Job Overview
A single-family office in Atlanta, GA, is seeking a detail-oriented and adaptable Philanthropy Officer to support multiple family foundations. With approximately $2.4 billion in assets, the foundations distribute over $125 million annually to more than 120 grantees. Together, they support a wide range of causes, primarily in the greater Atlanta area, including public health, medical research, higher education, community development, veteran services, issues affecting women and children, homelessness, and animal welfare.

Beyond grantmaking, this role includes supporting individual client gifting, coordinating a small scholarship program, and assisting with events like the annual Day of Service. It is well-suited for someone who enjoys variety, can manage a diverse workload—including grants management, financial processing, and administrative support—and thrives in a collaborative, small-team environment. The Philanthropy Officer will play a key role in advancing philanthropic efforts and supporting meaningful community impact.

Key Responsibilities

• Support the full grant cycle, from intake through evaluation and monitoring.
• Review grant applications to ensure compliance with IRS regulations and internal policies.
• Conduct comprehensive due diligence on grant proposals, including analyzing financial health and alignment with foundation priorities. Write detailed proposal summaries for board review, ensuring all necessary information is presented clearly and accurately.
• Actively assist in preparing board books, annual reports, and other essential materials by researching outcomes, analyzing grant data, and drafting narratives that effectively highlight the foundation's activities and impact.
• Produce regular and ad-hoc reports to track grantmaking activities and provide insights for informed decision-making.
• Research potential grantees to ensure compatibility with foundation goals.
• Input, maintain, and verify data accuracy in the Grants Management System (GivingData) for foundation grants and client charitable and non-charitable gifting. Responsibilities include creating and updating records, performing data validation, and ensuring compliance with internal policies and procedures.
• Draft and maintain standardized templates for grant letters, agreements, forms, and applications within GivingData; prepare these documents manually as needed.
• Contribute to the development and refinement of internal grantmaking policies and workflows, including documenting procedures.
• Serve as a resource and primary point of contact for grantees and applicants, providing guidance on foundation requirements, reporting standards, and compliance expectations, while also guiding them through the application process and troubleshooting system user access issues.
• Process payments for foundation grants and client gifting through methods such as checks, ACH, wire transfers, and stock transfers, using the Accounting ERP (ETON AtlasFive) and donor-advised fund portal (Fidelity Charitable).
• Reconcile payment schedules for foundation grants and client gifting to ensure alignment with accounting records.
• Coordinate logistics for meetings, site visits, and special projects, including recording and compiling meeting minutes.
• Participate in special projects and initiatives as directed by the Manager of Philanthropy.
• Stay informed about best practices and emerging trends in grants management to enhance operational efficiency. Represent the foundation at conferences and networking events to facilitate ongoing learning and benchmarking. Limited travel is optional but not required.
• Engage effectively with cross-departmental teams, including investments, accounting, tax, legal, and IT, to ensure cohesive and coordinated efforts across the company.

Education and Experience

• Bachelor’s degree in a related field (e.g., nonprofit management, public administration, or the humanities), or equivalent professional experience.
• 3-5 years of experience in foundation or nonprofit operations support.
• Experience with grants management systems (e.g., GivingData, Foundant, Salesforce, Fluxx, or similar) and accounting software (e.g., QuickBooks, Sage Accounting, or similar).
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint); familiarity with data visualization tools (e.g., Power BI, Tableau) is a plus.

Skills and Competencies

• Strong understanding of the grantmaking process, including compliance requirements for private foundations and familiarity with IRS regulations.
• Exceptional written and verbal communication skills.
• Analytical and problem-solving skills with the ability to synthesize and present information clearly.
• High attention to detail, accuracy, and organizational skills.
• Ability to manage multiple tasks, prioritize effectively, and meet deadlines.
• Fundamental understanding of accounting principles, including experience with budgets and financial statements.