Strategic Philanthropic Coordinator (Hybrid)

Strategic Philanthropic Coordinator

We are a Firm where people truly believe in what they do and strive to achieve the highest standards of performance and success.

This position is based in our Dallas office.

We are seeking a Strategic Philanthropic Coordinator to join our team. The Strategic Philanthropic Coordinator plays a key role in supporting the firm's non-profit clients by facilitating effective project management and coordinating communication among clients, and their internal stakeholders. The coordinator is responsible for streamlining processes, maintaining accurate records, and providing research and administrative support to attorneys and partners. Through initiative-taking collaboration and attention to detail, the Strategic Philanthropic Coordinator helps maximize the client's efforts while fostering positive relationships and efficient operations. This position offers a hybrid schedule, providing flexibility to work from home or the office. Currently, this role requires weekly in-office presence.

Key Responsibilities and Essential Job Functions :

• Prepare and file annual Charitable Solicitation Registrations in various states.
• Preparation of formation packages for new non-profit entities.
• Drafting of communications to IRS, state agencies and clients.
• Heavy client interaction particularly with the formation and state registration processes.
• Preparation of closing binders for formation and other transactions.
• Prepare and file state annual reports, periodic reports, or statements of information in various states.
• Prepare and file state commercial co-venture, professional fundraiser, and fundraising counsel filings in various states.
• Manage and organize incoming and outgoing correspondence, ensuring timely and accurate communication with clients and other stakeholders.
• Prepare, proofread, and finalize legal documents, agreements, and philanthropic proposals under attorney supervision.
• Maintain and update case files, records, and project documentation in a systematic and confidential manner.
• Assist with legal and philanthropic research, gathering relevant information and preparing summaries or reports as needed.
• Coordinate planning for meetings, events, and special projects, including scheduling, materials preparation, and follow-up actions.
• Support attorneys and staff on special projects by providing administrative assistance and tracking project milestones.
• Ensure compliance with client's policies and charitable regulations, maintaining accurate records and documentation.
• Special projects and duties as assigned.

Required Skills :

Required Qualifications & Education :

Physical Requirements :

Benefits : Our goal is to promote a work environment in which individuals have access to the resources they need to be their best both professionally and personally, which includes resources that encourage individuals to focus on their health and well-being.

Below is a list of just some of the benefits we offer : comprehensive medical (PPO and HDHPs), dental and vision plans including coverage for domestic partners; life and AD&D insurance; short and long term disability insurance; tax-advantaged accounts for health care expenses, including FSAs and HSAs; FSAs for dependent care; health advocacy services; behavioral health and counseling resources for all family members; 401(k); profit sharing; pre-tax transit and parking program; backup dependent care; senior care planning support; resources for individuals with development disabilities and their caregivers; and paid holidays and other paid time off, including paid leave for new parents.

Holland & Knight is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion, sex (including pregnancy, childbirth or related conditions, transgender status, and sexual orientation), national origin, age, disability, genetic information, veteran status or any other factor prohibited by law.