Estate Planning Director jobs in Omaha, NE

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 ...
  • 24 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 ...
  • 5 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...
  • 4 Days Ago

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Estate Sales Associate
  • Blue Moon Estate Sales of Omaha
  • Omaha, NE PART_TIME
  • Estate Sale Associates 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 helpi...
  • 2 Months Ago

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Client Service Associate
  • Callahan Financial Planning
  • Omaha, NE FULL_TIME
  • Job Description: Callahan Financial Planning is seeking to hire a Client Service Associate. This position will work in a high-quality service environment within the financial services industry. They w...
  • 14 Days Ago

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0 Estate Planning Director jobs found in Omaha, NE area

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Director of Acquisitions
  • Sower Investment Partners
  • Omaha, NE
  • Sower Commercial is seeking a Director of Acquisitions to join our growing organization. This full-time position offers ...
  • 4/19/2024 12:00:00 AM

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Conservation Director
  • Ida County Conservation Board
  • Omaha, NE
  • Job Description Job Description Organization: The Executive Director is the representative of the Ida County Conservatio...
  • 4/19/2024 12:00:00 AM

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Director, Operations & Administration - Get in on the ground floor of the next Duck Commander!
  • Elevate Search Partners LLC
  • Omaha, NE
  • Exciting opportunity to join this Nebraska-based outdoors company in this key role. Our client has grown rapidly for sev...
  • 4/19/2024 12:00:00 AM

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Program Director, Strategic Products
  • Fiserv
  • Omaha, NE
  • What does a great Program Director, Strategic Products do at Fiserv? As a Program Director of Strategic Products at Fise...
  • 4/17/2024 12:00:00 AM

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Operations Director
  • Bemis Center For Contemporary Arts
  • Omaha, NE
  • Job Description Job Description THE OPPORTUNITY Bemis Center for Contemporary Arts seeks an experienced, detail-oriented...
  • 4/17/2024 12:00:00 AM

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Human Resources Director
  • HORIZON HOSPITALITY (Hospitality Executive Search)
  • Omaha, NE
  • Job Description Job Description We are currently seeking a Human Resources Director for a client in Omaha, Nebraska. Thi...
  • 4/16/2024 12:00:00 AM

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Biosolids Practice Leader
  • HDR
  • Omaha, NE
  • About Us At HDR, we specialize in engineering, architecture, environmental and construction services. While we are most ...
  • 4/16/2024 12:00:00 AM

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Team Leader Group Home
  • Nishna Productions
  • Glenwood, IA
  • Job Description Job Description This is a full time position as a Mills County Team Leader. 40+ hours per week. The hour...
  • 4/16/2024 12:00:00 AM

Omaha (/ˈoʊməhɑː/ OH-mə-hah) is the largest city in the state of Nebraska and the county seat of Douglas County. Omaha is located in the Midwestern United States on the Missouri River, about 10 miles (15 km) north of the mouth of the Platte River. The nation's 40th-largest city, Omaha's 2018 estimated population was 466,061. Omaha is the anchor of the eight-county, bi-state Omaha-Council Bluffs metropolitan area. The Omaha Metropolitan Area is the 59th largest in the United States, with an estimated population of 944,316 (2018). The Omaha-Council Bluffs-Fremont, NE-IA Combined Statistical Are...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Director jobs
$123,320 to $183,413
Omaha, Nebraska area prices
were up 0.8% from a year ago

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