- University of Miami (Coral Gables, FL)
- …this tip sheet (https://my.it.miami.edu/wda/erpsec/tipsheets/ER\_eRecruiting\_ApplyforaJob.pdf) . The Senior Director , Estate and Gift Planning (OEGP) in ... and non-alumni individuals. The incumbent reports to the Executive Director of OEGP on the Coral Gables campus but...them, with a particular focus on major and principal gift level prospects. Develops and manages an active portfolio… more
- University of Miami (Coral Gables, FL)
- …review this tip sheet (https://my.it.miami.edu/wda/erpsec/tipsheets/ER\_eRecruiting\_ApplyforaJob.pdf) . The Director , Estate and Gift Planning (OEGP) in ... non-alumni individuals. The incumbent reports to the Managing Executive Director of OEGP and is based on the Coral...strategies for them. Works closely with relevant and assigned gift officers to train them on planned giving, as… more
- Emory Healthcare/Emory University (Atlanta, GA)
- …Center (http://www.cartercenter.org/) . **SUMMARY:** The Senior Associate Director , Lead, Estate & Gift Planning identifies, cultivates, and solicits ... planned gifts for The Carter Center. Reporting to the Director of Individual Giving, this role develops strategies, manages donor relations, drafts correspondence,… more
- SUNY Oneonta (Oneonta, NY)
- …a champion of Philanthropy at SUNY Oneonta. We invite you to join our team as the Director of Gift Planning , where you will play a pivotal role in growing ... fundraiser and communicator to join our team as the Director of Gift Planning . In... communications plan and act as a resource on estate planning for all gift … more
- University of Southern California (Los Angeles, CA)
- …it is. University Advancement's Office of Gift Planning is seeking aDirector of Gift Planningto join its team. The Director of Gift Planning ... Director of Gift PlanningApply (https://usc.wd5.myworkdayjobs.com/ExternalUSCCareers/job/Los-Angeles-CA Downtown/ Director -of- Gift - Planning \_REQ20138851/apply) University Advancement Los Angeles,… more
- University of North Carolina- Chapel Hill (Chapel Hill, NC)
- …of their assigned duty station. Carolina Development is seeking applications for the position of Senior Director of Gift Planning . The Gift Planning ... fundraisers and three support staff. Reporting to the Executive Director of Gift Planning , the...in related field such as trusts, tax, financial or estate planning or law, and superior interpersonal,… more
- The Salvation Army (Hartford, CT)
- …gift planning administrative duties. Often serves as a liaison between the Gift Planning Director and donors. Prepare detailed and complex donor ... proposals, including recommending a specific strategy to the Gift Planning Director . Maintain strict...federal and state tax law related to present and estate giving. + Liquidate stock according to THQ guidelines… more
- Robert Half Legal (Atlanta, GA)
- …in Atlanta, Georgia. The successful candidate will primarily be involved in estate planning and wealth transfer services, working closely with high-net-worth ... accurate gathering, organization, and synthesis of client data, including estate planning documents, financial statements, and tax...* Preparation and review of fiduciary income tax returns, gift tax returns, estate tax returns, and… more
- Philadelphia Museum of Art (Philadelphia, PA)
- …including fundraising, communications, and audience engagement. + Knowledge of contracts related to gift agreements and estate planning . + Must possess a ... Director & Chief Advancement Officer (CAO), the Senior Director of Advancement Planning & Administration will...integrated donor strategies and planning . The Senior Director will oversee all budget, gift processing,… more
- Roper St. Francis (Charleston, SC)
- …of fundraising, financial planning , tax issues, and all facets of gift planning instruments, including charitable gift annuities, charitable trusts, ... implement marketing and communication plans for the advancement of gift planning options and instruments. This document...skills and abilities may be substituted. Work Experience + Estate Planning Background (preferred) + Advanced training… more
- University of Florida (Gainesville, FL)
- …leadership annual gifts and major gift prospects. + Collaborate with the Office of Estate and Gift Planning team to develop and implement a strategy for ... cultivate and close both leadership annual gifts, and major gift at levels of $100,000 and above. This role...staff, to support fundraising efforts. + Assist the Executive Director of Advancement with strategic planning and… more
- University of Washington (Seattle, WA)
- … planning . * Familiarity with laws related to charitable trusts, gifts annuities, real estate gifts and income, gift and estate taxes. * Proficiency in ... Planned Giving team has an exciting opening for a Director for Planned Giving. This is a full-time, permanent...(75%)** * Cultivate and steward relationships with established deferred gift donors, specifically those with the capacity to make… more
- University of Utah (Salt Lake City, UT)
- …environment is preferred; * Working knowledge of planned giving, financial and/or estate planning concepts is preferred. **Preferences** Please see Highly ... **Open Date** 07/10/2024 **Requisition Number** PRN39155B **Job Title** Administrative Director **Working Title** Principal Director , Campus Advancement **Job… more
- University of Florida (Gainesville, FL)
- …regions for major gift solicitations/donor engagement. + Collaborate with the Office of Estate & Gift Planning to develop and implement a gifting ... Associate Director of Development Apply now (https://secure.dc4.pageuppeople.com/apply/674/gateway/default.aspx?c=apply&lJobID=533746&lJobSourceTypeID=796&sLanguage=en-us) Job no:… more
- St. Lawrence University (Canton, NY)
- …Operations is responsible for providing strategic leadership and long-range and short-term planning for the areas of advancement services, gift processing, data ... gift agreements, fund creation and management. Special Funding Operations/ Estate Administration + Responsible for administering estates and planned giving… more
- University of Florida (Gainesville, FL)
- … solicitations/donor engagement to strategic geographic regions. + Collaborate with the Office of Estate & Gift Planning team to develop and implement a ... Director of Development Apply now (https://secure.dc4.pageuppeople.com/apply/674/gateway/default.aspx?c=apply&lJobID=533742&lJobSourceTypeID=796&sLanguage=en-us) Job no:… more
- Providence (Mission Viejo, CA)
- …**THE ROLE** Under the direction of the Chief Philanthropy Officer, the Executive Director of Philanthropy, Campaigns (SDPC) is a member of the Foundation leadership ... team. The SDPC is responsible for the planning , execution, and evaluation of a comprehensive campaign which...SDPC will serve as the liaison to the Real Estate Operations team which is overseeing the construction of… more
- Providence (Mission Viejo, CA)
- **Description** Under the direction of the Chief Philanthropy Officer, the Senior Director of Philanthropy, Campaigns (SDPC) is a member of the Foundation leadership ... team. The SDPC is responsible for the planning , execution, and evaluation of a comprehensive campaign. The...SDPC will serve as the liaison to the Real Estate Operations team which is overseeing the construction of… more
- Grant Thornton (Reno, NV)
- …team's production of primary and secondary reviews of complex tax returns and provide income, estate , and gift tax planning strategies for your high net ... and consult on various tax matters, primarily in the federal estate , gift , charitable planning , and generation-skipping tax arenas; utilize tax-related… more
- Callen-Lorde Community Health Center (New York, NY)
- …promoting legacy giving opportunities. + Guide donors in making planned gifts through estate planning , wills, and trusts. + Ensure planned giving donors receive ... DIRECTOR OF INDIVIDUAL GIVING Job Details Job Location...Responsibilities Major Gifts: + Identify, cultivate, and steward major gift prospects to secure contributions for the Howard J.… more