Estate Planning Director jobs in Nebraska

Estate Planning Director directs all aspects of the estate planning function including sales, staffing, and supervision. Participates in training and estate planning workshops. Being an Estate Planning Director ensures that the agency stays abreast of regulatory guidelines and new trends in the field. Researches and advises on tax, technical, and legal questions. Additionally, Estate Planning Director introduces new life products to the field and contributes to design of related software and tools. May be a speaker at insurance conferences or meetings. Requires a bachelor's degree of business, marketing, or mathematics. Typically reports to top management. May require Chartered Life Underwriter (CLU). The Estate Planning Director manages a departmental sub-function within a broader departmental function. Creates functional strategies and specific objectives for the sub-function and develops budgets/policies/procedures to support the functional infrastructure. Deep knowledge of the managed sub-function and solid knowledge of the overall departmental function. To be an Estate Planning Director typically requires 5+ years of managerial experience. (Copyright 2024 Salary.com)

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Gift & Estate Planning Officer
  • Boys Town
  • Omaha, NE FULL_TIME
  • Boys Town is seeking an experienced individual for the role of Gift and Estate Planning Officer. The Gift and Estate Planning Officer will serve as an integral member of the development team. You will be responsible for identifying, cultivating, soliciting, and stewarding a portfolio of planned giving donors and prospects, collaborate with colleagues to maximize total gift revenue and work to build effective, mission centered relationships with donors and prospects. The qualified candidate will also assist with endowed gifts, memorial and tribute gifts, and annual donations.

    MAJOR RESPONSIBILITIES & DUTIES:
    • Manages a portfolio of Planned Giving prospects and donors.
    • Identifies, cultivates, and solicits planned gifts such as bequests, trusts, and gift annuities.
    • Builds relationships and networks with financial advisors, estate planning professionals, and the legal community to promote planned giving at Boys Town.
    • Maintains files and records on planned giving prospects/donors in donor database.
    • Coordinates Planned Giving program activities and staff.
    • Works closely with Legal, Finance, and Investments departments to ensure donor charitable objectives are met.
    • Assists in creation of planned giving materials and promotional strategies to communicate Planned Giving services and products.
    • Provides expertise and support to Affiliate Sites regarding planned gifts.
    • Oversees maintenance of master files and records on Planned Giving including notes of cultivation, solicitation of prospects, and donor personal information relevant to the organization.
    • Assists or directs staff in planning and prioritizing work to ensure Planned Giving goals and objectives are met.
    KNOWLEDGE, SKILLS, AND ABILITIES:
    • Advanced knowledge of all aspects of planned giving.
    • An understanding of tax laws as they relate to charitable giving.
    • Excellent written and verbal communication skills with a strong attention to accuracy and detail.
    • Proficient in Microsoft Office Suite, with the ability to utilize sophisticated donor database.
    • Experience must demonstrate ability to maintain the highest standard of integrity, truth, confidentiality, and accuracy in work.
    • Excellent organizational, planning, and analytical skills.
    • Team player, with capacity to be resourceful and respond to a changing environment.
    REQUIRED QUALIFICATIONS:
    • Bachelor's degree in Marketing, Business, Communications, Journalism, or equivalent combination of education and experience required.
    • Minimum five years of legal or financial estate and gift planning experience, preferably within a complex not-for-profit environment required.
    • Available to travel extensively on donor calls required.
    • Possess a valid driver's license with a good driving record and pass an annual Motor Vehicle Registration (MVR) required.
    • Ability to provide own transportation to complete travel requirements of job; meet auto insurance requirements established by Boys Town policy and/or State and Local law requirements.

    PREFERRED QUALIFICATIONS:

    • Master's degree preferred.

    Diversity is more than a commitment at Boys Town-it is the foundation of who we are and what we do.

    At Boys Town, we cultivate a culture of inclusion for all employees that respects their individual strengths, views, and experiences. We believe that our differences enable us to be a better team - one that makes better decisions, drives innovation, and delivers better business results.

    About Boys Town:

    Boys Town has been changing the way America cares for children and families since 1917. With over a century of service, our employees have helped us grow from a small boardinghouse in downtown Omaha, Nebraska, into one of the largest national child and family care organizations in the country. With the addition of Boys Town National Research Hospital in 1977, our services branched out into the health care and research fields, offering even more career opportunities to those looking to make a real difference.

    Our employees are our #1 supporters when it comes to achieving Boys Town's mission, which is why we are proud of their commitment to making the world a better place for children, families, patients, and communities. Unique perks to Boys Town employees and their families include free visits to Boys Town physicians and free prescriptions under the Boys Town Medical Plan, tuition assistance, parenting resources from our experts and professional development opportunities within the organization, just to name a few. Working at Boys Town is more than just a job, it is a way of life.

    This advertisement describes the general nature of work to be performed and does not include an exhaustive list of all duties, skills, or abilities required. Boys Town is an equal employment opportunity employer and participates in the E-Verify program. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity and/or expression, national origin, age, disability, or veteran status. To request a disability-related accommodation in the application process, contact us at 1-877-639-6003.


    This advertisement describes the general nature of work to be performed and does not include an exhaustive list of all duties, skills, or abilities required. Boys Town is an equal employment opportunity employer and participates in the E-Verify program. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status. To request a disability-related accommodation in the application process, contact us at 1-877-639-6003.

     

  • 1 Month Ago

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Paralegal | Estate and Trust Planning and Administration
  • Koley Jessen P.C., L.L.O.
  • Headquarters, NE FULL_TIME
  • Paralegal | Estate and Trust Planning and Administration We offer our clients the largest and most credentialed team of estate planning and estate/trust administration professionals in the region. We ...
  • 23 Days Ago

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Planning and development Director
  • Winnebago Tribe of Nebraska
  • Winnebago, NE FULL_TIME
  • Open Until Filled Planning and Development Director Reports to: Chief Executive Officer Salary (Grade): $90-$95K Depending on Experience Status: Reg. Full-Time (Exempt) Location: Planning and Developm...
  • 21 Days Ago

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Director of Institutional Research, Planning, and Effectiveness
  • Nebraska Indian Community College
  • South Sioux, NE FULL_TIME
  • POSTION TITLE: Director of Institutional Research, Planning, and Effectiveness PRIMARY WORK LOCATION: Santee Campus, Macy Campus, or South Sioux City Campus CLOSING DATE: Until filled STARTING SALARY:...
  • 5 Days Ago

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Assistant Professor, Department of Prosthodontics- Implant Program Director
  • Implant Program Director - Creighton University Careers
  • Omaha, NE FULL_TIME
  • Assistant/Associate Professor of Prosthodontics Creighton University School of Dentistry is seeking a motivated individual to support the didactic and clinical curricula of the school through a broad ...
  • 4 Days Ago

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Estate Sale Merchandiser
  • Blue Moon Estate Sales of Omaha
  • Omaha, NE PART_TIME
  • Estate Sale Merchandiser At Blue Moon Estate Sales we pride ourselves in having the most friendly and helpful estate liquidators in the business. We search for individuals who are passionate about hel...
  • 3 Days Ago

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Director of Planning & Zoning
  • Kennett Township
  • Chadds Ford, PA
  • Are you looking for a job that allows you to be part of the community you work in and a vital tool to the department? Do...
  • 4/19/2024 12:00:00 AM

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Director of Planning
  • KHAITE
  • New York, NY
  • About KHAITE: KHAITE is a leading Luxury fashion brand based in New York City, known for its modern and luxurious design...
  • 4/18/2024 12:00:00 AM

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Planning Director
  • AppleOne Employment Services
  • Fresno, CA
  • TITLE: DIRECTOR OF FORWARD PLANNING ABOUT THE JOB: Seeking experienced candidates for a DIRECTOR OF FORWARD PLANNING rol...
  • 4/18/2024 12:00:00 AM

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Planning Director
  • Licking County
  • Newark, OH
  • JOB OPPORTUNITY! Licking County Planning Director The Licking County Planning Commission (LCPC) is seeking a qualified D...
  • 4/18/2024 12:00:00 AM

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Planning Director
  • Appleone Employment Services
  • Fresno, CA
  • TITLE: DIRECTOR OF FORWARD PLANNING ABOUT THE JOB: Seeking experienced candidates for a DIRECTOR OF FORWARD PLANNING rol...
  • 4/18/2024 12:00:00 AM

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Financial Planning Director
  • Lead Advisor
  • Westborough, MA
  • Description: Director of Planning Our client is a full-service financial advisory practice in Westborough that serves hi...
  • 4/18/2024 12:00:00 AM

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Finance Planning Director
  • Armanino LLP
  • San Ramon, CA
  • At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in ...
  • 4/16/2024 12:00:00 AM

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Financial Planning Director
  • Lead Advisor
  • Westborough, MA
  • Description: Director of Planning Our client is a full-service financial advisory practice in Westborough that serves hi...
  • 4/15/2024 12:00:00 AM

The state is bordered by South Dakota to the north; Iowa to the east and Missouri to the southeast, across the Missouri River; Kansas to the south; Colorado to the southwest; and Wyoming to the west. The state has 93 counties and is split between two time zones, with the state's eastern half observing Central Time and the western half observing Mountain Time. Three rivers cross the state from west to east. The Platte River, formed by the confluence of the North Platte and the South Platte, runs through the state's central portion, the Niobrara River flows through the northern part, and the Rep...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Director jobs
$122,153 to $181,677

Estate Planning Director in Fort Smith, AR
The estate planning attorneys at Hanis Irvine Prothero can provide a full range of legal and financial tools for your estate planning requirements.
January 05, 2020
Estate Planning Director in Santa Barbara, CA
Estate Planning is more than just having a will, it is about planning for a good end of life.
January 31, 2020
Estate Planning Director in Newark, NJ
And on top of property-related considerations are other important estate-planning components, regardless of marital or parental status.
February 13, 2020