Gift Planning Jobs in California
1 - 7 of 7
Search Results - Gift Planning Jobs in California
Covenant Trust-Santa Barbara
Strengthen your competitive advantage within your personal developing networks and community by leveraging Covenant Trust’s investment management services, trust administration services, and gift planning products and services.
• Enhance client retention...
mindmatch.ai -
Santa Cruz (CA)
Foundation trustees, volunteers and staff in major gift planning, cultivation, solicitations and gift stewardship.
Works with the Chief Philanthropy Officer and other appropriateleadership to identify approved potential programs and projects for major gift...
icims.com -
Newport Beach
team for successful major campaigns. Academic and healthcare experience preferred
• Gift Planning experience : knowledgable and fluent with gift planning methods and tools. Certification required.
• Transformative gift experience : experienced closing...
tiptopjob.com -
Robert Half-Oakland
planning activities, ensuring regulation compliance and effective estate/gift planning.
• Implement strategies for charitable and philanthropic initiatives.
Partnership Accounting Responsibilities:
• Manage all aspects of partnership accounting...
roberthalf.com -
Irvine
Cultivates relationships with estate planning professionals. Assists prospective donors and their advisors in clarifying gift planning goals, preparing, and presenting appropriate proposals, and completing agreements.
• Oversees and manages the individual...
icims.com -
San Diego Foundation-San Diego
to implement creative donor stewardship strategies.
• Partner with Communications to support strategic donor marketing and retention efforts.
• Work closely with Finance and Investment teams to enhance donor support through gift planning.
Leadership...
workable.com -
San Diego
gifts, working closely with the Finance Department, financial institutions, attorneys, and estate and tax planning professionals.
The role will work closely with the Chief Development Officer to develop and enhance planned gift strategies, pipeline...
icims.com -
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