Paralegal

The David and Lucile Packard Foundation
Published
January 6, 2023
Location
Los Altos, California
Category
Job Type

Description

ABOUT THE DAVID AND LUCILE PACKARD FOUNDATION
We work with people and communities to create enduring solutions for just societies and a healthy, resilient natural world. Over our nearly 60-year history, we have worked with thousands of organizations and leaders in the U.S. and worldwide to advance progress in the critical areas of science, ocean and land conservation, climate change, women’s reproductive health and rights, and the well-being of children, families, and communities. At a time of multiple, intertwined crises globally and here in the U.S., the Packard Foundation began in 2021 a long-planned review of our grantmaking strategies. The first step of our process was to rearticulate our vision and mission, reexamine our organizational values, and create a strategic framework that builds on and honors the Packard Foundation’s past while advancing justice and equity in all that we do.

OUR VISIONA just and equitable world where both people and nature flourish.  

Our new vision embraces a future where both people and nature flourish in a more just and equitable world. We explicitly acknowledge that the fate of people and the natural environment are inextricably linked. Solutions to the complex challenges we face must account for this interconnectedness.

OUR MISSIONWe work with people and communities to create enduring solutions for just societies and a healthy, resilient natural world. 

Our new mission takes on the critical work of addressing root causes of the challenges we face and mobilizing people for collective action. In addition to building on approaches that have guided our philanthropy for decades — working in partnership, committing to issues over the long-term, and grounding our work in science, knowledge, and data – we focus on understanding the systems that either accelerate or impede progress. It is only through just and equitable systems that we can find and sustain solutions to some of the biggest challenges we face today.

OUR VALUES: Equity, Integrity, Belief in Individual Leadership, Thinking Big, Respect, and Effectiveness.

In addition to clarifying our long-held values, we added equity. We will champion equity by treating people with dignity, honoring a range of ideas and perspectives from those closest to the issues, creating inclusive processes, and funding people who have been historically excluded to spur progress for all.  For more information, including our definitions of key concepts, please visit our website.

ABOUT THE DEPARTMENT

The purpose of the Office of General Counsel is to oversee all legal work for the Foundation, advise the Board and management, support grantmaking and other activities, and ensure compliance with tax laws governing private foundations. 

POSITION SUMMARY

The Paralegal will assist with the day-to-day activities in the Office of the General Counsel and provide legal support to the Foundation’s program and operations staff, while preserving the confidential nature of meetings and documents. The primary responsibility of this position is to support the Office of the General Counsel with corporate governance, contracts, and compliance activities. This full-time position is a new addition to the Office of the General Counsel and supports the work of a growing legal team.

To be successful, the candidate must have in-house transactional legal and/or law firm experience and experience in and knowledge of basic corporate documents, as well as strong project management and problem-solving skills, experience employing research techniques, and excellent verbal and written communication skills.  Additionally, the candidate shall be highly motivated, capable of self-direction, tech savvy, able to work well collaboratively as part of the team, as well as independently, and able to take initiative on projects and apply sound judgment when solving problems.  The candidate shall also possess a growth mind-set, unwavering work ethic, integrity, strong attention to detail, the ability to listen carefully, excellent organizational skills, and the ability to prioritize effectively. The Paralegal must also be comfortable interacting with employees at all levels in the Foundation and possess strong interpersonal skills.

At this time, the Office of the General Counsel comprises five individuals: the General Counsel and Corporate Secretary; a Deputy General Counsel; two Associate General Counsels, and an Operations Coordinator. The Office of General Counsel is responsible for managing the legal issues and the compliance program for the Foundation. We oversee all legal work for the Foundation, including advising the Board, management, and staff, supporting grantmaking and operational activities, and ensuring compliance with laws governing private foundations and our grantmaking in the U.S. and in foreign jurisdictions.

PRIMARY DUTIES AND RESPONSIBILITIES

Manage the Foundation’s equivalency determination process
Track, manage, and assist with compliance training and legal onboarding for Foundation staff

Corporate Governance:
Support the General Counsel in their Corporate Secretary Duties, including by electronically storing and filing board materials
Prepare templates; review, edit, track, and file key governance documents working closely with the General Counsel and key staff in other departments
Oversee the process management and storage of Foundation governance materials
Coordinate with relevant departments to ensure timely and effective document creation and management
Interact with Trustees, as needed, and with key staff to obtain, record, and store key information
Organize and maintain electronic and paper files for department in a timely manner
Collect, store, and distribute all Confidential materials

Maintain and update the Foundation’s conflict of interest (COI) database:
Update Fluxx records (the Foundation’s grants management system), help staff and relevant consultants fill out their COI forms, and track responses
Update COI questionnaire in Navex (Risk & Compliance as needed
Assist Trustees and advisors with biannual updates to their COI forms
Prepare and track disclosures of potential COI for Board meetings

Support the Foundation’s Contract Management System and review process:
Review and draft basic agreements, contracts, amendments, and other legal documents
Coordinate with the Foundation’s IT department to maintain and update contract management system, including keeping user documentation and contract clause library current, conducting user acceptance testing for updates to the system, and recording requests for enhancements
Provide front-line support and training for Foundation staff using the contract system

Manage legal filings, including quarterly California lobbying disclosure reports under the supervision of Foundation counsel:
Manage documentation and filing deadlines
Send out and monitor responses
Collect data and information about reportable expenses and activities from various sources to prepare and file documentation

Additional Office of General Counsel support:
Maintain and update the Foundation legal policies, procedures, and process documents
Coordinate document retention and destruction projects annually
Prepare meeting agenda and presentation materials
Participate in Office of General Counsel and Foundation meetings, and in Foundation workgroups
Conduct legal and non-legal research, fact-finding, and due diligence projects
Assist with special projects led by the other members of the Office of General Counsel

QUALIFICATIONS 

Education:
Bachelor’s Degree; or completion of a paralegal certificate program approved by the American Bar Association; or completion of a minimum of 24 credits in paralegal studies at an accredited college or university; or advanced legal degree such as JD or LLM from an accredited or foreign law school

Experience:

Three years of transactional paralegal experience at a law firm or in-house legal team required or equivalent experience
Previous experience with corporate governance, contract review and drafting, legal research, and project management
Foundation or corporate compliance experience preferred
Previous experience with nonprofits and grant making preferred

Knowledge, Skills and Abilities:

Demonstrated ability to understand, negotiate, and draft contractual terms
Demonstrated ability to understand and navigate corporate governance requirements and practices
Ability to think critically/analytically and exhibit sound judgment
Excellent project management, prioritization, and time management skills
Strong written and verbal communication skills, including proofreading skills, presentation and training skills, and ability to interact well with staff at all levels in the organization
Technologically savvy, with demonstrated experience in MS Office Outlook, PowerPoint, Word, and Excel, as well as Acrobat Adobe DocuSign, and Navex
Ability to summarize complex information clearly and accurately and communicate it with legal and non-legal audiences
Demonstrated ability to work well independently and as part of a team
Detail-oriented with strong organizational skills and the ability to prioritize, problem-solve, and follow-up
High level of integrity, discretion, and professionalism in dealing with individuals inside and outside the organization
React with appropriate urgency to situations and events that require a quick response or turnaround
Flexibility and ability to adjust as needed to changing circumstances
Confident self-starter who brings enthusiasm to the work
Recognizes the value of different perspectives and commits to inclusion, equity, and diversity in every aspect of work
The qualifications and responsibilities of this position may be changed from time to time as shall be determined

COMPENSATION AND BENEFITS

The position is full-time. The salary range for this position starts at $89,000 per year. Offers are based on the candidate's years of experience and our practice of upholding salary equity within the foundation.

The David and Lucile Packard Foundation offers excellent benefits for eligible employees. Current benefits include medical (HMO and HDHPs), dental and vision coverage; 15% employer contribution to employee retirement plan; life insurance, disability insurance, vacation, and sick leave; an adoption benefit; fertility benefit; a financial wellness program; health advocacy services, paid time off to volunteer for nonprofit organizations; matching grants for employee contributions to tax exempt organizations; commute assistance; and tuition assistance.

HYBRID WORK POLICY
The Packard Foundation’s current Hybrid Work Policy is that staff are expected to be in the office on Tuesdays and Wednesdays each week.

COVID-19
The David and Lucile Packard Foundation requires that all staff be fully vaccinated against COVID-19, except as required by law. Any employment offer will be contingent upon satisfactory proof that you are fully vaccinated from COVID-19, subject to reasonable accommodations for medical or religious reasons, and/or as otherwise required by applicable law.

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