- Pennsylvania State University (University Park, PA)
- …a talented and high-performing gift planning professional in the role of Gift Planning Officer . As a member of the Division of Development and ... gift planning and fundraising principles this Gift Planning Officer will: +...with strong understanding and/or training in tax law and estate management practices + Exemplary interpersonal and communication skills,… more
- American Red Cross (San Jose, CA)
- …meet with donors in person, by phone and video._** **_WHAT YOU NEED TO KNOW:_** The Gift Planning Unit at the American Red Cross seeks to secure planned gifts ... YOUR CAREER IS A FORCE GOOD:_** + Manage overall gift planning strategy for complex portfolio and...studies, nonprofit management, law, finance, insurance, trust services, real estate , or other related field required. Certification in one… more
- American Red Cross (New York, NY)
- …Red Cross, your uniqueness can shine! **The American Red Cross is currently seeking a Gift Planning Officer to support New York City and the surrounding ... Director of Gift Planning , the Gift Planning Officer develops, designs,...and current gifts. + Cooperates with various local financial planning and estate planning associations… more
- PNC (Louisville, KY)
- …an estate or trustee of a related estate settlement trust, a PNC estate settlement officer manages all aspects of the administration of the estate ... family and beneficiary communications and relationship management. A successful estate settlement officer has a broad yet...by tax return preparers of appropriate tax returns (income, gift , estate and inheritance, and fiduciary) and… more
- Providence (San Pedro, CA)
- **Description** **THE ROLE** The Ministry Chief Philanthropy Officer reports to the South Division Chief Philanthropy Officer . The incumbent oversees and leads ... the Foundation team. The Ministry Chief Philanthropy Officer is responsible for the overall development, coordination, facilitation and administration of all… more
- Sharp HealthCare (San Diego, CA)
- …solicitation, grant writing and special projects. Presentations to prospective donors including charitable gift and estate planning seminars as well as ... completion of one or more comprehensive training programs in the field of gift planning . + 5 Years experience on fund raising staff of philanthropic institution.… more
- Wounded Warrior Project (Jacksonville, FL)
- …ongoing personal contact, with strong emphasis on in-person meetings and cultivation events. The gift officer will share in the goal of confirming planned gifts, ... and experience may be considered in lieu. Preferences + Prior experience with estate or financial planning . CERTIFICATIONS & LICENSURE Requirements + Valid… more
- University of Michigan (Ann Arbor, MI)
- Regional Director - Major Gifts Officer Inter Apply Now **Job Summary** Michigan Law is looking for an experienced development professional to promote its ... The Regional Director will also participate in development and alumni relations planning and program management. Reporting to the Director of Law School Giving,… 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 ... How You Will Contribute Reporting to the Deputy Director & Chief Advancement Officer (CAO), the Senior Director of Advancement Planning & Administration will… more
- Fifth Third Bank, NA (Cincinnati, OH)
- …and changes in the industry with regard to fiduciary matters (eg estate planning , probate, estate , gift and income tax planning , guardianships, ... AND RESPONSIBILITIES: + Client Service if˜Partner with a Trust Officer to service his/her clients if˜Frequent direct communication with...knowledge and skills in the areas of trust administration, estate planning strategies and income, gift… 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
- DA Davidson Companies (Portland, OR)
- …Cannon or other field specific program* Knowledge of current developments in estate planning and trust administration.* Effectively administer fiduciary accounts ... client accounts. * Keep abreast of changes in legislations and regulations affecting estate planning and trust administration.* Perform any other duties as… more
- AT Still University (Kirksville, MO)
- …University and ATSU's president and leadership. + Work with the Annual Fund officer transitioning annual fund donors to leadership annual giving while also assisting ... major and planned gift officers as they move mid-level donors into major...plan with the AVPUA. + Maintain working knowledge of estate plans/bequests, corporate & foundation giving, and annual fund… more
- Alexandria Real Estate Equities, Inc (San Francisco, CA)
- …security operations and rapid-response security personnel, including budget analysis and planning , and vendor contract execution. + Develop and implement a concept ... propositions. + Collaborate with property asset managers and members of real estate development teams to address security concerns and develop mitigation measures. +… more
- HonorHealth (Scottsdale, AZ)
- …Education Bachelor's Degree Required Experience 5 years As a planned gift officer , preferably in healthcare, extensive knowledge of estate /tax laws as they ... The Associate Vice-President of Planned Giving is responsible for planning and executing the strategies and tactics to assist...Foundation is included as a future benefactor in their estate plan) and in partnership with the Foundation teams,… more
- Colorado State University (Fort Collins, CO)
- …non-University entities in the areas of billing, financial reporting, and real estate leases. Reports are developed and distributed to several campus departments ... of compliance requirements for Federal uniform guidance; university and state fiscal rules; gift funds; and other rules and regulations as applicable. As the Area… more
- Pennsylvania State University (Hershey, PA)
- …in Hershey, PA. The Penn State College of Medicine was established in 1963 with a gift of $50 million and real estate from the Milton S. Hershey Foundation, the ... campus, working in collaboration with the Penn State Health Chief Financial Officer as fiduciaries of the Master Affiliation Agreement between Penn State University… more
- Quality Technology Services, LLC (Overland Park, KS)
- …(ex. CPP, PSP, CSSM) + Three of more years of experience in strategic planning and management. + Three of more years of experience in access control and ... in a facility and observing security gaps in physical barriers, security officer procedure, policies, surveillance equipment, and alarm points. + Three or more… more