Administrator, Donor-Advised Funds (DAF)

Full-time

About the Administrator, Donor-Advised Funds position:

The Administrator, Donor Advised Funds (DAF) serves as the development department’s point of contact for DAF donor relations and liaises with the finance department on matters relating to DAF grants. The Administrator DAF provides high level support for donor advised funds and support to members of the Development Team, as needed.

This position reports to the Senior Manager, Donor Advised Funds

Essential Job Functions of the Administrator, Donor-Advised Funds:
  1. Acts as a central “Call Center,” to manage the resolution of donor issues, including issues with the Donor Portal. Determines proper course of action to respond to donors' questions and concerns.
  2. Follows the process of donor issues from initial request to final issue of grant from a Donor Advised Fund.
  3. Supports the grant making process.
  4. Supports the Development team: Gathers information and prepares reports for approval by Endowment Fund Committee (EFC) and Board of Trustees (BOT); obtains approvals for new grantees from appropriate sources and compiles information and generates reports.
  5. Manages the process of mailing out quarterly DAF statements.
  6. Manages the process of the automated campaign gifts.
Additional Duties/Responsibilities
  • Acquires and communicates a thorough knowledge of all aspects of the DAF program.
  • Maintains relationship with donors.
  • Prepares drafts of letters for some updates to DAFs for review and mailing.
  • Maintains updates to DAF information.
  • Reviews grantee database updates.
  • Conducts research on grantee frequency.
  • Manages the process of voiding checks and closing DAFs.
  • Research questions posed from quarterly DAF statement review.
  • Act as DAF team's primary contact for Jewish Federations of North America (JFNA).
  • Consult as needed with Legal, IT, and Finance departments.
Qualifications:
Knowledge, Skills, Abilities and Personal Characteristics:

This position requires a highly organized and detail-oriented individual able to work under multiple deadlines and supervisors.

  1. Intermediate skill level with Microsoft Office applications.
  2. Ability to write business correspondence.
  3. Ability to organize work, engage in a variety of tasks simultaneously and consistently meet deadlines.
  4. High attention to detail, follow-up, self-motivated, proactive and solution focused.
  5. Ability to communicate effectively, verbally and in writing, and to relate to others in a professional, helpful manner.
  6. Strong customer service skills, exercising poise, tact, composure, and diplomacy, including exceptional telephone etiquette and style.
  7. Ability to tactfully and effectively deal with public and staff in a personable and professional manner.
  8. Maintains a high level of energy and a consistent positive attitude.

Education, Training and/or Experience:

  1. High school diploma or GED.
  2. At least five (5) years prior administrative assistant job experience.

About the Federation:

The Jewish Federation of Cleveland is the only organization in Cleveland that focuses on the health and vitality of the entire Jewish community. For more than 115 years, the Federation has created the critical scale necessary to drive meaningful social change and provide relief in times of crisis in ways no one person or organization could do alone. As Jewish Cleveland’s hub for innovative solutions and collaborative services, the Federation is able to change and improve lives in Cleveland, Israel, and around the world.

If you are qualified and interested in this exceptional opportunity, please send your resume and cover letter, and apply here.

Our Benefits

  • Affordable medical and dental insurance
  • Paid vacation, holiday, and sick days
  • 403(b) plan
  • Life insurance
  • Long term disability
  • Wellness programs
  • Employee Assistance Program (EAP)