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Sr. Planned Giving Technical Consultant

TIAA
Redwood City Full-day Full-time

Description:

The Senior Planned Giving Technical Consultant job provides expert advice to the department's 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
Oct 31, 2025;   from: dice.com

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