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Mid Level Donor Advised Fund Jobs (NOW HIRING)

JVS Boston

Mid-Level Gifts Officer

Boston, MA · On-site

$78K - $101K/yr

Mid-Level Gifts Officer FLSA: Exempt Status: Full-time REPORTS TO: Chief Development Officer JVS ... fund and planned giving programs. Collaborate with the Associate Director of Stewardship & Donor ...

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Mid Level Donor Advised Fund information

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How much do mid level donor advised fund jobs pay per hour?

As of Jun 17, 2026, the average hourly pay for mid level donor advised fund in the United States is $16.57, according to ZipRecruiter salary data. Most workers in this role earn between $15.38 and $17.31 per hour, depending on experience, location, and employer.

What is the difference between Mid Level Donor Advised Fund vs Mid Level Philanthropy Advisor?

AspectMid Level Donor Advised FundMid Level Philanthropy Advisor
CredentialsTypically requires financial or nonprofit experience, sometimes certifications in philanthropy or financial planningRequires background in nonprofit management, philanthropy, or financial advising, often with certifications in related fields
Work EnvironmentFinancial institutions, nonprofit organizations, or charitable fund management firmsConsulting firms, nonprofit organizations, or philanthropic advisory services
Employer & Industry UsageUsed by donors and financial institutions to manage charitable givingEngaged by donors, foundations, or nonprofits seeking strategic philanthropy advice

While both roles involve philanthropy, a Mid Level Donor Advised Fund focuses on managing charitable funds for donors, whereas a Mid Level Philanthropy Advisor provides strategic advice to optimize giving. The former is more fund management-oriented, and the latter emphasizes consulting and planning.

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Mid Level Donor Advised Fund jobs near you
Philanthropy Associate

Philanthropy Associate

Tolleson Wealth Management

University Park, TX

Full-time

Posted 9 days ago

Be an early applicant

Job description

POSITION OVERVIEW: Tolleson Wealth Management Philanthropy Services partners with private family foundations and donor‑advised funds to guide philanthropic strategy and manage execution across gift structure, grant processing, operations, governance, and philanthropic investment. The Philanthropy Services team is seeking a Philanthropy Associate who will deliver exceptional client service and support the day‑to‑day administration of philanthropic relationships.

DUTIES and RESPONSIBILITIES:

  • Administrative Support
    • Work closely with team members on a day-to-day basis, to assist with the handling of administrative details while maintaining the workflow within the department
    • Provide support to Philanthropy Services team including, but not limited to, calendar management and coordination of meetings
    • Maintain and organize client files and records, including opening/scanning of mail, filing documents in Box.com and updating CRM, as needed
  • Client Service Support
    • Assist in preparing client presentations, meeting materials, and customized reports, as needed
    • Produce charitable receipt letters for client contributions to private foundations
    • Administer wires/ACH payments as needed for private foundations
  • Private Foundation Grantmaking Administration
    • Confirm grant applicant legal status and appropriate grant structure of potential grantees
    • Invite applications for funding on behalf of the program staff, communicating all necessary requirements and deadlines to the applicant
    • Receive, file and review all grant applications for completeness and adherence to legal requirements and internal grantmaking guidelines, including conducting due diligence reviews of applicants' organizational and financial capacity
    • Prepare grant request summaries and analysis of grant applications
    • Manage communication with grantees regarding grant materials: missing application items, budget issues, etc., as well as answering questions about the application/grant making process
    • Process grant payments: enter payment requests, draft grant award letters and email/mail grant award packages and update grants management system
    • Continually monitor and update the grants management software to ensure the information is up to date
    • Send decline notification letters, as appropriate
  • Donor-Advised Fund Administration
    • Process opening account paperwork for donor-advised funds
    • Process donor-advised fund grant recommendations
    • Facilitate the transfer process for transfers for money movement for grants, administrative fees and investments
    • Send quarterly performance reports for donor-advised fund investment accounts to National Philanthropic Trust
    • Assist with special projects (including internal training preparation) or other tasks as assigned
  • Other duties as assigned by management

MINIMUM POSITION REQUIREMENTS:

  • Highest level of administrative and organizational skills is essential
  • Strong ability to communicate clearly and effectively in both written and verbal formats
  • Extensive background in use of Windows and Microsoft based products
  • Ability to maintain strict confidentiality in dealing with client matters
  • Ability to "multi-task", manage several projects at one time, and follow through to completion
  • Ability to be proactive and anticipate issues and problems and work quickly and proactively to solve them
  • Willingness to learn, expand responsibility
  • Desire to work in a rapidly growing business with an extremely high degree of customer service expectations
  • General knowledge and understanding of nonprofit industry is preferred
  • Must consent to and have favorable consumer report and background check

OTHER ESSENTIAL CANDIDATE TRAITS:

  • Knowledge of the Dallas and larger region philanthropic community
  • Grants management software experience

NO AGENCIES PLEASE

No calls or agencies please. Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become property of Tolleson Wealth Management and that Tolleson Wealth Management will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity. Employment Agencies that have entered into agreements with Tolleson Wealth Management must submit applicants in accordance with the terms of the applicable agreements in order to be eligible for payment of placement fees.

Tolleson Wealth Management is an Equal Opportunity Employer