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Donor-Advised Grants Specialist
Job in
Westlake, Tarrant County, Texas, USA
Listed on 2026-08-15
Listing for:
Charles Schwab
Full Time
position Listed on 2026-08-15
Job specializations:
-
Non-Profit & Social Impact
Community Health
Job Description & How to Apply Below
Charles Schwab is seeking a Giving Specialist to process donor-advised fund grant recommendations, verify charity status, and ensure grants meet IRS requirements. You will communicate with donors, clients, and financial advisors to ensure accurate grant designation.
The role involves data entry, policy checks, and occasional inbound phone support, within a hybrid work environment that supports client service excellence.
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