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Legacy Giving to include KPBS Friends for Life, Bequests, Charitable Gift Annuities,Charitable Remainder Unitrusts/Lead Trusts, Trusts and Wills, and Endowment gifts. Oversee all stewardship of Friends for Life donors, including all administration of gifts, creating financial illustrations using Crescendo, budgeting, and tracking of planned giving trusts and gifts.
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As a Tax Senior within the Tax-Exempt practice, you will spend at least half (potentially 100%) of your time serving non-profit clients including health care providers or plans, private foundations, public charities, higher educational institutions and other non-profit organizations.
$63,420 - $144,300 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Experience related to real property, employment law, media and publishing, higher education, trusts and estates, civil and commercial litigation and dispute resolution, charitable gifts, privacy and data security, and non-profit organizations.
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Assistant Marketing and Event Coordinator Join our team as an Assistant Event Coordinator and make a meaningful impact by organizing extraordinary events for world-renowned non-profit organizations.
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We assist companies and non-profit organizations in delivering benefits to their employees. Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients.
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We compare our benchmarks against similarly sized non-profit organizations with comparable annual budgets and geographical areas. Proven experience working within a nonprofit development team, including directly managing an institutional giving portfolio which includes multiple six- seven and eight-figure gifts.
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Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries.
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In addition, the role also requires candidates to build positive relationships with business partners in the following groups: Fidelity Digital Assets (FDA), Fidelity Personal Investments (FPI), Workplace Participant Services (WPS), National Financial (NF), IWS (Fidelity Institutional Wealth Services), Fidelity Family Office Services (FFOS), FMR Legal, Financial Crimes Compliance Program Office, Investigations, Credit/Market Risk, and others.
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In this position, you will deliver OCIO (Outsourced Chief Investment Officer) solutions to non-profit organizations, defined benefit pension plans, and corporations. Depending on line of business, may provide specialized advice on planned giving, as well as analyzing program health and strategies.
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Ensure adherence to financial transparency and accountability standards set by organizations such as the Better Business Bureau (BBB) Wise Giving Alliance and Charity Navigator.
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Facilitate an annual giving program to obtain alumni and private sector support for the College from foundations, corporations, non-profit organizations, and individuals as part of a larger development strategy.
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Keeps current with laws, regulations and technology that may affect non-profit organizations, and implements policy and procedural changes as required. Non-profit accounting software (such as Financial Edge NXT.
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This unique proximity to business and technology leaders, federal departments and agencies, and a myriad of research entities, embassies, think tanks, cultural centers, and non-profit organizations is simply unparalleled.
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A charitable giving matching grants program that enables employees to direct and double their donations to qualifying charitable organizations of their choice. Diversity leader in the Financial Times and International Women's Day Best Practice winner.
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Advising clients on a variety of tax issues including tax compliance, business restructuring, exemption strategies, philanthropic and charitable giving planning, and tax controversy. Some of our team members are fully dedicated to serving non-profit clients, and others also specialize in Private Wealth or Corporate business tax services.
$63,420 - $144,300 a yearFull-timeExpandApply NowActive JobUpdated Today
profit organizations charitable giving jobs Title: financial services representative Company: Fidelity Investments in Norwood, Massachusetts
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