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

Work Experience

Physical Requirements

Career Level

7IC

Company Overview

At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values : Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger.

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.

See our full Equal Employment Opportunity & Non-Discrimination statement below. You can read more about your rights and view government notices here .

Accessibility Support

TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.

If you are a U.S. applicant and desire a reasonable accommodation to complete a job application, please use one of the below options to contact our accessibility support team :

Phone : (800) 842-2755

Email : accessibility.support@tiaa.org

Drug and Smoking Policy

TIAA maintains a drug-free and smoke / free workplace. Please see our Drug-Free and Smoke-Free Policy to learn more.

Privacy Notices

For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here .

For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here .

For Applicants of TIAA Global Capabilities, click here .

For Applicants of Nuveen residing in Europe and APAC, please click here .

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.

Read more about your rights and view government notices here .