- NYS Housing Trust Fund Corporation (Albany, NY)
- …increase homeownership throughout New York State. This position is on HCR's Housing Trust Fund Corporation (HTFC). HTFC is a public benefit corporation, and a Civil ... + Maintain records of employee training interests for ongoing program planning . On-the-Job Training Support + Assist program managers and supervisors with… more
- Connecticut College (New London, CT)
- …gift commitments from individuals as well as charitable issues associated with tax and estate planning . The Director of Planned Giving is also an advancement ... Director of Gift Planning Bookmark this Posting Print Preview | Apply...giving procedures and professional ethics and practices. + Lead trust and estate management at the College… more
- NYS Housing Trust Fund Corporation (Albany, NY)
- …increase homeownership throughout New York State. This position is on HCR's Housing Trust Fund Corporation (HTFC). HTFC is a public benefit corporation, and a Civil ... as assigned. Minimum Qualifications and Desired Skills: + Bachelor's degree* planning , economic development, public administration, business, or related field plus… more
- Robert Half Legal (Atlanta, GA)
- …Atlanta, GA | Up to $120K + Bonus Hybrid Remote Flexibility | High-Net-Worth Clientele | Estate & Trust Focus Are you a seasoned Trusts & Estates Paralegal with ... in a supportive, professional environment. What You'll Do: + Independently manage full-cycle estate and trust administration + Prepare 706s, 709s, 1041s, and… more
- Comerica (Houston, TX)
- …a custom marketing plan for assigned market; organizing and conducting investment management, estate planning and trust seminars for communities and ... or personal finances, family relationships, investment objectives and financial planning ; listen, profile, gather information to assess client needs, biases… more
- Children's Hospital Boston (Boston, MA)
- …Posting Title:Assistant Vice President, Gift PlanningDepartment:Children's Hospital Trust AutoReqId:82619BRStatus:Full-TimeStandard Hours per Week:40 Job Posting ... of the Development & Campaign group, the AVP, Gift Planning will lead and manage the Gift Planning...to increase planned and blended gifts closed by the Trust , focusing on maximizing donor philanthropy across planned, outright,… more
- Charles Schwab (Chicago, IL)
- …for helping individuals and families with their financial needs. Whether it's retirement planning , charitable giving, estate planning , active investing or ... financial goals, such as: retirement, college, risk management, asset allocation, and estate planning needs. After setting realistic expectations with the client… more
- Fox Rothschild LLP (Atlanta, GA)
- …prepare withdrawal right notices and appointments of successor trustees. + Prepare trust and estate accountings. + Draft simple wills and correspondence. ... Fox Rothschild LLP is seeking a Taxation and Wealth Planning Paralegal with a minimum of eight (8) years...and client calls/meetings. + Preparation of Federal and State estate Tax Returns and Federal Gift Tax Returns. +… more
- The Salvation Army (Portland, ME)
- …without competing with TSAE efforts. + Fully utilize and curate annual divisional Estate and Charitable Gift Planning Institute (ECGPI) to cultivate allied ... assistance for those who need it most. The Gift Planning (GP) Program is one of The Salvation Army's...The Salvation Army. The employee occupies a position of trust and is expected to maintain confidentiality and exhibit… more
- Burlington (Burlington, NJ)
- …with all partners involved in the store development process, including Real Estate , Legal, Facilities, Property Administration, Merchants, Planning & Allocation, ... **Position Overview** Provides strategic team leadership for Burlington's store planning and design program. The program includes development of New Store Formats;… more