Sr. Planned Giving Technical Consultant
Sr. Planned Giving Technical Consultant
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1 Vacancy
Job Description
The Senior Planned Giving Technical Consultant job provides expert advice to the departments management and staff regarding legal tax and regulatory requirements that affect charitable gift planning and the administration and investment of client trusts gift annuities and other planned giving arrangements. The job consults with relationship managers client account managers trust administrators other associates members of management client staff and legal counsel to resolve issues and problems associated with prospective new and existing planned gifts to our client institutions.
Key Responsibilities and Duties
- Researches and responds to staff questions in areas such as state fiduciary law state and federal tax law and state gift annuity regulation.
- Works with relationship managers and gift administration and tax staff to support complex gift planning initiatives and the resolution of gift administration tax and investment issues on specific client accounts.
- Reviews and digests existing trust documents accepted by client institutions for administration and qualification issues.
- Reviews and digests existing trust for client institutions that have hired the organization and are transitioning their programs to management.
- Researches and analyzes legal and administration issues and prepares interoffice communications at the direction of the Director.
- Monitors changes in state fiduciary law state and federal tax law court cases and regulations that affect charitable gift planning and charities that serve as trustees.
- Manages the maintenance of the Technical Consulting reference library by conducting research of various state and federal law with a deep understanding about the default provisions found in state law including a states uniform principal and income act probate code and trust code and updates all reference materials as need up not less than annually.
- Serve as project manager over the trust digesting process (i.e.: prepares status reports coordinates with client transition manager and client account manager to schedule transitions).
- Develops and delivers technical training for staff including training on trust and tax law.
- University (Degree) Preferred
- 3 Years Required; 5 Years Preferred
- Physical Requirements: Sedentary Work
Career Level
7IC
Related SkillsAccountability Analytical Skills Client Service Collaboration Communication Consultative Communication Customer Engagement Planned Giving Relationship Management Trusts
Anticipated Posting End Date:
Base Pay Range: $96800/yr $134000/yrActual base salary may vary based upon but not limited to relevant experience time in role base salary of internal peers prior performance business sector and geographic location. In addition to base salary the competitive compensation package may include depending on the role participation in an incentive program linked to performance (for example annual discretionary incentive programs nonannual sales incentive plans or other nonannual incentive plans).
Company Overview
Every worker deserves a secure retirement. For more than 100 years TIAA has delivered it for millions of people. Founded to help educators retire with dignity today were a marketleading retirement company fueled by worldclass asset management. But were not just another legacy financial services firm. Were fighting harder than ever before for our clients and the many Americans who need us.
Benefits and Total Rewards
The organization is committed to making financial wellbeing possible for its clients and is equally committed to the wellbeing of our associates. Thats why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health wellness and work life offerings that can help you achieve and maintain your best possible physical emotional and financial wellbeing. To learn more about your benefits please review our Benefits Summary.
Equal Opportunity
We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age race color national origin sex religion veteran status disability sexual orientation gender identity or any other legally protected status.
Read more about your rights and view government notices here.
Accessibility Support
TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers including individuals with disabilities.
If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:
Phone: (800)
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Required Experience:
Senior IC
Employment Type
Full-Time
