Philanthropy Associate

POSITION OVERVIEW: Tolleson Wealth Management Philanthropy Services partners with private family foundations and donor‑advised funds to guide philanthropic strategy and manage execution across gift structure, grant processing, operations, governance, and philanthropic investment. The Philanthropy Services team is seeking a Philanthropy Associate who will deliver exceptional client service and support the day‑to‑day administration of philanthropic relationships.DUTIES And RESPONSIBILITIES Administrative SupportWork closely with team members on a day-to-day basis, to assist with the handling of administrative details while maintaining the workflow within the departmentProvide support to Philanthropy Services team including, but not limited to, calendar management and coordination of meetingsMaintain and organize client files and records, including opening/scanning of mail, filing documents in Box.com and updating CRM, as neededClient Service SupportAssist in preparing client presentations, meeting materials, and customized reports, as neededProduce charitable receipt letters for client contributions to private foundationsAdminister wires/ACH payments as needed for private foundationsPrivate Foundation Grantmaking AdministrationConfirm grant applicant legal status and appropriate grant structure of potential granteesInvite applications for funding on behalf of the program staff, communicating all necessary requirements and deadlines to the applicantReceive, file and review all grant applications for completeness and adherence to legal requirements and internal grantmaking guidelines, including conducting due diligence reviews of applicants’ organizational and financial capacityPrepare grant request summaries and analysis of grant applicationsManage communication with grantees regarding grant materials: missing application items, budget issues, etc., as well as answering questions about the application/grant making processProcess grant payments: enter payment requests, draft grant award letters and email/mail grant award packages and update grants management systemContinually monitor and update the grants management software to ensure the information is up to dateSend decline notification letters, as appropriateDonor-Advised Fund AdministrationProcess opening account paperwork for donor-advised fundsProcess donor-advised fund grant recommendationsFacilitate the transfer process for transfers for money movement for grants, administrative fees and investmentsSend quarterly performance reports for donor-advised fund investment accounts to National Philanthropic TrustAssist with special projects (including internal training preparation) or other tasks as assignedOther duties as assigned by managementMinimum Position RequirementsHighest level of administrative and organizational skills is essentialStrong ability to communicate clearly and effectively in both written and verbal formatsExtensive background in use of Windows and Microsoft based productsAbility to maintain strict confidentiality in dealing with client mattersAbility to “multi-task”, manage several projects at one time, and follow through to completionAbility to be proactive and anticipate issues and problems and work quickly and proactively to solve themWillingness to learn, expand responsibilityDesire to work in a rapidly growing business with an extremely high degree of customer service expectationsGeneral knowledge and understanding of nonprofit industry is preferredMust consent to and have favorable consumer report and background checkOther Essential Candidate TraitsKnowledge of the Dallas and larger region philanthropic communityGrants management software experienceNO AGENCIES PLEASENo calls or agencies please. Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become property of Tolleson Wealth Management and that Tolleson Wealth Management will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity. Employment Agencies that have entered into agreements with Tolleson Wealth Management must submit applicants in accordance with the terms of the applicable agreements in order to be eligible for payment of placement fees.Tolleson Wealth Management is an Equal Opportunity Employer