Vice President, SO Stewardship

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 more than $33 billion in contributions and made more than $25 billion in giver-recommended grants to 90,000 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

Position Overview

The Vice President, SO Stewardship (VP) serves as a member of NCF's 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 (SO 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.

This role is remote and may allow for a blend of in-office collaboration and remote work depending on location. We prefer the candidate to be local to the greater Atlanta area, though we value flexibility and are open to a fully remote candidate who lives in one of the following states: AR, CO, FL, GA, IL, KS, KY, MN, MO, NC, PA, SC, TN, or WI. This position requires 10-15% travel for meetings and events, conferences and seminars, and prospective SOs.

Reports to: Vice President, Supporting Organizations

Management/Supervision : None

Duties & Responsibilities

SO Board Member and Subject Matter Expert

• Uses knowledge of federal tax exempt organization law related to Type 1 Supporting Organizations corporate and trust law, charitable giving law and techniques, and Donor Advised Fund federal tax law to serve as SO Subject Matter Expert (SO SME) to supporting organizations at NCF, educating on tax-wise giving solutions; using the above knowledge, provides appropriate consultation for compliance and donor matters.
• Serves as the SO SME on the Board of Directors (Trustees) of assigned SOs and delivers cogent compliance and operational advise to the boards, the SO team, Relationship Managers, and local office staff.
• Provides oversight and direction to the SO boards on matters pertaining to policy development and adherence, compliance with federal and state regulations governing tax-exempt organizations, charitable contributions, expenditures and grants, and all other matters related to ensuring the Type 1 SO tax-exempt status of the entity is not compromised, but refrains from, and disclaims, providing legal, tax, or other professional advice or representation.
• Serves as the Secretary and/or Treasurer of assigned SOs, when appropriate, to ensure the SO is operating in compliance as a Type 1 SO to NCF.
• Attends SO board meetings in person, either in person or virtually, at least once per year for each assigned SO.

General Delivery of SO Services

• 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.

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.

Other Duties and Responsibilities

• Drafts policies, memoranda and other documents related to the formation, management and operations of assigned SOs in areas including compliance with federal tax requirements, state law, charitable contributions, investments and grants.
• Assist with projects as assigned.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily and have reliable attendance. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Christ Centered

• Profession that Jesus Christ is Lord and Savior and a growing, committed relationship with Jesus Christ.
• Dedication to biblical Christianity and a lifestyle that is consistent with the teachings of Jesus and the Bible.
• Agreement, support, and alignment of NCF's Statement of Faith, mission, vision, and values.
• Demonstrates the values of faithfulness, love, and service.

Education

• Bachelor's or advanced Degree in accounting / taxation, or related field required
• Juris Doctorate (JD) required
• CPA strongly preferred

Experience

• Minimum of 10 years' experience serving high-net-worth clients in a client-service or relationship management capacity.
• Strong background in tax-exempt organization legal and/or tax, with a preference for experience advising supporting organizations.

Knowledge Base

• 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, Excel, Salesforce, PowerPoint, Tax and Accounting Research Services.

Competencies

• Strong attention to detail, perform duties with high level of accuracy.
• Possess superior organizational skills and is able to handle multiple projects at one time.
• Highly efficient, self-motivated, inclined to take initiative, and able to work independently with minimal supervision, while navigating a high-volume workload from numerous sources at one time.
• Able to maintain pleasant demeanor and rapport with persons served (including but not limited to attorneys, donors, NCF staff, colleagues, and advisors) on the phone and in person.
• Demonstrates leadership and management ability.
• Able to learn new systems quickly.
• Serves with honesty and integrity, operating within NCF's policies, processes and structure, and in coordination with NCF's other internal departments.
• Maintains sensitive and confidential information as well as business, donor and affiliate confidential matters.
• Is ethical, tactful, and courteous in dealing with all employees and vendors.

Benefits

The annual target pay range is $150,000.00 - $190,000.00 and offers health care benefits, flexible spending accounts, 401(k) plan, earned paid time off and/or sick leave, life insurance, disability coverage, other life and work wellness benefits, and discretionary bonus. Benefits may be subject to generally applicable eligibility, waiting period, contribution, and other requirements and conditions. If hired at NCF, compensation will be determined based on factors such as geographic location, skills, education, and/or experience. This position will remain posted until the role has been filled.

We believe that every role at NCF is more than just a job, it's a calling. If you're passionate about using your gifts to serve others, grow in faith, and make a lasting impact for the Kingdom, we'd love to hear from you. Join us in this mission-driven work and be part of a community that values purpose, compassion, and Christ-centered service.

Applicants should be sure to read more about NCF's vision, mission, and Statement of Faith at

If you are interested in serving at NCF, please go to and apply online.