Philanthropic Operations Associate

Community Foundation for Greater Atlanta

Philanthropic Operations Associate

POSITION: Full-time Exempt

DEPARTMENT: Philanthropy

REPORTS TO: Philanthropic Operations Manager

The Community Foundation for Greater Atlanta works to inspire and lead our region toward equity and shared prosperity for all who call our region home. We work with residents, neighborhoods and civic leaders across public, private and philanthropic sectors to seize the greatest opportunities and solve the region’s most pressing challenges.

The Philanthropic Operations Associate is a transactional position responsible for timely and accurate entry and processing of donor-advised grants, performing all necessary due diligence, and delivering high-quality customer service to all Foundation stakeholders. The successful candidate will be a motivated and detail-oriented individual playing a key role in supporting the efficient functioning of our philanthropic programs and operations.

Essential Functions of the Position:  

• Responsible for processing and monitoring of:
  • All donor advised, recurring grants, pending grants, and related payments.
  • All Designated, Agency, Field of Interest, Nonprofit Advantage, and Discretionary funds.
• Maintain accurate records and ensure quality and consistency of data for individuals, households, and organizations.
• Provide specialized expertise and exceptional customer service to donors, team members and other key stakeholders relative to philanthropy.
• Ensure grant payments comply with IRS and foundation-specific regulations by collecting and reviewing proper documentation for each grant from grantees and/or external sources.
• Support the development, implementation and documentation of operational policies and procedures to ensure effective grantmaking processes.
• Conduct due diligence to ensure accurate management and maintenance grant-related records and files (electronic and physical) that meet legal, auditing, and Foundation requirements.
• Ensure accurate and complete data entry in accordance with the Foundation’s policies and procedures. Serve as a liaison between the Finance and Community departments to ensure effective communication regarding grants incorporated into payment processing.
• Pull special handling reports weekly for DAF grant payments. Meet with philanthropic officers to discuss weekly DAF grant deployment.
• Responsible for understanding the steps of the grants management process and related payments processing to development process improvements for operational efficiency.
• Serve as project lead for Philanthropy’s file digitization project.
• Assist with reporting, mailing lists, data clean-up, presentations, and other communications materials for internal and external stakeholders.
• Contribute to special projects and initiatives as assigned by the Philanthropic Operations Manager or other staff members.
• Front line point of contact for staff related to philanthropic operations processes.
• Other duties as assigned.

Qualifications:

• Bachelor's degree in a related field with 3+ years of experience in philanthropy, nonprofit administration, or a related field; or 5+ years of experience
• Experience with financial/advancement customer service, procedures, and software and philanthropy records systems, e.g., CommunitySuite, Raiser’s Edge, RENXT, or other Blackbaud products, preferred
• Proactive, self-starter with proven ability to organize and prioritize work and manage competing priorities and deadlines
• Advanced knowledge of Microsoft Office Suite, especially Microsoft Word and Microsoft Excel
• Experience with data entry/data management utilizing a CRM, like CommunitySuite or Raiser’s Edge
• Strong organizational skills and attention to detail with ability to spot inconsistencies in data
• Excellent interpersonal, oral, and written communication skills for customer service and cross- departmental interactions
• Strong analytical and problem-solving skills including the ability to think critically, analyze and assess data
• Ability to process large volumes of transactions ensuring timely and accurate data entry
• Ability to work effectively in a fast-paced, team-oriented environment Must model the organization’s core values and have a strong commitment to diversity, equity and inclusion
• High level of professionalism, diplomacy and integrity with ability to maintain confidentiality
• Adaptable with ability to function well in a high-paced and changing environment

Other: All employees are required to be fully vaccinated against COVID-19 (medical and religious exemption accommodation possible) within 30 days of hire.

The Community Foundation operates in a hybrid working environment with staff working in-office three days per week and the opportunity to work two days remote per week if in good standing.

Compensation: To be determined based upon experience and qualifications. This position is currently being benchmarked with the anticipated salary range of $55,000-$60,000. This position is exempt and employee is eligible for the Foundation’s competitive health and benefits plan:

• Paid time off:
  • Two weeks accrued paid vacation
  • Two weeks accrued paid sick leave
  • Four mental health days
  • Two personal days
  • Two floating holidays
  • Ten holidays

Benefits:

• All benefits effective on date of hire – no waiting period
• 100% employer-paid benefits (medical, dental, vision) for employee-only insurance plans
• 100% employer-paid life insurance and AD&D
• 100% employer-paid short-term disability and long-term disability
• 100% employer-paid parking in downtown Atlanta or monthly MARTA card
• Affordable plans for legal insurance, critical illness, supplemental life and more
• Employee Assistance Program

Retirement:

• Immediate eligibility for employee contribution to 403b plan
• After one-year anniversary with organization, all employees receive an employer-paid contribution of 6% of their salary to their 403b plan regardless if the employee contributes to retirement

Culture and Development:

• Individual Development Plans (IDPs) for each team member including trainings, resources, development opportunities, etc.
• Two wellness rooms for mental health with self-care items
• Fun monthly employee engagement activities

To Apply: Please apply directly on our career site .

Due to the volume of candidates, we are unable to provide status updates to applicants or accommodate phone calls or walk-ins regarding open positions.

The Community Foundation for Greater Atlanta provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Community Foundation for Greater Atlanta values diversity and inclusion; we honor the diverse needs, strengths, voices, and backgrounds of all individuals in our regional community.