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Philanthropic Associate
Philanthropic AssociateMonograph Wealth • Manhattan Beach, CA, US
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Philanthropic Associate

Philanthropic Associate

Monograph Wealth • Manhattan Beach, CA, US
14 hours ago
Job type
  • Full-time
  • Part-time
Job description

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At Monograph, we believe a family's wealth is an expression of effort, industry, history, values, and purpose. This is why we proudly advise families who have or are creating multigenerational wealth.

Through our Philanthropy Team, we provide strategic, operational, and administrative support to private foundations and philanthropic entities.

This position supports the philanthropic operations of a private family foundation focused on advancing youth opportunity, increasing housing access, and promoting opportunity across regions such as California, Texas, and New Mexico.

Overview

We are seeking a Philanthropic Associate to join our Philanthropy Team in Manhattan Beach, CA. Reporting to the Director of Philanthropy, the Philanthropic Associate will provide critical support across grantmaking, grantee relations, board engagement, and strategic initiatives for a dynamic and highly engaged family foundation. The role also collaborates closely with members of the Monograph family office client service and operations team to ensure integrated and seamless support. The ideal candidate is highly organized, intellectually curious, and thrives in a collaborative, entrepreneurial environment. They bring strong writing and communication skills, emotional intelligence, and a deep commitment to supporting the community.

Note : The language in the original job description is preserved where possible, but formatting has been refined for clarity and accessibility.

Skills and Experience

Required

  • 2–4 years of professional experience in philanthropy, nonprofit management, impact investing, or related fields.
  • Excellent writing, verbal, and analytical communication skills.
  • Strong organizational skills and attention to detail.
  • Demonstrated ability to manage multiple deadlines and prioritize effectively.
  • Comfort engaging with high-level stakeholders, including trustees and senior staff.
  • Proficiency in Microsoft Office and grants management systems.
  • Understanding of private foundation grantmaking processes and regulatory context.

Preferred

  • Experience supporting family foundations or high-net-worth philanthropists.
  • Familiarity with issue areas such as youth development, housing access, and supporting underserved populations.
  • Prior experience preparing board materials or supporting retreats.
  • Knowledge of AI tools (e.g., ChatGPT, Notion AI, Microsoft Copilot) for research, writing, or productivity.
  • Experience with project management software (e.g., Asana, Airtable, Monday.com, Trello).
  • Lived experience or contextual understanding of the communities served by the foundation.
  • Duties Include

    Grantmaking Operations

  • Manage the end-to-end grant process, including intake, due diligence, documentation, approvals, payments, and reporting.
  • Draft and track grant agreements, amendments, and reports using grants management systems.
  • Monitor calendars and ensure timely processing of materials across the grant lifecycle.
  • Maintain accurate records and manage grant data and workflows.
  • Grantee and Stakeholder Relationships

  • Serve as a key liaison with grantee partners in a respectful and supportive way.
  • Coordinate and participate in grantee meetings, calls, site visits, and convenings.
  • Track communications and synthesize insights for reporting and strategic learning.
  • Board Support and Engagement

  • Prepare grant reporting, strategic memos, and briefing materials for board meetings.
  • Draft communications and correspondence for trustees and foundation leadership including social media presence.
  • Coordinate logistics and content for board education sessions, learning agendas, and retreats.
  • Develop materials that foster engagement, clarity, and strategic alignment across board activities.
  • Program and Strategy Support

  • Conduct issue-area research, landscape scans, and due diligence on potential funding opportunities.
  • Support strategy development and implementation, including memo writing, synthesis of learnings, and visual presentation preparation.
  • Assist with special initiatives including place-based funding, community ownership models, and catalytic investments.
  • Internal Collaboration and Administration

  • Work in partnership with the Monograph family office client service and operations team to ensure effective coordination of philanthropic and financial activities.
  • Participate in Monograph team meetings and contribute to process improvement efforts across the Philanthropy team.
  • Salary and Benefits

    Monograph considers the entire compensation offering when acknowledging team member contributions which includes a base salary and discretionary bonus. The current base salary range is $80,000 - $100,000 and is determined by team member responsibilities, experience, certifications, and other factors. The discretionary bonus is currently paid quarterly and determined by individual performance, firm performance, and market and other factors.

    Additional benefits include health care benefits, paid time off, and 401(k) plan with employer match. Monograph also supports continuing education efforts (e.g., Chartered Advisor in Philanthropy certification, CFP designation, notary, educational courses).

    This position is open immediately and until filled. Interested applicants should apply via LinkedIn or provide their resumes with a cover letter to careers@mgwealth.com. No phone calls please.

    Monograph Wealth Advisors is an Equal Opportunity Employer, recruiting and hiring qualified candidates without regard to actual or perceived age, race, color, national origin, religion, sexual orientation, gender identity, disability, protected veteran status, and other statuses protected by law.

    Seniorities and Type

  • Seniority level : Mid-Senior level
  • Employment type : Full-time
  • Industries : Financial Services; Non-profit Organizations
  • Referrals increase your chances of interviewing at Monograph Wealth by 2x

    Inferred from the description for this job

    Medical insurance

    401(k)

    Disability insurance

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