I help individuals and families have practical, values-aligned conversations about what they want their personal or family legacy to be—and then structure the giving to match it with real intention. I’m a lawyer with an LLM in Taxation and more than 10 years leading planned giving work. Complex assets, tax strategies, and structured gifts are tools I use along the way. I’ve worked with the International Rescue Committee, Colonial Williamsburg, a national donor-advised fund sponsor, healthcare systems, and universities. Right now I’m Executive Director of Strategic Giving at Case Western Reserve University, partnering with fundraising teams and professional advisors.
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