Salesforce & Grants Administrator

• Oct 2022 - Present

Salesforce Administration, Grants Administration, and Donor Relations:• Maintain accurate donor, grant, and nonprofit records in Salesforce.• Update and maintain Salesforce, and integrated Customer Relationship Management (CRM) platform.• Manage projects and consultants in improving and updating the Salesforce CRM platform.• Process weekly donor-advised charitable distribution recommendations, exercising proper due diligence and data entry, and including processing checks, cover letters, agreements, and performing any follow-up required.• Conduct basic background research on grantees to ensure disbursements are compliant with IRS restrictions and foundation policy.• Support loan preparation, processing, and signing.• Manage grant programs and provide specialized assistance for a portfolio of funds.• Communicate with nonprofits on behalf of donors to receive reports, updates, etc. • Communicate with fund advisors regarding grant guidelines and expectations.• Review and update internal documents as needed.• Values Team Committee: Conduct meetings promoting OCCF Values and ensuring completion of various projects to accomplish goals established in those meetings.• Manage OCCF’s DocuSign account, including managing templates, user permissions, employee onboarding and offboarding, and general support to OCCF staff.• Provide specialized technical knowledge and assistance for OCCF’s various database systems to staff and consultants. Show less

Grants Administrator

• Jul 2021 - Sep 2022

Grants Administration for Center for Engaged Philanthropy Funds:• Process weekly donor-advised charitable distribution recommendations, exercising proper due diligence, data entry, processing checks and cover letters and performing any follow-up required• Maintain accurate donor, grant, and nonprofit records in OCCF databases (GrantedGE, Raiser’s Edge, Financial Edge)• Conduct basic background research on grantees to ensure disbursements are compliant with IRS restrictions and foundation policy• Prepare and coordinate multipayments, grant agreements, and pledge agreements• Support loan preparation, processing, and signing• Prepare personalized grant reports and fund anniversary reports for donorsDonor Relations & General Administration:• Support fund management and special interdepartmental projects• Review applications for various grant programs• Respond and process routine inquiries by donor advisors requesting additional information or needing assistance on fund balance, grants, nonprofits or community issues• Manage OCCF’s DocuSign account, including managing templates, user permissions, employee onboarding and offboarding, and general support to OCCF staff• Provide technical support to virtual meetings Show less

Center for Engaged Philanthropy Associate

• Jun 2018 - Jul 2021

Grant Administration, Donor Relations, Administrative Support, and Tech Support• Support VP with scheduling, organization, and communication.• Track and follow-up with activities relating to donors, potential donors, and private foundations.• Manage and maintain donor and nonprofit records in Raiser’s Edge and GrantedGE databases.• Research organizations for donors, respond to inquiries, communicate grant guidelines and expectations, and review and forward thank you letters from nonprofits to donors.• Process donor-advised charitable distribution recommendations, exercising proper due diligence, data entry, processing checks and cover letters, and performing any follow-up required.• Prepare and coordinate Pledge Agreements, Grant Agreements, and Expenditure Grant Agreements.• Prepare personalized grant reports and follow-up on Grant Agreement and Pledge reporting.• Coordinate departmental activities and meetings.• Organize and prepare for events, meetings and presentations.• Provide first stop tech support for staff and facilitate the network oversight committee. Show less

Adjunct Bible Professor

• Aug 2023 - Present

HR and Visa Support

• Jul 2017 - Dec 2017

• Update and systematize organizational policies and procedures. • Record and report visa immigration and personnel files. • Facilitate international HR gatherings. • Record and circulate director's meeting minutes. • Manage organization inquiries and HR correspondence. • Design, administer, and review forms, surveys, and reports. • Update and systematize organizational policies and procedures. • Record and report visa immigration and personnel files. • Facilitate international HR gatherings. • Record and circulate director's meeting minutes. • Manage organization inquiries and HR correspondence. • Design, administer, and review forms, surveys, and reports.

Teaching Assistant

• Aug 2016 - May 2017

Support graduate professor with assessing and critiquing student work.

Talbot Chapel Summer Coordinator

• May 2016 - Aug 2016

Facilitate speakers, advertisement and running of the summer chapel series for Talbot School of Theology