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Social Impact
Develops donor and professional-advisor relationships to grow Donor Advised Funds, endowments, charitable trusts, and estate gifts. Manages the complete philanthropic pipeline from inquiry through fund establishment, stewards bequest donors, generates referrals, leads educational events, and represents the Foundation in the community. Prepares gift documentation, maintains CRM records, communicates charitable planning strategies, and stays current on tax, financial, estate-planning, and philanthropic trends.



