Vice President Supporting Organizations

Profile

Vice President, Supporting Organizations

The candidate 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. 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. Assists with and supports the development, use and organization of technical and other presentations by the 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.

Additional Information

ID: 512337-827108.

Company info

National Christian Charitable Foundation, Inc.
11625 Rainwater Drive Suite 500
Alpharetta
Georgia
United States 30009
Website : https://www.nationalchristian.com