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Donor Administration Associate

$55k

National Philanthropic Trust

Donor Administration, Associate Become a Part of the NPT Team

National Philanthropic Trust is a public charity dedicated to providing philanthropic expertise to donors, foundations, and financial institutions, enabling them to realize their philanthropic aspirations. NPT was founded in 1996. Since that time, we have raised more than $80.2 billion in charitable contributions and currently manage $57.1 billion in charitable assets. We have made more than 930,000 grants totaling more than $37.7 billion to charities all over the world. We rank among the largest grantmaking institutions in the United States.

Our mission is to increase philanthropy in society. To that end, our experienced staff of philanthropic professionals are fully prepared to help you establish and administer your donor-advised fund. NPT is led by a Board of Trustees composed of nationally known experts in philanthropy and
business.

At National Philanthropic Trust, we foster a welcoming environment for all.People are valued and respected for who they are-with opportunities to bring theirentrepreneurial spirit andtalents to increase giving around the world. We have an inclusive, supportive, collaborative culture that makes National Philanthropic Trust one of the most rewarding places to work.

What You'll Do:

Donor Administration Associates are assigned specific programs and are responsible for the activity in such programs, as well as partnering with other team members to ensure daily deadlines are met for all activities. Salary is $55,000 plus an 8.4% annual discretionary bonus. Internal candidates are encouraged to apply; compensation based on experience and internal equity.

This is a hybrid role requiring onsite presence Tuesday-Thursday, with the option to work remotely on Mondays and Fridays.

Duties/Responsibilities:
  • Open new accounts and verify that all data is complete and accurate, within the established service level timeline for each program.
  • Review Contribution Agreement and verify that all data is complete and accurate.
  • Process account updates, as necessary, in the system of record.
  • Process and manage all cash, security, and property contributions into DAF accounts from donors in accordance with established service levels for each program.
  • Prepare and/or review donor gift receipts.
  • Communicate with financial advisors and donors, as necessary, to resolve issues, address inquiries and provide general support.
  • Assist the Donor Administration Management team, as needed, with special assignments and projects.
  • Other duties as assigned.
The above list is not exhaustive, additional tasks may be assigned as necessary but are not a major function of the position.
What You Bring:
  • Very strong organizational and time management skills
  • Detail oriented, capable of multi-tasking in a daily, deadline driven department, while keeping others well-informed
  • Excellent verbal, writing, interpersonal communication and proofreading skills
  • Competent and friendly telephone demeanor
  • Highly proficient in Microsoft office suite, particularly Excel
  • Skilled problem-solver
  • Both a team player and capable of independent work
  • Must have an inquisitive, investigative mindset, and be willing and able to "dig deeper," rather than accept information at face value.
  • Must possess unquestioned personal integrity and reliability; keep commitments, admit mistakes, accept responsibility for all departmental output and results, maintain confidentiality when necessary and appropriate, and act in the best interest of the organization at all times.
  • Minimum of one to three years of relevant experience
  • Success in meeting deadlines
Education and Experience:
  • Bachelor's degree (General Business, Accounting, or Finance) preferred, or equivalent professional experience
Vacancy posted 11 hours ago
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