DAFGiving 360, Alternative Investment Due Diligence Manager

Your opportunity

DAFgiving360’s mission is to increase giving in the U.S. with donor-advised funds (DAF) and philanthropic tools and resources that make charitable giving tax-smart, simple, and efficient. We offer tools, guidance, and relationships that empower donors to incorporate charitable planning into their everyday lives and make a bigger difference in the world. Since our founding in 1999 as an independent 501(c)(3) public charity, DAFgiving360 donors have granted more than $29 billion to more than 235,000 charities. Visit DAFgiving360.org for more information.

At DAFgiving360, we believe people have an inherent desire to give and that investing and giving when done together can empower us to make a real difference in the world. We make it easy to integrate charitable giving into clients’ financial planning and wealth management conversations. We believe that if our clients apply the same thoughtful strategy to their giving and philanthropy that they apply to their finances and investments, they will be happier and more fulfilled donors. With our uniquely integrated approach, our simple and tax-smart giving solution, our access to online resources and our team of charitable specialists, we offer the tools, guidance, and relationships to help donors give more to the charities that matter most to them.

DAFgiving360 was founded by Charles Schwab & Co., Inc. and while it operates as an independent charity, it is closely affiliated with and enjoys the support of Charles Schwab & Co., Inc, including contractual agreements to provide a variety of services.

Position Responsibilities: 

• Process Alts purchase/contribution recommendations from advisors and communicate Alts program guideline and process to the advisors
• Collect and read required Alts due diligence documents for each recommendation

• Conduct Alts due diligence review on proposed AIs and prepare Alts Risk Assessment Reports for Senior Manager review by going through investment offering documents
• Review Alts correspondence and quarterly/annual Alts updates to ensure ongoing policy compliance

• Maintain Alts records - ensure files are complete, well-organized, and documented for quick retrieval
• Conduct annual review of DAFgiving360 Fund (SCF) Alts positions to ensure funds are still compliant with policies and regulations and the risk assessment is accurate.

What you have

DAFgiving360’s mission is to increase giving in the U.S. with donor-advised funds (DAF) and philanthropic tools and resources that make charitable giving tax-smart, simple, and efficient. We offer tools, guidance, and relationships that empower donors to incorporate charitable planning into their everyday lives and make a bigger difference in the world. Since our founding in 1999 as an independent 501(c)(3) public charity, DAFgiving360 donors have granted more than $29 billion to more than 235,000 charities. Visit DAFgiving360.org for more information.

At DAFgiving360, we believe people have an inherent desire to give and that investing and giving when done together can empower us to make a real difference in the world. We make it easy to integrate charitable giving into clients’ financial planning and wealth management conversations. We believe that if our clients apply the same thoughtful strategy to their giving and philanthropy that they apply to their finances and investments, they will be happier and more fulfilled donors. With our uniquely integrated approach, our simple and tax-smart giving solution, our access to online resources and our team of charitable specialists, we offer the tools, guidance, and relationships to help donors give more to the charities that matter most to them.

DAFgiving360 was founded by Charles Schwab & Co., Inc. and while it operates as an independent charity, it is closely affiliated with and enjoys the support of Charles Schwab & Co., Inc, including contractual agreements to provide a variety of services.