- 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
- Rady Children's Hospital San Diego (San Diego, CA)
- …Reporting to the Regional Presidents of Rady Children's Health, the VP Campus Planning provides an executive vision by partnering with all stakeholders (real ... estate , facilities, patient services, finance, human resources, support services,...of the Enterprise-Wide Master Plan building projects. Leads project planning and implementation efforts including but not limited to… more
- KeyBank (Portland, ME)
- …clients as well as beneficiaries. + Obtain and reviews and monitors all estate planning documents periodically to ensure that they fit individual client's ... whether Key serves as trustee. + Identifies a potential trust and estate tax-related issues and works...Experience working with high-net-worth clients. + Deep tax, investment, estate planning , business succession or fiduciary experience… more
- KeyBank (Hartford, CT)
- …current clients as well as beneficiaries + Obtain and reviews and monitors all estate planning documents periodically to ensure that they fit individual client's ... duties and responsibilities of bank and to provide well-coordinated estate , tax and financial planning alternatives to...whether Key serves as trustee + Identifies a potential trust and estate tax-related issues and works… more
- Robert Half Legal (Garden City, NY)
- …Proven expertise in preparing estate tax returns and handling matters related to estate planning and administration. * Strong knowledge of estate and ... plans and supervise will executions. * Advise and assist trustees, trust and estate beneficiaries and personal representatives in probate administration,… more
- Dorsey & Whitney LLP (Minneapolis, MN)
- …resolutions; and prepare tax planning models and projections. - Prepare complex estate planning projections. - Prepare tax returns (fiduciary, estate , ... fiduciary tax returns, as well as aspects of probate estate and trust administration, including trust...individual income tax returns. - Working knowledge of the estate planning process. - Ability to assist… more