- University of Rochester (Rochester, NY)
- …equity considerations._ **Responsibilities:** GENERAL PURPOSE The Office of Trusts, Estates & Gift Planning serves as a central resource for the solicitation, ... Of Rochester Office Of Advancement offers a full complement of gift planning options with a strong internal infrastructure including Institutional Resources,… more
- Ithaca College (Ithaca, NY)
- …deferred giving in conjunction with the VP, Advancement and Executive Director of Gift Planning . Prepare annual reports and program assessment. Also, in ... reports; and general correspondence. + Oversee the Executive Director of Gift Planning 's coordination with Legal Affairs and Financial Services to manage… more
- The Salvation Army (West Nyack, NY)
- …in determining and applying policies and best practices across disciplines ( Gift Planning , Corporate Engagement, Capital Campaigns) to foster successful ... Boards and Campaign Success. 15. Facilitate increased collaboration between major gifts, gift planning , and territorial gift processing regarding cultivation… 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
- CUNY (New York, NY)
- …A preferred candidate should have: - Master's degree. - Experience in gift planning techniques from solicitation to closure. - Demonstrated commitment ... soliciting, and stewarding high- gift individuals. - Experience in gift planning techniques from solicitation to closure. - Excellent writing skills. -… more
- KeyBank (Rochester, NY)
- …is taxed on income and/or principal transactions, final year tax distributive items; Annual gift planning for non-charitable gifts + Provides estate planning ... of assets held in trust, estate valuation rules, Generation skipping planning , including distinction between direct skip, taxable termination and taxable… more
- Citigroup (New York, NY)
- …expertise and ability to provide guidance on wealth structuring matters, including: *Estate, gift and income tax planning *Transition event planning ... implement customized wealth structuring services, which include proactive estate planning solutions based upon each client/prospect's individual circumstances. **Essential… more
- CUNY (Bronx, NY)
- …with the President and senior staff on donor prospect development for major gift solicitation; and lead the planning , coordination and execution of special ... College brand. -Leadership experience in managing institutional development, including major gift solicitation, planned giving, events planning , and targeted… more
- University of Rochester (Rochester, NY)
- …incumbent is expected to develop and maintain a portfolio of major and annual gift prospects and serve as the primary volunteer manager for Parents Council. This ... Portfolio Management** + Effectively manages a portfolio of 75-100 domestic major gift , George Eastman Circle, and leadership annual giving prospects with primary… more
- University of Rochester (Rochester, NY)
- …required. Regional Directors will need to work collegially with the School/Unit Gift Officers. They will carry a portfolio of approximately 125-150 qualified ... team and of the broader University Advancement team, participating in strategy and planning , and contributing their ideas and counsel particularly as they relate to… more