Manager, Donor Services & Operations Work hand in hand with the Director of Donor Services to handle the Donor Advised Fund (DAF) and Custodial Fund programs and their associated fundholders. This position is responsible for delivering exceptional, relationship driven service to donors and fundholders of the JCF. This role oversees areas of administration, stewardship, and strategic support of Donor Advised Funds (DAFs), custodial funds, supporting foundations, and related philanthropic vehicles, ensuring a seamless, compliant, and values aligned donor experience.
Responsibilities:- Manage and administer JCF's grantmaking software, including coordination with external developers.
- Process and enter grants and other disbursements, ensuring appropriate due diligence on grantees.
- Support the development and execution of the JCF Donor Advised Fund (DAF) marketing strategy.
- Respond to ad hoc requests from donors and collaborate with finance and development teams as needed.
- Process and manage all stock gifts received by JCF.Build and maintain strong relationships with fund holders, providing ongoing support and service.
- Maintain deep familiarity with DAF guidelines, restrictions, payout rules, and charitable eligibility to ensure all activity aligns with legal, regulatory, and organizational standards.
- Experience and Skills Required:
- Candidate should have the following experience and qualifications:
- High level of comfort learning new technologies, with the ability to become a subject matter expert and train or support others.
- Demonstrated expertise with grantmaking and donor advised fund (DAF) platforms or similar financial/philanthropic software.
- Strong experience with data harvesting, analysis, manipulation, and reporting.
- Proven ability to actively listen to donors, reflect on their needs and priorities, and clearly understand donor intent.
- Excellent interpersonal skills with a strong service mindset, ensuring donors feel valued, supported, and cared for.
- Experience collaborating cross functionally, particularly between finance and philanthropic/foundation teams.
- Experience in financial accounting.
- Proficiency in Microsoft office suite.
