The Associate Corporate Counsel is responsible for working with the General Counsel and Corporate Counsel to provide legal advice to IFAW, conduct legal research, and draft documents and memorandum on an as-needed basis. Counsel will also manage IFAW’s US entity state fundraising registrations and reporting. In addition, the Associate Corporate Counsel is responsible for the fiduciary and legal integrity of various development and legal matters relating to estates: proactively manage the Estate Probate and settlement process, advocate IFAW’s fiduciary interest in Estates and Trusts, internally maximize bequest revenue whenever possible, and deal with other legal matters pertaining to legacies as time permits.
Role and Responsibilities
- Provide legal advice to IFAW, including assisting the General Counsel and Corporate Counsel with negotiation, drafting and revision of contracts and grants, conducting risk analyses, and researching laws and regulations impacting IFAW’s work globally.
- Support all IFAW departments including Development, Communications, and Programs with legal matters relating to the creation and implementation of US and international fundraising campaigns and initiatives, programmatic work, partnerships, and the hiring of vendors and consultants.
- Work with the Head of Data Compliance & Fundraising Regulation on various aspects of fundraising regulation and data privacy, including assisting with privacy assessment documentation and the maintenance of written privacy policies.
- Participate in the development and delivery of training to IFAW staff on substantive and procedural areas of law.
- Assist with drafting, implementing, and enforcing strong policies, operating protocols, and data retention practices.
- Anticipate and mitigate potential legal issues involving the organization.
State Solicitation Registrations & Reporting
- Manage the State Solicitation Registrations for IFAW’s US entity with a third party registration vendor
- Manage one-time and regular state fundraising reporting in partnership with IFAW fundraising vendors
In collaboration with the Legacy Director
- Manage the legacy portfolio of approximately 100-115 Wills, Trusts and other deferred gift planning instruments, as well as respective inventories, fiduciary accountings, statement of assets and Court pleadings, etc.
- Create, maintain and review hard and electronic bequest files to proactively and independently manage and steward the Estate Probate and settlement process, including in IFAW’s Team Approach database and documenting all interactions involving any planned gift
- Review and respond to time-sensitive Court pleadings involving decision-making of when to settle disputes or enter into litigation
- Communicate proactively and promptly with attorneys, legal professionals, executors, trustees, financial advisors, Probate Court employees, etc.
- Ensure and uphold donors’ intent, IFAW’s fiduciary and legal integrity and obligations to internally maximize legacy revenue
- Assist Legacy Officers in their work with supporters regarding Planned Giving options including the creation and management of Charitable Gift Annuities.
- Negotiate partial and final distributions of legacies, paying particular attention to documents with a discretionary clause/provision and restrictions
In Collaboration with the Development & Finance Departments
- Act as a liaison with Finance for bequest revenue tracking, record retention, and compliance
- Track the progress of Estates and monitor expected distribution dates and amounts
- Handle all aspects of bequest gift processing, including recording bequest revenue per GAAP when known, probable, and determinable, and if revenue is restricted or unrestricted
- Track accruals to proactively realize pledge payments and assist Finance in reconciliation for the annual audit
- As assigned by the General Counsel, Corporate Counsel, or Legacy Director
Qualifications and Education Requirements
- Juris Doctor Degree
- Admission to practice law in at least one US state
- Minimum of 3 years legal experience, preferably including in-house experience
- Ability to draft contracts and other legal documents
- General knowledge of Wills, Trusts, and other estate planning documents
- Strong attention to detail, superior organizational skills, problem solving skills, and ability to multi-task
- Excellent verbal and written communication skills
- Proactively work with minimum supervision, self-starter, strong team player
- Strong interpersonal skills, represent department and IFAW with professionalism
- Commitment to and ability to support and articulate IFAW’s mission
- Experience working for an international nonprofit preferred
At IFAW, we aim to create and foster a workforce that reflects and contributes to the diverse, global community in which we work to improve the lives of both animals and people. We are dedicated to fostering justice, equity, diversity, and inclusion so we actively encourage