Battle Creek, MI

Program Officer – Fellowship Alumni, W.K. Kellogg Foundation

The Organization

The W.K. Kellogg Foundation (WKKF), a leading philanthropic force helping communities create the conditions children need to thrive, is seeking nominations and applications for Program Officer, working with alumni of their fellowship programs.  WKKF’s work focuses on improving conditions for vulnerable children, concentrating on three key factors of success and their intersections: education and learning; food, health and well-being; and family economic security. Across these three areas, WKKF has committed to approaches that undergird racial equity and healing, community and civic engagement, and leadership capacity building.  Key to the leadership capacity building approach, fellowships have been one of the foundation’s most effective tools for realizing the belief that community-grounded leadership is a critical tool for both individual development and broad societal change.  In 2014, the foundation launched a new Community Leadership Fellowship program, targeting individuals who can be transformative change agents in their communities so that vulnerable children and their families can achieve optimal health and well-being, academic achievement, and financial security.

Position Overview

As a member of the foundation’s Racial Equity, Community Engagement, and Leadership Programs team, and serving as a peer to the program officers on the grantmaking teams, the new program officer will co-design and support programming for alumni of WKKF fellowship programs that realizes a vision where fellowship alumni are engaged with the work of the foundation and connected to each other in meaningful ways. The program officer will assume responsibility for fellowship alumni engagement and programming; cultivating a rich network of former fellows in the foundation’s priority places of Michigan, Mississippi, New Orleans, and New Mexico, and worldwide. Together with this distinguished group, the program officer will engage in thought partnership with foundation leaders to envision, articulate, and operationalize a community leadership and talent network that nurtures ongoing individual growth opportunities for fellows, builds continued connections to human capital in communities, and helps to  inform leadership development programming throughout the foundation.

The ideal candidate will be a seasoned connector and network builder. S/he/they must be firmly committed to the foundation’s mission and will have an understanding of the broad social and economic forces affecting communities and families, demonstrated knowledge of best practices in leadership development and network building strategy, and success facilitating authentic, productive dialogue within diverse communities and settings. The successful candidate will have experience directing meaningful engagement with alumni groups or fellowship networks, ideally in a community-based context, and will have strong understanding of trends and networks within the leadership development field, both domestically and internationally. S/he/they will bring a significant set of skills in strategic communication, translating concept into action, and building meaningful relationships with persons from diverse cultural, social, economic, and ethnic backgrounds.  S/he/they will be an outstanding writer and communicator and will possess a strong team orientation, a high tolerance for ambiguity, the ability to adapt quickly to change, and the maturity and humility to learn from a variety of stakeholders and partners.

A full position description can be found here: https://nonprofitprofessionals.com/additional-searches/wkkf-pocln

More information about the W.K. Kellogg Foundation may be found at www.wkkf.org.

How To Apply

This search is being conducted with the assistance of Katherine Jacobs and Melinda Hull of the national search firm NPAG. Due to the pace of this search, candidates are strongly encouraged to apply as soon as possible. Applications including a cover letter describing your interest and qualifications, your resume (in Word format), and where you learned of the position should be sent to: WKKF-POCLN@nonprofitprofessionals.comIn order to expedite the internal sorting and reviewing process, please type your name (Last, First) as the only contents in the subject line of your e-mail.

The W.K. Kellogg Foundation is an equal opportunity employer and proudly values diversity. Candidates of all backgrounds are encouraged to apply.

Spokane, WA

Chief Executive Officer, Empire Health Foundation

The Organization

Empire Health Foundation, a private health conversion foundation formed in 2008, takes a bold and innovative approach to investing in ideas and organizations that improve access, education, research, and policy to transform the health of communities in eastern Washington. With philanthropic assets totaling approximately $76 million, the recent addition of $20M designated as a 501c(4), and a talented team of 17, EHF’s investments go beyond traditional grantmaking to leverage innovative public-private collaborations in its commitment to measurable health improvements in the areas of aging, Native American health, childhood obesity prevention, and family resiliency.

Position Overview

EHF believes strongly that solving today’s toughest social problems relies on much more than just writing a check. Through partnerships with community leaders and nonprofit organizations, EHF seeks to move the dial measurably and sustainably on health outcomes, an innovative approach known as “Philanthropy 3.0.” In contrast to traditional reactive grantmaking and top-down theory-of-change models, Philanthropy 3.0 is adaptive and collaborative, leverages partnerships, and is accountable for results. Following the successful tenure of founding CEO Antony Chiang, Empire Health Foundation now invites applications and nominations for its next Chief Executive Officer (CEO) to build on the strong existing foundation and inspirational track record of cutting-edge partnerships and bold initiatives to advance health in the region. The new CEO will chart the next era that focuses on community engagement and alignment through shared vision and collaborative strategies, the integration and maturation of initiatives incubated by EHF, continued exploration of entrepreneurial opportunities, and attention to staff development and organizational infrastructure to move EHF to a new level of impact in the coming decade.

The new CEO will be a values-centered leader with a passion for advancing the health and well-being of rural and underserved populations. They will bring a sophisticated and innovative approach to leveraging philanthropic dollars for greater impact and investment. The CEO will be a natural relationship builder who integrates community input into initiatives and builds strong partnerships with a diverse array of stakeholders for shared impact. They will be a nurturing and collaborative manager who inspires, coaches, and leads teams internally and externally that support a shared vision and collective investment in the work. This is an exciting opportunity to build on a strong foundation in partnership with a deeply engaged board and staff to chart the next era of innovation and impact on behalf of communities across eastern Washington.

How To Apply

For More Information: https://nonprofitprofessionals.com/current-searches-all/ehf-ceo

Empire Health Foundation is partnering with Carolyn Ho, Linh Nguyen, Cara Pearsall, and Catherine Seneviratne of NPAG on this search. To apply, please send a cover letter describing your interest and qualifications, your resume (in Word format), and where you learned of the position to EHF-CEO@nonprofitprofessionals.com.

Cultivating a diverse and inclusive team of board members, staff members, and partners is an essential component of Empire Health Foundation’s work to advance equity. Candidates of all backgrounds are strongly encouraged to apply.

Sacramento, CA

Director of Impact & Strategic Partnerships, Sacramento Region Community Foundation

The Organization

The mission of the Sacramento Region Community Foundation (Foundation) is to transform our community through focused leadership and advocacy that inspire partnerships and expand giving.

Position Overview

This work is guided by the Chief Impact & Strategy Officer together with the Impact Department to advance the Foundation’s four-county region (El Dorado, Placer, Sacramento, and Yolo) through its general grantmaking, programs, and Strategic Initiatives.

As a key member of the Impact team, the Director of Impact & Strategic Partnerships will serve as a dynamic, engaged contributor working to develop and implement new approaches to promote and lead the Foundation’s Expanding Philanthropy and Social Economy and Connecting the Regional Food Economy initiatives.

As either team lead or collaborating staff member, the Director will be responsible for the development and management of several primary impact areas: 1) Curating programmatic content and evaluating and administering a portfolio of grants for assigned SIs; 2) Engaging in the community by serving as a Foundation representative for grantee or other impact-related events or opportunities; 3) Working with Foundation fundholders, as necessary, to guide them in their grantmaking to impact areas; and 4) Other special program or administrative duties as needed. Capacity-building is a core issue that supports all of the Foundation’s SIs.

Embracing an entrepreneurial spirit and approach, the Director of Impact & Strategic Partnerships will lead the Foundation’s efforts to build the capacity of the capital region’s social sector by cultivating knowledge of trends in philanthropy, the nonprofit sector, and developments in the SIs and incorporating this knowledge within and outside the Foundation. The Director will help build and strengthen capacity building metrics and serve as a thought partner to grantees and community partners, with an eye toward helping create a pathway for the Foundation to make impactful and strategic grants, emphasizing the importance of unrestricted funding.

The ideal candidate has a record of strong community engagement, grounded in equity and inclusion, and focused on how diverse perspectives and opportunities for participation from all communities—especially those disproportionately underrepresented—lead to improved outcomes. Familiarity with philanthropic approaches, requirements and processes, nonprofits and/or grantmaking experience is required. The successful candidate has a demonstrated capacity to think strategically, take initiative, and execute strategies, as well as the ability to define program objectives, evaluate progress, and manage budgets and complex projects in a deadline-driven and high-achieving environment.

Qualifications:

  • Master’s degree desired, but Bachelor’s degree with significant and relevant work experience may substitute
  • Five or more years’ work experience in a foundation or similar setting and/or familiarity with philanthropy and nonprofit sector is required
  • Demonstrates ability to be exceedingly well-organized and flexible, a self-starter and work independently and within a team, with the proven ability to multi-task, set work priorities, track projects and meet deadlines
  • Proficiency with Microsoft Office products and experience with data sets
  • Possesses strong interpersonal skills including excellent listening, public speaking, oral/written communications
  • Demonstrates robust ability to problem-solve using analytical and reasoning skills to maintain, identify, and make recommendations to improve operational systems
  • Ability and willingness to travel and work early morning, evenings or weekends as needed
  • Able to bend, lift and move up to 25 pounds

How To Apply

Find the complete job description and application instructions on our website at www.sacregcf.org/join-our-team.

Los Angeles, CA

Controller, The California Wellness Foundation

The Foundation:

The California Wellness Foundation is a private, independent foundation established in 1992 with a mission to protect and improve the health and wellness of the people of California. As one of the largest health-focused foundations in California, with over $900 million in assets, Cal Wellness is a nationally recognized leader for its strategic core operating support for grantees; public policy grantmaking; and a focus on violence as a public health issue. It is Cal Wellness’ desire to promote equity and level the playing field so that everyone has access to good-paying jobs, healthy and safe neighborhoods, and quality health care services. The Foundation’s current Advancing Wellness grantmaking strategy includes four interrelated portfolios that focus on equitable access to health care; safe and healthy neighborhoods; economic security; and community and organizational leadership. Since its founding, Cal Wellness has awarded nearly 9,000 grants totaling more than $1 billion. As the Foundation looks to the future, it is pursuing new and innovative strategies beyond its core grantmaking to advance its mission, including implementation of new technology systems, development of its public affairs capacity, and establishing mission- and program-related investment portfolios.

Cal Wellness has a diverse staff of approximately 40 located in our Los Angeles and Oakland offices and a diverse 11-member Board located throughout the state of California. The Foundation’s work underscores a belief that wellness requires social justice, a deep commitment to diversity, equity and inclusion (DEI), and sustained efforts to eliminate systemic barriers that prevent access to health care, education, employment and safety.

Please visit http://www.calwellness.org for more information

Overview:

The California Wellness Foundation seeks an experienced, collaborative and exceptional Controller who will be responsible for oversight of all finance, accounting and reporting activities including the maintenance of an adequate system of accounting records and a comprehensive set of controls and budgets designed to mitigate risk, enhance the accuracy of the Foundation reported financial results and ensure that reported financial results comply with generally accepted accounting principles. This position is part of a 6-person finance team.  It reports directly to the CFO and oversees the work of a Sr. Accountant and an Accountant.

Essential Duties and Responsibilities:

  • Has primary duty to manage the accounting and financial reporting functions of the Foundation. Oversees all accounting systems including general ledger, accounts payable and payroll.
  • Oversee the implementation of and compliance with Foundation investment policy, including, monitoring and reconciliation of custodian investment reports with investment manager statements; oversee quarterly investment accounting and ensure accurate recording and reporting of investment values.
  • Manage the preparation of financial statements and has overall responsibility for the annual financial audit and the preparation of the annual audited financial statements. Liaises with external auditors and the audit committee of the board of directors.
  • Develops the annual operating budget in consultation with executive management, ensuring the operating budget is in alignment with the operating plan and foundation’s strategic priorities.
  • Monitors monthly budget variances and reports to the executive management team.
  • Develops mid-year Forecast and monitors actual spending to budget and forecast.
  • Analyzes grant payout requirements and works closely with the grants management team to monitor grant payout and oversees pre-grant financial analysis of grantee financial statements.
  • Oversees the preparation of annual and/or periodic tax and regulatory filings including the Foundation’s 990-PF; Oversees the maintenance of tax accounting records for investments.
  • Oversees cash management needs.
  • Manage the financial analysis of operating expenses, cash forecasts, payout projections, investment performance and certain other trends and projections; develops, calculates and issues reports on financial and operating metrics.
  • Oversees, reviews and approves the bi-weekly payroll and 401 (K) contributions. Member of the 401(k) Plan Committee, ensuring compliance with Foundation policies and procedure and Federal regulations and reporting requirements.
  • Manages internal control processes and the continual improvement of accounting systems, processes and policies.
  • Manages, trains, develops and directs finance and accounting staff. Ensuring that positive relationships with bankers, investment advisor, investment managers, external accountants, grantees, community partners, staff, Board members and various constituencies are maintained.
  • Board Relations: Present annual operating budget and budget to actual analysis to the Executive Committee of the Board (quarterly) and the Board of Directors (annually).
  • Other duties as assigned.

Qualifications: 

The ideal candidate will possess many or all of the following professional and personal abilities, attributes, and experiences:

  • A minimum of seven (7) years of strategic leadership and career growth in a finance function at a complex and relevant organization (e.g. a foundation, large nonprofit, university, audit/consulting firm, etc.).
  • Clear record of achievement in financial management and experience with the intersection of finance, accounting, and compliance.
  • A CPA is a plus.
  • Experience with NetSuite accounting system is highly preferred.
  • Knowledge of US GAAP, investment theory, financial markets, tax concepts and regulations and financial analysis.
  • Exceptional written and verbal communication skills and ability to convey complex information and data visually and orally in a concise, effective, and engaging way.
  • An effective manager with demonstrated ability to develop strengths of individual team members and to build effective, values-based teams.
  • Ability and willingness to travel periodically.
  • Passionate about The California Wellness Foundation’s mission to protect and improve the health and wellness of the people of California.

The ideal candidate will have extensive knowledge and experience in finance and accounting, combined with superb interpersonal skills, a positive attitude, and the ability to adapt and respond thoughtfully to emerging needs and work quickly and effectively in a dynamic work environment. He or she will bring the knowledge and experience necessary to work with minimal oversight, as well as taking on additional project work. He or she will possess a high level of flexibility, strong written and oral communication skills, and exquisite attention to detail.

The California Wellness Foundation is guided by a set of Core competencies, that are the essential set of knowledge, skills, abilities, and behaviors that enable its team to achieve their mission, goals and philosophy. These include:

  • Live Our Core Values: Our North Star. Modeling our values and using them in decision making and navigating challenges.
  • Drive Toward Innovation: Be bold. Experiment and learn from both successes and failures.
  • Make a Difference: Yes, we can. Own our responsibilities and our ability to make positive change.
  • Contribute to One Team: We’re in this together. Our success is a collective effort.
  • Show Courage: Be thoughtful but act on your convictions and be open to feedback.

Compensation and Culture:

For this position, the selected candidates starting salary may range from $154,600 to $192,200 per year, commensurate with skills and experience. The benefits package includes a variety of health plans, a generous 401(k) retirement savings plan, paid time off, professional development and educational opportunities, matching gifts, and the opportunity to work at a mission- and values-driven organization.

How To Apply

To Apply

Lucas Group has been retained for this search. Interested and qualified candidates should apply by uploading their resume letter of interest and salary requirements at https://www.calwellness.org/mission/employment/#op-371755-controller

All correspondence will remain confidential.

Candidates selected for advancement will be asked to participate in several rounds of interviews, complete a writing assignment and skills assessment.  The final offer will be contingent upon a background check, inclusive of credit, and professional references.  If you require a reasonable accommodation in order to participate in our interview process, please let us know.

The California Wellness Foundation and Lucas Group are equal opportunity employers. We welcome a diverse candidate pool. 

The above job description is intended to describe the general nature and level of work performed and is not intended to limit the scope of potential work assignments. This is only a summary of the typical functions of the job and duties may differ from those as outlined above.

Maraga, CA

Chief Executive Officer, Y & H Soda Foundation

The Organization

The Y & H Soda Foundation is an anti-poverty organization committed to uplifting the full participation and prosperity of low-income and underserved residents of Alameda and Contra Costa Counties. We aspire to create a more just, prosperous and caring community in the East Bay. We believe that every resident deserves an equal opportunity to develop to his or her fullest potential and contribute to community life. Since our founding 56 years ago, the Y & H Soda Foundation has become a trusted philanthropic leader in the East Bay known for helping to build the capacity of nonprofit organizations, especially in Contra Costa County. We address emergent issues by convening funders, nonprofits, businesses and government representatives to achieve a more significant impact on the lives and livelihoods of residents. We are committed to the principles and promise of inclusion, equity and justice for all as we carry out the mission set by our founders. Over the past 13 years, the Y & H Soda Foundation has been led by a respected, thoughtful, and visionary leader who is retiring this spring. Our Board of Directors now seeks an innovative, strategic and visionary Chief Executive Officer to build on past program accomplishments, deepen our racial diversity and equity practice, and lead us into a new phase of growth and impact.

ABOUT THE Y & H SODA FOUNDATION

The Y & H Soda Foundation was established in 1964 by Charles (Chet) Soda and his wife, Helen C. Soda. Deeply rooted in their Catholic faith and values, Chet and Helen envisioned a permanent resource to lift the strengths and capacities that inherently exist in communities across their beloved East Bay. This vision was inspired not only by Chet’s experience as a successful businessman in construction, but also as a widely recognized civic leader with a strong commitment to people, especially those struggling with poverty and isolation. The founders were also keenly aware that different times require different solutions to issues. Thus, Chet and Helen established a mission with the flexibility to respond to evolving needs.

With time, the Y & H Soda Foundation also evolved and we are about to enter our third phase of development. In the first phase, we directed our grantmaking to organizations that focused on Catholic education and safety net support. Our close connections to these early grantees and growing knowledge of philanthropic tools ushered the Foundation into our second and current developmental phase. We recognize that poverty in our communities has many root causes, from individual and family circumstance to historical systems and structures that facilitate economic opportunity for some, while preventing it for others. Consequently, with assets of $120 million, a staff of five and an annual grants budget of $5 million, we currently work to make a difference at the individual, community and policy levels by focusing on five strategic priorities: Family Economic Success; Grassroots Community Organizing; Immigration Legal Services; Safety Net Innovation; and Nonprofit Sector Development.

Program accomplishments include: convening the Contra Costa Safety Net Task Force, a multisector effort to respond to the Great Recession and focus attention on the issue of growing suburban poverty; the East Contra Costa STRONG Initiative, a nonprofit leadership development and capacity building initiative; and Stand Together Contra Costa, a public/private collaborative legal services and community education project responding to rising threats on immigrant rights and the related trauma to families in our community. Through our Family Economic Success program, we have contributed to building a cadre of economic and workforce development organizations in Alameda and Contra Costa Counties skilled at improving the economic security of low-income residents. As a result, they are better positioned to take-on bolder economic initiatives.

In the spirit of continuous learning and dedication to the communities we serve, the Y&H Soda Foundation recently concluded a two-year, organization-wide training in racial diversity, equity and inclusion (DEI). This important endeavor was also motivated by changing demographics, a rapidly changing economy, and a widening income gap evident in Alameda and Contra Costa Counties as in other communities across the nation. With the help of a DEI consultant, we deepened our understanding and commitment to applying a DEI lens to our work, and developed an equity framework to guide future grantmaking and operations.

Now, at this pivotal moment in our development, the Y & H Soda Foundation seeks a new Chief Executive Officer to lead the next phase of impact and commitment to support low-income residents in the East Bay to develop their fullest potential to grow, learn, thrive and contribute to community life. The new CEO will be a trusted and strategic advisor to the Board of Directors to advance our vision and mission.

Position Overview

ABOUT THE POSITION
The successful candidate will be a proven leader in her/his field with strong communication and analytical skills, and a track record of building formal collaborative relationships across sectors. She/he will have substantial experience applying innovative and strategic approaches in one or more of our strategic priority areas. The candidate will possess working knowledge of how policy and associated systems and structures play-out at both the legislative and grass roots levels. Equally important, preferred candidates will possess knowledge and understanding of racial justice, social equity, racial and cultural difference, systemic and institutional racial bias, and sensitivity to issues concerning communities of color, as well as other diverse groups.

The new CEO will share the Y & H Soda Foundation’s fundamental values – compassion for those struggling; dignity and respect for individuals; learning from others through their life experiences and knowledge; and integrity in all we do – as well as our passion for the Foundation’s mission. In addition, she/he will have the ability to comfortably navigate within a range of community and professional circles, from the volunteer-run nonprofit in a low-income neighborhood to the board rooms of business, civic and legislative leaders. Our candidate will also bring to our close-knit office environment in Moraga the ability to promote an inclusive and supportive workplace culture.

While no one candidate will embody 100% of the qualifications we seek, the successful candidate will possess many of those stated above as well as the following professional and personal attributes, experiences and qualifications.

Key Duties and Responsibilities

Board Partnership: Cultivates a strong partnership with the Board in setting strategies and policies consistent with our mission; leads Board development activities; assists in the recruitment of new Board members; and provides Board members with sufficient information to make sound policy decisions.

Strategic Leadership: Assures that we have a long-term strategy to achieve our mission and measure consistent and timely progress; leads the completion and execution of our new strategic plan; provides leadership in developing program, organizational, investment and financial plans by monitoring standards in the field and creating an environment in which our activities reflect best practice; and stays abreast of advances in the field of philanthropy, changing policies and social landscapes.

Operational and Organizational Management: Manages our human capital including maintaining an inclusive workplace culture; hires, evaluates, and develops staff, informing the Board of Directors of personnel matters, as appropriate; ensures that employment policies are enforced and in compliance with all applicable state and federal laws and Foundation policies; directs grant making and program evaluation to assess overall strategic impact and monitor implications of learnings to continuously ensure effective grant making; oversees preparation and
monitoring of the annual budget and periodic reporting on our finances; monitors our investment activities to ensure that they are carried out in accordance with the investment policy statement; designs, reviews, maintains and implements all operational policies and guidelines for the Foundation and presents these to the Board of Directors for input and approval; ensures that we have the appropriate communication systems, physical space and technology to operate efficiently and effectively; and ensures that systems are in place to maintain accurate records and documents.

Community Relations: Represents and serves as our main spokesperson to the general public, philanthropic and nonprofit community, public officials and partner organizations; serves as an effective and strategic convener, community leader and bridge-builder; collaborates with other foundations, leaders in the field and key constituents to help deepen our impact; and oversees our communication strategies and tools to ensure consistency with our overall strategic objectives.

Qualifications, Skills, and Abilities

Required competencies and experience:

• Seven years or more of senior level management experience in the philanthropic, nonprofit, government and/or private sector

• Deep knowledge, connections and professional experience in Alameda and Contra Costa Counties

• Field knowledge and experience across at least two of our Strategic Priority Areas

• Experience building relationships with funders, grantees and other community and public sector leaders

• Demonstrated, practical understanding and application of race, equity, diversity and inclusion principles in an organizational setting

• Experience with board development, strategic planning, change management and employee engagement

• A Master’s degree in a related field (relevant experience in excess of the minimum requirements can be a substitute for an advanced degree)

Additional skills and abilities include:

• Approachable, ethical and humorous with strong emotional intelligence

• Philosophy of innovation, collaboration and movement building to create change

• Big-picture thinker capable of evaluating systems and developing solutions

• Excellent communicator across multiple audiences including grassroots organizations and peer funders

• Ability to coach, develop and inspire staff

• Appreciation of the power dynamics that shape grant making relationships and a commitment to building trust, two-way accountability and mutual respect, internally and externally

Compensation and Benefits

The Salary Range for this position is competitive and commensurate with qualifications and experience. There is an excellent benefits package including generious medical, dental, and vision plans: paid time off; and a retirement plan.

How To Apply

The Y & H Soda Foundation is partnering with Walker and Associates Consulting – a national strategic management consulting and search firm located in the East Bay – to facilitate this search. To apply, email a cover letter, resume and list of three references (candidates will be notified in advance of any outreach to your references) to yhsodafoundation@walkeraac.com on or before 5:00 p.m. PST on Friday, February 28, 2020. Use the subject line: CEO Search. Submission via one combined PDF or Microsoft Word file is preferred. Resume review begins immediately.  Questions or Nominations? Email us at yhsodafoundation@walkeraac.com or contact Constance Walker, President, at (510) 834-2341.

The Y & H Soda Foundation is an “at-will” and equal opportunity employer. Applicants of all races, religions, national origins, ethnicities, ages, mental or physical disabilities, sexual orientation, gender (including pregnancy and gender expression) identities, marital status, veteran status, medical conditions, or any other classification protected by federal, state, or local law or ordinance are encouraged to apply.

Boston, MA

Part-Time Controller, The Patrick J. McGovern Foundation

The Organization

The Patrick J. McGovern Foundation is dedicated to improving lives and societies across the globe by supporting advancements in information technology and neuroscience research that benefit humanity.

The Foundation is the legacy of Patrick McGovern (1937-2014),  an enterprising business leader, and tireless advocate for science.  McGovern was the founder of International Data Group (IDG), a global research, investment, and publishing company that created nearly 300 information technology publications such as PCWorld, MacWorld and the Dummies guides. IDG chronicled the rise of digital technology and made it intelligible to millions, then moved beyond publishing to research and venture investing worldwide.

From his early childhood, McGovern was fascinated by information technology and neuro science. He dedicated his early life to these pursuits, eventually receiving a full scholarship to MIT, where he graduated with a degree in biophysics. Recognizing a need for applicable research on the emerging field of computers, McGovern founded IDG in 1964 and grew the company to span 97 countries across the globe. Throughout his career McGovern was a trail-blazer and forward thinker. He was incredibly hard-working, a risk taker and an optimist who often told his employees “the best is yet to come.”

More on Patrick McGovern’s approach to leadership and the company’s history can be found in Future Forward: leadership Lessons from Patrick McGovern, the Visionary Who Circled the Globe and Built a Technology Empire, by Glenn Rifkin, McGraw Hill Education, 2019.

Inspired by his deep belief in the potential for information technology and neuroscience research to do good, McGovern left almost the entirety of his estate to fund the Patrick J. McGovern Foundation. The Foundation will ramp up its giving over the next five years to make $50 million or more in annual grants.

The Foundation’s work is guided by six core values drawn from Patrick McGovern’s life and leadership:

●      Remain dedicated to mission

●      Respect human dignity

●      Invest in people

●      Strive for excellence

●      Be responsive to change

●      Always keep a “let’s try it” attitude.

We understand “respect human dignity” to include diversity and inclusion, which are core values of the Foundation. It’s important to us that our staff reflect the world we inhabit. We believe that diversity of lived experience, backgrounds, personality, thoughts and identities strengthens our work and makes us smarter. Respect for qualities and experiences that are different from our own and the ability to work well with all kinds of people are highly-valued management skills here. We seek candidates who demonstrate cultural humility, sensitivity, and willingness to learn, who respond vigorously to injustice and stand up for those who are mistreated.

The Foundation is governed by an active and deeply-engaged board that includes family members and independent trustees.

More information about the Foundation can be found on its website: mcgovern.org

Position Overview

The Opportunity

The Patrick J. McGovern Foundation is seeking a Part-time Controller (approx 20 hrs/wk) for a new philanthropic foundation. Reporting to the Director of Finance and Operations (DFO), the Controller will help develop and manage the technology forward accounting and financial reporting systems that support the DFO that establish the platform and systems needed to manage a major grant-making entity.

The Foundation is still in its infancy. Because it is a startup, this is an evolving position that requires flexibility and a range of skills. The successful candidate will be a secure utility player who is comfortable in unstructured settings and playing many roles. Team spirit, curiosity, an appetite for startups, and a flexible mindset are musts, as are commitment to responsible stewardship, integrity, and discretion. The ideal candidate will love creating and managing systems that serve end users and advance the organization’s mission. S/he will have a front row seat on the design of a new grant-making foundation and learn a lot about philanthropy.

Initially, the role will be part-time with the potential to transition to full time and/or add additional accounting support over time capacity as the Foundation scales its grant-making and other activities.  This is an ideal opportunity for a professional who wishes to have a part time schedule.  Generally, we prefer to have someone working shorter days across more days during the work week if possible.

The role in summary:

The Controller is responsible for all aspects of the day-to-day accounting for the Foundation’s financial transactions and ensuring compliance with financial reporting practices consistent with generally accepted accounting principles (“GAAP”)policies and procedures conforming to Internal Revenue Service rules and regulations, and best practices. Initially, the Controller will collaborate with the DFO and other members of the staff team to design and develop financial systems to transition accounting activities internally from the outsourced accounting firm.  On a day to day basis afterwards, the Controller will be responsible for maintaining and continuously improving the system of financial controls, including general accounting, tax compliance and planning, budgeting, and payroll and benefits. 

Key Responsibilities

Initial

●      Collaborate with the DFO to design and implement scalable, flexible accounting and financial reporting systems.  Assist with the transfer of day to day accounting activities and financial records from the outsourced accounting firm and implement the functions internally.

●      Assist with the development and design of relevant accounting policies and proceduresto ensure a strong internal control environment..

●      Collaborate with the DFO and Grants Manager to design and integrate the Foundation’s grants management system (GivingData) with the financial systems, ensuring strong internal controls.

General Accounting and Reporting

·      Prepare interim financial statements and monthly financial reports that comply with generally accepted accounting principles.

·      Maintain general ledger and other accounting records needed for the preparation of the financial statements.  Post journal entries.

·      Reconcile investment balances per books to monthly reporting provided by the outsourced chief investment officer (OCIO).  Post investment activity on a monthly basis.  Account for legacy investments as needed.

·      Reconcile financial information from grants management system, Bill.com and other subsidiary applications to the general ledger.

·       Review and analyze supporting documents for payment of vendor invoices and grants.  Process payments via Bill.com.

·       Prepare wire transfers and inter-bank transfers as required.  Arrange for approvals of transfers in accordance with Foundation policies.

·      Ensure compliance with Foundation accounting policies and procedures.

·      Maintain current relevant knowledge of GAAP.

Tax Compliance and Planning  

·      Assist with the preparation of tax returns IRS 990-PF, IRS 990T, MA Form PC, and other returns as may be necessary.

·       Provide information to auditing firm as requested in connection with the review and preparation of estimated tax payment calculations.

·       Prepare IRS Forms 1099 and 1096.

·       Prepare audit schedules, financial statements and footnotes for the Foundation’s year-end financial statement audit.  Provide support to the auditors during the annual audit.

·       Maintain current knowledge of regulatory requirements affecting philanthropic institutions.

Budget

·      Assist with the preparation of the annual operating budget and cash flow projections

·      Assist with the preparation of the capital budget as applicable.

·      Prepare the monthly budget vs. actual reporting and variance analysis.

Payroll and Benefits

·      Process semi-monthly payroll with external payroll vendor.

·      Review and reconcile employee paid leave.  Prepare accrual calculations for vacation leave.

·      Calculate and manage transfers of employee payroll withholdings to benefits providers based on employee elections.

·      Reconcile benefits reports with the general ledger.

·      Ensure compliance of employee maximum elections and withholdings with IRS requirements.

·      Coordinate with DFO and Culture and Values Manager to administer and process employee benefit paperwork.

·      Reconcile quarterly payroll tax returns.

Other

·      Manage office and IT equipment inventory in collaboration with staff.

·      Assist with the implementation and management of the Foundation’s privacy and document retention policies.

·      Complete industry surveys.

·      Support the DFO with other administrative tasks as needed.

Qualifications and Experience

●      Bachelor’s degree in accounting or finance with 2-5 years related work experience

●      Public accounting/CPA experience preferred

●      Excellent knowledge and understanding of investment accounting

●      Strong knowledge of accounting concepts and current accounting principles, including FASB pronouncements and nonprofit GAAP.

●      High aptitude for system and data management and math concepts used in accounting and statistics.

●      Ability to work independently with a high degree of reliability, good judgement, accuracy and productivity.

●      Strong business acumen with the ability to quickly grasp issues and understand strategy.

●      The ability to work well under pressure and balance multiple priorities with a drive to achieve results and deadlines.

●      Proficiency with MS Office (Word, Excel) and Google Suite.

●      Experience with accounting software packages required, preferably with Intacct and Bill.com.

●      Must exhibit a motivated, proactive work ethic, with a strong focus on customer service internally and externally.

●      Superior organizational skills, with attention to detail, commitment to follow-through, and the ability to multitask and set priorities.

●      Excellent interpersonal communications skills and demonstrated diplomatic acumen; professional demeanor and attitude.

●      Discreet and willing to protect the privacy of the trustees.

●      Ability to work collegially in a team environment with a high level of flexibility.

How To Apply

Applications will be held in the strictest confidence. To apply, please forward a resume and cover letter describing your interest and qualifications (in Word or PDF format) to E. Catlin Donnelly & Associates at mcgoverncontroller@ecdonnelly.com

Applicants are required to undergo a background check before being hired.

Compensation and Benefits: Salary competitive, and commensurate with education and experience.  Generous benefits package.

The Patrick J. McGovern Foundation does not and shall not discriminate on the basis of race, color, religion, national origin, age, sex, sexual orientation, gender identity, or expression, military status, or disability, in any of its activities or operations. These activities include, but are not limited to, hiring and firing of staff, selection of volunteers and vendors, and grant-making.

Los Altos, CA

Operations Coordinator, Evaluation and Learning, Communications, The David and Lucile Packard Foundation

The Organization

About Evaluation and Learning
One of the most important questions for our The David and Lucile Packard Foundation is, “How are we doing?” We care about what grant funds accomplish, as well as how we do that grantmaking, engage with grantees, and improve over time. Our monitoring, evaluation, and learning (MEL) approach is guided by these principles. Our MEL work is a shared responsibility across our Foundation staff, grantee partners, and external research and evaluation partners. The E&L team provides leadership, guidance, and tools for MEL across the Foundation and ensures that all programs have the mechanisms and capacity in place to effectively learn about how they’re doing and use these insights to optimize program impact.

About Communications
The Foundation is faced with increasing opportunities to more effectively utilize outreach strategies to increase its impact; advances in technology and society have transformed how the world communicates, and philanthropy plays an increasingly important role in shaping social change. The Foundation is committed to effectively reaching grantees, philanthropy, media, government leaders, and others, from surrounding counties in northern California to selected nations around the world. All members of the Communications team work collaboratively, with each other and across the Foundation, to ensure that communications strategies and tactics are deployed intentionally and strategically to increase the impact and effectiveness of the Foundation’s work.

Position Overview

Responsibilities

For Evaluation and Learning:
Maintains E&L team’s budget, including working with the E&L Director to develop the budget and monitor progress and contracts with outside vendors
Maintains calendar, including coordinating with various Foundation staff to update and communicate upcoming cross-Foundation events, as well as gather and analyze feedback from events.
Ensures operational effectiveness and efficiency by developing, refining, coordinating, and administering the E&L knowledge management processes in support of program and Foundation goals
Supports planning and execution of annual MEL Partner and quarterly E&L off-site meetings, including coordinating with vendors and arranging food and room set up
Provides administrative support for Foundation-wide reporting, data queries, and ad hoc report requests
Assists in testing the Foundation’s data platform to ensure quality and functionality

For Communications:
Reviews, posts, and manages intranet postings and homepage items, amongst other efforts to keep staff connected and informed
Manages general inquiries email boxes, responding promptly and accurately and triaging to various departments across the Foundation
Monitors media mentions of the Foundation, grantees, or programmatic field work to share with relevant staff
Reviews and approves external requests for the Foundation’s logo and name use

For both Evaluation and Learning and Communications:
Provides administrative support for the E&L team and on occasion to the Communications team, including scheduling team-related meetings and handling meeting logistics, making travel arrangements on occasion, and ensuring materials are available prior to meetings
Suggests and implements improvements to department administrative processes and increases efficiencies
Participates in E&L team meetings and ad-hoc Communications meetings
Handles special projects as assigned

Required Qualifications:

Excellent organizational skills and attention to detail in a fast-paced office with high standards
Quickly and effectively understands requests and handles multiple tasks while meeting deadlines
Skilled in building relationships; works well with others in a professional, courteous, culturally sensitive, and tactful manner; highly dependable and trustworthy
Relevant experience with document management
Interest in supporting data visualization and experience with Excel and other visualization software preferred
Project management skills and experience documenting and implementing process improvements
Excellent written and oral communication skills
Proficiency in Outlook, Word, and Excel; experience with WordPress and other SharePoint applications is highly valued
Ability to work independently and on a team, manage time efficiently and meet timelines, handle and prioritize multiple tasks, and remain calm and constructive under pressure
Ability to anticipate information needed as work develops

Education and Experience

A minimum of a BA degree and one year of relevant administrative support work experience or a combination of post secondary education and work experience.

Benefits and Compensation
The Foundation offers an excellent benefits package and a salary that is commensurate with related work experience. This position is full-time and temporary (nonexempt) and located in downtown Los Altos, CA.
Priority application deadline of Monday, February 17.

How To Apply

https://packard.csod.com/ux/ats/careersite/1/home/requisition/25?c=packard&source=ABFE

San Francisco

Senior Philanthropic Advisor, Philanthropy and Gift Planning, San Francisco Foundation

The Organization

With more than $1.5 billion in assets, the San Francisco Foundation is one of the largest community foundations in the country. The foundation is committed to expanding opportunity and ensuring a more equitable future for all in the Bay Area. Together with its donors, the foundation distributed $154 million to nonprofit organizations last fiscal year. The San Francisco Foundation serves Alameda, Contra Costa, Marin, San Francisco, and San Mateo Counties.

Position Overview

The Senior Philanthropic Advisor, as an integral member of the Philanthropy and Gift Planning Department, is responsible for providing exceptional customer service and for deepening the relationships with assigned SFF donors.   S/He must, therefore, be able to effectively serve as a valuable philanthropic partner and resource to donors and inspire donors to align their charitable giving with the Foundation’s Equity Agenda.

The Senior Philanthropic Advisor assists donors in achieving their philanthropic goals by helping facilitate their giving, providing customized services to enhance the impact of their current giving, and by informing and inspiring donors to incorporate an equity lens into their charitable giving and to support the Foundation’s work.  The Senior. Philanthropic Advisor also assists donors in making additional contributions of cash, stock, and other assets to their funds.

The Senior Philanthropic Advisor is the main liaison between his/her portfolio of donors and the Foundation and is the main point of contact in connecting donors with the grantmaking expertise available at SFF. To ensure that SFF is serving as a valuable philanthropic partner, the Senior Philanthropic Advisor must become knowledgeable about the breadth and depth of the programmatic work of SFF and must be able to clearly communicate the major initiatives and their impact to donors in a manner that adds value to their grantmaking.

This position will also work collaboratively with Program staff to identify and recommend funding opportunities that are aligned with both the donor’s and the Foundation’s interests.

Reports To: Director of Philanthropic Services

Job Duties and Responsibilities

Donor Stewardship and Cultivation: Work with members of the Philanthropy and Gift Planning team, Program Directors and Officers, to steward and cultivate current donors to meet their philanthropic and legacy giving goals, and to help support SFF’s targeted programmatic work. This will include developing a thorough understanding of donors’ needs and interests, looking for opportunities to deepen donors’ understanding and interests in SFF’s mission, and implementing strategies to encourage more giving into SFF’s work through lifetime and legacy giving options.

Donor Relationship Management: Manage a portfolio of donors with the goal of furthering the donor’s philanthropic vision and supporting the Foundation’s mission. Create programs that make the Foundation’s expertise – as represented by our Program areas – and philanthropic planning resources available to donors. This will include managing donor events and educational forums, arranging site visits, coordinating fund reviews, and timely communications with assigned donors. Respond to donors’ routine requests for information about grantee organizations and areas of philanthropic interest and tracks contacts between donors and The San Francisco Foundation.  Partner with Planned Giving Officer to create and implement strategies for legacy giving options when appropriate.

The Senior Philanthropic Advisor will also be responsible for using SFF’s donor database for tracking and recording relationships with donors, building profiles of donors, and researching donors’ interests, giving patterns, and philanthropic capabilities. The Senior. Philanthropic Advisor will also help advise on the creation and production of various marketing materials, events, and customized services for donors. Organize and present donor forums and represent SFF at various events in the field. This position requires occasional evening and weekend work.

  • Development Support: On occasion, meet with prospective donors and their professional advisors interested in establishing donor relationships with SFF.  The Senior Philanthropic Advisor will also be involved in helping to raise funds to support SFF’s’ work. This will include providing donors and prospects with information about relevant grantmaking opportunities in the Bay Area, as well as making direct funding requests to donors.
  • Marketing: Work collaboratively with Marketing and Communications to develop and maintain marketing materials which target new and existing donors with SFF philanthropic products and offerings.
  • Operations: Provide feedback and recommendations on updates to policies, procedures, and systems to improve donor services.
  • Other duties and projects as assigned.

Job Dimensions and Qualifications

Education: Undergraduate degree in liberal arts, business or other relevant disciplines; Master’s degree a plus.

Experience: Minimum five years of fundraising portfolio and relationship management, stewardship and cultivation, and/or service-related experience with a particular focus on providing services to high net worth individuals. Proven experience in fundraising, including face-to-face solicitations, and strategic relationship management. Knowledge of basic planned giving concepts and experience in the Bay Area nonprofit sector a plus.

Knowledge, Skills, and Competencies:  Excellent verbal and written communications.  Exemplary ability to work collaboratively and to build and maintain interdepartmental relationships.  Exceptional attention to detail. Comfortable with public speaking. Personal maturity and demonstrated good judgment. Patience with problem-solving and troubleshooting and the willingness and ability to prioritize on-the-fly. Skill in working with major donors, prospects, professional advisors, and business and community leaders. Knowledge of Bay Area philanthropic community and charitable organizations. Passion for learning and sharing information.

Skill in creating professional service offerings. Good understanding of fundraising concepts and practices. General knowledge of investments and the financial services industry. Ability to understand and effectively communicate programmatic objectives and accomplishments. Exceptional project management skills. Knowledge of and familiarity with database systems and an understanding of how data is used in planning and evaluating project objectives and measuring impact.

Must be a critical thinker with the ability to understand the root causes of problems and envision systematic changes. Must be able to synthesize and translate technical content (financial, programmatic, and investment related) to donors, professional advisors, and prospects.

Compensation

Commensurate with background and experience in addition to a competitive benefits package.

The San Francisco Foundation is an equal opportunity employer and encourages people of diverse backgrounds to apply.

How To Apply

https://sff.org/contact-us/careers/

San Francisco

Annual Giving Officer, San Francisco Foundation

The Organization

With more than $1.5 billion in assets, the San Francisco Foundation is one of the largest community foundations in the country. The foundation is committed to expanding opportunity and ensuring a more equitable future for all in the Bay Area. Together with its donors, the foundation distributed $154 million to nonprofit organizations last fiscal year. The San Francisco Foundation serves Alameda, Contra Costa, Marin, San Francisco, and San Mateo Counties.

Position Overview

Reports  To: Director of Gift Planning

Position Summary:

The Annual Giving Officer is responsible for creating and executing fundraising strategies for the San Francisco Foundation’s annual fund called Bay Area Leads Fund (“The Fund”).  This position will include soliciting an existing donor pool and identifying and soliciting new prospective donors.  The position will work closely with the Marketing and Communications Department to develop and execute marketing strategies to raise the visibility of the fund.  The position will also seek opportunities to engage the Foundation’s Board in the annual campaign.

Position Scope and Responsibilities:

The Annual Giving Officer requires excellent fundraising, research, organizational, and writing skills.  Responsibilities include:

  • Conducting prospect research;
  • Developing and executing overall annual campaign plan;
  • Analyzing donor pool to develop segmented fundraising strategies;
  • Creating marketing plan including case for support, solicitation materials, ongoing communications, and updates;
  • Soliciting significant contributions directly from prospects;
  • Organizing and implementing stewardship and follow up strategies;
  • Creating opportunities for Board Member involvement;
  • Creating campaign metrics to measure progress of campaign;
  • Reporting campaign progress to key staff and Board.

Qualifications:

Education: Bachelor’s degree or equivalent experience is required.

Knowledge, Skills, & Competencies:

  • 7-10 years of experience working on annual giving campaigns.
  • Strong analytical skills.
  • Familiarity with Salesforce as fundraising CRM.
  • Solicitation skills.
  • Strong communications skills.

Compensation

Commensurate with background and experience in addition to a competitive benefits package.

The San Francisco Foundation is an equal opportunity employer and encourages people of diverse backgrounds to apply.

How To Apply

https://sff.org/contact-us/careers/

New York

Grants Associate, The Nathan Cummings Foundation

The Organization

The Nathan Cummings Foundation (the Foundation) seeks applications for the position of Grants Associate to join our Grants Management Team.  This role is a full-time position that is available immediately and is a great opportunity for a mission-driven candidate interested in a job in the philanthropic sector that provides stimulating challenges as well as developmental opportunities.

 The Foundation is a multi-generational family foundation, rooted in the Jewish tradition of social justice and committed to creating a more just, vibrant, sustainable, and democratic society.  As a family foundation, the Board of Trustees is actively engaged in the affairs of the Foundation.  Located in New York City, the Foundation’s grantmaking is concentrated in the U.S. with a history of support in Israel and is focused on four key areas: an inclusive, clean economy; racial and economic justice; voice, creativity and culture; and corporate and political accountability. The Foundation has also expanded its approaches beyond grantmaking through a strong fellowship program and impact investing. The Foundation encourages creative thinking and individual growth in a work environment where all employees, no matter their gender, race, ethnicity, age, sexual orientation, education, disability, genetic information or background are valued and respected.

Position Overview

The successful candidate will be a trusted partner capable of dealing with a variety of responsibilities in maintaining effective relationships with people at all levels on behalf of the program team.  They will be thoughtful, highly motivated, energetic, collaborative and congenial with well-developed communication and organizational skills.   This work is detailed-oriented and requires flexibility, patience, good humor, and discretion.  Perhaps more importantly, the GA must maintain a positive “can-do” attitude to deal with the norm, as well as the unexpected.  The ideal candidate will feel challenged and excited.

Principal Responsibilities Include:

Grants Management

·       Conducts preliminary due diligence on all potential grantee organizations, including verifying eligibility and compliance, and following up when necessary

·       Supports grant seekers with application submission and grant reports by communicating necessary requirements and specified deadlines

·       Track and follow-up with prospective and existing grantees to ensure receipt of financial statements, outstanding documentation and any other necessary materials to complete their profile

·       With the support of the Senior Grants Manager, oversee and respond to general inquiries from prospective and current grantees that comes in via mail, email, and telephone, involving the appropriate Program Team member, when necessary

·       Supports the Senior Grants Manager with weekly grants payment processing by coordinating and confirming with the Program Team

·       Aid the Senior Grants Manager in drafting and communicating grants related correspondence on behalf of the GM Team and in some instances, the Program Team

·       Supports the GM Team and other departments with the preparation of material, assembly and distribution of the Foundation’s board book

·       Supports Senior Grants manager with reports for legal, auditing, and requirements as requested by staff

·       Assists Senior Grants Manager and Program Team with grantee reporting, reviewing for completeness of applications and following up with grantees on outstanding issues

·       Assists the Senior Grants Manager with technical support

·       Troubleshoot matters concerning the grantee application portal

·       Assists the team in preparing dashboards and reports for information as requested by staff

·       Works with the Senior Grants Manager to ensure data integrity

·       Support with the maintenance of the grants database

Grants Administration

·       Provide administrative support with e-expense reports, travel arrangements, and drafting and editing correspondence

·       Supports the Grants Management Team’s projects by assisting the Senior Grants Manager in creating timelines and taking the necessary steps to ensure projects are completed in a timely manner

·       Coordinating administrative functions with Program Associates to ensure an exchange of knowledge coverage as it relates to tasks and assignments among the Grants Management Team and Program Team

·       Perform other duties or special projects assigned by the Senior Grants Manager

Compensation and Benefits:  Salary $70,000 – $80,000 annually, plus generous benefits including retirement plan, foundation-paid medical, vision and dental insurance coverage, TransitChek, long-term disability and life insurance, vacation and holidays, professional development and tuition reimbursement funds.

How To Apply

To apply – In one PDF file, please send a cover letter explaining why this position would be great for you and vice-versa; a current resume, two 2-4 pages of relevant writing samples, three references (at least two professional); and any other information that might be useful in evaluating your candidacy for this position.  Please submit applications to ncf.recruit@nathancummings.org.  The application review process will start immediately and continue until the position is filled.  No telephone calls, please.

Hiring policyThe Nathan Cummings Foundation is an equal opportunity employer that participates in fair-chance hiring practices, and candidates of all backgrounds are encouraged to apply. As an organization deeply committed to diversity of experience, NCF values and welcomes candidates from a wide range of personal and professional backgrounds, including community-based organizations, policy organizations, government, national nonprofits, or the private sector.

 

This is an exempt position.

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