Philanthropic Services Coordinator, Emerging Actions

APPLICATION GUIDELINES

Applications will be reviewed on a rolling basis and must be received by July 3, 2024. Applications received after the deadline may be reviewed dependent upon qualifications. This is a U.S. based position. 

ABOUT US 

The Amalgamated Foundation is a platform for progressive, social change philanthropy that manages more than 200 donor-advised funds and collaborative funds. In 2022, the Foundation received more than $248 million in contributions, and gave more than $173 million to organizations on the frontlines of social change, including $80 million to BIPoC-led organizations. Committed to innovation, the Foundation is uniquely nimble and efficient in forging connections between individual donors, institutional funders, and grantees. 

The Foundation’s leadership initiatives include the Hate is Not Charitable Campaign that inspires dialogue and action about de-funding hate groups; the Democracy Reinvestment Fund that focuses on corporate support for the protection of voting rights; and the Disaster Recovery Hub that promotes a model of community-led disaster relief funding.  

JOB OVERVIEW 

The Philanthropic Services team provides operational and client support across day-to-day operations as well as special and rapid response services to a variety of Foundation clients. The Philanthropic Services Coordinator, Emerging Actions is a new and critical role that will be responsible for the administration and management of the Foundation’s rapid response efforts, specialized clients, new initiatives, and c4 support. This position will require excellent customer services skills and must maintain a working understanding of the Foundation’s operational procedures and serve as a vital point of communication with fund managers, individual donors, and grantees.  

The Coordinator will also provide backup and coverage support for other roles within the Philanthropic Services team as needed. A successful candidate will be a proactive, highly organized, and self-disciplined who is able to effectively work with agility, curiosity, and focus within a growing philanthropic financial enterprise. 

CORE RESPONSIBILITIES 

Client Services Support Inquiry  

• Respond to client service inquiries on contributions, contracts, and fund administration. 
• Pro-actively contact clients and donors to resolve issues related to contributions, contracts, and fund administration.  

Rapid Response and Specialized Fund Management  

• Provide administrative and client support to rapid response funds including: 
• Conduct administrative follow-up to obtain completed and submitted new fund enrollment forms, including follow-up for forms with incomplete information. 
• Enter completed enrollment form information into the Foundation’s database. 
• Generate and send Fund Summary and Orientation documents to all new clients. 
• Provide guidance to new clients on DonorView (client database portal), as needed. 
• Lead efforts, in conjunction with internal teams, to support integration and administration of Comprehensive Fiscal Sponsorship funds. 
• Provide transactional and compliance support on high volume and complex fund requests.   

Emerging Services Support 

• Lead the development and execution of new philanthropic services offerings, including processes, procedures, and documentation in conjunction with the Director of Philanthropic Services 
• In conjunction with Operations and Compliance, ensure the successful management of c4 initiatives including:  
• All aspects of New Fund enrollment, including entering client information in Foundation’s database, sharing orientation documents and onboarding new clients to Foundation processes.  
• Day-to-Day fund maintenance, including entering contributions and maintaining fund data. 
• Managing c4 client services including grant distributions, contracts, and fund administration.   
• Respond to questions about c4 Foundation services via email and/or phone. 
• Support c4 administrative requests for data, form requests, and administrative audit work. 

Supportive and Team Responsibilities

• Cross train to provide team wide support and collaboration across all Philanthropic Services disciplines, including: 
• Conduct administrative follow-up to obtain completed and submitted new fund enrollment forms, including follow-up for forms with incomplete information. 
• Enter completed enrollment form information into the Foundation’s database. 
• Generate and send Fund Summary and Orientation documents to all new clients. 
• Provide guidance to new clients on DonorView (client database portal), as needed. 

MINIMUM REQUIREMENTS 

• 3+ years of relevant experience 
• Experience working in a c4 nonprofit organization [with a preference for combined c3 and c4 experience] 
• Familiarity with legal parameters between 501(c)(3) and 501(c)(4) contexts 
• Experience working in a global non-profit is preferred 
• Ability to navigate and manage systems and processes independently, efficiently, and effectively 
• Ability to employ critical thinking processes, such as examining multiple perspectives and anticipating next steps to arrive at innovative and proactive solutions 
• Strong skills in the following: 
• Communications: written, verbal, and listening; managing expectations; understanding who are and the needs of key stakeholders; curious, asks questions early; anticipates and prepares next steps and outcomes 
• Technology: Microsoft Suite (Word, Excel, PowerPoint), CRM, and Financial Software experience and the ability to navigate and manage system and processes independently, efficiently, and effectively.  
• Client Services: responsive, solutions-oriented, good judgment, and decision-making skills with the ability to escalate concerns/challenges appropriately and in a timely manner 
• Ability to see a project through start to finish  

PREFERRED QUALIFICATIONS 

• Proactive problem solver and enjoys troubleshooting and surfacing creative solutions to achieve desired outcomes 
• Excellent time management skills 
• Outstanding attention to detail 

ACF ENVIRONMENT 

• Curious, flexible, committed, and willing to learn and grow as part of a small, collaborative team. 
• Joyfully able to work in a start-up environment. 

ACF ENVIRONMENT 

The work of our team is centered on the core values of Amalgamated Foundation: Collaboration, Accountability, People First and Impact.  We share a commitment to curiosity, growth and respect and are a lean team of doers and problem solvers.  We are proud of our work in supporting the collective effort to make the world a more equitable and kinder place.  

At Amalgamated Charitable Foundation we value a diverse, inclusive workforce and we provide equal employment opportunity for all applicants and employees. All qualified applicants for employment will be considered without regard to an individual’s race, color, sex, gender identity, gender expression, religion, age, national origin or ancestry, citizenship, physical or mental disability, medical condition, family care status, marital status, domestic partner status, sexual orientation, genetic information, military or veteran status, or any other basis protected by federal, state or local laws. Women, people of color, members of the LGBTQ+ community, and people from working-class backgrounds and/or with lived experiences are strongly encouraged to apply.

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