Senior Asset Manager

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 purpose of this position is to administer the receipt, management, and liquidation of Complex (illiquid) Asset contributions which consist of Real Estate, private stock, loan notes, life insurance and other complex gifts. This position collaborates with high-net-worth families and givers, as well as advisors, and Relationship Managers to support a successful giving journey. The position will coordinate and communicate with internal and external parties to ensure proper management and sale of assets and optimize the value from each gifted Asset.

The position will also be responsible for the management of all held Assets from intake to sale, including coordinating payment of Asset-related expenses and posting of payments, ensuring Asset compliance with federal and state regulations and foundation policies, assisting in marketing efforts, and sale by performing the following duties personally or through subordinate managers. This role provides continual guidance and engagement with all stakeholders, throughout the asset management process, to ensure a positive giver experience.

This position is hybrid based out of the office in Alpharetta, GA.

Reports to: Manager, Asset Management

Management/Supervision
:
None

Duties & Responsibilities

Management of New Assets

• Works with givers, advisors and Relationship Managers efficiently and professionally to ensure a positive giver experience
• Sets up the new Complex Asset Contribution in current system used to track the management of the Asset
• Reports all new Complex Asset Contributions with the fund flow related terms for ministry grant, administrative costs and taxes to Accounting
• Prepares receipt packages and next steps related to Asset management for givers
• Communicates to Relationship Manager the completion of the gift

Management of Current Assets

• Secures proper Liability / Hazard Insurance coverage on Real Estate Assets
• Maintains electronic files for all managed Assets
• Maintains tracking of management activities related to Assets
• Manages all expenses associated with each Asset
• Ensures compliance with applicable laws and regulations
• Coordinates all aspects of Marketing and Asset Sale
• Reviews, analyzes, and reports Asset sale terms
• Manages all payments associated with each Asset, including the reconciliation of complex closing statements and funds flows on liquidations of Assets
• Works with Complex Asset Accounting and Tax Compliance teams on asset income and liabilities
• Partners with Due Diligence Attorneys and Complex Gift Solutions paralegals to resolve management issues and process Asset Sales
• Regularly and clearly communicates, and works with Givers, Advisors and Relationship Managers efficiently and professionally to ensure a positive giver experience throughout the Asset’s life cycle

Other Duties and Responsibilities

• Assist with projects as assigned
• Lead and manage special projects
• Participate in cross functional team meetings and organization initiatives

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.

• A growing, committed relationship with Jesus Christ and profession that Jesus Christ is Lord and Savior.
• Dedication to biblical…