Job Information

TIAA Sr. Planned Giving Technical Consultant (Trusts & Estates) in Redwood City, California

The Senior Planned Giving Technical Consultant job provides expert advice to Kaspick 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 TIAA Kaspick and are transitioning their programs to our 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. Writes for publication in TIAA Kaspick Insights (monthly e-newsletter) and presents at TIAA Kaspick virtual and in-person client events.

Educational Requirements

  • University (Degree) Preferred

Work Experience

  • 3+ Years Required; 5+ Years Preferred

Physical Requirements

  • Physical Requirements: Sedentary Work

Career Level


Preferred Qualifications:

  • ​Three or more years of relevant work experience in trusts and estates work, especially in the charitable giving area

  • JD preferred

  • Occasional travel required

Potential Salary: $126,000.00 USD

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).

Company Overview

TIAA is the leading provider of financial services in the academic, research, medical, cultural and government fields. We offer a wide range of financial solutions, including investing, banking, advice and education, and retirement services.

COVID-19 Vaccination

TIAA requires all U.S. employees to be fully vaccinated against COVID-19 and provide documentation of full vaccination, unless you qualify for an accommodation as determined by TIAA consistent with applicable law.

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/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.

Read more about the Equal Opportunity Law 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


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