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Associate Director of Planned Giving Duties: Assists in planning and implementing the programmatic vision for Development and Alumni Relation’s (DAR) Planned Giving office. Interact directly with donors to address all aspects ..
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Part-time Instructor, Certified Financial Planning The candidate will be responsible for all aspects of CFP education course delivery. Will serve as subject matter expert and student advocate while delivering exceptional classroom ..
Associate Director - Planned Giving The candidate will interact directly with donors to address all aspects of the personal, financial, legal and tax consequences of charitable giving, especially life income gifts ..
Part-time Instructor, Certified Financial Planning The candidate will serve as ... 5+ Years' experience in financial planning, specifically client facing. Must be ... for CFP© education course in tax or..
... Draft and negotiate complex real estate, joint venture, and construction agreements. ... employment, litigation, insurance, business licensure, tax, accounting, data privacy, intellectual property, ... uses and restrictions, for real..
... investment accounts. Provide trust and estate planning solutions and wealth transfer strategies ... and departments. Review and interpret estate and trust documents (i.e. wills, ... trust documents (i.e. wills,..
Estate Planning / Probate Practice Paralegal The ... Probate Practice Paralegal The candidate estate planning responsibilities include matters such as ... of trusts and powers of attorney, beneficiary designations, and..