Grants Associate, Premier Donor & Specialized Grants
National Philanthropic Trust, Conshohocken, PA, United States
Duration: Full Time
Grants Associate, Premier Donor & Specialized Grants
Become a Part of the NPT Team
National Philanthropic Trust is a public charity dedicated to providing philanthropic expertise to donors, foundations, and financial institutions, enabling them to realize their philanthropic aspirations. NPT was founded in 1996. Since that time, we have raised more than $80.2 billion in charitable contributions and currently manage $57.1 billion in charitable assets. We have made more than 930,000 grants totaling more than $37.7 billion to charities all over the world. We rank among the largest grantmaking institutions in the United States.
Our mission is to increase philanthropy in society. To that end, our experienced staff of philanthropic professionals are fully prepared to help you establish and administer your donor-advised fund. NPT is led by a Board of Trustees composed of nationally known experts in philanthropy and
business.
At National Philanthropic Trust, we foster a welcoming environment for all.People are valued and respected for who they are-with opportunities to bring theirentrepreneurial spirit andtalents to increase giving around the world. We have an inclusive, supportive, collaborative culture that makes National Philanthropic Trust one of the most rewarding places to work.
At National Philanthropic Trust, we foster a welcoming environment for all.People are valued and respected for who they are-with opportunities to bring theirentrepreneurial spirit andtalents to increase giving around the world. We have an inclusive, supportive, collaborative culture that makes National Philanthropic Trust one of the most rewarding places to work.
What You'll Do:
The Grants Associate, Premier Donor & Specialized Grants is responsible for performing due diligence and ensuring the timely payment of grants recommended by NPT's donors, with a focus on high-touch premier donors. The Grants Associate, Premier Donor & Specialized Grants will also work closely with NPT's Premier Services and Private Client teams to help deliver premium service and support for key premier and VIP donor relationships.
Salary: $55,000 plus 8.4% annual discretionary bonus. Internal candidates are encouraged to apply; compensation based on experience and internal equity.
This is a hybrid role requiring onsite presence Tuesday-Thursday, with the option to work remotely on Mondays and Fridays.
Duties/Responsibilities:
Duties/Responsibilities:
- Perform due diligence on grants (domestic and international) recommended by NPT's donors (primarily premier donors), and for ensuring compliance with NPT's and the IRS's requirements.
- Serve as subject matter expert on standard grantmaking, complex grantmaking, grant agreements, and international grant due diligence.
- Conduct grants outreach as needed, engaging with donors, advisors, charities, and the NPT legal team to either obtain due diligence information, provide status updates, or answer questions
- Monitor & track grant agreement payments and recoverable grants.
- Liaise with legal team as they draft, edit and finalize grant agreements, amendments and "No-cost extensions."
- Keep key stakeholders well-appraised of grant status updates.
- Liaise with NPT's Finance Team to ensure timely and accurate delivery of expedited grant payments.
- Conduct grantee research using search tools such as GuideStar, IRS publication 78, religious organization directories, and other tools, as necessary.
- Pay out grants through various payment methods (checks, wires, EFTs) following established procedures
- Maintain a working knowledge of Donor Advised Fund policies and regulatory requirements.
What You Bring:
- Must have an inquisitive, investigative mindset, and be willing and able to "dig deeper," rather than accept information at face value.
- Demonstrated ability to take initiative, anticipate needs and exercise independent, sound judgment.
- Excellent interpersonal and customer service skills
- Commitment to service excellence
- Strong analytical and problem-solving skills
- Excellent organizational skills and attention to detail
- Capable of multi-tasking in a daily, deadline driven environment, while keeping others well-informed
- Ability to discern and adapt to variable volumes of work including periods of extremely high volume.
- Excellent time management skills with a proven ability to meet deadlines.
- Proficient in the suite of Microsoft Office applications, particularly Excel
- Familiarity with Salesforce is a plus.
- Excellent verbal, writing, and proofreading skills
- Both team player and capable of independent work
Education and Experience:
- Minimum of 3 to 5 years of relevant experience, preferably in nonprofit or the financial services industry
- Bachelor's degree in finance, accounting, economics, business or related field, or equivalent experience
- Knowledge of grant making best practices is strongly preferred
- Experience with Donor-Advised Funds is a plus
Physical Requirements:
- Prolonged periods of sitting at a desk and working on a computer
- Using hands/fingers to operate a computer keyboard, mouse, and other office equipment
- Talking, hearing and visual acuity
- Occasionally standing, walking, bending, or reaching