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Transamerica

Financial services and longevity planning

Community Investment Program Manager

Program ManagementConfirmed live in the last 24 hours
Full-time

About the Job

Requirements

  • A bachelor's degree in a business field or equivalent experience.
  • Five years of nonprofit management, foundation, or relevant experience.
  • Thorough knowledge of requirements, rules, and regulations for private foundations under IRC 501(c)(3).
  • Ability to communicate clearly, orally and in writing, with the Board of Directors, employees, internal and external vendors, donors, volunteers, and other stakeholders about all aspects of the organization's mission.
  • Financial management skills and attention to detail for budget preparation, analysis, reporting, and tracking funds granted to charities.
  • Ability to work independently and handle matters with confidence, authority, and integrity.
  • Organizational skills, including planning, delegating, program development, and task facilitation.

Responsibilities

  • Manage internal and external grant requests, providing guidance and training to advisory committee chairs and coordinators.
  • Ensure compliance with program guidelines and IRS regulations, managing the grant process from initiation to completion.
  • Make decisions on grant requests and act as a liaison between the Foundation and external organizations.
  • Engage with the Chair, board members, and officers to shape program direction, advocate for program objectives, and assess the ability to carry out the mission in accordance with applicable laws.
  • Recommend and develop program strategies.
  • Administer the multi-million-dollar grant and expense budgets; manage Foundation cash flow, monthly expenses, bank reconciliation, fund transfers, and required financial reporting.
  • Initiate and track payments for donations and matching requests.
  • Manage the employee matching gift program and requests; evaluate requests and determine whether to recommend or decline them, and provide requestors with information, guidance, and education on Foundation rules and regulations.
  • Collaborate with Communications and Brand teams to promote the Foundation's impact through web content, media and marketing materials, reports, internal articles and presentations, leadership messages, and event remarks.
  • Build and manage relationships with individuals and organizations of influence, including funders, partner agencies, and volunteers.

About the Company

Transamerica

Financial services and longevity planning

Transamerica helps financial professionals, brokers, agents, advisors, and employers design and deliver financial plans that adapt to longer lifespans. It provides life and retirement solutions distributed through its network (Transamerica Capital, Inc.) to empower clients and employees to pursue their goals at every stage of life. Its products work by using advisor-led planning and tailored financial solutions to cover life events, retirement, and ongoing financial needs across multiple stages. The company differentiates itself by focusing on longevity planning and multi-stage life planning through a broad advisor and employer distribution network, and by offering a suite of products designed to help people take control of their financial future. Its goal is to help people live their best life by providing guidance and products that support financial security as life stages extend.

Company size
10,001+
Company stage
Not listed
Total funding
Not listed
Headquarters
Baltimore, MD
Founded
1904

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