Grants Manager at Boldly Go Philanthropy | Torre

Grants Manager

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Full-time

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Emma of Torre.ai
8 days ago

Requirements and responsibilities


ABOUT BOLDLY GO PHILANTHROPYWe are a fast-growing, boutique, philanthropic advisory and execution firm that helps funders achieve outsized impact through their philanthropic giving. Led by former foundation CEOs, we bring innovative strategies, practical approaches, trusted advice, and world-class programmatic support to philanthropists and foundations — rigorously managing execution and powering their ability to solve social issues and address inequities. Our firm supports philanthropists in two ways: time-bound consulting engagements focused on strategic planning or special projects/initiatives, and ongoing philanthropy management, where we act as their staff and back office, providing governance, program and operational support. See more about Boldly Go here.We are creating a dynamic team and a vibrant team culture grounded in our values and guided by our pledge on Diversity, Equity, and Inclusion. We are searching for a highly motivated and process-oriented person who is excited to help us build our firm’s infrastructure and support extraordinary philanthropists with grants management to tackle major problems and inequities.GRANTS MANAGERWe’re looking for a Grants Manager to support our grants administration and management as a critical part of our Philanthropy Management team who will lead the Grants Management function for multiple clients.RESPONSIBILITIES The scope of work could include the following:Systems and Process Design & Improvement:Lead and manage new Grants Management System (GMS) implementations to client specifications, as needed;Design, implement and coordinate grants administration workflows and processes using Boldly Go’s grants management system on behalf of multiple clients;Own GMS data and reporting, ensuring that accurate and relevant data is surfaced regularly and available on-demand;Create Standard Operating Procedures and identify opportunities to streamline and standardize for consistency across Boldly Go’s clients;Leverage internal and external resources, including artificial intelligence tools, to continuously improve grantmaking tools and templates;Grants Management:Facilitate and support grant lifecycle end to end, from inviting applicants to preparing grant agreements and ensuring payments and agreements are fully executed;Screen grant applications and reporting materials for completeness and conduct follow up procedures as needed;Support grantees, providing technical assistance and answering any questions about grant process, deadlines and requirements;Conduct compliance reviews to ensure that grants and expenses are executed according to IRS guidelines; liaise with external counsel as needed;Monitor for grantee reports coming due or past due and support the collection and review of these reports;Track expenditures against foundation Minimum Distribution Requirement and approved budgets;Monitor and report on the pipeline, including multi-year commitments and future projections;Work directly with Boldly Go’s Finance & Accounting partner to ensure payments are executed and records, such as statements of activity, are accurate.Team and Client Support:Support the development of client-facing materials, such as board dockets, with high attention to detail;Maintain grantmaking best practices, staying informed on sector developments and sharing with program staff;Anticipate the needs of clients and program staff with a solid understanding of timelines and preferences.Other:Collaborate with internal Boldly Go team members on the design and evolution of philanthropy management services;Contribute and shape Boldly Go’s company culture through participation in team meetings, annual retreats, and internal committees.QUALIFICATIONSPassion for social change, and clear interest in working in the social sector;Experience in grants administration and management systems, eg. Temelio, Foundant;Savvy and skilled in managing, learning, and navigating software platforms including Project Management tools (Asana preferred);Microsoft Office skills required;Detail-oriented and well-organized;Proven ability to manage time well and balance multiple priorities;Self-starter with track record of accomplishment while working in a remote environment;Maintains integrity when handling sensitive client and grantee information;Demonstrated ability to work autonomously as well as collaboratively as part of a team;Strong client-service orientation; flexibility and professionalism in service of the client’s priorities, comfort interacting with HNW families, individuals and executives;Comfort in rapidly changing environment of a young, lean organization; ready to problem-solve and adapt;Some familiarity with additional charitable vehicles, such as Donor Advised Funds, preferred;Experience supporting multiple teams/stakeholders a plus.SALARY AND BENEFITSWe offer a competitive salary, health and dental plan, 401k retirement plan, and related benefits.APPLY AND GO BOLDLY WITH BOLDLY GOPlease submit your resume and a brief expression of interest to our application portal with a link at https://boldlygophilanthropy.com/careers/. All resumes will be reviewed on a rolling basis. Please submit your application by August 3.This position is a remote/work from home designation.