Specialist, Donor Operations

Your Opportunity

DAFgiving360™ is an independent nonprofit organization created to increase charitable giving in the U.S. We offer a donor-advised fund program and related philanthropic tools and guidance that empower donors to incorporate charitable planning into their everyday lives and make a bigger difference in the world. Since our founding in 1999 as an 501(c)(3) public charity, DAFgiving360 donors have recommended over $50 billion in grants to more than 295,000 charities.

DAFgiving360 has entered into a services agreement with Charles Schwab & Co., Inc. for administrative and other services, including human resources. This position will be an employee of Charles Schwab & Co., Inc. and will be subject to its policies and procedures but will report to and be accountable to DAFgiving360 for day-to-day activities.

At DAFgiving360, we believe people have an inherent desire to give and that investing and giving when done together can empower us to make a real difference in the world. We make it easy to integrate charitable giving into clients’ financial planning and wealth management conversations. We believe that if our clients apply the same thoughtful strategy to their giving and philanthropy that they apply to their finances and investments, they will be happier and more fulfilled donors. With our uniquely integrated approach, our simple and tax-smart giving solution, our access to online resources and our team of charitable specialists, we offer the tools, guidance, and relationships to help donors give more to the charities that matter most to them.

The Donor Operations group is primarily focused on the operational work submitted by our Donors and Advisors, making outbound calls, inbound call coverage and sending Schwab Advisor Center Alerts. Timely and accurate processing of these items is critical for the success of our organization. This position will report to the Senior Manager of Donor Operations and will have extensive exposure to skip level leadership.

Unleash your expertise: what you are good at

This role participates in Schwab’s Workplace Hybrid Program. Employees can work three days in the office and two days remotely each week.

• Manage all incoming operational volume for the DAFgiving360. This would include remediation of cases, contribution queue, professional managed account processing of paperwork, Transfer of Asset follow-up, weekly reports, amongst other tasks.
• Reach out to Advisors and/or Donors on not-in-good-order work via the phone or electronic alert requesting corrected paperwork or new paperwork based on various situations.
• Provide accurate, valid, and complete information by using the appropriate online and in-house resources.
• Actively seek new learning opportunities within your current role to increase scope and production
• Practice active listening, open ended dialogue, and rapport building to gain a thorough understanding of our clients’ needs to enhance their charitable giving.
• Collaborate with other DAFgiving360 departments and key business partners to provide efficient and effective service for advisors and donors.
• Support and participate in organizational initiatives and projects as a subject matter expert as needed.

What you have

• BA/BS degree or equivalent experience highly preferred
• Minimum of 2 years of employment experience (background in financial services or the non-profit sector highly desired)
• Demonstrated passion for operations and philanthropy.
• Demonstrated ability to prioritize business needs and manage time effectively.
• Ability to work in a fast-paced environment by absorbing and applying complex information quickly.
• Well-developed time management skills with the ability to organize, manage and prioritize competing priorities.
• Ability to multi-task and manage a large quantity of volume at once, while maintaining a high level of accuracy
• Prior experience working in a work queue, with phones, service level driven environment. (Preferred but not mandatory.)
• Highly adaptive, change-positive personality capable of working effectively within a team environment with the utmost professionalism.
• An approach to problem-solving using a logical, systematic, sequential approach. Judgement in thinking, and Critical thinking skills
• Focus to champion innovation and change by seeking out diverse perspectives to inform continuous improvement opportunities and/or innovative ways to improve.
• Flexibility and willingness to work extended hours/overtime during the year-end peak season (mid- November to February)
• Flexible to work within the Hours of Operation; Monday thru Friday, 8:00 AM - 6:00 PM CT.