Payton Hoops McCasland

Experience

1. Client and Project Manager, Capital Activation

   Impact Charitable

   Oct 2024 — Present

   Impact Charitable exists to move more money, in more ways, to more people and places. We are dedicated to filling capital gaps by collaborating with public and private funders to mobilize their assets into their communities in impactful ways.Role Highlights- Develop and manage workflows for grant and fiscal sponsorships, coordinate applications, document collection, and partner communications. Review eligibility and finalize agreements and reports with partners, and collaborate with the finance team to ensure timely payments- Handle DAF inquiries, set up new funds, process contributions, issue tax receipts, and assist Advisors with service needs. Prepare quarterly fund statements with Finance and identify opportunities to maximize DAF impact- Create and manage project plans for impact-first investments, maintain client documentation, and support Multi-Donor Investment fund operations- Support quarterly impact measurement and reporting, working with Marketing/Communications to create compelling narratives.

Education

• Colorado College

  Bachelor’s Degree