Donor Relations Update

General

Fall 2017

Enhancing Your Philanthropy

Greater Good: A Special Event for OCF Donors

Greater Good

We invite you to join OCF for Greater Good, a day of conversation, storytelling and action on November 9. This convening will explore how you can be more engaged in your giving. Connect with peers, participate in small group discussions, hear from experts, and come away with new tools to reach your charitable goals and promote the greater good.

Keynote speaker Kathy LeMay (author of “The Generosity Plan: Sharing Your Time, Treasure and Talent to Shape the World”) will share her story about shifting from success to significance and how you, too, can push the boundaries of your philanthropy.

Breakout sessions are designed to enhance your philanthropy by providing you with tools, resources and learning designed to maximize impact. Breakout sessions include:

  • Collaborating for a Cause: Imagine the possibilities when we work together to grow the greater good of Oregon. At this session, you will discuss giving with peers and walk away with tools and inspiration to maximize your contributions, while also learning how donors have collaborated through OCF to impact the environment and arts education.
  • Giving with Intention: In this session, three OCF donors will share stories about their giving strategies, carrying on family giving traditions and involving the next generation in giving together. Whether you approach your philanthropy as an individual, family or a group, this discussion will prompt you to consider how you can give with purpose and put your personal values into action through your charitable giving.

The convening will end with a special social hour featuring Thomas Lauderdale of Pink Martini.


Where: Hilton Portland Downtown
When: Thursday, November 9, 8 a.m. – 5 p.m.
Full Event Schedule
Early Bird Registration: $75
After October 6: $125

Executive Transitions in OCF's Donor Relations Team

Kirsten Kilchenstein


As the seasons change, there are changes at OCF as well. After 28 years of service, Laura Winter has transitioned out of her role as Vice President of Donor Relations to lead the Family Giving Center (FGC), slated to launch in 2018. The FGC is OCF’s service for donor families interested in giving across generations and geographies.

OCF’s Kirsten Kilchenstein has stepped into the role of Vice President of Donor Relations. As Senior Donor Relations Officer, Kirsten has worked alongside Laura for the past six years and has been integral to the department’s strategic work. She holds a master’s degree in arts-based Conflict Resolution from Portland State University, and served as Education Director for Caldera, a nonprofit that seeks to be a catalyst for transformation through art and environmental programs. Kirsten has worked locally and nationally developing and managing programs and building partnerships with businesses, nonprofits and public agencies to advance the arts and enhance services for underserved children, families and Oregon schools.

Laura and Kirsten’s combined talents will position the donor relations team to be the premier family philanthropy resource in the country, and continue to enhance donor services.

 

Welcome Justin Pabalate

Justin Pabalate

 

OCF is excited to welcome Justin Pabalate, our newest Donor Relations Officer serving the Portland Metro region and the Northern Willamette Valley.

Justin served as Co-Executive Director at Q Center since 2015, where he played an integral role in cultivating donor relationships and enhancing the organization’s stability. Prior to Q Center, Justin worked at Basic Rights Oregon in a variety of roles, launching his career at a rural credit union. Justin brings a wealth of experience in working with donors to achieve their charitable goals.

 

 

Tools for Effective Philanthropy

MyOCF: Your Fund at Your Fingertips

MyOCF is an online connection to your advised fund. With MyOCF, you can check your fund balance, submit grant recommendations, view grantmaking history and add to your fund. You can also research grant applications received through OCF’s Community Grants Program for organizations and programs requesting support. Contact your donor relations officer to get started.

Deferred Giving Options

OCF offers a wide variety of options for estate planning and life income gifts. See below for a few examples of our services to complement your grantmaking.

  • Bequests: A bequest to your OCF fund, can be made through your will, living trust or beneficiary designation of a retirement plan or insurance policy.Bequests are straightforward to establish, and your estate receives a tax deduction for 100% of the gift’s value.
  • Charitable Remainder Trusts: Life income gifts are made during your lifetime and provide income to yourself and/or other beneficiaries for life. When an individual’s beneficiary income payments end, all or part of the remaining assets may be directed to your endowed fund or to another OCF fund of your choice.

We are happy to explore how we can help you plan for the future. Additional information can be found in the resources section of MyOCF

Upcoming Donor Education Events

Join OCF and fellow donors working to improve life in Oregon!

  • Natural Resources Webinar: Tuesday, September 26, 2 p.m. – 3 p.m. Learn about innovative and successful restoration strategies to support strong ecosystems that are resilient to climate change. Register here.
  • Investment Presentation in Bend: Monday, October 23, 11 a.m. – 1 p.m. Learn more about OCF’s long-term investment strategy with Foundation CFO Liz Carey at this donor luncheon in Bend. For more information, please contact Fran Willis.

Have You Heard About the Oregon Impact Fund?

OCF is in the process of creating a new way to improve access to capital for nonprofits and mission-oriented for profits in Oregon. OCF is raising a $20 million fund to provide growth capital from the endowment, mostly in the form of loans. The board has authorized a 1:1 match for donor commitments to the fund up to $10 million. To date, donors have committed $7 million and a pipeline of investment opportunities is quickly developing.

Investments will likely provide capital for affordable housing, rural job retention and creation, natural resources management, healthcare facilities for underserved communities, and more. This fund will put at least $20 million from the endowment to work in Oregon. OCF aims to launch the fund in January 2018 and deploy the capital within three years. Donors interested in investing $100,000 or more may participate. For more information on the Oregon Impact Fund, contact your donor relations officer.