Finance and Operations Manager: Hamilton Family Charitable Foundation in Wayne, PA

Posted October 31st, 2018 at 3:49 pm.

The new Hamilton Family Charitable Trust a private family trust that provides financial support primarily in the area of education— specifically literacy-based, educational programs in underserved Philadelphia area schools. Dorrance H Hamilton, President and Founding Member of the Hamilton Family Foundation, passed away in 2017. Her will directed that the Hamilton Family Charitable Trust be established to fund educational projects, primarily in the Philadelphia region. The Trust will consider applications from non-profit organizations who provide robust data-driven in-school, after-school, and summer literacy enrichment programming. HFCT will provide funding for approved projects serving underserved children and youth in grades Kindergarten through 12 in the counties of Philadelphia, Chester, Montgomery, Delaware, and Camden.

Organization Name:

Hamilton Family Charitable Foundation in Wayne, PA


Position Description:

The Hamilton Family Charitable Trust is a private, independent trust that supports non-profit organizations who improve educational outcomes for underserved children and youth in the Philadelphia area. We believe that providing equitable, excellent educational opportunities for all children and teenagers is necessary for the health of our citizens, our families, and our city. The Trust provides grants to non-profit organizations who provide robust data-driven in-school, after-school, and summer literacy enrichment programming in Philadelphia and the surrounding areas with the goal of preparing children to lead productive lives.

Answering to the Trust’s Executive Director, the Finance and Operations Director will provide superior operational support for the organization and its grantees. This position will be responsible for managing all grantee payments, the on-line Foundant grant management system, vendor invoices, and other financial and administrative tasks. In addition, this Manager will coordinate committee activities/reporting and discretionary spending accounts for board members.

Key responsibilities:

  • Monitor multi-year grant payment schedule and pay annual grants when due.
  • Produce annual 990 and related tax reports.
  • Review grantees’ financial reports with Executive Director and develop synopses for board.
  • Organize and process board discretionary giving and check writing; provide individual spending reports for all board members each quarter.
  • Generate and mail letters and correspondence to grantees regarding quarterly grant cycles.
  • Interface with grant management software host, troubleshooting problems, and providing feedback.
  • Provide information technology support for Trust office.
  • Create PowerPoint reports for quarterly meetings and as needed for Executive Director and board members.
  • Coordinate board committee meeting schedules when needed.
  • Support video conferencing for board and committee meetings.
  • Assist with preparation for meetings with staff, answer phones, greet visitors, make travel arrangements, and schedule meetings for the Executive Director when needed.

Professional Attributes and Qualifications:

  • Bachelor’s Degree is required.
  • Prior work in the non-profit sector is preferred. Experience with Foundant grantmaking system is beneficial, but training is available.
  • Five-ten years of working experience in a professional office setting.
  • Excellent skills in bookkeeping, Quickbooks, and Microsoft Suite applications.
  • Exemplary attention to detail, organization, and the smooth operation of the Trust office.
  • Ability to work independently and to collaborate with existing staff.
  • Superior customer service and punctual follow-through with grantee requests for information or materials.
  • Discretion and confidentiality essential.
  • Superior organizational, problem-solving, and multi-tasking skills.

Please send cover letter and resume to

Filed under: Management Level by Margie DuBrow

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