- 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
- Grant Thornton (Dallas, TX)
- …you'll perform compliance services for complex tax returns and provide income, 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
- Robert Half Finance & Accounting (Louisville, KY)
- …tax management, with a focus on high-net-worth individuals. * Expertise in estate and gift tax planning and compliance. * Proficiency in using CCH ProSystem fx ... associated entities. * Provide strategic advice on estate taxes, gift taxes, and charitable donations to optimize client outcomes....ProSystem fx Tax Compliance software. * Conduct in-depth tax planning with the support of CCH ProSystem fx Tax… more
- Robert Half Finance & Accounting (Oakland, CA)
- …estate planning activities, ensuring regulation compliance and effective estate/ gift planning . + Implement strategies for charitable and philanthropic ... Administer accurate financial reporting according to GAAP and other standards, and tax planning . + Work with attorneys and title companies on property purchase and… more
- University of Rochester (Rochester, NY)
- …+ Collaboration with Advancement colleagues to research and identify new major gift prospects annually. **Strategic Planning ** + Works closely with internal ... with alumni and other benefactors. Managing a portfolio of approximately 125 major gift prospects, the Associate Director is expected to conduct at least 125 donor… more
- Massachusetts Institute of Technology (Cambridge, MA)
- …that includes development planning and initiatives, foundation relations, gift planning , leadership giving, philanthropic partnerships, prospect development, ... and fundraising support operations; be responsible for managing a centralized development operation that seeks financial support from individuals, foundations, and corporations, and coordinates fundraising, marketing, and communication efforts among the… more
- Morehouse School Of Medicine (Atlanta, GA)
- …explicit intention to proactively execute a moves management strategy ranging from first gift to estate- planning and planned giving. + Ability to understand and ... protocols are followed in all aspects of the donor process, including gift processing and acknowledgment, prospecting, soliciting, and stewardship. + In conjunction… more
- Combined Jewish Philanthropies (Boston, MA)
- …five years in investment management and/or development, with a knowledge of gift planning strategies, donor advised funds, and impact investing. ... Skills/Competencies: + Candidates must be organized, capable of handling multiple tasks, a strong communicator (oral and written), and able and willing to interact effectively with a wide variety of constituents. + Logic, problem solving and analytical skills.… more
- San Francisco Foundation (San Francisco, CA)
- …collaborates with various departments within the organization, including Philanthropy and Gift Planning , Finance, Operations, Marketing and Communications, to ... achieve Foundation-wide goals. The VPPI is expected to possess exceptional management and leadership skills and will serve as an inspiring and motivating leader who is ready to take the programmatic work and impact of the equity agenda to the next level. In… more
- Stetson University (Gulfport, FL)
- …Supervise department student worker + Work with the department leader and the Office of Gift Planning to coordinate a Planned Giving program at the College of ... Law + Work with the department leader to outline annual and incremental quantitative fundraising goals and align activity to meet or exceed these goals + Establish relationships with alumni, friends and other interested individuals and connect them with… more