What are the responsibilities and job description for the Philanthropy Associate position at Confidential?
Confidential Opportunity | Philanthropic Associate
Private Single Family Office
A highly reputable Single Family Office is seeking a Philanthropic Associate to own, build, and steward all philanthropic initiatives across the family’s charitable platform. This role is ideal for a driven, values-oriented professional who thrives in a high-trust environment and is motivated by creating long-term social impact and legacy.
This is a hands-on, end-to-end philanthropy role with direct visibility to senior leadership, offering the opportunity to establish structure, processes, and relationships across all areas of giving.
Role Overview
The Philanthropic Associate will serve as the central point of accountability for the family’s philanthropic efforts, overseeing strategy execution, grantmaking operations, governance support, and external relationships. This individual will help shape how the family engages with causes, communities, and nonprofit partners—ensuring impact, alignment, and operational excellence.
Key Responsibilities
- Own and manage the full lifecycle of philanthropy, from strategic planning through execution, reporting, and evaluation
- Establish and maintain foundation governance, documentation, and compliance in partnership with legal and accounting advisors
- Lead grantmaking operations, including intake, due diligence, awards, monitoring, and reporting
- Serve as the primary liaison to nonprofit partners, foundations, and community stakeholders
- Build and maintain systems for grant tracking, budgets, disbursements, and reporting
- Prepare briefing materials, correspondence, and written summaries for leadership and family review
- Coordinate philanthropic events, site visits, and community engagements
- Support special projects, research initiatives, and emerging giving programs
- Uphold the highest standards of confidentiality, discretion, and professionalism
Requirements
- Bachelor’s degree in Nonprofit Management, Business, Public Policy, or a related field
- 3–7 years of experience in philanthropy, nonprofit management, grantmaking, or community relations
- Working knowledge of private foundation operations, charitable giving vehicles, and compliance best practices
- Strong organizational and project management skills with exceptional attention to detail and follow-through
- Excellent written, verbal, and interpersonal communication skills
- Proficiency in Microsoft Office Suite and familiarity with donor or grant management platforms
- High degree of professionalism, discretion, and emotional intelligence
- Team-oriented, adaptable, and able to manage multiple priorities in a dynamic environment
- Strong customer-service mindset with excellent written, oral, and telephone skills