Contribution Services Manager

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 $26 billion in contributions and made more than $21 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 www.ncfgiving.com.

Position Overview

The Contribution Services Manager is responsible for overseeing the daily activities of the Contribution Services functional area. Responsibilities include, but are not limited to, stewarding the daily production process; resolving service issues; ensuring legal compliance; providing guidance for complex marketable securities transactions; managing service level agreements, key performance indicators and team investment, development and training; and ongoing system improvement. In addition, the Contribution Services Manager is responsible for overseeing the execution of policy and managing processes and procedures related to the Contribution Services team. Because of this leadership position, we are able to fulfill our charitable purpose as a grant making organization by mobilizing resources in a timely manner and providing an excellent customer experience.

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

Reports to: SVP, Donor Services

Management/Supervision: Reporting to this position are Cash Contributions Specialists, Securities Contributions Specialists, and related seasonal temps. 

Duties and Responsibilities

1. Demonstrates service and success in team leadership, including team selection, performance evaluation, training and coaching.

2. Ensures that internal and external Service Level Agreements are met and expectations are managed with strong communication.

3. Provides oversight and guidance of publicly traded security gifts.

4. Engineers and implements ongoing system and process improvements.

5. Develops strong relationships and delivers superior client service.

6. Other Duties and Responsibilities

• Supports and promote NCF’s mission, vision, values and goals.
• Assists in testing system functionality during upgrades and implementations.
• Seeks opportunities to improve processes and systems to make contributions processing more efficient.
• Leads team meetings to report departmental information and to work with other team members to solve problems.
• Works closely with Accounting department to reconcile any discrepancies.
• Manages to and meets or exceeds Service Level Agreements.
• Works closely with Legal team to ensure compliance with IRS and legal requirements.
• Develops and maintain strong relationships with local office staff and financial advisors.
• Collaborates with other departments on internal and external training and process development.
• Maintains reporting of various types of contributions.

7. Personal, Spiritual, and Professional Development

• Demonstrates a commitment to personal, spiritual and professional maturity through regular prayer, study of Scripture and other Christian learning mechanisms.
• Maintains professional and technical knowledge by attending educational seminars, workshops, reviewing professional publications, establishing personal networks and participating in professional societies.

8. Building Christian Community Through Demonstrating Biblical Principles

• Actively integrates biblical principles in day-to-day behavior, exhibiting unremitting integrity and strong moral character.
• Models daily faithfulness to God and love and service to others.
• Prays regularly for employees, givers, and charities involved with NCF.
• Attends weekly NCF Devotions and other NCF community building events.

Supervisory Responsibilities
Position has supervisory responsibilities in stewarding the daily activities of the Cash and Security Processors as well as seasonal contractors.

Experience and Skills

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.

1. Christ Centered

• Profession that Jesus Christ is Lord and Savior
• Lifestyle that is consistent with the teachings of Jesus and the Bible
• Agreement and support of NCF’s Statement of Faith
• Demonstrates the values of faithfulness, love, and service

2. Education

• A Bachelor’s degree in Accounting, Finance, Business Management or other related field is required
• Series 7 license a plus
• Certified Financial Planner (CFP) certification a plus

3. Experience

• A minimum of five years of related experience in managing a team in a financial services environment is required.
• A minimum of five years of experience in customer service oriented environment.
• Previous experience in administrating brokerage accounts for incoming securities, selling securities and obtaining sale confirmations is required.
• Experience in high transaction volume environments.

4. Knowledge Base

• Knowledge of financial industry and securities markets
• Knowledge of IRS non-profit guidelines and filings
• Working knowledge of charitable, non-profit, foundation, and/or donor advised funds matters
• Proven ability to successfully lead and develop a high performing, finance team.
• Experience with ERP and CRM systems (Salesforce and Stellar a plus)
• Computer skills: Microsoft Office applications

5. Competencies

• Knowledge of basic Accounting principles
• Able to lead and motivate others
• Able to write reports and business correspondence.
• Proven aptitude for "real time" problem diagnosis and solving
• Excellent written and verbal communication skills
• High degree of initiative and independent judgment
• Proven aptitude for "real time" problem diagnosis and solving
• Able to perform duties independently with minimal supervision
• Excellent organizational and time management skills
• Maintains sensitive and confidential information as well as business, donor and affiliate confidential matters
• Strong attention to detail, perform duties with high level of accuracy
• Being ethical, tactful, and courteous in dealing with all employees and vendors
• Ability to communicate effectively with vendors and fellow employees at all levels
• Positive attitude
• Builds maturing relationships within team and organization wide
• Meet Customer Requirements; Anticipate Customer Needs
• Advocates Ideas and displays Organizational Influence
• Inspires Trust
• Listens with Respect; Listens for Understanding
• Financial Acumen - Uses Financial Data
• Collaborates with Others; Promotes Collaboration Amongst Others; Fosters a Collaborative Environment

Work Environment

• The noise level in the work environment is usually moderate
• The passage of employees through the work area is average and normal
• Additional hours may be required during peak work periods and projects, such as fourth quarter and other peak periods throughout the year
• Occasional travel may be required