Charitable Giving Specialist DAF/PFA

Support the Charitable Giving Solutions Team by administering Donor Advised Fund and Private Foundation products. You’ll manage day-to-day operations such as wire transfers, grant recommendations, securities gifting, and check distributions while serving internal relationship teams and external clients. The role also involves onboarding and maintaining charitable giving accounts, handling inquiries via shared email and phone lines, and using data analysis to generate reports and improve service efficiency.