Giver Services Manager


Published on 12/03/2025PCA Foundation, Inc. - Lawrenceville, GA
Full Time

Description

The Giver Services Manager plays a pivotal role in cultivating and sustaining strong relationships with givers, fund advisors, and internal stakeholders. This position supports the Presbyterian Church in America Foundation’s (PCAF) mission to enable Christians to give more and more effectively as the Church to advance the Kingdom and manifest the presence of the Kingdom in their hearts by providing personalized service to Donor Advised Fund (DAF) holders, managing fund administration and facilitating grantmaking processes. The ideal candidate is both relational and detail-oriented, with a heart for service and a commitment to excellence in giver care.

Requirement

Education

  • A bachelor’s degree in Accounting, Finance, Mathematics, Computer Science, or another related field
  • Series 7 license is a plus
  • Certified Financial Planner (CFP) certification or Certified Advisor in Philanthropy (CAP) is a plus

Experience

  • Experience in high transaction volume environments
  • Five years of experience in a customer service-oriented environment
  • Five years of related experience in managing a team in a financial services environment is a plus
  • Previous experience in administrating brokerage accounts for incoming securities, selling securities and obtaining sale confirmations is a plus

Knowledge Base

  • Financial industry and securities markets, or IRS non-profit regulations governing charitable giving and nonprofit compliance
  • Donor Advised Funds or charitable financial services
  • ERP and CRM systems and Microsoft Office applications

About PCA Foundation, Inc.

The mission of the PCA Foundation is to enable Christians to give more and more effectively as the Church to advance the Kingdom and manifest the presence of the Kingdom in their hearts.

The PCAF pursues its mission by introducing and facilitating tax-efficient giving strategies, and then drawing on the givers’ advice to make effective charitable grants to churches and other kinds of charities that proclaim the Word of God, relieve human suffering, or advance human flourishing. The foundational tools of the Foundation are its donor-advised funds, the Advise & Consult Fund®, and the Increase Fund. It also assists givers to significantly reduce taxes for greater giving by making complex gifts – gifts of highly-appreciated non-cash property, and gifts into charitable trusts.

The PCA Foundation’s operating support comes primarily from investment earnings, fund charges, and trustee fees. It also receives contributions directly for operating costs. The Foundation distributes gifts that have not been directed to donor-advised funds or particular charities to the Committees and Agencies of the PCA according to General Assembly formula.

Location1700 North Brown Road, Lawrenceville, GA 30043
Websitehttps://pcafoundation.com/

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