Overview
Program Associate, Philanthropic Services/RSF Jobs in San Francisco, California, USA at EPIP
Program Associate, Philanthropic Services (RSF)
Posted on February 24, 2019
About RSF Social Finance
Imagine working with a group of thoughtful, committed colleagues to transform the way people work with money.
At RSF Social Finance, we bring our individual passions, experience, and skills to meet the needs of others throughinnovativeand integrated investing, lending, and giving services that generate positive social and environmental impact while fostering community andcollaborationamong participants.
With a 35 year track record of deploying loans, grants, and other catalytic capital to social enterprises, RSF is recognized nationwide as a leader in the field of social finance. We seek candidates who bring a specific professional skill set and are also aligned with ourpurpose, values, and operating principles.
The Program Associate is responsible for supporting the day-to-day operations of the Philanthropic Services team. Core responsibilities include the coordination and administration of the weekly grants process, which includes acting as the primary point person for Donor Advised Fund clients. This role receives grant recommendations, completes due diligence processes for domestic and foreign grants, and interfaces with RSF’s Accounting and Information Systems staff to ensure proper data entry and payment of grants.
This position also coordinates the RSF Seed Fund grant program, supports the Shared Gifting participatory grant program, Integrated CapitalCollaborativegrants, and other team projects as needed.
Responsibilities
Grants Management & Compliance
Conduct various tasks to support the weekly grants cycle, including administration, data entry, due diligence, and payment for all domestic grantmaking
Maintain accurate grant records in database
Facilitate grant agreement signing and payment for all grants, both domestic and foreign
Function as primary point of contact for client grant recommendations
Review and reconcile all undeposited grant checks quarterly
Program Support
Maintain data and filing systems, including accurate donor, fund, and grantee information
Support the Shared Gifting participatory grant program, including event planning, facilitation, data analysis and representing the program externally
Administer the annual RSF Seed Fund grant program
Assist in data collection for RSF’s annual financial audit
Support department work related to Integrated Capital Collaboratives, including data analysis and integrity monitoring
Contribute to quarterly statements processing, including content creation, dissemination and client statement review and data management
Create new and maintain existing program and process documentation
Contribute to annual Philanthropic Services goal setting, budgeting, and planning process
Cross-train on gift receipt and data entry
Client Relationship Management
Provide excellent service to prospective and current clients with a focus on long-term relationship building with an eye towards donoreducation, engagement and networking
Meet and/or exceed client expectations in alignment with program policies
Respond to general incoming Philanthropic Services-related inquiries
Work with RSF’s Marketing Team to highlight Philanthropic Services department activities and clients; write stories for publication on the RSF blog and newsletter
Coordinate improvements to the online Client Portal, manage client requests and monitoring, and communicate with Informat…
Title: Program Associate, Philanthropic Services/RSF
Company: EPIP
Location: San Francisco, California, USA
Category: Non-Profit
