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Remote Donor Advised Fund Jobs (NOW HIRING)

Prog Dir Complex & Legacy Giving

Vancouver, WA · On-site +1

$102K - $183K/yr

This includes bequests, trusts, donor advised fund strategies, appreciated assets, and other ... remote and can reside in anywhere in the PeaceHealth service area but must be willing to travel to ...

Donor-Advised Funds and Philanthropic Services. EarthShare operates a mission-aligned DAFprogramfor ... fund accounting, donor and partner reporting, fee modeling, liquidity planning, investment ...

Fund Advisor

Boulder, CO · Remote

$70K - $96K/yr

Fund Advisor - Fish Network Fish Network is building the infrastructure for the "Neofund" era ... Flexible, remote-first structure * Competitive compensation (base + advisory structure) * Potential ...

Fund Advisor

Pittsburgh, PA · Remote

$70K - $96K/yr

Fund Advisor - Fish Network Fish Network is building the infrastructure for the "Neofund" era ... Flexible, remote-first structure * Competitive compensation (base + advisory structure) * Potential ...

Fund Advisor

Denver, CO · Remote

$70K - $96K/yr

Fund Advisor - Fish Network Fish Network is building the infrastructure for the "Neofund" era ... Flexible, remote-first structure * Competitive compensation (base + advisory structure) * Potential ...

Fund Advisor

Philadelphia, PA · Remote

$70K - $96K/yr

Fund Advisor - Fish Network Fish Network is building the infrastructure for the "Neofund" era ... Flexible, remote-first structure * Competitive compensation (base + advisory structure) * Potential ...

Fund Advisor

Mountain View, CA · Remote

$70K - $96K/yr

Fund Advisor - Fish Network Fish Network is building the infrastructure for the "Neofund" era ... Flexible, remote-first structure * Competitive compensation (base + advisory structure) * Potential ...

Fund Advisor

Los Angeles, CA · Remote

$70K - $96K/yr

Fund Advisor - Fish Network Fish Network is building the infrastructure for the "Neofund" era ... Flexible, remote-first structure * Competitive compensation (base + advisory structure) * Potential ...

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Remote Donor Advised Fund information

What is a remote donor advised fund?

A Remote Donor Advised Fund (DAF) is a charitable giving vehicle that allows donors to manage their philanthropic contributions online from anywhere. With a DAF, donors make a tax-deductible donation to a sponsoring organization and can then recommend grants to their favorite charities over time, all through a digital platform. These funds offer flexibility, convenience, and the ability to track giving history remotely, making them ideal for individuals who prefer managing their charitable activities online.

What are some common challenges faced by professionals working with donor advised funds in a remote setting?

Working with Donor Advised Funds (DAFs) remotely often involves navigating complex compliance requirements and ensuring effective communication with donors and stakeholders without in-person meetings. Professionals may need to adapt to managing sensitive financial information securely using digital platforms and be proactive in building relationships with donors through virtual channels. Additionally, coordinating with cross-functional teams, such as legal, finance, and philanthropy advisors, requires strong organizational and collaboration skills to maintain seamless fund administration and donor support.

What are the key skills and qualifications needed to thrive as a donor advised fund program manager, and why are they important?

To excel as a Donor Advised Fund Program Manager, you need a strong background in nonprofit management, philanthropy, and financial oversight, typically supported by a relevant bachelor's degree or higher. Familiarity with donor management software, CRM systems, and knowledge of IRS regulations regarding charitable giving are essential. Outstanding relationship-building, communication, and organizational skills help professionals engage donors and coordinate complex grant processes. These abilities ensure compliance, donor satisfaction, and the effective distribution of philanthropic resources.

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

AspectRemote Donor Advised FundRemote Philanthropy Advisor
CredentialsTypically requires financial or nonprofit certifications, such as CFP or CFRERequires nonprofit or financial planning certifications, such as CFRE or CFP
Work EnvironmentRemote, often part-time or flexible, working with donors and fund administratorsRemote, consulting with clients on charitable giving strategies
Industry UsageUsed by donors and financial institutions managing charitable fundsUsed by nonprofits and wealth advisors providing philanthropic planning

In summary, a Remote Donor Advised Fund focuses on managing charitable funds for donors, while a Remote Philanthropy Advisor provides strategic advice on charitable giving. Both roles often require similar certifications and operate remotely, but their primary functions differ in fund management versus strategic planning.

More about Remote Donor Advised Fund jobs

What cities are hiring for Remote Donor Advised Fund jobs?

Cities with the most Remote 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 Remote Donor Advised Fund jobs?

States with the most job openings for Remote Donor Advised Fund jobs include:

What job categories do people searching Remote Donor Advised Fund jobs look for?

The top searched job categories for Remote Donor Advised Fund jobs are:

Infographic showing various Remote Donor Advised Fund job openings in the United States as of August 2026, with employment types broken down into 75% Full Time, 15% Part Time, and 10% Contract. Highlights an 100% Remote job distribution.

Director, Complex Assets Group (US Remote)

Boston, MA • On-site, Remote


Fidelity Investments
Investment Management and Consulting Services • 10K+ employees

8.7

Company rating: 8.7 out of 10

Based on 272 frontline employees who took The Breakroom Quiz

16th of 152 rated financial services

People enjoy working here

Good employer

Recommended by students


$95K - $186K/yr

Full-time

Medical, Retirement, PTO

Posted 11 days ago


Job description


Director, Complex Assets
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
The Complex Asset Group at Fidelity Charitable works with philanthropists, their professional advisors and issuer counsel to facilitate charitable donations of complex assets such as equity interests in privately held C corporations, S corporations, limited partnerships (including private equity, hedge fund and other alternative investment vehicles) and limited liability companies.
The Director of Complex Assets will manage the acceptance, oversight and liquidation of a wide variety of complex assets on behalf of Fidelity Charitable from initial inquiry to completion of charitable transfers, post-acceptance oversight and closings/funding of Giving Accounts upon liquidation of contributed assets.
Serving at the intersection of wealth creation and philanthropy, you will help make more of a difference for business owners, private equity investors, and their professional legal, tax and financial advisors, who are increasingly seeking more strategic ways to use growth investments to improve their philanthropic impact.
The Expertise and Skills You Bring:
  • B.A. or B.S degree required
  • J.D. required
  • CFP a plus
  • Minimum of 3-5 years of law firm or in-house experience preferred
  • Experience in taxation, private equity, and the private capital ecosystem desired
  • 3-5 years of relationship management experience
  • Experience working with financial intermediaries, TE attorneys, CPAs, CFPs for wealth planning purposes
  • Interest/exposure to philanthropy, charitable fundraising and planned giving a plus
  • Experience and high level of competence in the areas of due diligence and assessment of risk, including product liability and securities disclosure in connection with public MA activity
  • You are dynamic and personable and have a proven track record of taking the lead.
  • You have demonstrated a strong work ethic and are a continual learner.
  • You have strong oral and written communication skills.
  • You are professional and have a positive attitude.
  • You have superior time-management skills and the ability to prioritize and respond to competing requests.
  • You have excellent influencing capabilities and an interest in teaching experts new tricks

The Value You Deliver
  • You will work directly with donors and their advisors through the entire charitable giving process.
  • You will develop a high level of competence in the areas of due diligence and assessment of risk, including securities disclosure in connection with public and private MA activity.
  • You will engage with and develop strong working relationships with donors, corporate issuers, in-house and outside counsel, C-suite executives and investor relations teams.
  • You will support the charity's internal and external fundraising channels, engage and deepen relationships with the advisor community, and deliver effective practice management presentations.
  • You will work closely with internal partners to evolve, develop and deliver highly impactful practice management modules, strategic marketing and thought leadership.

About Fidelity Charitable
Fidelity Charitable is a public charity that sponsors the largest national donor-advised fund program. Since 1991, Fidelity Charitable has introduced tens of thousands of donors to the benefits - and increased charitable impact - of using a donor-advised fund to meet their philanthropic goals. Fidelity Charitable is governed by an independent Board of Trustees, which has hired Fidelity Investments as the service provider to the charity. Fidelity Investments provides all the charitable organization's employees and supports all its functions: Program Development, Marketing, Service Delivery, Relationship Management, Finance, Technology, Risk and Compliance, and Fundraising.
Some travel is required*
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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