ABOUT BOLDLY GO PHILANTHROPY

We 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 MANAGER 

We’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.    

QUALIFICATIONS 

• Passion 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 BENEFITS  

We offer a competitive salary, health and dental plan, 401k retirement plan, and related benefits.   

APPLY AND GO BOLDLY WITH BOLDLY GO 

Please 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.  

When it comes to building our team, we invite and celebrate people of all identities, abilities, ethnicities, nationalities, faith/spiritual traditions, genders, gender identities, political affiliations, educational/career backgrounds, races, sexualities, and socio-economic statuses. We are all enriched by the diversity of the human family and bonded by our common humanity.