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Intern Donor Advised Fund information

What is an Intern Donor Advised Fund?

An Intern Donor Advised Fund (DAF) is not the fund itself, but rather a role where an intern assists in managing or supporting donor advised funds at a financial institution or nonprofit. In this position, interns typically help with research, administrative tasks, and donor communications, gaining hands-on experience in philanthropy and charitable giving. The role provides exposure to how DAFs operate, including the process of advising donors on grantmaking and fund management. This is an excellent opportunity for students interested in finance, nonprofit management, or social impact careers.

What are the key skills and qualifications needed to thrive as an Intern in Donor Advised Fund management, and why are they important?

To thrive as an Intern in Donor Advised Fund management, you generally need strong analytical skills, attention to detail, and a background in finance, philanthropy, or nonprofit management, often supported by enrollment in or completion of a relevant degree. Familiarity with donor management systems, CRM platforms, and Microsoft Office Suite is typically required. Excellent communication, organizational abilities, and a proactive attitude help interns excel in supporting donor relations and project coordination. These skills ensure accurate fund processing, effective donor engagement, and a positive contribution to the organization's philanthropic mission.

What types of projects or tasks can an Intern in a Donor Advised Fund expect to work on during their internship?

As an Intern in a Donor Advised Fund (DAF) environment, you can expect to assist with a variety of tasks such as conducting research on prospective grantees, preparing donor reports, supporting grant processing, and maintaining accurate records in donor management systems. You'll likely collaborate closely with donor services teams, program officers, and sometimes directly with donors to ensure smooth grant administration and compliance with relevant regulations. This role offers valuable exposure to the nonprofit sector, philanthropy best practices, and the inner workings of charitable giving programs. The experience gained is particularly beneficial for those interested in careers in nonprofit management or philanthropic advisory services.

What is the difference between Intern Donor Advised Fund vs Intern Philanthropy Coordinator?

AspectIntern Donor Advised FundIntern Philanthropy Coordinator
CredentialsTypically no formal certifications requiredUsually requires related coursework or experience in philanthropy
Work EnvironmentNonprofit or financial services firms, focusing on fund managementNonprofits, foundations, or charitable organizations, focusing on program coordination
Employer & IndustryFinancial institutions, community foundations, or charitable fundsNonprofit organizations, foundations, or charitable agencies
Search & Comparison IntentUnderstanding fund management roles in philanthropyLearning about roles coordinating charitable programs

The Intern Donor Advised Fund focuses on managing and advising on charitable funds, often within financial or foundation settings. The Intern Philanthropy Coordinator typically involves coordinating charitable programs and events within nonprofit organizations. While both roles support philanthropy, the former emphasizes fund management, and the latter emphasizes program coordination.

More about Intern Donor Advised Fund jobs
What cities are hiring for Intern Donor Advised Fund jobs? Cities with the most Intern Donor Advised Fund job openings:
What are the most commonly searched types of Donor Advised Fund jobs? The most popular types of Donor Advised Fund jobs are:
What states have the most Intern Donor Advised Fund jobs? States with the most job openings for Intern Donor Advised Fund jobs include:
Director of National Impact, Catalyst Fund

Director of National Impact, Catalyst Fund

Fidelity Investments

Boston, MA

Full-time

Medical, Retirement, PTO

Posted 5 days ago


Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 266 frontline employees who took The Breakroom Quiz

16th of 146 rated financial services


Job description

Job Description:Note: Fidelity will not provide immigration sponsorship for this position.The Role

The Director of National Impact for the Fidelity Charitable Catalyst Fund will lead the Fund's national grantmaking strategy, focused on encouraging individual donors to support promising nonprofits with limited access to philanthropic funding. This role requires experience independently managing a grant portfolio and partnering with donors on their philanthropic giving. Candidates need deep knowledge of the donor support ecosystem and ideally, donor-advised funds and high-net wealthy donors. Outstanding relationship-building and collaboration skills are necessary. A passion for strengthening nonprofit organizations is critical.

The Catalyst Fund is a grantmaking program of Fidelity Charitable, led by its Board of Trustees and operating separately from Fidelity Charitable's donor-advised fund program. The Fund provides grants to intermediary organizations that encourage donors to give more to promising nonprofits and help nonprofits strengthen their fundraising capacity, confidence, and ability to engage donors. The Fund is focused on growing resources for nonprofits in the Southwest, Deep South, and Central Appalachia, as well as organizations serving communities of color and rural communities nationwide. The Fund is organized across three portfolio areas-Engage Donors, Elevate Nonprofits, and Field Building-with funding divided between national grantees and state and local grantees.

The Expertise and Skills You Bring
  • 10+ years of philanthropy experience, including grantmaking at a foundation, corporation, DAF sponsor, or similar institution with independent responsibility for leading a portfolio, assessing and recommending grants, cultivating ongoing grantee relationships, and conducting impact analysis across grants and portfolios; and donor education, engagement, or advising experience connecting individual donors with nonprofits and/or nonprofit fundraising capacity-building programs.
  • Strong understanding of the latest trends, research, and organizations influencing donor giving behavior, donor-advised funds, capacity building, and nonprofit fundraising; exceptional analytical, research, and writing skills; and significant public speaking experience with donor and nonprofit audiences.

  • Experience collaborating across diverse constituencies, building trust, achieving common goals, solving problems independently, taking initiative, and exercising sound judgment in fast-paced, ambiguous environments.

  • High proficiency with PowerPoint, Excel, and Word, along with experience using grants management systems (e.g., Fluxx).

  • Manage a portfolio of 40+ grant relationships working across the country, including giving platforms, giving circle networks, nonprofit capacity builders, academic philanthropy centers, and other bridge builders. Develop relationships with potential grantees, complete grant diligence and assessments, make grant recommendations, and partner with grantees to set goals aligned with the Catalyst Fund's learning framework, monitor progress toward those goals, and analyze and synthesize grant reports.

  • Serve as a key representative of the Catalyst Fund across the national donor support ecosystem, including speaking at grantee events, participating in funder conferences, and connecting national organizations to local grantees. Recommend revisions to the ongoing strategy and grantmaking priorities for national work by staying current on research, trends, and learning from grantees. Travel will be required for at least 25% of this role.

  • Partner with the Executive Director on grantee learning events and communications, process improvements, board communications, and special projects. Partner across Fidelity Charitable teams to coordinate offerings that connect donors to Catalyst Fund grantees, such as philanthropic advising and local donor education events, and launch experiments that encourage donors to give directly to, or in alignment with, the Catalyst Fund.

  • Partner with Fidelity Charitable's Marketing team to promote the work of national grantees, coordinate webinars, and inspire donor engagement with grantees.

The Team

Fidelity Charitable is the leading donor-advised fund sponsor in the country with a simple mission-to grow the American tradition of philanthropy. We have helped donors support more than 461,000 nonprofit organizations with nearly $118 billion in grants. At Fidelity Charitable, our job is to help donors maximize their generosity by providing programs that make charitable giving accessible, simple, and effective.

The Catalyst Fund team is led by an Executive Director who works closely with the Fidelity Charitable board of trustees and senior staff on strategy, impact assessment, finances, and external relations. The team represents Fidelity Charitable at many philanthropic and nonprofit convenings. The team also includes a Director of Local Impact responsible for managing our state/local strategy with 40+ grants and a Program Associate that supports the entire team and our grantees.

Fidelity Charitable Catalyst Fund | Fidelity Charitable

Fidelity's Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

The base salary range for this position is $95,000-186,000 USD per year.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Certifications:Category:Relationship Management

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