Vice President, Supporting Organizations

Company: National Christian Foundation
Location: Alpharetta
Posted on: September 19, 2022

Job Description:

Job Description
Headquartered in Alpharetta, Georgia, National Christian Foundation (NCF) is a 501(c)(3) charitable grantmaking ministry that provides creative giving solutions and inspires biblical generosity among Christian families, advisors, and charities. NCF has received over $21 billion in contributions and made over $15 billion in giver-recommended grants to more than 71,000 charities. NCF is an industry leader in accepting gifts of appreciated assets such as stocks, real estate, and business interests, which enable givers to save taxes and maximize charitable gifts. We combine a faith-based approach and like-minded local presence with the support and expertise of a trusted national organization. Learn more at www.ncfgiving.com.

Position Overview

The Vice President (VP), Supporting Organizations serves as a member of NCF's Supporting Organizations (SO) Team, delivering highly professional and technically accurate support related to the formation, management, and operations of Supporting Organizations of NCF. The VP will act as subject matter expert (SME) to supporting organizations, serve on SO boards, and provide other deliverables to SO boards, current and prospective givers, their professional advisors, NCF and local office staff, to inspire and facilitate tax-wise charitable giving to further NCF's charitable purposes. VP will serve with a pleasant demeanor, centered on inspiring Biblical generosity and reaching and restoring every person through the love of Christ.

Reports to: Senior Vice President, Supporting Organizations

Management/Supervision : No

Duties & Responsibilities

SO Board Member and Subject Matter Expert

• Serves as the SO Subject Matter Expert (SO SME) to supporting organizations of NCF, serves on SO boards (includes regular travel) and delivers cogent compliance and operational advice to the boards, the Supporting Organizations team, as well as Relationship Managers and local office staff.
• Provides oversight and direction to the SO board on matters pertaining to policy development, compliance with federal and state regulations governing tax-exempt organizations, charitable contributions, expenditures and grants, and all other matters related to ensuring the Type I SO tax-exempt status of the entity, (but refrains from, and disclaims, providing legal, tax, or other professional advice or representation).
• Serves as the Secretary and/or Treasurer of the SO, when appropriate, to ensure SO is operating in compliance as a Type I SO to NCF.
• Attends SO board meetings in person, where appropriate, otherwise via another method of communication, at least once per year for each assigned SO. Estimated travel 10-15%.
• Prepares board materials for SO board meetings, alongside assigned SO board support.
• Performs other duties, as needed or assigned, in support of assigned SOs.
  General Delivery of SO services
  
  • Drafts policies, memoranda and other documents related to the formation, management and operations of SOs, in areas including compliance with federal tax requirements, state law, charitable contributions, investments and grants.
    • Consistently delivers SO services in a competent, highly professional, friendly manner within the SO service standards, with due regard for the givers' well-being and charitable goals.
    • Communicates with givers, prospects, NCF and local office staff and other constituents regarding SO specific gifts, charitable planning issues alongside the Gift Planner(s), and serves as the SO SME throughout the planning and intake stages.
    • Develops, cultivates, and maintains strong relationships with other NCF and local office staff with whom the VP regularly interacts, particularly national and local Relationship Managers (RMs), the Complex Asset Solutions team, the Due Diligence team, and NCF's General Counsel's Office.
    • Develops SO proposals, illustrations, templates, and other deliverables, as needed, in crafting appropriate SO solutions for consideration by givers and their advisors.
    • Serves with honesty and integrity, operating within NCF's policies, processes and structure, and in coordination with NCF's other internal departments.
      Training and Education
      
      • Assists with and supports development, use and organization of technical and other presentations by SO Team for various constituencies.
      • Develops and maintains an excellent working knowledge and understanding of relevant laws and regulations pertaining to tax-exempt organizations (particularly Type I SOs and Donor Advised Funds), and charitable gift planning.
      • If applicable, maintains good standing with various state or other professional associations, including maintenance of minimum CLE/CPE requirements.
        
        Experience and Skills
        
        • Juris Doctorate (JD) Degree, or Bachelor's or advanced Degree in accounting, other business discipline, or related field.
        • At least ten years' experience in a high net worth client-service environment.
        • Substantial tax-exempt organization legal and/or tax experience, especially with support organizations preferred.
        • Working knowledge of charitable giving, nonprofit formation and governance subject matters.
        • Able to maintain confidentiality with sensitive organization and giver matters.
        • Highly efficient, self-motivated, takes initiative, and works independently with minimal supervision, while also careful to follow laws, policies, procedures and instructions.
        • Professional, personal, and spiritual maturity.
        • Congenial personality, able to work with multiple boards and different personalities appropriately.
        • Computer skills: MS Word, Outlook, Salesforce
          
          If you are interested in serving at NCF, please apply online at www.ncfgiving.com
          
          Applicants should be sure and read more about NCF's vision, mission, and beliefs.

Keywords: National Christian Foundation, Alpharetta , Vice President, Supporting Organizations, Executive , Alpharetta, Georgia