- University of Pennsylvania (Philadelphia, PA)
- …addition, this individual will serve as the School's liaison to Penn's Office of Gift Planning and lead stewardship efforts for planned giving through Whartons ... They will serve as a key liaison to Penn's central Office of Gift Planning and will lead the stewardship of Wharton's Hattersley Society, which honors alumni… more
- Bank of America (Philadelphia, PA)
- …expertise on financial and estate planning topics such as investments, retirement planning , educational planning , estate, gift , and tax planning , ... aspects of Wealth Strategy and implementation including: property law, estate and gift taxes, planning for incapacity, probate and estate settlement, split… more
- Grant Thornton (Philadelphia, PA)
- …Wealth Services practice. Our services include complex tax returns preparation, estate, and gift tax planning strategies for your high net worth, closely held ... and consult on various tax matters, primarily in the federal estate, gift , charitable planning , and generation-skipping tax arenas; utilize tax-related software… more
- Fox Rothschild LLP (Exton, PA)
- **Description** Fox Rothschild LLP is seeking a Taxation and Wealth Planning Paralegal with a minimum of eight (8) years of experience for our Blue Bell, PA office. ... + Preparation of Federal and State estate Tax Returns and Federal Gift Tax Returns. + Estate administration, including prepare and file probate documents,… more
- University of Pennsylvania (Philadelphia, PA)
- …help Penn Medicine Development and Alumni Relations (PMDAR) colleagues identify planned gift prospects within their portfolios and help advance and close deferred, ... a retirement plan, life insurance policy or life income gift , or who have made a tax-advantaged gift...desirable but not required. + Comfortable discussing philanthropy and planning in contemplation of mortality with tact and integrity;… more
- Commonwealth of Pennsylvania (PA)
- …includes health coverage, vision, dental, and wellness programs.* Compensation & Financial Planning We invest in our employees by providing competitive wages and ... cash register/point-of-sale system; and handling exchanges, special orders, and gift certificates. Select the learning experience necessary to meet training… more
- National Multiple Sclerosis Society (Philadelphia, PA)
- …to identify, cultivate, and advance relationships with new and existing major gift prospects. + Participate in regular portfolio reviews to refine strategy and ... within Development to create a cohesive donor experience and facilitate major gift upgrades. + Implement strategic stewardship plans in partnership with Donor… more
- Philadelphia Museum of Art (Philadelphia, PA)
- …from the museum or peer institutions. This will involve all aspects of planning and implementation, from research and initial project management to budgeting and ... of art for potential acquisitions and provide supporting documentation to justify the gift or purchase. + Research works being considered for deaccessioning. + Work… more
- Philadelphia Museum of Art (Philadelphia, PA)
- …of the development and implementation of special exhibitions, from initial project planning and research to participation in budgeting and resource development, the ... ownership, and their state of conservation) to justify their acquisition by gift or purchase. In accordance with institutional policies, periodically assesses the… more
- Bank of America (Sewickley, PA)
- …and Gift Taxes, Philanthropy, Trust Structures, Insurance, Income Tax Planning , and Investment Management and a comprehensive understanding of the suite of ... its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment… more