- 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...of current estate and tax law and estate planning NOTE: This role will be… more
- Cleveland Clinic (Cleveland, OH)
- …one of the most respected healthcare organizations in the world. As Assistant Director of Development, you will work on various activities and programs that support ... of identifying, qualifying, strategizing, cultivating, soliciting, and stewarding major gift prospects. Additionally, this position offers work/life balance, a… more
- Fairfield University (Fairfield, CT)
- …###@deerfieldassociates.com Reporting to Geri Derbyshire, Vice President, University Advancement, the Sr. Director of Gift Planning will plan, design, and ... members (assistant director and program manager), manage gift planning related administrative responsibilities, and meet...required. **Knowledge and skill sets needed:** Knowledge of current gift planning strategies, estate … more
- The Salvation Army (Portland, ME)
- …missions and do the most good for the most vulnerable in the world. The Director of Gift Planning cultivates, promotes, and closes charitable gift ... Advancement (DDOA) with a dotted-line relationship with the Territorial Director of Gift Planning (TDGP)...TSAE efforts. + Fully utilize and curate annual divisional Estate and Charitable Gift Planning … more
- Scripps Health (San Diego, CA)
- … planning and tax. **Job:** **Development* **Organization:** **Scripps Health Corp* **Title:** * Director , Gift Planning - La Jolla* **Location:** *Central ... in support of our exceptional hospitals and clinicians. The Gift Planning team consists of five professionals...(IRS) and state (CA) rules and regulations governing charitable estate planning to ensure compliance. * Budget… more
- Emory Healthcare/Emory University (Atlanta, GA)
- …accountability. We foster collaborative connections and value inclusion. We are currently seeking a Lead Director of Gift Planning . The Gift Planning ... gifts. This position will report to the Managing Senior Director of Gift Planning . KEY...degree and six years of related experience in fundraising, estate or financial planning . PREFERRED QUALIFICATIONS: +… more
- American Red Cross (Dallas, TX)
- …and to establish the Red Cross as the charity of choice for such gifts. Reporting to the Director of Gift Planning , the Gift Planning Officer (based ... and current gifts. + Cooperates with various local financial planning and estate planning associations...the Office of General Counsel. + Communicates with the Director of Gift Planning on… more
- University of Rochester (Rochester, NY)
- …giving consulting firm, PENTERA, Inc. Reporting to and with guidance from the Executive Director of Gift Planning and in concert with advancement policies, ... and advancement leadership the Director of Gift Planning is... estate gifts in support of the annual Gift Planning goal within a $100M+ advancement… more
- University of Utah (Salt Lake City, UT)
- … solicitation experience._ _Working knowledge of planned giving, financial and/or estate planning concepts is preferred._ **Preferences** **Type** Benefited ... **Open Date** 07/03/2025 **Requisition Number** PRN42401B **Job Title** Administrative Director **Working Title** Principal Director for Institutional… more
- Jackson National Life Insurance Company (Nashville, TN)
- …please login to Workday and apply through Jobs Hub._** **Job Purpose** **The Advanced Planning Director will support and promote the sale of Jackson's suite of ... investment products through advanced retirement and wealth planning strategies. The Director acts as a...in advanced case design including but not limited to estate planning , taxation, retirement plans and charitable… more
- Trinity Health (Albany, NY)
- …emphasis on developing planned and outright major gifts that require financial and/or estate planning expertise. The position supports the work of each ... **Employment Type:** Full time **Shift:** Day Shift **Description:** Director , Planned Giving - St. Peter's Health Partners...how these gifts are beneficial components to financial and estate planning . Coordinate the creation and distribution… more
- WellSpan Health (York, PA)
- … inventory in all regions. + Plans and implements Planned Giving/ Estate Planning events in collaboration with each Regional Director and/or Development ... and collaboration with key allied professionals (Membership and involvement with York County Estate Planning Council and York County Leave a Legacy) + Membership… more
- Providence (Mission Hills, CA)
- …be at the forefront of managing, planning , coordinating, and implementing a comprehensive estate planning and gift program. You will interpret and apply ... exceptional role waiting for you! **The Role:** As the Director of Planned Giving, reporting to the ministry Chief...required. + **Success Record:** Demonstrated experience and success with estate planning and major gift … more
- University of Pennsylvania (Philadelphia, PA)
- …is required. Knowledge of tax implications of charitable giving including federal income, estate , and gift taxes desirable but not required. + Comfortable ... and wellness programs and resources, and much more. Posted Job Title Associate Director of Planned Giving, Penn Medicine Job Profile Title Associate Director … more
- Grant Thornton (Philadelphia, PA)
- …with the Private Wealth Services practice. Our services include complex tax returns preparation, estate , and gift tax planning strategies for your high net ... As the Private Wealth Services Tax Managing Director , you'll lead all aspects of client relationships...consult on various tax matters, primarily in the federal estate , gift , charitable planning , and… more
- Providence (AK)
- …reporting to the Executive Director of Planned Giving, will join a gift planning team that manages, plans, and executes a comprehensive planned giving ... + **Subject Matter Expert:** Provide specialized knowledge and support in estate administration, collaborating with trustees, attorneys, and estate executors… more
- JPMorgan Chase (Chicago, IL)
- …Support global trust teams on all tax matters including but not limited to estate and gift tax, generation-skipping transfer tax, fiduciary income tax and ... team as the Trusts and Estates Tax Operations Executive Director , where you'll play a pivotal role in supporting...tax or other advanced degree or professional certification + Estate or financial planning experience + Experience… more
- University of Michigan (Ann Arbor, MI)
- …of the principles and techniques associated with planned giving and financial and estate planning . Evaluate and store information about prospects and donors ... Director , Parent & Family Giving Apply Now **How...peer solicitation program. + Provide fundraising support to major gift officers at individual Schools, Colleges and Units, work… more
- Dignity Health (Phoenix, AZ)
- …maintaining strict attention to detail. + Proficient in discussing legacy giving or estate planning with donors. **Key Competencies** + Superior strategic and ... attracting gifts in excess of $10,000 (or the defined major gift threshold). The Director builds strong relationships with major giving donors and prospects, and… more
- Bober Markey Fedorovich (Akron, OH)
- …commercial litigation, matrimonial litigation, economic damage analysis, forensic investigations, shareholder disputes, gift and estate tax planning , as well ... awesome team you can call friends. Job Description: The Director leads a dynamic team of professionals within our...Litigation Support and Valuation Advisory Services practice groups. The Director will lead a variety of engagement types including,… more