Who We Are: Financial Beginnings USA (FBUSA) is a national nonprofit that teaches individuals how to play an active role in their financial well-being. Developing this knowledge increases life opportunities such as home ownership, higher education, and secure retirement, while contributing to the economic empowerment of individuals, families, and our shared communities.
The Financial Beginnings mission is to empower youth and adults to take control of their financial futures. FBUSA fulfills this mission by extending programming to more communities via local, on-the-ground teams. These teams, along with their volunteer networks, deliver our financial education programming that is continually tested, revised, and improved to ensure mission alignment and participant impact. Currently, we have Financial Beginnings teams in Oregon, Washington, California, and Nebraska, with Oregon and Washington as independent affiliates. FBUSA maintains shared program and operation protocols that increase efficiency and effectiveness, ensuring each local team can dedicate the greatest amount of resources to serving their community.
Equity Statement: We recognize a greater need to serve minoritized and marginalized populations stems from a long-rooted history of systemic oppression, which has excluded these populations from having equitable access to financial knowledge and sound resources.
Job Purpose: Reporting to the Chief Executive Officer (CEO), and working closely with the entire Financial Beginnings team, the Director of Philanthropy will manage FBUSA's revenue strategy with individual and family/community foundation partners. Historically, the majority of FBUSA's income has been derived from corporate sponsorships and foundation giving.
This is an excellent opportunity for someone who is looking to join at the beginning of our national expansion. The ideal candidate should be a detail-oriented, mission-driven fundraising professional, who is looking to build relationships, deepen their expertise and grow with us.
- Develop and implement a diversified, comprehensive individual and foundation donor strategy that can be replicated in new markets to meet the organization's goals.
- Work closely with other Financial Beginnings team members to ensure philanthropy efforts reflect organizational needs.
- Identify potential foundation and individual investors, both in current and developing markets.
- Develop and steward individual and foundation relationships to increase retention and deepen partnerships.
- Collaborate with and support the executive team and board members in communicating with current and potential donors.
- Prepare revenue reports.
- Work with teams in markets to collaboratively build relationships and cooperative proposals.
- Research, set, and maintain nonprofit fundraising best practices as it relates to Financial Beginnings' model.
- Work with the COO and Graphic Designer to produce collateral to assist in fundraising efforts.
Other General Responsibilities
- Get to know fellow staff members, developing trust, establishing credibility, encouraging collaboration, and creating a tone of open, honest, two-way communication.
- Update the CRM database (HubSpot) with donor relationship information in a timely manner.
- Keep up to date on financial and personal finance education trends and share with the team and constituents.
- Communicate and collaborate seamlessly in both face-to-face and digital (online) interactions.
- Develop and update processes for tracking relationships in a database/CRM, ensuring all relationships and partnerships are recorded.
- Create and implement a plan for using online and mail individual giving channels.
Skills, Education, and Qualifications
- 5+ years of experience in fundraising, with a proven track record of success in cultivation and soliciting major gifts from individual and foundation donors.
- Eager to expand the organization with new individual and foundation partners.
- Demonstrated ability to build relationships and exceed revenue goals.
- Confidence working with promising-practice development strategies including prospect research, solicitation, cultivation, and stewardship.
- Comfortable in both a leadership and team-player role.
- Creative problem solver who thrives when presented with a challenge.
- Excellent written and verbal communication skills.
- Goal and detail-oriented with an entrepreneurial spirit.
- Self-motivated and willing to work independently.
- Professional, engaging attitude and ability to work on multiple tasks and projects simultaneously.
- Ability to thrive and adapt to changing environment.
- Proficient computer skills - Microsoft Office, G Suite, Adobe Acrobat Pro.
Special Requirements and Preferences
- A positive and collegial attitude.
- Ability to incorporate project feedback and meet or exceed expectations.
- Ability to identify and pursue relevant projects and tasks without explicit direction.
- Comfortable collaborating online and/or working remotely.
- Recognition of education's value; passion for working with community and underserved populations.
- Strong support for our equity statement and our theory of change.
- Service and support-oriented, actively looking for ways to help others.
- Understanding of personal finance fundamentals, preferred, but not required.
Status and Compensation
- Salary Range: $70,000-85,000
- Schedule: Monday through Friday, 40 hours/week, hours can be flexible around core meeting times. Occasional need for evening and/or weekend meetings or events.
- Status: Full time, exempt.
- Travel: Occasionally if needed to build business partnership.
- 27 days PTO. PTO includes holidays, personal, vacation, and sick time.
- Monthly communication allotment - internet and cell phone.
- 6% employer matched 401k, eligible immediately.
- 100% paid health, dental, and vision insurance for employee.
- Flexible Spending Account for medical and childcare expenses.
- Life insurance and long-term disability
- Monthly Aflac Allowance.
Many Financial Beginnings staff and teams currently work 100% remotely with those staff residing in the Portland, OR metro area working periodically in the Financial Beginnings office. Staff working 100% remotely are asked to visit the organization's office at least once a year.
Review of applications will begin Friday, March 24th. We will review every application completely.
Financial Beginnings USA is an Equal Opportunity Employer.