State Policy Network
12.1

Philanthropy Roundtable

Project and Research Coordinator

  • Type: Full-Time
  • Discipline: Policy
  • Contact: smarchena@philanthropyroundtable.org
  • Location: 1120 20th Street NW Suite 550S Washington, DC 20036
  • Application Deadline: December 9, 2020

Description

The Philanthropy Roundtable is a well-established organization in the philanthropic sector, serving as resource for hundreds of donors and foundation leaders. Its mission is to foster excellence in philanthropy, protect philanthropic freedom, and help donors advance liberty, opportunity, and personal responsibility.

The Roundtable is undergoing an exciting period of change. In 2019, the board of directors approved a new strategic plan that outlines an ambitious vision to build and sustain a vibrant American philanthropic movement that strengthens our free society. A new President and CEO took the helm on June 1, 2020, and is leading the organization toward its five year goal: to be recognized, among individual donors as well as foundations, as the leading champion of philanthropic freedom, and more widely known and utilized as a trusted resource for philanthropists seeking to advance liberty, opportunity, and personal responsibility.

Since 1991, The Philanthropy Roundtable has served individual philanthropists and foundations that are refining their philanthropic strategies to maximize the impact of their resources, as well as emerging donors and entrepreneurs who are developing their philanthropic plans. The Roundtable is the leading organization in the United States focused on promoting and defending the power of private giving and the means to create wealth to make charitable giving possible.

Job Summary

The Project and Research Coordinator reports to the Vice President of Strategy & Innovation and is integral to the execution of activities across the organization that are essential to achieving our long-term goals as outlined in our strategic plan. A successful candidate will deftly handle details for several internal processes where the VP of Strategy & Innovation is a player, including editorial meetings, content and conference proposals, and measurement and tracking of key strategic plan metrics. Coordinating these details will require a candidate to collaborate and interact with internal teams as well as communicate externally with other non-profit staff and Roundtable supporters.

This position will also assist with research requests on a wide array of topics from conducting due diligence checks to assisting with preparing content as directed by the Vice President. Finally, the Coordinator will assist with administrative tasks including expenses, scheduling, and recording important information in the database. He or she will need to be proactive in anticipating needs and exercise discretion when encountering sensitive or confidential information.

Job Duties

Responsibilities include but are not limited to:

  • Manage details for several simultaneous and ongoing projects where the VP of Strategy and Innovation is involved
  • Create, edit, update spreadsheets used for tracking vital project information
  • Research and discover information using internal database and resources along with external resources such as internet-based research tools (such as Foundation Center, Guidestar, Nexis)
  • Record important information in the database, spreadsheets, or other systems, as needed
  • Collaborate with staff colleagues, non-profit experts, and Roundtable donors on important projects
  • Maintain the calendar for the VP of Strategy & Innovation, including scheduling or rescheduling meetings (internal and external)
  • Coordinate all travel arrangements for VP of Strategy & Innovation, including preparation of materials needed for meetings
  • Submit all expense reports for the VP of Strategy & Innovation including personal expense reports and the credit card report via Apptricity

Requirements

  • At least three years of work experience in a professional, non-profit setting
  • Endorses and is motived by the guiding principles, mission, and vision of the Roundtable
  • Highly organized with an ability to manage the details of multiple projects and consistently meet deadlines in a fast-paced environment
  • Ability to collaborate well with multiple staff members to complete projects
  • Versatility to be both a self-starter who takes initiative and a collaborative team player focused on achieving results
  • Personable and friendly communicator via both phone and email
  • High standard of honesty and strong ethical standards
  • Bachelor’s Degree
  • Strong computer skills; excellent command of MS Office, Outlook, Teams, and Zoom; experience with a CRM database (Microsoft D365, Salesforce, Raiser’s Edge, etc.) is a plus

Travel: Less than 5% of the time. All travel will be domestic.

How to apply

Application Process: To apply, please send a cover letter, including your interest in the Roundtable’s vision, mission, guiding principles and your salary requirement; a resume; and a professional writing sample of up to three pages (no college papers, please) to Suzi Marchena, Director of Finance and Human Resources, at smarchena@PhilanthropyRoundtable.org.

Philanthropy Roundtable
Washington, DC