- 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 ... gifts from alumni and non-alumni individuals. The incumbent reports to the Managing Executive Director of OEGP and is based at the Newman Alumni Center on the Coral… more
- Connecticut College (New London, CT)
- Director of Gift Planning Bookmark...as well as charitable issues associated with tax and estate planning . The Director of Planned ... for this Job Position Details Position Information Position Title Director of Gift Planning Department...and professional ethics and practices. + Lead trust and estate management at the College for all bequest interactions.… 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
- Northwestern College (Orange City, IA)
- Director of Scholarships & Gift Planning Northwestern College is seeking a director of scholarships and gift planning to strengthen donor ... and ensuring excellence in donor and student experiences. The director will guide donors in legacy and planned gifts,...degree required + Experience in fundraising, donor relations, financial planning or estate planning +… more
- American Red Cross (MA)
- …to establish the Red Cross as the charity of choice for such gifts. Reporting to the Director of Gift Planning , the Gift Planning Officer develops, ... 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
- State of Indiana (Indianapolis, IN)
- …as assigned. + Timely and accurately submit a weekly update report to the Director of Real Estate Allocation + Participate in team meetings, including continuous ... Committee. + Perform other duties as assigned by the Director of Real Estate Production and/or Chief...+ Bachelor's degree in finance, accounting, business, public administration, planning , or real estate development preferred. +… more
- Providence (Tarzana, 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 Executive...required. + **Success Record:** Demonstrated experience and success with estate planning and major gift … 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
- Hospice of Michigan (Southfield, MI)
- …philanthropic relationships. + Serves as the organization's subject matter expert on charitable estate and gift planning . + Partners with legal, finance, ... administration of planned gifts. + Builds and maintains strong relationships with estate planning attorneys, financial advisors, and other professional partners.… more
- University of Rochester (Rochester, NY)
- …etc. + Become an expert within major gift fundraising. Specifically in estate giving, and alternative gifting vehicles. Strategic Planning + Works closely ... regions. Regional Directors will need to work collegially with the School/Unit Gift Officers. They will carry a portfolio of approximately 125-150 qualified… 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
- 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
- Fordham University (Bronx, NY)
- …supervisory experience. Preferred Qualifications: Experience working with trusts, estates, and estate planning products; Private sector experience in wealth ... Department: Dev Investment Fund Initiative Position Summary: Reporting to the Executive Director of Development & Strategic Initiatives, the Director of… 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
- Robert Half Finance & Accounting (Rockville, MD)
- Description Join a market-leading, visionary commercial real estate developer and property manager with over seven decades of success shaping the metropolitan ... compensation based on experience) to oversee tax compliance and planning for a diversified portfolio, including properties at all...and collaborating with external partners. + Prepare and review gift tax returns. + Manage tax notices and offer… more
- University of Michigan (Dearborn, MI)
- …beneficial fashion. **University of Michigan-Dearborn** UM-Dearborn was founded in 1959 through a gift of land from the Ford Motor Company and Ford Motor Company ... Situated on 200 beautiful acres of Henry Ford's original estate alongside the Rouge River, the campus features 70...and chief strategy officer, vice chancellor for institutional advancement, director of equity, civil rights and title IX, … more
- Carleton College (Northfield, MN)
- …Essential Job Functions/Responsibilities: The Development Officer will report to the Director of Major Gifts and will have the following responsibilities: * ... with donors and donor prospects. * Manage a portfolio of 120-140 major gift prospects by maintaining regular contact with assigned donors, donor prospects, and… more
- UCLA Fielding School of Public Health (Los Angeles, CA)
- …from AGI, sale of assets, individual retirement accounts, retirement plans for small businesses, estate tax and gift tax. The final two classes present a course ... for professionals involved in tax preparation and who are planning to sit for the Enrolled Agent Examination. This...course syllabus in consultation with the UCLA Extension Program Director as assigned using approved syllabus template * Prepare… more