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Charitable Advisors Jobs in Indiana (NOW HIRING)

Robert W Baird & Co

Sr. Trust Officer

Evansville, IN · Hybrid

Our Trust Officers work closely with our Financial Advisors to ensure our clients' wishes are ... Assistance in implementing personal and charitable gifting strategies * Manage allocation of income ...

Crowe LLP

Tax Manager, Exempt Organizations

South Bend, IN · On-site +1

$108K - $142K/yr

Advise clients on complex tax issues specific to exempt organizations, such as unrelated business income tax (UBIT), public support tests, intermediate sanctions, and charitable contribution ...

Crowe LLP

Tax Manager, Exempt Organizations

Fort Wayne, IN · On-site +1

$109K - $143K/yr

Advise clients on complex tax issues specific to exempt organizations, such as unrelated business income tax (UBIT), public support tests, intermediate sanctions, and charitable contribution ...

Crowe LLP

Tax Manager, Exempt Organizations

Indianapolis, IN · On-site +1

$106K - $139K/yr

Advise clients on complex tax issues specific to exempt organizations, such as unrelated business income tax (UBIT), public support tests, intermediate sanctions, and charitable contribution ...

Crowe LLP

Tax Manager, Exempt Organizations

Elkhart, IN · On-site +1

$106K - $139K/yr

Advise clients on complex tax issues specific to exempt organizations, such as unrelated business income tax (UBIT), public support tests, intermediate sanctions, and charitable contribution ...

Deloitte

Tax Senior - Private Wealth

Indianapolis, IN · On-site

$77K - $96K/yr

Chartered Financial Advisor (CFA) * Certified Financial Planner (CFP) Preferred * Advanced degree ... charitable pursuits, and closely-held business concerns, while providing solutions to complex tax ...

Old National Bank

Senior Counsel

Evansville, IN · On-site

$200K - $230K/yr

... charitable giving. We continually seek highly motivated and talented individuals as our people are ... Ability to consult with and advise Bank management at all levels. * Strong written, oral and ...

Old National Bank

Senior Counsel

Evansville, IN · On-site

$200K - $230K/yr

... charitable giving. We continually seek highly motivated and talented individuals as our people are ... Ability to consult with and advise Bank management at all levels. * Strong written, oral and ...

Deloitte

Tax Manager - Private Wealth

Indianapolis, IN · On-site

$106K - $139K/yr

Chartered Financial Advisor (CFA) * Certified Financial Planner (CFP) Preferred * Advanced degree ... charitable pursuits, and closely-held business concerns, while providing solutions to complex tax ...

Old National Bank

Counsel

Evansville, IN · On-site

$170K - $200K/yr

... charitable giving. We continually seek highly motivated and talented individuals as our people are ... Takes a leading role to advise Company's People Team on various labor and employment topics ...

Old National Bank

Counsel - HR / People Team

Evansville, IN · On-site

$170K - $200K/yr

... charitable giving. We continually seek highly motivated and talented individuals as our people are ... Takes a leading role to advise Company's People Team on various labor and employment topics ...

Ceritypartners

Tax Manager

Indianapolis, IN · On-site +1

$125K - $175K/yr

Prepare and review tax projections for estimated payments, charitable strategies, retirement planning, and Roth conversions. * Act as the dedicated tax advisor to clients and advisory teams, helping ...

Ceritypartners

Tax Principal

Indianapolis, IN · On-site +1

Prepare and review tax projections for estimated payments, charitable strategies, retirement planning, and Roth conversions. * Act as the dedicated tax advisor to clients and advisory teams, helping ...

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Showing results 21-40

All JobsCharitable Advisors JobsCharitable Advisors Jobs in Indiana

Charitable Advisors information

See Indiana salary details

$34.3K

$97.2K

$137K

How much do charitable advisors jobs pay per year?

As of Aug 8, 2026, the average yearly pay for charitable advisors in Indiana is $97,187.00, according to ZipRecruiter salary data. Most workers in this role earn between $71,400.00 and $124,700.00 per year, depending on experience, location, and employer.

What is the difference between Charitable Advisors vs Fundraising Consultants?

AspectCharitable AdvisorsFundraising Consultants
CredentialsTypically have nonprofit or financial planning certificationsOften hold fundraising or nonprofit management certifications
Work EnvironmentWork within nonprofit organizations or as external advisorsWork with multiple clients or organizations on fundraising strategies
Employer & IndustryNonprofit sector, charitable foundationsConsulting firms, nonprofit organizations
Search & Comparison IntentUnderstanding roles in nonprofit financial planningSeeking fundraising strategy expertise

Charitable Advisors primarily focus on financial planning and strategic advice within nonprofits, often working directly with organizations or as external consultants. Fundraising Consultants specialize in developing and implementing fundraising strategies for various nonprofits. While both roles support nonprofit growth, Charitable Advisors emphasize financial and strategic guidance, whereas Fundraising Consultants concentrate on increasing donations and donor engagement.

What are popular job titles related to Charitable Advisors jobs in Indiana? For Charitable Advisors jobs in Indiana, the most frequently searched job titles are:
What job categories do people searching Charitable Advisors jobs in Indiana look for? The top searched job categories for Charitable Advisors jobs in Indiana are:
What cities in Indiana are hiring for Charitable Advisors jobs? Cities in Indiana with the most Charitable Advisors job openings:
Charitable Advisors jobs near you
Infographic showing various Charitable Advisors job openings in Indiana as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $97,187 per year, or $46.7 per hour.

Sr. Trust Officer

Robert W Baird & Co

Evansville, IN • Hybrid

Full-time

Re-posted 24 days ago

Job description

About the Role:

Our Trust Officers are experienced fiduciary professionals responsible for the administration of trust accounts in accordance with the terms specified in the trust instrument, while also providing personalized, high-level service to clients. Our Trust Officers work closely with our Financial Advisors to ensure our clients' wishes are carried out based on the terms of the trust document.

This position requires on-site attendance five days per week in our Evansville, IN office, for a minimum of six months during the initial training period. Following the successful completion of training and performance review, the role will transition to a hybrid work schedule consisting of 4 days per week in office and 1 remote work day.

The Impact You'll Make:

  • Professional trust administration within the scope of the governing document and in accordance with applicable state law
  • Provide proactive solutions to client needs and deliver prompt, professional communication to clients and Financial Advisors
  • Demonstrate expertise on the terms and practical application of trust document provisions, understanding how each trust fits within larger, complex relationships with a variety of account types
  • Educate trust beneficiaries on the terms and requirements of the trust
  • Navigate complex family dynamics
  • Prepare necessary documentation and recommendation for Administrative Review Committee on any discretionary decisions to be made on behalf of beneficiary
  • Coordinate client requests for funds including regular remittances and disbursements
  • Facilitate communication between multiple beneficiaries, internal and external advisors, and co-trustees, as well as act as a referral network
  • Understand trust taxation and consider tax implications for current and remainder beneficiaries
  • Work with internal partners to provide appropriate oversight of non-standard assets (real estate, promissory notes, mortgages, closely held businesses, oil and gas interests)
  • Assistance in implementing personal and charitable gifting strategies
  • Manage allocation of income and principal for distributions, including trust-related expenses and distributions on behalf of clients and beneficiaries
  • Facilitate annual IRA Required Minimum Distributions
  • Monitor daily transactions posted to trust accounts to ensure accuracy
  • Collaborate with the client's advisors, attorneys, and accountants, on complex administrative matters
  • Provide mentorship to team members and others within Trust Administration
  • Prepare 60-day and annual account reviews
  • Serve on Administrative Review Committee or Policies and Procedures Committee
  • Occasional travel for client meetings

What You'll Bring to Baird:

  • Advanced knowledge of fiduciary law, trust taxation, and estate settlement principles and theories
  • Expertise in understanding and explaining Trust documents and Wills/Codicils
  • Solid knowledge of TrustDesk (preferred) or other trust accounting systems
  • High School diploma required or an equivalent combination of education, training or experience
  • Post-secondary degree preferred
  • 5+ years minimum experience in trust administration
  • CTFA a plus, but not required
  • JD a plus, but not required

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Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

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