Program Associate, Philanthropic Services; RSF

Program Associate, Philanthropic Services (RSF)
About RSF Social Finance

Imagine working with a group of thoughtful, committed colleagues to transform the way people work with money.

At RSF Social Finance, we bring our individual passions, experience, and skills to meet the needs of others through innovative and integrated investing, lending, and giving services that generate positive social and environmental impact while fostering community and collaboration among participants.

With a 35 year track record of deploying loans, grants, and other catalytic capital to social enterprises, RSF is recognized nationwide as a leader in the field of social finance. We seek candidates who bring a specific professional skill set and are also aligned with our purpose, values, and operating principles.

The Program Associate is responsible for supporting the day-to-day operations of the Philanthropic Services team. Core responsibilities include the coordination and administration of the weekly grants process, which includes acting as the primary point person for Donor Advised Fund clients. This role receives grant recommendations, completes due diligence processes for domestic and foreign grants, and interfaces with RSF’s Accounting and Information Systems staff to ensure proper data entry and payment of grants.

This position also coordinates the RSF Seed Fund grant program, supports the Shared Gifting participatory grant program, Integrated Capital Collaborative grants, and other team projects as needed.

Grants Management & Compliance

• Conduct various tasks to support the weekly grants cycle, including administration, data entry, due diligence, and payment for all domestic grantmaking
• Maintain accurate grant records in database
• Facilitate grant agreement signing and payment for all grants, both domestic and foreign
• Function as primary point of contact for client grant recommendations
• Review and reconcile all undeposited grant checks quarterly

Program Support

• Maintain data and filing systems, including accurate donor, fund, and grantee information
• Support the Shared Gifting participatory grant program, including event planning, facilitation, data analysis and representing the program externally
• Administer the annual RSF Seed Fund grant program
• Assist in data collection for RSF’s annual financial audit
• Support department work related to Integrated Capital Collaboratives, including data analysis and integrity monitoring
• Contribute to quarterly statements processing, including content creation, dissemination and client statement review and data management
• Create new and maintain existing program and process documentation
• Contribute to annual Philanthropic Services goal setting, budgeting, and planning process
• Cross-train on gift receipt and data entry

Client Relationship Management

• Provide excellent service to prospective and current clients with a focus on long-term relationship building with an eye towards donor education, engagement and networking
• Meet and/or exceed client expectations in alignment with program policies
• Respond to general incoming Philanthropic Services-related inquiries
• Work with RSF’s Marketing Team to highlight Philanthropic Services department activities and clients; write stories for publication on the RSF blog and newsletter
• Coordinate improvements to the online Client Portal, manage client requests and monitoring, and communicate with Information Systems team regarding project status

Database Management & Accounting

• Work closely with the Information Systems team to inform improvements to the Philanthropic Services database structure
• Implement changes to ensure the database remains updated and current
• Work closely with the Accounting team to support department grantmaking and related…