| May 9, 2024

Grants Manager

Guest Author

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Website Dogwood Health Trust

ABOUT DOGWOOD

Dogwood Health Trust (Dogwood) is a private foundation based in Asheville, North Carolina. Our purpose is to dramatically improve the health and wellbeing of all people and communities of Western North Carolina. We are committed to diversity, equity, and inclusion. We uphold three values that inform our purpose, our strategies, our decisions, and define the core identity of Dogwood. They are:

  • Compassion with Courage. We will be bold in pursuing our commitment to the people and communities of Western North Carolina by taking smart risks and investing in opportunities for profound impact.
  • Sustainability with Integrity. We will bring transparency and humility in stewarding resources to support and strengthen Western North Carolina for generations to come.
  • Partnering with Purpose. We will foster collective impact by promoting collaboration and advancing shared learning.In alignment with our vision to create an impact in employment, preference will be given to applicants who live in, or have deep connection to, our foundation’s home in Western North Carolina.

 

ABOUT THE TEAM

The Grants Management team works closely with all departments across the foundation, especially community investment, legal, finance, LED, and executives to create effective and efficient grantmaking systems and processes. In 2023, the Grants Management team processed over $79M in over 500 transactions. It is anticipated that the volume and award amount will remain steady for 2024.

 

ABOUT THE OPPORTUNITY

The Grants Manager will provide grants management support throughout the full grant cycle, from concept to application submission and all post-award processes. Accordingly, the Grants Manager is responsible for thoroughly understanding and conducting grant due diligence and system activities across the full grant portfolio.

Reporting to the Director of Grantmaking Operations, the Grants Manager will serve as the primary grants management point of contact for the community investment teams and their grantee partners. In addition, the Grants Manager will partner with the Director to foster a learning culture aimed at improving the grantmaking processes and systems.

This role provides an excellent opportunity to expand one’s existing knowledge about foundations, grantmaking operations, and grants management systems. The position is based in Asheville, NC.

 

RESPONSIBILITIES & DUTIES

Grants Management

  • Provide grants management support to community investment teams in the following ways:
  • Partner closely with community investment, legal, and finance staff to oversee the full grant lifecycle, and ensure that grants move expeditiously through the review and approval process.
  • Regularly attend and collaborate in community investment team meetings to support all grants management system and process workflows, including sending proactive reminders to relevant team members of upcoming deadlines.
  • Review submitted grant applications and conduct due diligence activities to ensure adherence to IRS regulations and internal grantmaking guidelines.
  • Escalate any potential compliance issues to the Director of Grantmaking Operations, and collaborate with the Director, community investment, and legal staff to resolve potential issues and challenges that may be presented by a grant or grantee, such as organization status.
  • Conduct financial health assessments on applicant organizations and share relevant findings and recommendations with community investment teams to inform their grant reviews, grantee relationships, and/or capacity building needs.
  • Generate all grant agreements and/or award letters using system-generated templates, circulate for signatures, and ensure fully executed documents are attached to grant records. As needed, work with legal and community investments staff to coordinate any exceptional revisions to grant agreements.
  • Coordinate with finance staff to ensure final grant payment schedules are documented in the accounting system and to confirm that payments have been processed to grantees.
  • Review and process grantee reports, modifications/amendments, terminations, and grant closures in the grantmaking system, elevating any exceptions to the Director, as needed.
  • Ensure the accuracy and integrity of the grantmaking data by regularly reviewing grant records and ensuring that contacts, coding, payments, and grantee reporting requirements are complete.

 

Process and System Improvement

  • Collaborate with community investment, legal, finance, and other departments as needed to continually improve grantmaking processes, policies, procedures, and systems, in partnership with the Director of Grantmaking Operations.
  • Gather feedback and input on the grantmaking process and system from community investment staff and applicants/grantees, and document system requirements for requested enhancements.
  • Coordinate and complete user testing and iteration on the grants management system with community investment and grants management staff.

 

Data Management

  • Develop, maintain, and review summary data reports and search queries to identify and correct any data inaccuracies so that grantmaking data can be relied upon for reports and analysis.
  • Ensure the integrity of the overall grantmaking data by devising and directing regular data cleanup activities in collaboration with the Community Investment Assistants.
  • Design and produce regular grants data reports for the community investments team, executive leadership, and other staff, as requested.

 

System and Process Training

  • Create and maintain documentation on grant-related business processes and approval workflows, including documenting the grantmaking system, and continually refine and develop new content, as needed.
  • In collaboration with the Director of Grantmaking Operations, develop and conduct staff onboarding and ongoing training across the foundation’s grantmaking policies, processes, due diligence, and the grantmaking system.
  • Conduct ad hoc training sessions for foundation staff on new and updated system enhancements.

 

Foundation and Sector Engagement

  • Participate in professional development opportunities to stay informed of developments and activities in the philanthropic sector, at peer funders, and at member organizations, translating learnings back to the foundation, when appropriate.
  • Partner with the Director of Grantmaking Operations to advance the foundation’s grantmaking priorities and develop more equitable grantmaking practices.
  • Participate in foundation-wide meetings and cross-department committees, and other activities, as needed.

 

REQUIREMENTS

Qualifications are a guiding light and not all encompassing of what Dogwood considers throughout the selection process. We encourage all candidates to include a cover letter to share how their lived experience, education, and work experience combine to support this role.

 

Qualifications

  • Bachelor’s degree, or equivalent combination of relevant education and eight (8) years relevant work experience.
  • Minimum of five (5) years of experience supporting grants management activities at a grantmaking organization or foundation.
  • Minimum of three (3) years of database experience in at least one grants management system.
  • Prior experience clearly documenting review and approval workflows.
  • Prior experience training staff on databases.
  • Proactive, self-motivated, and team-oriented work style.
  • Excellent written and interpersonal communication skills.
  • Solution-oriented and comfortable taking initiative and working independently.
  • Excellent attention to detail and follow-through.
  • Proficient in all Microsoft Office applications.
  • A demonstrated dedication to philanthropy, grants management, and/or nonprofit organizations.
  • Commitment to equity demonstrated in lived experiences.
  • Oriented toward personal and organizational learning.

 

Preferred Qualifications

  • Prior experience with contract development and negotiation.
  • Prior experience designing and implementing staff training sessions and training materials.
  • Prior experience conducting more involved grant compliance activities, such as expenditure responsibility, equivalency determination, advocacy, or fiscal sponsors.
  • Prior experience designing and implementing streamlined grantmaking processes that have created more equitable foundation and grantee relationships.
  • Prior experience developing and implementing system enhancements, ideally in a grants management system.

 

WORKING CONDITIONS

This is a salary exempt position. This role can be hybrid, with a commitment to three days typically in office. This is a sedentary role with minimal required travel. The finalist will commit to living within the region we serve.

 

WHAT WE OFFER

Dogwood’s purpose of dramatically improving the health and well-being of all people and communities of Western North Carolina is evident within our doors as well. All full-time team members can participate in a broad offering of competitive benefits, including health insurance, retirement, PTO (Paid Time Off), and more. Starting salary is commensurate with experience that will be vetted through the interview process.

 

OUR COMMITMENT TO EQUITY AND INCLUSION

Dogwood Health Trust is committed to diversity, equity, and inclusion in our work and on our teams. We know that the rich diversity of perspectives and wisdom that is imperative to our purpose can only come from a wide variety of origins and life experiences. We strongly believe that creating a workplace where all team members thrive is critical to fulfilling our purpose in the communities we serve and we intentionally recruit, develop, and retain the most talented people from a diverse candidate pool.

Qualified candidates are urged to apply and will receive consideration for employment without regard to race, color, ethnicity, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class.

To apply for this job please visit dogwoodhealthtrust.org.