- TIAA (Charlotte, NC)
- The Senior Planned Giving Technical Consultant job provides expert advice to the department's management and staff regarding legal, tax, and regulatory ... and investment of client trusts, gift annuities, and other planned giving arrangements. The job consults with...serve as trustees. + Manages the maintenance of the Technical Consulting reference library by conducting research of various… more
- TIAA (Charlotte, NC)
- …Officer (CCRO) will serve as a strategic leader and trusted advisor in planned giving , leading TIAA Kaspick's client relationship management initiatives while ... manages a team of approx. 15 relationship managers and technical consultants and is responsible for supporting clients to...for supporting clients to assess, grow and manage their Planned Giving program. The role involves setting… more
- Sargent & Lundy (Cary, NC)
- …foundations. + Develop integrated structural designs and perform supporting calculations for the planned work. + You will have direct interface with the client and ... communicate technical information. + You will prepare technical ...of spending three days a week in the office, giving you the flexibility to work remotely for two… more
- University of North Carolina- Chapel Hill (Chapel Hill, NC)
- …150 development officers across the university to expand the reach and impact of planned giving . The successful candidate will be expected to significantly grow ... and development colleagues to build lasting philanthropic partnerships and maximize planned giving opportunities. The role also carries responsibility for… more