- 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
- 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 of Legacy ... associated requirements. + Knowledge of corporate and foundation fundraising and gift planning vehicles. **Preferences** **Type** Benefited Staff **Special… more
- Robert Half Legal (Seattle, WA)
- …of federal and state estate tax returns. * Advise clients on estate and gift tax planning , leveraging knowledge of relevant Internal Revenue Code and Treasury ... the Internal Revenue Code and Treasury Regulations related to estate and gift tax planning . * Exceptional research and analytical skills, with the ability to… more
- University of Washington (Seattle, WA)
- … fundraising activities with UW Medicine colleagues, and UW colleagues in Gift Planning , Corporate and Foundation Relations, Principal Gifts, Regional Gifts, ... opportunities, including training necessary for proficiency in the use of gift planning techniques. + Prepare annual operating plan and progress reports as… more
- Exploratorium (San Francisco, CA)
- …communication and relationship building skills in order to develop relationships with gift planning prospects, their advisors, and families to cultivate and ... donors and prospects + Engage in the advancement goal-setting process for gift planning metrics + Perform additional duties as assigned MINIMUM QUALIFICATIONS +… more
- TIAA (Boston, MA)
- …and staff regarding legal, tax, and regulatory requirements that affect charitable gift planning and the administration and investment of client trusts, ... managers and gift administration and tax staff to support complex gift planning initiatives and the resolution of gift administration, tax, and… 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
- University of Utah (Salt Lake City, UT)
- …associated requirements. + Knowledge of corporate and foundation fundraising and gift planning vehicles. **Type** Benefited Staff **Special Instructions ... collaborative partnerships that will lead to beneficial long-term relationships and significant gift support. The DOA - COH reports directly to the Principal… 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
- Auburn University (Auburn, AL)
- …with industry trends and building a network of peers in the fields of gift planning and advancement. + **Innovation:** Contribute to the creation of innovative ... Keep on top of changes in tax laws, estate planning , and charitable giving trends to provide the best...impact of their contributions, helping them understand how their gift shapes the future of the university. **Why You'll… more