POSITION TITLE: Manager, Foundation Operations

DEPARTMENT: Financial Resource Development

REPORTS TO: Vice President, Legacy Giving

JOB DESCRIPTION:

The Manager of Foundation Operations is a key leadership role in a dynamic, growth-oriented organization. This full-time position works closely with the Vice President of Legacy Giving, Chief Development Officer (CDO), and Chief Financial Officer (CFO) to oversee and optimize the day-to-day operations of legacy giving programs and donor support systems.

This role is responsible for managing Foundation support systems and operations, including reporting, Donor Advised Fund (DAF) distributions, fund holder engagement, quarterly statements, and new business development initiatives. The Manager will ensure operational excellence, enhance donor experiences, and drive efficiencies in legacy giving processes.

The ideal candidate brings a strong track record in development systems management, donor stewardship, project management, and data-driven decision-making. They are a strategic thinker and problem-solver, highly organized, detail-oriented, and adept at managing complexity.

This role is perfect for a professional who thrives in an evolving, mission-driven organization, embraces innovation, and is committed to delivering excellence in foundation giving operations.

ESSENTIAL FUNCTIONS:

• Management of DAFs—day to day operations
• Managing new account and fund creation
• Overseeing distribution of quarterly statements for DAF holders, and annual update for living endowment donors in coordination with the Finance Department
• Serving as a point of contact for basic fund holder questions and requests
• Developing standard economic impact report for the Foundation
• Organizing resources for the Vice President, Legacy Giving and members of the Development Team including:
• DAF documents (enabling agreement and investment election forms)
• Endowments (gift agreements)
• Tracking and filing of all new agreements, letters of intents, and other pertinent information for donors and fund holders
• Reporting, measuring new revenue, new business development and overall economic impact of the Foundation
• Maintaining new business development pipeline in coordination with Vice President, Legacy Giving and Development Team
• Conducting regular audit and review of foundation policies
• Conducting regular audit and review of all Foundation Funds in conjunction with Community Impact and Finance Teams
• Track Stewardship of Donor Advised Fund Holders and Other Fund Holders

Critical Competencies & Skills

Project Management & Process Optimization

• Proven ability to manage multiple projects simultaneously, ensuring timely execution and alignment with organizational goals
• Skilled in developing, implementing, and improving workflows for fund management, donor engagement, and reporting
• Experience in coordinating cross-functional teams and stakeholders to drive efficiency and collaboration
• Strong problem-solving skills, with the ability to anticipate challenges and proactively address them

Fund & Donor Management

• Experience with managing Donor Advised Funds (DAFs) and endowments preferred
• Ability to oversee fund creation, distribution processing, and account updates
• Experience with stewardship and engagement preferred

Financial & Data Management

• Strong understanding of financial processes related to DAFs and endowments preferred
• Ability to track new revenue, analyze financial trends, and support business development reporting

Operational & Project Management

• Ability to develop, organize, and maintain donor-related documentation (e.g., agreements, letters of intent, and investment forms)
• Experience in conducting regular audits and compliance reviews
• Skilled in process optimization and coordinating cross-functional projects

Stakeholder Communication & Relationship Management

• Serves as a point of contact for fund holders, addressing inquiries and providing support
• Ability to collaborate with Finance, Community Impact, and Development Teams
• Experience in tracking and stewarding donor relationships

Systems & Technology Proficiency

• Experience working with CRM and donor database systems
• Proficiency in financial and donor management software
• Ability to analyze and interpret data for strategic reporting

Preferred Experience & Background

• 5+ years of experience in project management, preferably within nonprofit finance, donor services, or foundation operations
• Demonstrated experience in leading cross-functional initiatives related to donor management, finance, and business development
• Strong background in workflow development, process improvement, and managing complex projects
• Experience in managing Donor Advised Funds (DAFs), endowments, and new fund development
• Background in financial compliance, policy development, and fund management
• Strong knowledge of philanthropy, nonprofit fundraising, and donor stewardship best practices
• Ability to work in a fast-paced, mission-driven environment, balancing multiple priorities with a project management mindset