Legal Assistant

• Position is on-site and not remote.

• The Foundation has four primary purposes:
  • Providing planned giving services to LCMS members for the benefit of all ministries of the Synod.
  • Providing investment management services for ministry funds and endowments held by congregations and other LCMS ministries and institutions.
  • Providing training to others in the LCMS on how to do charitable gift planning.
  • Receiving non-cash gifts, like land and securities, on behalf of any LCMS organization, so that they can convert those gifts into liquid assets.

• Report to Staff Attorney II.

• Assisting Foundation attorneys with all aspects of administering matured bequest gifts for the Foundation, Synod, and Concordia Seminary.
• Responsible for receiving, scanning, and filing all incoming matured bequest mail.
• Responsible for opening and organizing all new matured bequest files, including updating donor databases (GiftLog, Seminary GiftLog, SharePoint, Revver, and HubSpot), transferring planned giving documents and information from Microfiche, Joshua, and BBEC, ordering death certificates, and collecting obituaries.
• Conducting initial communications and correspondence with attorneys, executors, trustees, and financial companies for all new matured bequest gifts.
• Maintaining follow-up with attorneys, executors, trustees, and financial companies responsible for all matured bequest gifts.
• Responsible for providing thank you letters to the donor’s family upon completion of completed matured bequest gifts.
• Responsible for reviewing account statements for on-going matured bequest accounts (mineral interests, non-foundation managed trusts, etc.) to ensure the fiduciary is properly managing the investment, not collecting unreasonable fees, and distributing the correct amount.
• Responsible for responding to Gift Planning requests for prior donor files, including locating and transferring documents to Revver from Microfiche, Kirk CDs, Joshua, and Permanent File, organizing the file in a uniform manner, and delivering it to the Gift Planning Counselor.
• Other duties as assigned by Foundation attorneys.

• Associate’s degree preferred.
• Minimum of two years’ relevant professional work experience required.

• Highly organized.
• Excellent Communicator.
• Team player.
• Tactful.
• Comfortable working independently.
• Ability to achieve a high level of proficiency in use of Foundation databases relative to position.
• Ability to manage a heavy workload.
• Knowledge or ability to learn probate process, administration of living trusts, and collection of payable-on-death claims.
• Trustworthy with confidential information.

• None​