- Trust Counsel PL (Coral Gables, FL)
- …clients. Have experience with sophisticated /HNW domestic estate tax and asset protection planning . Analyze and prepare complex estate and gift tax planning ... Plans before submission to clients. Draft comprehensive estate and gift tax planning structures, as well as...clients. Draft comprehensive estate and gift tax planning structures, as well as corporate transactions, including preferred… more
- American Red Cross (MA)
- …Your Career is a Force for Good!** **The American Red Cross is currently seeking a Gift Planning Officer to support our New England Regions located in MA, VT, ... can be located anywhere within the region.** **WHAT YOU NEED TO KNOW:** The Gift Planning Unit at the American Red Cross seeks to secure planned gifts supporting… more
- The Salvation Army (Portland, ME)
- …legacy of service, compassion, and practical assistance for those who need it most. The Gift Planning (GP) Program is one of The Salvation Army's leading revenue ... values-based professionals, the Eastern Territory's and Northern New England Divisional gift planning professionals work with prospects and donors to… more
- Connecticut College (New London, CT)
- Director of Gift Planning Bookmark this Posting Print Preview | Apply for this Job Position Details Position Information Position Title Director of Gift ... Advancement Services and Communications to grow the program. The Director of Gift Planning also manages the Rosemary Park Society, the College's gift … more
- University of Miami (Coral Gables, FL)
- …tip sheet (https://my.it.miami.edu/wda/erpsec/tipsheets/ER\_eRecruiting\_ApplyforaJob.pdf) . The Director, Estate and Gift Planning (OEGP) in the Division of ... and solicitation strategies for them. Assists relevant and assigned gift officers with researching prospective donors, developing and implementing cultivation,… more
- Scripps Health (San Diego, CA)
- …patients to raise money in support of our exceptional hospitals and clinicians. The Gift Planning team consists of five professionals who work at Corporate ... of significant outright and deferred gifts, while effectively marketing the Gift Planning Program through various channels. Maintain strong relationships… more
- Rush University Medical Center (Chicago, IL)
- …the major gifts fundraising team. This position reports to the Executive Director, Gift Planning and works closely and collaboratively with fundraisers and the ... veteran status, and other legally protected characteristics. **Position** Development Associate - Gift Planning **Location** US:IL:Chicago **Req ID** 22632 more
- Emory Healthcare/Emory University (Atlanta, GA)
- …foster collaborative connections and value inclusion. We are currently seeking a Lead Director of Gift Planning . The Gift Planning team within the ... planned gifts. This position will report to the Managing Senior Director of Gift Planning . KEY RESPONSIBILITIES: + Identifies, cultivates, solicits and stewards… more
- Northwestern College (Orange City, IA)
- Director of Scholarships & Gift Planning Northwestern College is seeking a director of scholarships and gift planning to strengthen donor relationships ... + Bachelor's degree required + Experience in fundraising, donor relations, financial planning or estate planning + Strong communication and relationship-building… more
- Auburn University (Auburn, AL)
- …Name** Senior VP, Advancement **Position Title** TES Administrative Support Associate - Gift Planning **Estimated Hours Per Week** 20-30 **Anticipated Length of ... Functions** + Preparing and proofing correspondence, data management, travel research/ planning /reservations & appointments, donor stewardship, serve as a general… more
- Cleveland Clinic (Cleveland, OH)
- …of identifying, qualifying, strategizing, cultivating, soliciting, and stewarding major gift prospects. Additionally, this position offers work/life balance, a ... excels in this role will: + Identify individual major gift prospects and secures visits through cold calls and...past, current, and prospective donors. + Strategically move major gift prospects through the development cycle from qualification to… more
- American Heart Association (St. Petersburg, FL)
- …advisors, as well as current and potential individual donors, to support charitable gift planning , and with staff members, to provide technical assistance. ... working with regional and national staff to coordinate charitable estate gift planning program activities with other organizational efforts. **Responsibilities… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …client outcomes + Provide internal guidance to wealth advisors on tax‑related questions and planning opportunities + Knowledge of estate and gift tax planning ... and direct client interaction + Working knowledge of estate and gift tax planning + Ability to work independently while managing multiple priorities effectively… more
- Robert Half Legal (Seattle, WA)
- …of federal and state estate tax returns. * Advise clients on estate and gift tax planning , leveraging knowledge of relevant Internal Revenue Code and Treasury ... the Internal Revenue Code and Treasury Regulations related to estate and gift tax planning . * Exceptional research and analytical skills, with the ability to… more
- Auburn University (Auburn, AL)
- …is excited to begin the search for a Senior Planned Giving Officer to join our Gift Planning team!** In this pivotal role, you will use your financial, tax, and ... estate planning skills to secure transformative philanthropic gifts of $1...Relationships:** Identify, cultivate, and solicit a portfolio of planned gift prospects, conducting 100-140 significant face-to-face visits annually to… more
- Connecticut College (New London, CT)
- …details, strategy, and desired outcomes + Collaborate with colleagues across annual giving, gift planning , research, and donor relations to develop and implement ... strategies + Secure planned gifts and blended gifts in partnership with the gift planning team + Perform other duties as assigned or as necessary. Education and… more
- Boston College (Chestnut Hill, MA)
- …other advancement units including the Alumni Association, Corporate and Foundation Relations, Gift Planning , Leadership & Annual Giving, and School Development. ... position is responsible for the cultivation and solicitation of potential major gift donors to Boston College Athletics through both their own prospect portfolio… more
- Auburn University (Auburn, AL)
- …with industry trends and building a network of peers in the fields of gift planning and advancement. + **Innovation:** Contribute to the creation of innovative ... Keep on top of changes in tax laws, estate planning , and charitable giving trends to provide the best...impact of their contributions, helping them understand how their gift shapes the future of the university. **Why You'll… more
- The Salvation Army (New York, NY)
- …of retaining and upgrading donors, creating a pipeline to major gifts or gift planning . The Donor Relations Specialist will determine meaningful annual ... exceeded. The position will collaborate closely with marketing, major gifts, and gift planning teams both at the divisional and territorial level to cultivate… more
- Dignity Health (Bakersfield, CA)
- …program that engages and involves Foundation trustees, volunteers and staff in major gift planning , cultivation, solicitations and gift stewardship. + Works ... focused on attracting gifts in excess of $10,000 (or the defined major gift threshold). The director builds strong relationships with major giving donors and… more
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