In addition to providing gift planning expertise to prospective donors, she guides the relationship management and stewardship activities of the Foundation, and works closely with nonprofit endowment partners and affiliates to strengthen their endowment-building capacity. Serving as liaison to the professional advisor community, she coordinates and conducts continuing education seminars on gift planning techniques. She is a member of the Partnership for Philanthropic Planning, former President of the Illowa Partnership for Philanthropic Planning and Chair Leave a Legacy Iowa, and a member of the Quad City Estate Planning Council.
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