Job Title: Coordinator
Department: Philanthropic Services
Team: Friends Fund Client
Reports to: Assistant Director, Friends Funds
Who We Are:
For over 30 years, CAF America has been a leader in enabling cross-border giving to validated charities and charitable projects across the world totaling more than $1 billion. We enable our donors to make strategic, cost-effective, and tax-advantaged gifts through our vetted network of more than 1.9 million charitable organizations in 135 countries, all while reducing the risk, reputation exposure, and administrative burden associated with cross-border giving.
At CAF America, we pride ourselves on creating a positive working environment and culture that values all team members’ experience and voices and represents the society we serve. We want to attract, retain, and develop the best of talent at all levels, and provide a leading and great place to work, where every voice matters.
Position Summary:
The Coordinator, Philanthropic Services, plays a critical role in supporting day-to-day operations and service delivery for donor-advised funds and philanthropic accounts. Reporting to the Assistant Director, this role manages a portfolio of administrative activities across the fund lifecycle including contributions, validations, grant recommendations, and disbursements. The coordinator ensures smooth collaboration across internal departments, supports accurate recordkeeping and reporting, and serves as a key partner to Relationship Managers in delivering high-quality service to donors and charity partners.
This position requires exceptional attention to detail, strong organizational skills, and the ability to manage workflows across multiple teams and systems. The coordinator will proactively identify and address operational bottlenecks, uphold data integrity and compliance standards, and contribute to continuous improvement of processes and client service experiences.
Duties and Key Responsibilities
- Coordinate all fund-related transactions, requests and administrative issues, including contributions, validations, grant recommendations and grant processing activities with other internal departments as needed.
- Monitor the status of open tasks, deadlines, and transaction pipelines across teams supporting each fund, proactively addressing bottlenecks and risks.
- Partner closely with Relationship Managers to deliver seamless client service on assigned funds, ensuring smooth handoffs and coordination of donor requests.
- Maintain accurate and up-to-date records in CRM and grants management systems; support ongoing data audits, reporting and documentation for assigned funds.
- Conduct review and quality checks of documentation and data relating to contributions, distributions, and invoices before and after processing to ensure consistency and compliance with internal standards.
- Support donor and charity partner communications by preparing standard activity confirmations, responding to basic inquiries, and escalating complex issues appropriately.
- Identify and recommend enhancements to streamline fund coordination processes and improve operational efficiency.
- Coordinate logistics for client meetings and engagement, including scheduling meetings, preparing documents and decks, and building contact lists.
Education and Experience
- Associate's degree or equivalent combination of education, training, and experience.
- 1 – 2 years of experience in administrative support, data entry, and\or customer service.
- Understanding of data management fundamentals
- Highly organized with strong attention to detail
Computer/Software Experience:
- Salesforce
- MS Teams
- MS Office, emphasis on Excel
To perform this job successfully, an individual must be able to perform each essential job duty satisfactorily, with or without accommodation. If you require accommodation to perform these essential functions, please contact the Human Resources Department. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Your health and wellness are important to us. CAF America offers a comprehensive benefits package which includes 100% paid premium for Employee Medical, Dental and Vision insurance along with a Health Savings Account (HSA), Life Insurance, Accidental Death and Dismemberment Insurance, Short- and Long-Term Disability, 401k program with up to 15% match, Employee Assistance Program (EAP) and robust Time Off programs.
Salary Range: $54,000 – $57,000
