Gift Planning Attorney

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 purpose of this position is to serve as a member of the Gift Planning (GP) team and deliver gift, tax, estate, and charitable planning information through presentations, illustrations, and other deliverables to current and prospective givers, NCF and affiliate staff and various other constituents to encourage and facilitate tax-wise charitable giving solutions by performing the following duties personally. The Gift Planning Attorney will deliver such services in a customer-service centered, highly professional and technically accurate manner while operating within NCF's policies, processes, and structure and in coordination with NCF's other internal departments.

This position is remote or hybrid 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 remote candidate who is located near an NCF office in one of the following states: AR, CO, FL, IL, KS, KY, MN, MO, NC, PA, SC, TN, or WI.

Occasional travel to the National and Local Offices is required, up to approximately 20% annually.

Reports to: Manager, Gift Planning Team

Management/Supervision: None

Duties & Responsibilities

Delivery of Gift Planning Services

• 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 Mar Com 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

GP Education/Training for Others

• 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
• Participates in other areas of training as may be determined

Training

• Develops and maintains an…