About The Position

DAFgiving360 seeks a Sr. Manager, Impact Offer to serve as the primary subject matter expert for its Impact and Recoverable Grants offer and the central coordination point for recoverable grant activity. The role combines consultative support with opportunity review, partner coordination, and ongoing grant monitoring to deliver a high-quality donor and advisor experience with appropriate risk management. The position helps colleagues explain the offer, supports strategic client conversations, and identifies improvements to the offer and client experience. It works closely with Strategy & Offer Management, Grants, Charitable Consulting, Field Enablement, Marketing, and other stakeholders.

Requirements

  • Relevant experience with philanthropic grants, philanthropic advisory services, impact investing, or a closely related field.
  • Ability to assess opportunities against program guidelines and donor objectives, coordinate due diligence, and maintain clear documentation.
  • Strong consultative communication skills, including the ability to explain complex offerings to colleagues, advisors, and donors.
  • Experience coordinating work across internal teams and external partners, with reliable follow-through on open issues.
  • Strong organizational skills and attention to detail in monitoring grants and managing reporting.
  • Sound judgment when balancing client experience, program requirements, and risk considerations.

Responsibilities

  • Serve as the internal subject matter expert on the Impact and Recoverable Grants offer and coordinate recoverable grant activity across teams.
  • Conduct preliminary reviews of donor-requested recoverable grants against program guidelines, donor objectives, and impact goals.
  • Coordinate due diligence and supporting documentation with CapShift and other external partners.
  • Respond to offer and client questions from DAFgiving360 employees, advisors, and donors.
  • Track active recoverable grants and related reporting, and surface and resolve day-to-day issues.
  • Help Charitable Consulting and Field Enablement highlight the offer in high-value client conversations that support account openings and contributions.
  • Provide subject matter expertise to refine the offer’s value proposition, marketing strategies, and messaging.
  • Provide strategic guidance and behavioral insights to improve the offer, including service models and channels.
  • Identify opportunities to improve processes and serve as an internal resource on emerging recoverable grant practices.
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