This position leads the strategic growth of the Community Foundation for Southeast Michigan’s planned giving program, serving as the Foundation’s primary resource on bequests, charitable gift annuities, charitable remainder and lead trusts, retirement asset gifts, and other legacy giving strategies. This position also serves as the primary, but not the only, liaison between the Foundation and the professional advisor community — including attorneys, financial planners, accountants, and wealth managers — helping them understand and use the Foundation’s charitable giving tools to serve them and their clients. In addition, this position provides personalized service and stewardship to donors referred by advisors, helping ensure a seamless and rewarding philanthropic experience.

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