregon
In today's world, all of us have to make financial decisions each and every day. Given this reality, it makes sense that we should be educating folks on how to make those decisions wisely and well, right? Financial Beginnings Oregon certainly thinks so, and that's why we are dedicated to providing free financial education across the state.
Financial Beginnings Oregon is a 501(c)(3) nonprofit organization, and our mission is to empower youth and adults to take control of their financial futures. To accomplish this, we partner with schools, community-based organizations, and government agencies across the state to provide free financial education to the communities they serve. All our partners have to do is request one of our programs, and we handle the rest. We manage scheduling and logistics, and provide each partner with everything they need on the day of their lesson, including a volunteer educator to present to their audience.
As an organization, we are committed to an Oregon that is diverse, equitable, and inclusive. We focus on reaching historically marginalized and disenfranchised communities with our financial education programs, with a particular focus on reaching low-income communities.
Equity and Inclusion
Financial Beginnings Oregon holds the principles of diversity, equity, and inclusion central to our work, both internally and externally. As we continue to expand and enhance our work in Oregon's historically disenfranchised communities, we see it as an essential part of our growth to ensure that voices from those communities are both represented and heard at our organization. As such, we strongly encourage candidates from historically disenfranchised communities to apply.
General Position Summary
Financial Beginnings Oregon is extremely proud to offer all of our financial education programs to the community for free. How do we do it? By raising funds from the community to support this critical work. The Development Director (DD) is responsible for securing funding for Financial Beginnings Oregon's programs and operations. The DD oversees the solicitation and ongoing cultivation of new and existing corporate, foundation, government, and individual funders. The DD also designs, directs, and implements systems to ensure that important information about these funders is tracked.
A majority of Financial Beginnings Oregon's funding comes from foundation, corporate, and government grants, so the DD will spend a majority of their time managing the grant-seeking process. Each year, you will work to deepen our many existing grant-funding partnerships while also researching and identifying new ones; in total you will submit between 30-50 applications a year, managing the entire process from start to finish.
When not grant fundraising, you will pursue funding from other revenue streams. This includes corporate sponsorships, event fundraising, and individual donations. As with grant fundraising, in each of these areas you will be asked to strengthen the existing relationships we have while also working to identify exciting new opportunities.
Critical to all of this work is the administrative piece. For every grant, corporate sponsorship, individual donation, etc., you will oversee the tracking of all relevant information about our donors, ensuring that important information about each is captured year-over-year. This ensures we can analyze our performance and continue to plan with precision.
Without the DD, Financial Beginnings Oregon could not deliver programs in the community, nor could we pursue other projects that contribute to our long-term improvement and expansion. The DD secures funding to ensure that Financial Beginnings Oregon can deliver our core programming in communities across Oregon at no cost to partners or participants. At the same time, the DD collaborates very closely with the Executive Director and the Programs team to secure funding for new programs, special projects, and capacity-building initiatives, helping the organization improve our operations and expand our offerings across Oregon. The DD should be a highly proactive relationship builder who can build on and strengthen our existing funding relationships, while also identifying new opportunities. They should also have an eye for detail, ensuring that our fundraising efforts are tracked with pristine efficiency.
Reports To and Collaborates With
Also Works Closely With
Programs Team, Financial Beginnings USA , Financial Beginnings Affiliates, and External Partners (corporate, foundation, government, and individual donors)
Essential Job Responsibilities
Responsible for stewarding existing funders and cultivating new funders to secure Financial Beginnings Oregon's annual budget of approximately $700,000
Direct and execute the solicitation of foundation support; prepare and submit all grant proposals and reports
Direct and execute the solicitation of corporate foundation support; prepare and submit all grant proposals and reports
Direct and execute the solicitation of event sponsorships for the annual Financial Literacy Conference; manage and direct timely delivery of event benefits and recognition
Work with the Executive Director to solicit general corporate sponsorships; manage and direct timely delivery of general corporate benefits and recognition
Direct and execute the solicitation of other, smaller revenue sources, including: individual support, government support, planned gifts, and other sources
Direct and execute cultivation and stewardship tactics to help FBOR build lasting relationships and increase support from major funders
Manage tracking of grant application deadlines and grant report deadlines
Manage tracking of foundation, corporate, government, and individual giving information and history
Manage tracking of partner benefits and recognition
Manage tracking of cultivation and stewardship efforts
Creating detailed development reports for the Executive Director and Board of Directors
Maintain the donor database
Work with the Executive Director to grow the Development team
Recruit, train, and manage any new Development staff
Potentially oversee grants contractor
Work with the Executive Director to create and execute an annual development plan that aligns with the organization's Strategic Plan and budgetary needs
Support annual budget planning and income projection process
Work with Programs team to strengthen alignment between program and development goals, and ensure timely delivery of grant deliverables
Diversity, Equity, and Inclusion:
Participate in ongoing Diversity, Equity, and Inclusion efforts to strengthen our organization and deepen our impact
Work with Executive Director to identify funding for internal and external Diversity, Equity, and Inclusion efforts
Responsibilities outlined above are representative of the Development Director position. In addition to the duties outlined above, the Development Director is to be an active Financial Beginnings Oregon team member. As a small organization, all staff members are expected to contribute to the overall success of the organization and carry out administrative, program, and development tasks as assigned.
Experience and Desired Skills
4+ years successful fundraising for a non-profit organization
Demonstrated experience successfully applying for grants from a variety of sources (foundation, corporate, government, etc.)
Exceptional project management skills, with demonstrated ability to manage multiple projects simultaneously
Excellent communication skills, both written and verbal
Experience managing a donor database
Ability to work independently and be accountable for annual fundraising goals
Goal-driven, works to overcome obstacles to make sure goals are met
Thrives on relationship-building, strives to steward and cultivate all funders
Enthusiastic, personable, and responsive with an ability to build relationships and trust quickly with many diverse stakeholders.
The position involves using a computer for extended periods of time. Reasonable accommodations can be made to enable individuals with disabilities to perform the essential functions.
Salary and Benefits
$65,000-70,000 per year, DOE
Professional development stipend
Financial Beginnings Oregon is an Equal Opportunity Employer. We believe that financial education is one important way to combat oppression in our society. We will not discriminate on the bases of race, ethnicity, color, religion, gender expression/identity, age, national origin, physical or mental disability, marital status, genetic information, socio-economic status, sexual orientation, immigration status, political affiliation, or military status. We are committed to providing an inclusive and welcoming environment for all. We will provide reasonable accommodations to applicants and employees who need them for medical, religious, and/or personal reasons.
We are asking all applicants to submit a Resume, Cover Letter, and Writing Sample. For the writing sample, we would strongly prefer you to submit a recent grant that you have written (feel free to remove sensitive information if necessary).
Ready to apply? Click the link below to submit your application!