Sr. Planned Giving Technical Consultant

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 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 state’s 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.

Educational Requirements

• University (Degree) Preferred

Work Experience

• 3+ Years Required; 5+ Years Preferred

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level
7IC

Related Skills

Accountability, Analytical Skills, Client Service, Collaboration, Communication, Consultative Communication, Customer Engagement, Planned Giving, Relationship Management, Trusts

Anticipated Posting End Date:

2025-09-30

Base Pay Range: $105,000/yr - $147,000/yr

Actual 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, non-annual sales incentive plans, or other non-annual incentive plans). 

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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 weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre 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 well-being possible for its clients, and is equally committed to the well-being of our associates. That’s 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 well-being. 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.

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