Planned Giving

Includes jobs responsible for all aspects of gift planning and related tax and legal matters for university gifts. Initiates gift discussions and collaborates with other university development officers in gift solicitations, providing expertise in connection with bequests, charitable remainder trusts, charitable gift annuities, pooled income funds, charitable lead trusts, and gifts of real estate as well as other complex assets. Requires knowledge in charitable trusts, bequests, estate planning and complex outright gifts. Requires expert knowledge in tax, trust, probate and other laws affecting charitable giving.

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