Grants Associate

ABOUT THE JEWISH COMMUNITY FOUNDATION

Individuals can make a difference; together we change the world. This is the Jewish Community Foundation’s (JCF) core belief. The JCF combines donor-driven philanthropy, investing and education for maximum benefit in the community. JCF develops and manages philanthropic vehicles and assets, including donor-advised funds, endowments, and organizational funds. A philanthropic innovator, the JCF is a leading community foundation in offering impact investment opportunities to its donors. JCF is also renowned nationally for its Endowment Leadership Institute, a model that has been replicated across the country.

For almost 60 years, the JCF has granted more than $2.3 billion to 7,000+ organizations on behalf of more than 1,000 donors, making it one of the largest grantors in San Diego. 

OVERVIEW OF THE JOB:

The Grants Associate is a full-time, non-exempt position that reports to the Grants Manager. Hybrid weekly schedule TBD, with at least three days in office.

Overall Responsibilities:

• Processes grants from donor advised funds, supporting foundations, and restricted endowments, ensuring all grant entries are accurate, complete and appropriate

• Maintains and ensures donor confidentiality

• Builds and maintains strong relationships with grantee organizations and donors

• Conducts due diligence on new grantee organizations

• Creates and mails tribute letters for grant recommendations

• Mails grant checks, including any special handling such as FedEx or pick up by donor

• Coordinates with select grantees to acquire bank information for ACH delivery via DocuSign

• Prepares and emails notifications to ACH grant recipients

• Tracks the progress of funded programs as needed

• Collaborate with Finance Department colleagues to research and resolve outstanding grant checks

• Reviews each grantee with revoked 501c3 status, and works with Legacy department to update Salesforce records

• Files grant request support in Salesforce’s electronic file system

• Attend site visits with staff and donors

SKILLS, QUALIFICATIONS AND ESSENTIAL FUNCTIONS

• B.A. Preferred

• At least two years of office experience, preferably in not-for-profit sector

• Proficient in all Microsoft Office applications

• Experience using Salesforce a plus

• Comfortable and competent with technology and eager to learn new systems

• Excellent communication skills – both written and verbal

• Demonstrated ability to organize and prioritize multiple ongoing activities

• Excellent customer service skills

• Commitment to detail

• Strong interest in working in the nonprofit sector with a values-driven organization

• Must be able to multitask and thrive in a busy environment

• Willingness to take instructions and requests from multiple staff members

REPORTING RELATIONSHIP:

• Reports to the Grants Manager