Manages planned giving and legacy prospect portfolios, builds relationships with donors and professional advisors, prepares gift illustrations and donor materials, coordinates fund openings and gift documentation, maintains CRM records, supports events and inquiries, and mentors junior development staff.

Manages complex grant lifecycles across donor-advised, scholarship, and community funds. Provides guidance to donors, nonprofit partners, scholars, and internal stakeholders; oversees compliance, due diligence, documentation, and data integrity. Resolves sensitive issues, improves workflows, develops reports and dashboards, supports grants technology, and provides training. Collaborates across departments to strengthen grant operations, service delivery, and community-centered outcomes.

Leads advisor relations and gift planning for a philanthropic foundation. Builds partnerships with attorneys, CPAs, financial advisors, and wealth managers; develops donor referrals and planned gifts; manages legacy and complex-gift portfolios; advises on charitable giving strategies; leads educational events; and supervises an advisor-relations team member.