National Christian Foundation · 1 week ago
Gift Planning Attorney
Atlanta Metro
Full-time
Hybrid
Senior Level, Lead/Staff
10+ years expNational Christian Foundation (NCF) is a charitable grantmaking ministry that inspires biblical generosity among Christian families, advisors, and charities. The Gift Planning Attorney will serve as a member of the Gift Planning team, delivering gift, tax, estate, and charitable planning information to facilitate tax-wise charitable giving solutions.
CharityCommunitiesNon Profit
Responsibilities
Communicates with givers, prospects, and National Christian Foundation (NCF) and affiliate staff and other constituents regarding gift, estate, and income tax planning issues upon referral from NCF relationship managers (RMs), whether national or local
In coordination with RMs, develops new and enhances existing relationships with major givers and their advisors by providing high quality direct contact
Consistently delivers Gift Planning (GP) services with high technical competence in a customer-service friendly manner within the GP service standards
Analyzes a broad range of federal and state laws and IRS regulations affecting gift, estate, and income tax planning, as well as the operation of not-for-profit organizations
Develops, cultivates, and maintains strong relationships with other NCF and affiliate staff with whom GP Attorney regularly serves and interacts, particularly national and local RMs, Complex Gift Solutions team, and NCF’s General Counsel team
Intentionally operates within GP Team structure and guidelines and NCF's policies, procedures, and processes
Develops GP proposals, deliverables, illustrations, templates, articles, etc., for personal use and use of GP Team
Researches technical legal issues related to charitable giving, as needed
Assures proper and timely input of assigned giver activity in Salesforce, whether personally or as delegated to other GP support staff
Regularly participates in weekly GP Team meetings, periodic GP R&D meetings, and other meetings as reasonably requested
Explores new environments for opportunities to expand reach of GP services consistent with NCF's policies, procedures, and processes in the furtherance of NCF’s mission and vision
Supports and assists with the development, organization, and implementation of a GP Team database of Christian estate, gift, and tax planning attorneys for referral purposes
In coordination and collaboration with NCF’s MarCom team, assists, identifies, recommends, and develops GP marketing/communications offerings, including articles, concept sheets, GP proposals and presentations, other writings, online offerings, e-newsletters, etc
Meets periodically with Manager, Gift Planning Team to ensure proper coordination, communication, and collaboration of efforts within GP Team structure and achievement of GP and personal metrics and strategies
In collaboration with the GP Team and RMs, participates in development and implementation of training plans for NCF and various constituents which require involvement of GP team
Participates in the training plan noted above as a presenter for the GP Team, as needed
Assists with and supports development, use and organization of technical and other presentations by the GP Team for various constituencies, including sharing all presentations with the GP administrative team for proper storage and organization
Develops and maintains an excellent working knowledge and understanding of relevant laws and regulations pertaining to gift, estate, and income tax planning to permit delivery of GP services offered by NCF with a high degree of technical accuracy and competency
Maintains good standing with various state or other bar associations, including maintenance of minimum CLE requirements
Informs Manager, Gift Planning Team of technical, legal, or other training needed to maintain competencies to achieve individual and departmental goals and objectives
Develops and maintains an excellent working knowledge and understanding of NCF's innovative giving offerings
Stays informed on economic, legal, regulatory, and compliance issues that may affect GP
Timely and actively participates in periodic performance reviews and individual strategic planning
Carries out such other duties and responsibilities as may be directed or assigned by the Manager, Gift Planning Team
Demonstrates a commitment to personal, spiritual and professional maturity through regular prayer, study of Scripture, and other Christian learning mechanisms
Actively integrates biblical principles in day-to-day behavior, exhibiting integrity and strong moral character
Models daily faithfulness to God and love and service to others
Maintains professional and technical knowledge by attending educational seminars, workshops, reviewing professional publications, establishing personal networks, and participating in professional societies
Qualification
Required
A Bachelor's degree is required
A Juris Doctorate (JD) degree is required
At least 10 years of practicing law required with a primary focus on client interaction in income tax, business planning, estate planning, or similar experience
Thorough knowledge and understanding of basic income tax and estate planning issues, as well as strategies, techniques, products, and services related to encouraging and enhancing charitable giving
Working knowledge of charitable giving laws and other related areas of the law, including IRS laws and regulations
Working knowledge of charitable gift planning marketing and educational tools and solutions
Computer skills: experience using MS Office applications (Word, PowerPoint, Excel), intranet, internet, GP software (Crescendo or PG Calc)
Proven aptitude for 'real time' problem diagnosis and solving
Some working knowledge of charitable, non-profit, foundation, and/or donor related subject matters
Able to perform duties independently with minimal supervision
Skilled in writing reports and professional business correspondence
Relationally intuitive, customer-service communication style, both written and verbal
Able to organize work, engage in a variety of tasks simultaneously and consistently meet deadlines
Able to understand and improve systems and processes
Ability to set goals, plan their execution, and ensure timely completion
Ability to find pragmatic solutions, if available, and to ensure laws, ethics and NCF values are carried out
Adaptable/Flexible/Versatile
Positive attitude
Attention to detail, perform duties with high level of accuracy
Strong analysis and problem-solving skills
Teachable and coachable
Team-player attitude, focusing on success of the entire NCF mission
Strategic planning and budgeting skills
Self-motivated
Strong work ethic and productive
Ability to tackle challenging tasks
Builds relationships – individually, within the CGS business unit, and within the entire NCF organization
Customer focus – anticipate and meet customer needs
Profession that Jesus Christ is Lord and Savior
Lifestyle that is consistent with the teachings of Jesus and the Bible
Agreement and support of NCF's Statement of Faith
Demonstrate the values of faithfulness, love, and service
Preferred
Demonstrated experience advising high-net-worth individuals and families, including direct interaction with givers, donors, and their professional advisors (attorneys, CPAs, financial advisors) strongly preferred
Experience analyzing and applying federal and state tax laws, IRS regulations, and related legal authorities impacting charitable giving, estate planning, and nonprofit operations is beneficial
Company
National Christian Foundation
National Christian Foundation is a ministry and grantmaking foundation.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Andrew Prilliman
President & CEO, NCF Tampa Bay
Kendra VanderMeulen,CAP®
Chief Executive Officer, National Christian Foundation
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