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The Director provides key leadership in the promotion of planned giving techniques that accomplish personal charitable objectives and result in lifetime and testamentary gifts with substantial and lasting benefits.
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A minimum of two years of professional fundraising experience with success in planned giving or professional experience in financial or legal services with experience in gift and estate planning, trust management and charitable tax laws.
$110,000 - $120,000 a yearFull-timeExpandApply NowActive JobUpdated 3 days ago - UpvoteDownvoteShare Job
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Knowledge of planned giving vehicles, current trends in philanthropy, donor advised funds and basic estate and financial planning for individuals, including tax implications of charitable giving.
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Assist with wealth preservation, estate and gift tax planning, retirement plan distributions, charitable giving techniques, gifting limitations, transfer tax equivalent credits, generational skipping-transfers, split gifting, spousal trusts, and education and medical gifting.
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This person will also be supporting financial decisions for employer benefits, investments, income tax, retirement planning, charitable giving, estate planning, and insurance. Experience with CRM, financial planning software, and portfolio accounting software.
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Possess comprehensive knowledge of hedge fund K-1 treatment, as well as a working understanding of trusts, estates, gifts, and charitable entities. Responsible for overseeing tax planning and compliance functions for ultra-high net worth individuals and their families, with a particular emphasis on clients in the financial services sector, such as hedge funds, private equity, and other investment-related individuals.
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Crossix Analytics is a business within Veeva dedicated to advancing healthcare marketing with analytics, innovative planning, targeting, measurement, and optimization solutions. 1% charitable giving program.
$150,000 - $250,000 a yearFull-timeExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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Strong knowledge of Planned Giving vehicles, federal and state tax regulations and charitable estate planning laws and techniques. Maintain a working knowledge of charitable tax, financial and estate planning law.
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Knowledge of tax planning principles and techniques that favor charitable giving. Formerly Build Rehabilitation Industries, we offer Independent Living Services, Supported Employment, Community Integration Services, and a Behavioral Day Program.
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Work closely with the communications team to develop marketing tools for all development initiatives and charitable giving programs and to communicate new donor and fund development results to the Board of Trustees, donors and the general community.
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The Business, Transactions, and Innovation (BTI) practice group handles a broad range of business transactions including, but not limited to, transactions involving innovative research, joint ventures, collaborations, international activities, public finance, real estate, land use, construction, investments, intellectual property, laboratory affairs, energy, tax-exempt organizations, charitable giving, trusts and estates, and institutional advancement.
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Directly engage with clients to deliver innovative tax planning, consulting, and compliance solutions. CPA or IRS Enrolled Agent Certification required. EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice.
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Clientele – Our firm has been working with a diverse range of High Net Worth clients since 1981, from Family businesses, Real Estate Holdings, Charitable Contributions and so much more. Our primary focus has been high net worth individuals and their corporations, their related tax challenges, tax planning and tax preparation.
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This role will partner with the DEISR Team to build diversity, equity and inclusion (DEI) and Social Responsibility (SR) initiatives and programs to influence employee engagement, talent acquisition, talent management, charitable community engagement and marketplace opportunities across our global team to engage and retain talent and foster relationships in local and global communities.
$178,000 - $267,000 a yearExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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Minimum three years of experience demonstrating advanced knowledge of all aspects of estate planning and gift planning fundraising, donor relations, and public relations concepts, principles, procedures, and techniques.
Full-timeExpandApply NowActive JobUpdated 3 days ago
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