Board & Grants Specialist

Description

Established in 1958, Foundation For The Carolinas is one of the largest community foundations in the United States. Serving a 13-county region, we help families, nonprofits, and businesses amplify the impact of giving, offering a wide variety of charitable funds and best-in-class service to clients and donors.

The Foundation is headquartered within the Belk Place Civic Campus, which includes the Luski-Gorelick Center for Philanthropy, the Levine Conference Center, 220 North Tryon event venues, and the historic Carolina Theatre. The campus also houses our flagship program, the Robinson Center for Civic Leadership, which addresses our community’s most significant challenges and opportunities, such as economic empowerment, neighborhood revitalization, and education.

Foundation For The Carolinas is deeply committed to fostering a diverse, equitable, and inclusive workplace where everyone is welcomed, valued, respected, and empowered. We actively encourage and seek candidates from all races, ethnicities, genders, sexual orientations, abilities, and backgrounds to apply for our open positions. Join us in our mission to build a more inclusive and equitable future for all.

The Board and Grants Specialist support the Philanthropic Advancement Team, focusing on Philanthropic Services. This role involves overseeing grantmaking boards and coordinating the grant processes for designated programs.

Key responsibilities include direct client support, scheduling meetings, preparing materials, and providing administrative assistance such as maintaining grant databases and report preparation.

This position requires strong attention to detail, excellent relationship skills, and the ability to adapt quickly in a fast-paced environment with competing priorities.

This role is a hybrid position. Mondays and Fridays are optionally remote, and Tuesday through Thursday, you will work at the FFTC office in Uptown Charlotte.

Your daily responsibilities include:

Board Management Support

• Provide support for client boards and committees as assigned, including scheduling meetings and preparing materials.
• Prepare draft documents such as agendas, board packets, community updates, and investment reports.
• Track governance, legal, and compliance requirements and assist with new board member training and Philanthropic Services work plans.

Grantmaking Support:

• Review and update the grant cycle guidelines and dates each year.
• Prepare and initiate grant cycles in the grants system.
• Monitor applications and respond to inquiries from grant applicants regarding the guidelines and timelines of the grant cycles.
• Conduct due diligence on organizations to confirm their eligibility as grant recipients.
• Assist in preparing grant applications for boards and committees.
• Notify grant applicants of their award status or declines and process grant payments.

Client Support

• Support team members with client inquiries, troubleshooting, and customer service, including handling calls and directing inquiries internally.
• Prepare for client meetings by creating PowerPoint presentations, relationship summaries, and fund statements, as well as analyzing investment performance.
• Interact with key clients, their representatives, and volunteer leadership to ensure effective communication.

Requirements

• 3+ years of professional experience
• Database management skills/ previous experience managing databases.
• Excellent communication skills, both oral and written.
• Customer service orientation and experience
• Excellent computer skills, including detailed knowledge of all Microsoft Office applications (Word, Excel, PowerPoint, and Teams)
• Experience with CRM Tools, grantmaking portal, and database
• Strong ability to learn new computer applications and assist others with troubleshooting.
• Extremely organized and detail-oriented
• Initiator who is a self-starter, flexible, and team-oriented
• Strong interpersonal skills to develop and maintain productive communications