In her current role as Director of Leadership Gifts with Plan International USA, Dana works closely with her donors to help them identify and achieve their personal philanthropic goals and make a transformative impact on gender equality globally.
Drawing on her experience in wealth management and non-profit fundraising, Dana is passionate about helping individuals and families grow their wealth, establish succession plans, solidify their family vision, and maximize their impact through thoughtful philanthropy. She enjoys using her critical thinking skills to navigate complex wealth scenarios with her clients and has a particular interest in engaging the next generation in conversations around financial literacy, familial wealth, and philanthropy.
- Director, Leadership Gifts
- Plan International USA
- Communicating About Wealth | Engaging the Next Generation | Family Dynamics | Family Philanthropy | Financial Literacy | Fundraising and Donor Engagement | Governance and Succession Planning | Teen and Youth Philanthropy | Wealth Management | Women and Giving
- USA
- Texas
- TX
- Cypress
- 21/64 Virtual Approach Training