Sr Manager Charitable Strategies

Position Type

Regular

Your opportunity

* In addition to a base salary (range posted), this role is also eligible for bonus or incentive opportunities*

Applicants must be authorized to work in the United States now and the future without employer sponsorship.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations listed:
Austin, Orlando, Westalake.

At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.

DAFgiving
360™ is an independent nonprofit organization created to increase charitable giving in the U.S. We offer a donor-advised fund program and related philanthropic tools and guidance that empower donors to incorporate charitable planning into their everyday lives and make a bigger difference in the world. Since our founding in 1999 as an 501(c)(3) public charity, DAFgiving
360 donors have recommended over $50 billion in grants to more than 295,000 charities.

DAFgiving
360 has entered into a services agreement with Charles Schwab & Co., Inc. for administrative and other services, including human resources. This position will be an employee of Charles Schwab & Co., Inc. and will be subject to its policies and procedures but will report to and be accountable to DAFgiving
360 for day-to-day activities.

Reporting to the Director of the Charitable Strategies Group (CSG) at DAFgiving
360, the Sr. Manager is primarily responsible for reviewing illiquid and other complex noncash asset contributions for gift acceptance.

The Sr. Manager role sits within CSG, which is the team of experts dedicated to performing due diligence on and ultimately to process illiquid and other complex noncash asset contributions to DAFgiving
360, including but not limited to:

• Closely held business interests (C corp, LLC, LP, and S corp)
• Real estate (residential and commercial)
• Restricted stock and equity compensation
• Life insurance
• Cryptocurrency
• Artwork and other collectibles
• Other complex processes, such as foundation dissolution asset transfer, trust and estate gifts, and other trust terminations.

As Sr. Manager you will manage a territory, in partnership with your colleagues in Business Development and Charitable Consulting at DAFgiving
360, and work directly with donors, their advisors, and corporate and business lawyers to manage incoming inquiries and conversations about illiquid and complex noncash contributions.

The Sr. Manager understands and articulates charitable planning issues effectively, using a consultative approach to provide agnostic guidance on charitable giving strategies to support comprehensive wealth management solutions to HNW and UHNW clients and their advisors.

As a subject matter expert, the Sr. Manager partners closely with internal partners to provide educational support for client and advisor questions and planning needs. To be effective in this role, you must be able to communicate clearly and compellingly on highly complex charitable topics with clients and colleagues who possess widely varying levels of subject matter expertise, from novice to expert.

• Handle client and advisor inquiries and respond to process and potential tax implication related to contributions of illiquid and other complex noncash assets.
• Independently review transactions related to privately held companies, restricted stock, and other complex asset inquiries to determine suitability for charitable contribution and the best route for acceptance while mitigating risk.
• Perform all aspects of noncash asset due diligence, including document review and thorough assessment and mitigation of risks and recommend approval for acceptance.
• Facilitate the transfer, acceptance, and liquidation of approved noncash asset contributions, and track these activities within a CRM system to monitor, assess, and report on workflow.
• Prepare new and/or updated existing procedures and job aids to guide due diligence reviews and enhance operational excellence.

• Respond to internal partner questions and requests for information relating to tax, corporate transactions, securities law, alternative investments, exempt organizations, and estate/charitable planning strategies.
• Support Business Development, Charitable Consulting, and Marketing teams with development and review of educational and marketing literature to ensure content accuracy and clarity. Draft new client-facing articles and presentation decks, as requested.
• Cross enterprise partnership to develop and implement acquisition and service to support DAFgiving
  360 sales initiatives and consult internally and externally, in support of a variety of business development opportunities.
• In partnership with Charitable Strategies Group team and broader Investment…