The Pew Charitable Trusts uses data to make a difference. For more than 70 years, we have focused on serving the public, invigorating civic life, conducting nonpartisan research, advancing effective public policies and practices, and achieving tangible results. Through rigorous inquiry and knowledge sharing, we inform and engage public-spirited citizens and organizations, linking diverse interests to pursue common cause. We are a dedicated team of researchers, communicators, advocates, subject matter experts, and professionals working on today's big challenges – and we know we are more effective and creative collectively than we are individually. With Philadelphia as our home town and the majority of our staff located in Washington, DC, our U.S. and international staff find working at Pew personally and professionally rewarding.
Wise stewardship of resources allows Pew employees to pursue work that strategically furthers our philanthropic mission in significant and measurable ways. We collaborate with a diverse range of philanthropic partners, public and private organizations, and concerned citizens who share our interest in fact-based solutions and goal-driven investments to improve society. Pew attracts top talent, people of integrity who are service-oriented and willing to take on challenging assignments. We provide competitive pay and benefits, a healthy work-life balance, and a respectful and inclusive workplace. Pew employees are proud of their colleagues, proud of where they work, and proud of the institution's reputation.
Philanthropic Partnerships (PPG) Philanthropic Partnerships leads fundraising for Pew with the goal of significantly increasing external support for the institution's diverse programs. PPG is responsible for identifying, cultivating, soliciting, and stewarding individual and institutional prospects. PPG collaborates with staff across the institution to carry out its responsibilities.
Position Overview PPG is searching for an Associate to play a key role on the Donor-Advised Fund (DAF) Administration team, which provides operational support for Pew's donor-advised funds, charitable giving vehicles administered by public charities created to manage charitable donations on behalf of organizations, families, or individuals. Responsibilities relate to gift and grant administration and general operational support for the DAF Administration team. This position is based in Pew's Washington, DC, office and reports to the Manager, Business Services, Philanthropic Partnerships.
Grant Administration and Support In coordination with Senior Associate, Grants Management, manage grants from Pew's DAFs, including:
Track end-to-end grant information, including the application submissions, due diligence review, grant agreement execution, reports, payments, and grant modifications, ensuring deadlines are met and data is accurate and accessible.
Keep FoundationConnect grants management database up-to-date and accurate throughout grantmaking process.
Conduct initial research on prospect grantees for review by PPG management; submit research requests.
Conduct initial review and format grantee proposals and reports to ensure completion and accuracy.
Coordinate with Pew's Grant Program Services team to track grantee payments, grant progress, and grant reporting.
Participate in ad hoc calls with grantees to discuss the progress of the grant. Support scheduling and preparation of materials for grantee onsite visits and meetings.
Generate other reports from the grants management system as requested.
Support grantees with use of grantee application and reporting portal, coordinating solutions with IT support.
Participate in the review and timely completion of all financial reports related to grants management.
Work with the PPG team to maintain the reporting schedule for DAF grants supporting Pew projects. Prepare and compile grantee reports for distribution to donor advisers.
Enter, maintain, and organize documents and files in the grants management system and the internal shared file server, related to current and prospective grantees, applicants and applications, grant and subgrant agreements, reports, grantee payments, and any related activities or communications.
Assist in department efforts to identify, analyze, and implement opportunities to improve business processes and procedures.
Support the development of and function as a subject matter expert in Pew's grants management system.
Accurately maintain PPG's Salesforce system for management of and communications with Pew's donor advisers.
Support the creation, development, and dissemination of DAF briefing materials to donor advisers, to include: grantee proposals, reports, potential grantee research, and financial documents.
Gain an understanding of Pew and how it operates; develop knowledge of its history, culture, programs, and base of philanthropic support.
Advancing Philanthropic Networks
Support PPG colleagues in preparation of materials for meetings with or events involving current and prospective DAF partners.
Maintain internal library of DAF resources and collateral.
Minimum of one year of professional work experience required. Previous experience in a grants administration or fundraising department at a non-profit organization strongly preferred.
Strong attention to detail, particularly with regard to process and procedures, and facts and figures. Monitors and double-checks work and information for accuracy and quality.
Demonstrated experience using FoundationConnect or similar grants management system, or other CRM database in a non-profit setting to manage workflow and relationships with external constituents is preferred. Advanced spreadsheet and word processing skills.
Strong verbal and written (including editing and proofreading) communication skills are essential to this position, including the ability to understand and translate data into useful information for senior management.
Demonstrated ability to organize and prioritize work, be flexible and adaptable to change, be proactive, take initiative, resolve problems, follow through and simultaneously manage multiple priorities to ensure goals are met in a timely manner.
Self-disciplined, action-oriented style that thrives in a dynamic environment. Able to work independently and as part of a team. Strong work ethic.
Strong partnership orientation. A team player with an enterprise-wide view. Respect for teamwork and appropriate communication and coordination with colleagues. Maintains a customer service demeanor at all times.
Demonstrated analytical and problem-solving skills. Ability to investigate an issue, ask thoughtful questions and recommend possible solutions. Able to build a logical approach to addressing problems by drawing on own knowledge and experience or by seeking other references or resources as appropriate.
Sound judgment and discretion in handling and securing confidential information.
Proficiency with Adobe Acrobat Pro, SharePoint, and Microsoft Office suite, with superior skills in Excel preferred. Comfortable learning new software applications and developing new technical skills.
Travel Minimal to no travel is anticipated for this position.
Total Rewards We offer a competitive salary and benefit program, including: comprehensive, affordable health care through medical, dental, and vision coverage; financial security with life and disability insurance; opportunities to save using health savings and flexible spending accounts; retirement benefits to help prepare for the future; and work/life benefits to maintain a good balance.
The Pew Charitable Trusts is an equal opportunity employer, committed to a diverse and inclusive workplace. Pew considers qualified applicants for employment without regard to age, sex, ethnicity, religion, disability, marital status, sexual orientation or gender identity, military/veteran status, or any other basis prohibited by applicable law.