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Program Director of Gift Planning Duties: Will be responsible for carrying a prospect portfolio of 75-100 donors. Utilizing the tenets of moves management, prospects will be moved through the pipeline and ..
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Program Director of Gift Planning The candidate will be responsible for carrying a prospect portfolio of 75-100 donors. Utilizing the tenets of moves management, prospects will be moved through the pipeline ..
Wealth Transition Services Manager / Senior Manager The candidate will interpret and review various legal documents in relation to estate and business succession planning. Will undertake technical research on estate planning ..