Are you an experienced Legal & Policy professional with strong personal initiative, great organizational skills, and a passion for excellence? Would you like the opportunity to collaborate with outstanding people who are working together to build a brighter future for everyone in the Triangle?
Triangle Community Foundation is building a brighter future for everyone in the Triangle. By working with dedicated donors and strong nonprofits, we are able to guide gifts in a strategic way to fill in gaps, reduce inequities, and solve the region's most pressing challenges. Since 1983, we have envisioned a Triangle that works together so everyone can thrive and in the last fiscal year, with the help of our generous family of donors, we granted over $30 million back into the community to make a difference.
Triangle Community Foundation seeks a Legal & Policy Associate to join our team. The Legal & Policy Associate researches, drafts and maintains policies of the Board of Directors and for the operations of the Foundations functional areas, including agreements and forms related to the creation and administration of gift funds. The Legal & Policy Associate liaises and coordinates engagement activities with legacy donors and alumni of the Foundation's Board and its Committees. Duties related to estate gifts and gifts of complex assets will be executed in support of development priorities and goals. The Legal & Policy Associate reports to the Foundation's General Counsel and assists in troubleshooting fund administration issues, as well as support of the Foundation's two supporting organizations.
Duties and Responsibilities:
Legal Support -
- Support the acceptance of complex assets as charitable gifts; respond and follow up to inquiries from individuals, families and nonprofit agencies; explain gift acceptance policies and processes to lawyers and other advisors; track and manage documentation for gifted complex assets based on asset type
Board of Directors
- Support recruitment activities of General Counsel for Board and its Committees; assist with content for quarterly board book as assigned; support optimization of BoardEffect software platform
- Review and finalize contracts with vendors, community partners or private foundations; manage intellectual property rights, including trademarks of Foundation-related entities, programs and initiatives; troubleshoot fund administration and policy issues as assigned with members of staff; research and resolve policy issues arising from operations, programs or initiatives
Policy Support -
- Refresh and maintain Board policies as well as board recruitment, orientation, evaluation, and record retention.
- Maintain and ensure regular review of corporate records, including charter, bylaws and committee charters for the Foundation's Board of Directors and two supporting organizations.
- Research, draft and maintain policies related to funds, gifts, grantmaking, endowments, and personnel matters.
- Track and pursue consistency and accuracy of fund agreements and related forms for each of the distinct fund types.
- Lead accreditation submissions (every 5 years) with Council on Foundations National Standards.
Legacy Donor and Board Alumni Relations -
- Maintain database profiles for legacy donors and board alumni for accuracy and completeness
- Identify prospects from legacy donors and alumni for cultivation
- Conduct and track outreach to donors and alumni as part of engagement strategies
- Support outreach activities of General Counsel with legal, tax, and financial professionals
- Respond to inquiries about legacy gifts.
- Assist with legacy content and materials for print and online distribution.
- Assist with activities and events to promote the Legacy Society and engage its members.
Essential Skills and Experience
- Bachelor's degree plus 2-5 years' experience in, development, policy, law or non-profit
- Excellent research, analytic, verbal and written communication skills with attendant proficiency in various computer applications, including Word, Excel and PowerPoint.
- Ability to creatively and effectively solve problems, identify issues in complex situations, develop solutions, apply relevant expertise and experience.
- Ability to understand the Foundation's goals and to assist its staff to achieve those goals, while factoring in legal risks and compatibility with the Foundation's systems and policies.
- Strong organizational and interpersonal skills; ability to collaborate and interact well with diverse colleagues and constituencies.
- Ability to establish rapport with high net worth individuals and professionals in an honest, meaningful, and effective manner
- Experience and comfort in being an advisor to persons of wealth and people of all backgrounds
- Self-directed and results-oriented worker; ability to learn quickly, juggle multiple priorities to meet deadlines and accomplish goals.
- High degree of professionalism, integrity, and warmth
Beneficial Skills and Attributes
- Experience at a public or private foundation or large public charity
- JD, or other graduate degree related to position
- Paralegal Certification
- Familiarity with the Triangle region, its issues, organizations, people and resources.
For more details about Triangle Community Foundation, visit www.trianglecf.org.
At Triangle Community Foundation, we believe that when people feel respected and included, they can be more creative, innovative, and successful. While we have more work to do to advance equity, diversity and inclusion, we're investing to move our organization and community forward. The Foundation is an equal opportunity employer.
APPLICATION DEADLINE: October 16, 2020