Senior Counsel, Philanthropy

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The Investment Diversity Exchange (TIDE)

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1 - 10 Mitarbeiter

Gegründet 2020

📣 Marketing

✈️ Reisen

💸 Finanzen

Marketing • Travel • Finance

Der Investment Diversity Exchange (TIDE) ist ein zentrales Netzwerk, das sich auf die Förderung von Vielfalt und Integration innerhalb der Investmentbranche konzentriert. Durch die Zusammenarbeit mit großen Institutionen strebt TIDE an, eine gerechtere finanzielle Landschaft zu schaffen. Die Organisation veranstaltet bedeutende Events wie TIDE SPARK, bietet Beratungsdienste an und unterstützt bei der Rekrutierung von diversen Talenten, um die Repräsentation im Investmentsektor zu verbessern.

Beschreibung

• Serves as an authoritative internal resource on the laws and regulations governing charitable exempt organizations within the assigned portfolio, including grantmaking practices, partner due diligence, tax-exempt and charitable compliance, and compliant investment portfolios and programs. • Advises executive leadership and Tides staff on complex legal grantmaking (including grants from DAFs, international grantmaking, and grants to non-501(c)(3) entities) and investment questions, recommending solutions and risk mitigations and determining appropriate escalation. • Leads legal vetting of new and existing service offerings and programs for Tides Foundation, including Tides-led initiatives, DAFs, and other philanthropic giving and investment vehicles, identifying, investigating, and resolving legal issues while supporting Tides’ mission. • Reviews and negotiates day to day contracts, primarily those entered by Tides Foundation, complex contracts, grant agreements, and investment and fund offerings and terms & conditions; leads development and revision of Tides' legal documents, template libraries, and legal and operational policies. • Responds to subpoenas, legal inquiries and investigations, directing work with outside counsel as needed; tracks and reports on ongoing matters and prepares privileged memoranda on significant issues.

🎯 Anforderungen

• Juris Doctor and California law license or registered in-house counsel required. • 8 years of direct experience in charitable sector law (nonprofit tax, fiscal sponsorship, exempt organization compliance, and/or election and advocacy law). • Experience and knowledge of mission-related and program-related investment programs, including application regulations. Experience with registered investment advisor services a plus. • Experience advising nonprofit organizations on compliance program structure and policy is essential. • Experience with fiscal sponsorship, intermediary, or multi-entity nonprofit structures strongly preferred.

🏖️ Vorteile

• Health insurance • 401(k) matching • Paid time off • Remote work options