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Gift Planning Specialist Responsibilities: Coordinate the construction/origination ... Income, MIT agreement for Life Estate, final calculations for agreement(s), construct ... for gift closure by gift planning staff. Interpret, analyze, and..
Gift Planning Officer Responsibilities: Implement strategies and ... promote planned giving vehicles (real estate, unitrusts, annuity trusts, bequests, life ... are beneficial components in charitable estate planning. Manage a portfolio..
Trust Officer The candidate will work with existing clients, prospects and beneficiaries in the area of estate and financial planning. This will include identifying needs, providing solutions and being able to ..