- Charles Schwab (San Francisco, CA)
- …be accountable to DAFgiving360 for day-to-day activities. **Our Opportunity** DAFgiving360 Charitable Consulting is responsible for long-term sustainable growth, ... advisors, and high net worth clients. Reporting to the Director of Charitable Consulting , this role will source new opportunities for growth and manage… more
- TIAA (Redwood City, CA)
- …and effective problem resolution. + Ensures the delivery of high quality charitable gift plan consulting services to clients. **Educational Requirements** + ... of gift planning and investment services for charities in the country. The Relationship Manager II advises existing client on a wide variety of gift planning, gift… more
- TIAA (Redwood City, CA)
- The Senior Planned Giving Technical Consultant job provides expert advice to the department's management and staff regarding legal, tax, and regulatory requirements ... that affect charitable gift planning and the administration and investment of...as trustees. + Manages the maintenance of the Technical Consulting reference library by conducting research of various state… more