Donor Services Coordinator

Reports to: Stewardship Manager

Summary:

The Fuller Foundation is seeking a Donor Services Coordinator to support the administrative functions of the office. This position is primarily responsible for processing and acknowledging gifts and pledges to Fuller Theological Seminary and The Fuller Foundation, maintaining constituent records, communicating with donors as necessary, gift reporting, and maintaining the archive of donor agreements. This position will also work closely with the Foundation’s Information Systems team in maintaining and enhancing the constituent database to accomplish the mission of the Foundation through the ministry of stewardship to donors. The position is part of the Stewardship and Communications team and will play a key role in communicating with departments across the Seminary and closely collaborating with the staff
of the Foundation.

Job Responsibilities:

• Process all contributions and pledges to The Fuller Foundation and Fuller Theological Seminary in a timely and accurate manner.
• Generate and send all tax receipts and acknowledgements and track other donor communication activities.
• Monitor and track the creation and modification of constituent records in collaboration with the Seminary and Foundation Information Systems teams.
• Manage system for pledge reporting and online giving to establish a more engaging and proactive recurring donor program.
• Serve as primary contact for issues, questions, or requests involving gifts and gift reporting.
• Provide accurate and timely reports in coordination with the Foundation Information Systems team and the Seminary’s Office of Finance and Accounting.
• Collaborate with the Seminary’s Office of Finance and Accounting for monthly financial reconciliations, annual audits, and obtain reports and documentation as needed.
• Monitor deposits to the Seminary’s gift account and all gifts to the Foundation.
• Maintain and regularly update the procedure manual for gift processing and data entry.
• Maintain the central archive of gift backup documentation and other fund, and donor pledge agreements.
• Primary liaison with third party organizations related to gift processing and matching gifts.
• Handle other donor services duties/tasks as assigned.
• Participate in special projects as needed.
• Maintain confidentiality of all donor records.

Requirements and Qualifications:

• Bachelor's degree preferred.
• Minimum two years of database or data entry experience required.
• Knowledge or experience with CRM databases (i.e., Ellucian Advance or Raiser’s Edge) preferred.
• Knowledge of accounting principles preferred.
• Experience working in nonprofit organizations and/or higher education development is highly desirable.
• Google (G-Suite) knowledge required (mail, calendar, docs, sheets).
• Working knowledge of Microsoft Office (desktop Word, Excel, Outlook) required.
• Must adhere to strict deadlines.
• Must have superior written and verbal interpersonal skills with the ability to communicate to a diverse constituency.
• Must be a highly organized, motivated individual with the drive to provide excellent customer service to internal and external audiences.
• Demonstrate cooperation and partnerships with Fuller Theological Seminary.
• Exhibit a high level of professional competence.
• Work is primarily performed in the Foundation’s office located in Pasadena, CA; hybrid work will be permitted on a schedule coordinated with the Stewardship Manager.
• A background check is required.

Commitment to the Foundation’s Core Values:

• Share a commitment to our mission and purpose.
• Make professional service a top priority.
• Contribute to an environment of trust and respect.
• A team-player who also works independently.

Commitment to the Foundation’s Culture
To work with our team means adhering to these principles that guide our work together:
1. Collaboration
2. Commitment to excellence
3. Curiosity

Status:

Full-time, non-exempt; no direct reports.

APPLICATION PROCEDURE

Please submit a resume and one-page cover letter to:
Director of HR & Office Operations
jobs@thefullerfoundation.org

Executive Assistant

Reports to: Chief of Philanthropy (COP)

Summary: The Fuller Foundation’s Executive Assistant primary duties and responsibilities involve the oversight of the Chief of Philanthropy’s office operations and requires interaction with multiple levels of staff and contacts within the Foundation and Fuller Theological Seminary.

Major Responsibilities:

• Manages the COP’s active calendar of events, appointments, travel, and meetings while balancing the demands and priorities of each; proactively identifies opportunities and obstacles that could affect the COP’s commitments including elevating issues about which he should be aware.
• Coordinates and facilitates timely and professional email and phone communications internally and externally; handles confidential information with discretion.
• Supports COP and other staff as necessary with general operational tasks and clerical support to include photocopying, faxing, scanning, typing and distribution of correspondence, preparation and editing of reports and spreadsheets, compilation of data and research as needed; ensures effective archival of files and records as required.
• Composes and disseminates custom written communications and information to donors and other constituents as directed.
• Compiles, composes, edits, produces, and distributes detailed memos, emails, correspondence, reports, and/or presentations.
• Books travel arrangements and coordinates complex multi-day, multi-city itineraries.
• Participates in monitoring department budget and expense reimbursement processes.
• Organizes monthly Advancement Team meetings, agendas, minutes, and follow-up.
• Assists with scheduling of Board and Committee meetings, handles meeting material creation and preparation, and takes and transcribes minutes as required.
• Co-manages conference room reservation calendar and office master calendar; works effectively with meeting participants to efficiently schedule meetings and calls.
• Performs other related duties as assigned.

Requirements and Qualifications:

• Bachelor’s degree preferred; relevant experience is a substitute for the degree preference.
• 3-5 years of progressive experience performing administrative and organizational tasks.
• Proficient computer skills, including Microsoft Office Suite (Word, PowerPoint, and Excel) and working knowledge of office equipment, such as printers, phone system and virtual meeting applications.
• Strong written and verbal communication skills.
• Professionalism in communication with internal and external constituencies.
• Exceptional organizational skills with high consideration to detail and accuracy with ability to prioritize and work on several projects simultaneously.
• Exercises sound judgment and decision-making skills with the ability to escalate serious or unique problems to higher levels.
• Able to effectively manage processes and analyze information.
• Ability to work independently as well as in a team environment.
• Exceptional interpersonal skills.
• Friendly and professional demeanor.
• Work is to be performed primarily in the office located in Pasadena, CA; remote work in a hybrid format will be permitted in coordination with the COP’s schedule.
• Occasional weekend work is required for special events.
• A background check is required.

Commitment to the Foundation’s Values
Expectations:

• Share a commitment to our mission and purpose.
• Make quality service a top priority.
• Contribute to a culture of trust and respect.
• Be a team-player who also works independently.

Commitment to the Foundation’s Culture

To work with our team means adhering to these principles that guide our work together:

1. Collaboration
2. Commitment to excellence
3. Curiosity

Status:

Full-time, Exempt; no direct reports.

APPLICATION PROCEDURE:

Please submit a resume and one-page cover letter to:
Director of HR & Office Operations
jobs@thefullerfoundation.org

Investment Portfolio Administrator

Reports to: Chief Financial Officer

Position Summary:

The Fuller Foundation’s Investment Portfolio Administrator works directly with the Chief Financial Officer, completing fund analysis, assisting with
performance reporting, as well as interacting with charitable trust clients and investors. The position completes performance expectations for various funds and share classes managed by Fuller Investment Management Company and compares to third party administrator valuations. Along with compiling manager performance values, the position reviews fund financial statements for accuracy, tracks changes in account balances monthly, and assists with processing withdrawal/contribution requests from clients' brokerage accounts. Responsibilities also include tracking and maintaining investment manager files and analyzing investment accounts for necessary trades. The position also interacts with the investment team, helping with special projects and analysis as needed.

Major Responsibilities:

• Work with and review documents from vendors, consultants, and administrators, including opening/closing of brokerage accounts.
• Assist donors and clients with documents related to investment accounts, ensuring completeness and accuracy.
• Prepare subscription and redemption paperwork for clients and Fuller Funds.
• Work closely with investment team and compile reports for Board of Directors’ meetings and client meetings.
• Prepare internal analysis reports on investments and client accounts and generate quarterly performance reports for brokerage accounts.
• Assist with cash flow monitoring/forecasting and propose necessary trades in accordance with investment parameters.
• Assist in compiling tax information including Manager K-1’s and Qualified Interest Income, as well as assist in audit preparation.
• Maintain and update information as the portfolio records administrator.
• Correspond with fund managers and monitor investment group inboxes for important communication requiring document submission.
• Track portfolio updates including capital calls, distributions, subscriptions, and notice period dates for redemptions.
• Notify pertinent parties regarding fund changes and proxies.
• Download key compliance information provided by fund managers including monthly capital statements, K-1’s, audited financials, & ADV disclosures.
• Perform other tasks/special projects as assigned by the CFO.
• Periodically correspond with donors and clients.
• Monitor brokerage account activity and update relevant parties.

Requirements and Qualifications:

• Bachelor’s degree or equivalent in business related field (i.e., accounting, finance, economics, marketing) preferred. Minimum of two years’ experience working in accounting, finance, or other professional services capacity, preferably experience with an organization focused on client services.
• Computer skill proficiency required for applicable programs; working knowledge of Microsoft Office (desktop Word, Excel, Outlook) required.
• A background check is required.
Commitment to Foundation’s Values

Commitment to Foundations Values:
Expectations

• Share a commitment to our mission and purpose.
• Make quality service a top priority.
• Contribute to a culture of trust and respect.
• Be a team player who also works independently.

Status:

Full-time, Exempt; no direct reports.
Remote/hybrid: local candidates preferred

Application Procedure:

Please submit a resume and one-page cover letter to:
Director of HR & Office Operations
jobs@thefullerfoundation.org

Part-time Grant Writer for Fuller Theological Seminary’s Leadership Formation Division -
Fuller Youth Institute (FYI) and the Ten 10 Collaboration (TENx10).

Reports to: Chief of Philanthropy

Position Summary:

The mission of the FYI/TENx10 Collaboration (see www.tenx10.org) is to make faith matter more for 10 million more young people over the next 10 years. This position will contribute to the financial sustainability of TENx10 by identifying new prospects and funding sources. The individual will suggest the next engagement step through their efforts, through a Development officer, or through Fuller Senior Leadership. This position should work closely with the partnering organizations of TENx10 to identify funding sources. 

This position is accountable for researching, writing grant proposals, and networking with individuals, private foundations, state and federal government agencies, and corporate giving programs for the specific programs of FYI and TENx10. The role is responsible for increasing the visibility of Fuller Seminary and will actively engage in working to establish long-term partnerships and to strengthen existing relationship with the private sector, as well as other key communities to result in funding for the immediate and long-term goals of Fuller. This includes cultivating foundation and corporate contacts, finding grant sources, and developing, writing, and editing grant proposals for these initiatives. Collaboration across the seminary and various TENx10 partnership organizations is essential for the success of this position.

Job Responsibilities:

Primary Functions include the following. Other duties may be assigned.

• Align organization and donors' ability and interests with the priorities and needs of FYI/TENx10, while also navigating and respecting the existing relationships between donors and the leadership organizations. The priority will be to identify funding sources who are new to Fuller and to partnering organizations. 

• Write grant proposals, research potential sources, discuss requirements of faculty and administrators, draft proposals, and engage proposal readers. 

• Suggest creative opportunities and channels that can expand FYI and TENx10’s relational connections with donors of color, and foundations that serve young people of color. 

• With the goal of connecting FYI to wider grant opportunities, serve as the outreach arm to foundations, corporate giving programs, family foundations, and potential partners for grant initiatives; be active in exploring connections and networking. 

• Bring depth of knowledge about FYI, its strategic plans, new initiatives, and long-range priorities to bear on the process of seeking external support; keep Development Officers informed. 

• Provide recommended strategies and relational steps for use by the Development Officers and FYI senior leaders. 

• Work collaboratively with the Foundation’s Prospect Researcher to identify, research, organize, and evaluate a prospect's financial capacity, ability to give, proclivity, other charitable interests, and connections to the organizations. 

• Coordinate strategic planning for the grants program to increase capacity and productivity. 

• Ensure effective communication with FYI and other campus partners as directed. 

• Coordinate grant administration policies and procedures to ensure completeness and efficiency: policy documentation; compliance with grant requirements; database of submissions, awards, and financial/narrative reports and reminders; and stewardship of previous and potential funding organizations.

Requirements and Qualifications:

• A bachelor’s degree, advanced degree preferred; minimum of five years demonstrated successful foundation fundraising experience preferably in higher education (or a comparably complex organization). 

• Evidence of success in grant writing and submission for varied proposal development. 

• Knowledge of cultivation, solicitation, and stewardship strategies and techniques, and fundraising required. 

• Excellent organizational, interpersonal, and networking skills with large groups as well as with individuals. 

• Ability to initiate and build relationships with prospective donors and interact with institutional representatives. 

• Demonstrated ability to take primary responsibility for diverse number of projects and to compensate them in a timely manner with limited supervision. 

• Exceptional writing and editing skills in order to develop professional reports, strategic plans and correspondence. 

• Independent worker; self-starter; self-initiator; self-manager. 

• Discipline to regularly set and achieve work goals. 

• Must work well in a team setting and interact well with all types of people, including faculty and external program officers alike, and maintain a high level of poise and professionalism in all circumstances. 

• Ability to coordinate a variety of tasks simultaneously and handle tension and stress in a positive manner is required. 

• Background check is required.

Commitment to Foundation’s Values:

Expectations

• Share a commitment to our mission and purpose. 

• Make quality service a top priority. 

• Must contribute to an organizational culture based on collaboration, commitment to excellence, and curiosity. 

• Be a team-player who also works independently.

Status: 

Part-time, non-exempt. No direct reports.

Application Procedure:

Please submit a resume and one-page cover letter to: 

Director of HR & Office Operations at jobs@thefullerfoundation.org