Community Investment Specialist

POSITION SUMMARY

Together with all Allegany Franciscan Ministries colleagues, the Community Investment Specialist is responsible to support and promote the overall mission, goals and organizational culture of Allegany Franciscan Ministries. Responsible for supporting the administration of Major, Tau, Common Good Initiative and other grant/community investment programs, quickly and accurately. Maintains timely and accurate grants management records in online system. Ensures quality assurance of grant records. Actively communicates and collaborates with all members of Allegany Franciscan Ministries’ staff team. Works proactively with volunteers, grant seekers, grant partners, community organizations and community leaders to fulfill responsibilities. Prepares grant reports for committees, board of directors, publications and Web site.

POSITION ACCOUNTABILITIES

Grantmaking and Grant Management

  • Creates applications and other materials necessary for potential grant partners to submit funding proposals in accordance with Allegany Franciscan Ministries’ mission and approved funding focus, goals and strategies.
  • Provides information and guidance to grant seekers and grant partners regarding Allegany Franciscan Ministries, goals and priorities, and the application process. Serves as primary point-of-contact for Major, Tau and Common Good Initiative applications; uses judgment to refer applicants to other staff leaders appropriately.
  • Manages administration and processes of the Tau Grant program for Miami-Dade, Palm Beach, and Tampa Bay regions: consults with and supports regional vice presidents in decision making; prepares recommendations for presentation to Grants Committees and board of directors.
  • Supports Major and Tau grantmaking activities of Allegany Franciscan Ministries, including pre-proposal receipt, review for compliance with guidelines, application and review with site visits, preparation of review materials for committees, communication with grantees, evaluation, grant payments, and technical assistance, in coordination with staff team. 
  • Finalizes grant agreements for Tau and Major Grants as well as Common Good Initiative investments.
  • Reviews, monitors and reports on grant partner progress reports; tracks compliance and communicates status with regional vice presidents; recommends and implements action in response to unsatisfactory or late reports.
  • Ensures quality of records and organizational compliance to internal systems designed for accurate reporting and submission of data for IRS Form 990 and annual Agreed-Upon-Procedures.
  • Carries out regular and transparent communication with funded partners.
  • Maintains a real-time understanding of grants budgets, total investments made and resources available from Allegany Franciscan Ministries. Works with the Administrative and Grant Services Coordinator to produce accurate monthly statements and other reports.
  • Considers and shares options regarding focus, structure and implementation of grant programs and processes.
  • Serves as a resource to community organizations; communicates information regarding health, healthcare access, and other sector information and opportunities.
  • Prepares summary reports on grantmaking and community engagement activities as needed for the staff team, Grant Committees and board of directors.

Organizational Support

Regularly communicates with the President & CEO about activities and progress toward goals. Actively collaborates with staff team, sharing successes and challenges and working together to achieve the mission. Identifies and develops opportunities to promote Allegany Franciscan Ministries and its partners through social media, newsletters and other communications. Participates actively in organizational and regional planning activities; participates in planning and consultation with Allegany Franciscan Ministries’ staff team on grant programs and community engagement activities. Provides training and consultation to regional vice presidents on grant management software and grant file set-up and maintenance. Supports annual budget preparation as requested. Manages one or more special initiatives, partnering with other grantmakers and community organizations. Supports general functions and culture of the central and regional offices, assisting as needed in areas identified by the President & CEO or designee. Provides infrequent secondary administrative support to the central office as needed.

LEADERSHIP ACCOUNTABILITIES

Empowering People:  Actively participates in developing and maintaining a creative questioning organization united by a commitment to the Mission and Values of Trinity Health and characterized by open, honest communications and respect for the dignity of the person.

Stewarding Resources:  Carries on the Mission of Trinity Health; ensures that Mission based considerations guide the use of human, financial, and material resources and shape plan for future services to those served.

Integrating Values:  Participates in developing and maintaining processes to ensure that the organization’s Values are visibly reflected in all aspects of organizational life.

Acts as Advocate:  Acts to secure the human right to health care, especially for the poor and underserved; addresses issues of social justice; promotes conditions in society that contribute to health rather than illness.

Supports Tradition of the Franciscan Sisters of Allegany:  Supports Allegany Franciscan Ministries’ original Sponsors by integrating their priorities into current services and the strategic plan for Allegany Franciscan Ministries.

Maintains Catholic Identity:  Participates in processes and structures that support the religious and spiritual identity of Allegany Franciscan Ministries as an integral part of the Catholic Church’s healing ministry.

WORKING RELATIONSHIPS

Reporting

Director of Grants

President & CEO

Supporting

President & CEO and staff team

Grant Committees

Councils for the Common Good

Allegany Franciscan Ministries Board of Directors

Interface

Grant Partners

Community

Representatives of external organizations (grant software vendors, etc)

EDUCATION, EXPERIENCE AND SKILL REQUIREMENTS

Education

  • Bachelor’s degree required

Experience

  • Two to four years in a non-profit or grant-making organization
  • Experience in project management

Requirements and Skills

  • Superior oral and written communication skills: articulate communicator and active listener; understanding and responding effectively and professionally at all levels.
  • Ability to anticipate, develop, manage and implement multiple projects and initiatives in a professional manner.
  • Strong organizational skills with orientation to detail.
  • Strong personal computer skills. Advanced skills in word processing (e.g., Microsoft Office suite), spreadsheet design, and database software packages; prefer experience with Foundant Technologies grant management software.
  • Strong interpersonal and relationship building skills. Ability to influence results, garner support and tactfully manage complex relationships and influences within and across the organization. 
  • Must be comfortable operating in a collaborative, shared leadership environment. Strong team participation and team building skills.
  • Must possess a personal presence that is characterized by a sense of honesty, integrity, and caring with the ability to inspire and motivate others to promote the philosophy, mission, vision, goals, and values of Trinity Health.
  • High degree of independent judgment, discretion and confidentiality.

PHYSICAL AND MENTAL REQUIREMENTS AND WORKING CONDITIONS

  • Position operates in an office environment.  Work area is well-lit, temperature controlled and free from hazards. 
  • The environment in which the incumbent will work requires the ability to concentrate, meet deadlines, work on several projects at the same period and adapt to interruptions. 
  • Must be able to adapt to frequently changing work priorities.
  • Incumbent communicates frequently, in person and over the phone, with people in a number of different locations on key issues. 
  • Manual dexterity is needed in order to operate keyboard. 
  • Hearing is needed for extensive telephone and in person communication.