Philanthropy Associate

Rosewood Family Advisors LLP; Palo Alto (CA); On-site; USD 70,000 - 98,000; Full time

Job summary

Rosewood Family Advisors LLP in Palo Alto seeks a Philanthropy Associate to manage grant projects from due diligence to final reporting, delivering high-quality philanthropic experiences for clients. The role emphasizes strong organization, confidentiality, and collaboration, with responsibilities ranging from grant records to event support and research to aid grantmaking.

The ideal candidate will be able to manage multiple tasks in a fast-paced environment, demonstrate sound judgment, and

Qualifications

• Minimum 3 years of professional experience in foundations, advisory firms, wealth management, or family offices.
• Ability to handle confidential information professionally.
• Experience with diverse business records and grantmaking software is a plus.
• Strong document management and quality control capabilities.
• Organizational and creative problem-solving skills.
• Energetic, adaptable, able to work in fast-paced environment.

Responsibilities

• Prepare and maintain grant records meeting legal, audit, and internal requirements.
• Monitor payments, reports, and projects for timely processing.
• Facilitate grants payments and document completed payments.
• Create and manage custom files and reports.
• Document meeting minutes and prepare follow-up communications.
• Support events, convenings, and gatherings for staff and clients.
• Perform research to support grantmaking and handle special projects.

Skills

Attention to detail

Project management

Customer service

Collaborative

Discretion & ethics

Tools

Grantmaking software

Job description

RFA is looking for a Philanthropy Associate to help create top-quality philanthropic experiences for our clients. You will work with staff and clients to help manage the flow of grant projects through their full lifecycle, from initial due diligence to final reporting. This is an opportunity to contribute meaningfully to our expanding team while facilitating satisfying charitable giving experiences for our clients.

The ideal candidate is someone who consistently exercises sound judgement, can anticipate needs without being asked, and is able to track and manage multiple complex projects simultaneously. A collaborative nature, customer-service orientation, and attention to details are also important characteristics. This is a wonderful long-term opportunity for an effective, detail-oriented, self-starter.

Primary Responsibilities

• Prepare and maintain grant records that meet legal, audit, and internal requirements.
• Monitor payments, reports, and projects to ensure timely processing and execution.
• Facilitate grants payment process and ensure documentation of completed payments for new and subsequent payments.
• Create and manage custom files and reports.
• Document meeting minutes and prepare follow-up communications.
• Help conceive, project manage and support events, convenings, and gatherings for staff and clients.
• Perform research to support grantmaking and manage other special projects as assigned.

Qualifications

• Minimum 3 years of professional experience, preferably at a foundation, advisory company, wealth management firm, or family office.
• Demonstrated ability to handle confidential and sensitive information in a professional and ethical manner.
• Comfort and facility in dealing with a wide variety of business records in many different electronic formats; knowledge of grantmaking software a plus.
• Strong document management and quality control capabilities.
• Organizational and creative problem-solving skills.
• Energetic, adaptable and comfortable working in a fast-paced, sometimes ambiguous environment.
• Humility to undertake tasks as necessary to accomplish a project.