Director of Finance & Gift Compliance Duties: Reporting to the Director, advises the Division on all ... resource allocation issues. The Associate Director assists in the development and ... and..

Director, Planned Giving Duties: Direct and manage the planned giving program for Stanford Medicine in the Office of Development. Set program goals, manage relationships, and lead marketing and education efforts internally ..

Director of Major and Planned Giving ... their drafting of wills and trust documents (both charitable remainder trusts ... and state laws. Periodically review trust, gift annuity, and pooled income..

Schwab Senior Trust and Fiduciary Risk Specialist The candidate will ... candidate will report to the Director of Examinations/CPC and be a ... Lead the supervisory assessments of fiduciary and..

Wealth Management Share Plan Attorney, Executive Director or Vice President The candidate will provide advice and counsel on a wide range of business-to-business commercial matters for its industry-leading share plan administration ..

Director The candidate will manage, lead, ... maintain current expertise in tax, trust, probate, and other laws affecting ... of their gifts. Determine university compliance with donor restrictions and donor..

Director & Senior Trust Officer Responsibilities: Review and administer ... and closings by reviewing the trust instrument and all necessary documents. ... necessary documents. Process and coordinate fiduciary actions including..

... Conducts complex assurance/effectiveness reviews evaluating compliance in accordance with appropriate regulatory ... appropriate regulatory standards, metrics, established compliance plan(s) and prescribed departmental / ... program policies. Evaluates effectiveness of..

... for a Senior Manager or Director of Estate, Gift, and Trust (EG&T) Services. The ideal candidate ... sophisticated tax planning, consulting and compliance services to high net worth .....

Assistant Director, Pre-Award Services Responsibilities: Responsible for reviewing, negotiating and approving complex grants, contracts and agreements sponsored by federal, state and private agencies and foundations and corporations. Managing ongoing administration of ..

Director Gift Planning The candidate will develop, lead and execute solicitations to secure planned gifts with a priority focus between $100,000 -$2,000,000 and above. Planned gifts may include documented bequest expectancies, ..

Director of Planned Giving The candidate: Develops a strategic fundraising plan to achieve a high degree of engagement with all planned giving prospects. Maps out successful marketing strategies and activities to ..

Senior Director, Treasury Aon is in the ... organization, we are united through trust as one inclusive, diverse team, ... of debt portfolio to ensure compliance with applicable regulations and..

Bank Trust Compliance Officer The candidate oversees the ... The candidate oversees the firm's compliance function, as well as playing ... best practices to the firm's Trust business lines, coordinating..

Tax Director - Private Client Services The candidate will oversee the efforts of multiple client service teams on engagements for a variety of clients including entrepreneurs, executives, partnerships, closely-held businesses, estates, ..

Director, Gift Planning The candidate will manage a portfolio of 50 – 75 key major/planned giving prospects having an interest in a planned gift. As Primary or Secondary Gift Officer, provide ..

Job Req ID: 14723 Senior Director of Gift Planning The candidate ... firm: marketing, gift planning and fiduciary services. Works closely with the ... tax services to the University’s trust..

Assistant Director of Donor Services The candidate ... Specialists and partnering with the Director in a weekly analysis of ... central gifts. Collaborate with the Director in conducting a monthly..

Director, Legal Services and Estate Administration ... legal correspondence, corporate records and compliance, human resources, and trust administration working directly with general ... directly with general counsel. Provides compliance support..

Senior Director, Corporate Counsel, Securities and Governance ... enabled to meet their legal, compliance, and fiduciary obligations. Assists in planning and ... records. Supports the management of director orientation and..

Wealth Tax Director Duties: The candidate manages the ... support and enable meeting Wilmington Trust’s fiduciary obligations with respect to reporting ... respect to reporting and filing fiduciary income tax..

PWM Director of Business Strategy The candidate develops, implements, and manages various business processes required to achieve the team’s overall strategy and may ultimately, upon completion of the training program, become ..

Schwab Senior Trust and Fiduciary Risk Specialist The candidate will ... candidate will report to the Director of Examinations/CPC and be a ... Lead the supervisory assessments of fiduciary and..