Rosewood Family Advisors LLP
Rosewood Family Advisors (RFA) is a multi-family office whose mission is to provide exceptional client service and advice. Our professionals help ultra-high net worth clients define and meet their goals by providing a diverse range of family office services including tax compliance, bill pay and expense management, philanthropic advising, and estate planning.
Position Summary
The Senior Philanthropy Manager (SPM) is responsible for helping create top-quality giving experiences for our clients. The SPM achieves this by assisting in the evaluation of projects and managing the grantmaking systems and processes related to our client’s giving. RFA is looking for someone who can be a strategic partner to build effective models for grant making with philanthropic capital. The SPM is involved in all aspects of grants management which includes, but is not limited to, grant structuring, regulatory compliance, managing workflows, compiling reports, and training staff and clients.
The ideal candidate is a motivated self-starter who can bring the same initiative to a growing team. The individual is someone who consistently exercises sound judgement, can anticipate needs without being asked, and is able to manage multiple complex and evolving projects.
Primary Responsibilities
Advise and guide client teams and RFA staff on legal compliance, grantmaking, and coordinate charitable giving mechanisms to implement projects.
Manage the efficient flow of grants through their full lifecycle, from due diligence through final reporting.
Conduct review of grants to confirm compliance with IRS regulations and client requirements. Provide feedback on proposals and requests.
Assess potential grant risks. Identify, develop, and communicate recommended procedures to all related parties.
Steward accurate information and resources in client databases. Develop reports and other tools to maintain data integrity and conduct quality control checks regularly.
Recommend grantmaking processes and templates, balancing the needs of the clients, external partners, and RFA staff.
Identify and research charitable organizations that best fit clients’ interest and priorities.
Perform research and manage special projects as assigned.
Knowledge and Skills
8+ years of grants management and/or philanthropic advising experience, preferably at a foundation, donor advised fund, advisory company, wealth management firm, or family office.
Demonstrated ability to develop and implement complex projects, preferably within a philanthropic institution.
Experience with LLCs, non-traditional philanthropic funding models, PRIs, MRIs, international grant making, etc.
Track record of developing solutions and improving existing technologies.
Document management and quality control capabilities.
Knowledge of IRS grants compliance rules and regulations. Experience with regulations specific to multiple types of charitable structures including DAFs, public charities, and private foundations.
Strong relationship building, follow-up and follow-through skills.
Ability to prioritize and multitask in a constantly evolving environment.
Humility to undertake tasks as necessary to accomplish a project.
Excellent communication skills and strong customer service focus.
Location
Position will be based out of our Palo Alto office. RFA offers flexible working arrangements. As of October 2022, the RFA staff are free to work from home two days per workweek.
Salary
Annual compensation starts at $160,000. Offers are based on the candidate’s years of experience and our desire to pay competitively within our market.