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Plans and coordinates annual campaigns for the solicitation of funds from special constituencies. Coordinates and manages all aspects of annual giving campaigns, including budgets, preparation of support materials, program promotion, and report generation. Typically requires a bachelor's degree and two years of public relations or fundraising experience.: Plans, implements, and analyzes the results of annual campaigns to include direct mail, personal solicitation, commemorative giving, and telethons. Collaborates with local fund development officials to secure planned gifts. Offers technical expertise to structure gifts that are financial and legally sound. Assists and advises local fund development officials in conducting appropriate stewardship and recognition activities for donors. Develops and implements policies and guidelines to set legal, ethical, and financial parameters for planned giving. Coordinates solicitation of additional donor constituencies, as designated. Manages processes through which gifts are received, recorded, and distributed. Sets goals, develops schedules, organizes solicitations, and acknowledges gifts. Prepares reports and analyses setting forth progress and adverse trends and presents appropriate recommendations or conclusions.

Corporate Giving Director

Plans, organizes, directs, and coordinates ongoing and special project funding programs for museum, zoo, public broadcasting station, or similar institution: prepares statement of planned activities and enlists support from members of institution staff and volunteer organizations. Develops public relations materials to enhance institution image and promote fund raising program. Identifies potential contributors to special project funds and supporters of institution ongoing operations through examination of past records, individual and corporate contracts, and knowledge of community. Plans and coordinates fund drives for special projects. Assigns responsibilities for personal solicitation to members of staff, volunteer organizations, and governing body according to special interests or capabilities. Organizes direct mail campaign to reach other potential contributors. Plans and coordinates benefit events, such as banquets, balls, or auctions. Organizes solicitation drives for pledges of ongoing support from individuals, corporations, and foundations. Informs potential contributors of special needs of institution, and encourages individuals, corporations, and foundations to establish or contribute to special funds through endowments, trusts, donations of gifts-in-kind, or bequests, conferring with attorneys to establish methods of transferring funds to benefit both donors and institution. Researches public and private grant agencies and foundations to identify other sources of funding for research, community service, or other projects.

Corporate Giving Manager

Oversees, manages, and monitors the corporate giving program, including charitable contributions and volunteer programs. Sets and executes giving strategies consistent with the organization's objectives, guidelines, and established budget requirements.: Evaluates and makes decisions on grant requests. Monitors and reports on grant requirements. Oversees the administrative processing of approved grant requests. Coordinates the organization's participation in non-profit events. Acts as an informational resource for inquiries pertaining to the giving program. Meets with non-profit organizations and community leaders to share information, build relationships, and ensure their awareness and understanding of the corporate giving strategy and objectives.

Head of Merchandise Planning & Allocation

Formulates, plans and implements merchandising programs to plan merchandise, control inventory, and allocate merchandise to stores so as to optimize flow of materials, timing, quantities, margins, and optimum unit purchases. Does not have purchasing responsibilities. Directs analysts, planners, and/or allocators. Typically reports to Merchandising Top Officer.: Consults with other personnel to plan allocations to stores. Typically responsible for gross margin planning and analysis. Recommends new policies or procedures as necessary. Interprets company policy to employees and enforces company policy and practices. Oversees preparation and control of departmental annual budget. May recruit, hire, train staff, evaluate employee performance, and recommend or initiate promotions, transfers, and disciplinary action.

Vice President Merchandising Planning

Top Strategic Planning Executive

Establishes company objectives, develops strategic plans, and identifies company strengths and weaknesses in order to achieve business opportunities, growth, and financial profitability, in concert with other top management members. Evaluates, plans, and develops organization policies and goals and growth and structural program objectives. Typically reports to CEO and has directors and managers reporting to this position.: Coordinates activities of department among other departments, such as operating, manufacturing, engineering, planning, sales, maintenance, or research and development, to effect operational efficiency and economy and to ensure consistency in organization's long-term planning. Analyzes and focuses on new markets, mergers, and acquisitions, identifying business opportunities, increasing share of market, and obtaining competitive position in industry. Prepares, analyzes, and monitors budget requests to identify areas in which reductions can be made, and allocates operating budget. Reviews company and department activity and operating reports. Promotes organization in industry trade associations.

Vice President Planning & Development

Planning Long-Range Top Executive

Estate Planning Director

Develops and directs all aspects of estate planning services including sales, staffing, and supervision. Provides high-level estate planning services. Oversees the technical areas of wealth transfer strategies, business succession planning, and individual and business taxation. Provides technical oversight and training to staff in areas of estate planning. Manages the client service process, including tracking and delegating tasks to be completed and assistance with client billing analysis, in order to enhance client service and maximize wealth.: Manages all aspects of client accounts and fosters client relationships. Expands services to existing clients and develops new business relationships. Assists in making recommendations for and managing execution of investment decisions. Reviews client reports, including net worth statements, performance reports, and estate planning flowcharts. Identifies estate planning issues and opportunities. Coordinates execution with attorneys. Coordinates preparation for client update meetings and runs meetings. Communicates with clients regarding estate planning issues. Researches tax laws, prepares tax memorandums on technical topics, and develops tax savings strategies. Reviews and maintains estimated tax payment calculations. Communicates with Tax Department to ensure proper distribution of relevant client information and provides final review of tax returns. Participates in training and estate planning workshops. Stays abreast of regulatory guidelines and new trends in the field. Provides appropriate and timely performance feedback to those supervised. Conducts internal training courses or seminars on technical subjects.

Planning & Development Vice President

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