- Creative Financial Staffing (Parsippany-Troy Hills, NJ)
- …accounting and/or professional services firm or law firm Significant experience providing complex gift and estate planning strategies to high net worth clients ... comprehensive tax solutions Commitment to work-life balance Responsibilities of the Tax Partner would include: Be a leader within the Private Client Service /… more
- George Washington University (Washington, DC)
- …for development and constituent engagement. A vital role, the DoD will partner with faculty leadership and development colleagues to create and implement innovative ... the strategic development, execution, and management of a principal and major gift pipeline, including the coordination and oversight of supporting initiatives in… more
- George Washington University (Washington, DC)
- …and enact a formal vision for prospect development at GW. A strategic partner and trusted advisor, incumbent espouses a dynamic partnership with staff across DAR. ... owner and lead for DAR's proactive and reactive prospect research services for gift officers: setting the vision for these areas, guiding the program toward… more
- George Washington University (Washington, DC)
- …create and enact formal vision for prospect development at GW. A strategic partner and trusted advisor, incumbent espouses a dynamic partnership with staff at the ... do the same. Skill in using data to inform strategy, execution, planning , resource allocation, and measurement of activity and performance. Demonstrated ability to… more
- Fidelity TalentSource LLC (Boston, MA)
- Job Description:The RoleRepresenting Fidelity Charitable, the Regional Vice President will partner with Fidelity s Private Wealth Management and Executive Services ... You will provide coaching to associates that enhances their understanding of charitable planning within a client s overall wealth plan and increases the adoption of… more
- American Red Cross (Denver, CO)
- …At the American Red Cross, your uniqueness can shine! WHAT YOU NEED TO KNOW: The Gift Planning Unit at the American Red Cross seeks to secure planned gifts ... and local regulations. WHERE YOUR CAREER IS A FORCE GOOD: + Manage overall gift planning strategy for complex portfolio and /or line of service needs. + Compile… more
- Johns Hopkins University (Baltimore, MD)
- …each campus per year to help philanthropy staff better understand the Office of Gift Planning and how best to partner with their assigned Gift Planner. + ... alumni, volunteer leaders, faculty, students, staff, and patients. The Director of Gift Planning reports to the Executive Director of Gift Planning… more
- University of Utah (Salt Lake City, UT)
- …+ Seek appropriate training opportunities, including training necessary for proficiency in gift planning techniques, and partner with the Director ... Director **Working Title** Director of Advancement, College of Architecture + Planning **Job Grade** G **FLSA Code** Management **Patient Sensitive Job Code?**… more
- UT Health (Houston, TX)
- Director Gift Planning II **Location:** Texas Medical Center-Houston, Texas **Category:** Executive UTHealth Houston General Administration Requisition #: ... 240001BA **Director Gift Planning II** **Position Summary:** UTHealth Houston...at a location that is subject to the affiliated partner 's hospital, clinical offices, or agency are required to… more
- Harvard University (Cambridge, MA)
- …Office Location:USA - MA - Harvard Business Title:Senior Director of Development, Gift Planning , Faculty of Arts and SciencesSub-Unit: Salary Grade ... A bachelor's degree and at least 12 years of gift planning or fundraising experience, or comparable...will cultivate and support long-term relationships with donors, and partner with colleagues across FAS Development to maximize philanthropic… more
- Pennsylvania State University (University Park, PA)
- …DESCRIPTION AND POSITION REQUIREMENTS: Penn State is currently seeking a talented and high-performing gift planning professional in the role of Gift ... these spaces: raise.psu.edu/diversity-equity-and-inclusion. Reporting to the Assistant Vice President of Gift Planning and with significant experience in gift… more
- San Diego Humane Society (San Diego, CA)
- Senior Director of Estate and Gift Planning Philanthropy and Communications San Diego, California Apply Description San Diego Humane Society is hiring a Senior ... Director of Estate and Gift Planning ! How you'll impact our mission:...Planning , the Senior Director will be an essential partner in supporting the mission of San Diego Humane… more
- University of Colorado (Denver, CO)
- ** Gift Administration Specialist** **Description** **Who We Are:** **Position Summary:** **Where You Will Work:** **Diversity and Equity:** **Duties & ... Responsibilities:** + Craft and review all gift agreements for clarity, accuracy, and legal compliance +...+ Disability, Life, Vision Insurance options. + Multiple retirement planning options including a mandatory 401(a) plan where CU… more
- Thrivent Financial (Minneapolis, MN)
- …complex assets such as closely held stock, real estate and limited or general partnerships. Partner closely with Senior Gift Planners as needed. + Partner ... who want their financial plans to incorporate generosity, charitable and legacy planning ; and 3) provide a seamless client experience. Since its inception, Thrivent… more
- Baton Rouge Community College (Baton Rouge, LA)
- **Bio and Gift Database Manager** Print (https://www.governmentjobs.com/careers/louisiana/jobs/newprint/4393495) **Bio and Gift Database Manager** Salary $0.00 ... (BRCC) seeks to fill the position of Bio and Gift Database Manager. The Bio and Gift ...communicator with who can collaborate with a team and partner with others to ensure the data analytical needs… more
- Thrivent Financial (Minneapolis, MN)
- …related disclosure materials, and tax packets for life-income producing gifts (charitable gift annuities and charitable trusts). + Partner with Charitable ... their financial plans to incorporate generosity, charitable and legacy planning ; and 3) provide a seamless client experience. Since...alike. + Serve as a key coordinator with and partner to Gift Planners on inbound inquiries.… more
- Georgetown Univerisity (Washington, DC)
- …a difference in the world. Requirements Senior Director, Principal & Transformative Gift Operations - Office of Advancement - Georgetown University Job Overview ... value teamwork, results orientation, and innovation. The Principal & Transformative Gift (P&T) Operations program at Georgetown University's Office of Advancement is… more
- Thrivent Financial (Minneapolis, MN)
- …identify innovative product development opportunities, and other partners to further charitable planning with financial advisors. + For Senior Gift Planners who ... who want their financial plans to incorporate generosity, charitable and legacy planning ; and 3) provide a seamless client experience. Since its inception, Thrivent… more
- Amazon (Seattle, WA)
- Description Amazon creates gift cards to attract new customers to our retail stores worldwide, drive incremental sales on Amazon, and lower Amazon's overall cost of ... Amazon's flywheel by inspiring people around the globe to gift or transact with confidence. In addition to gifting,...including email and onsite placements (desktop + mobile). * Partner with internal NAGC Marketing team members and Visual… more
- American Red Cross (CA)
- …Red Cross. Work with leadership volunteers to identify and cultivate appropriate donors and partner with assigned Gift Planning staff to solicit giving ... can shine! WHAT YOU NEED TO KNOW: The Regional Philanthropy Sr. Partner will identify, engage, cultivate, solicit, and steward current and prospective Regional… more
