Role OverviewThe Manager, Donor Services & Operations will 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.
What You Will Do
Responsibilities include managing and administering JCF's grantmaking software, processing and entering grants and other disbursements, supporting the development and execution of the JCF Donor-Advised Fund (DAF) marketing strategy, responding to ad-hoc requests from donors, processing and managing all stock gifts received by JCF, building and maintaining strong relationships with fund holders, and maintaining deep familiarity with DAF guidelines, restrictions, payout rules, and charitable eligibility.
Why It Might Be a Fit
The ideal candidate will have a high level of comfort learning new technologies, demonstrated expertise with grantmaking and donor-advised fund (DAF) platforms, strong experience with data harvesting, analysis, manipulation, and reporting, and excellent interpersonal skills with a strong service mindset.
Requirements
- High level of comfort learning new technologies
- 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
- Experience collaborating cross-functionally, particularly between finance and philanthropic/foundation teams
- Experience in financial accounting
- Proficiency in Microsoft office suite
Benefits
- Paid vacation
- Sick
- Federal & Jewish holidays
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