Lisa works with donors and professional advisors to inspire philanthropy and facilitate giving options that align with an individual’s charitable values and mission. She works very closely with all professional and legal advisors while overseeing the Professional Council and other professional advisor educational and networking activities. She serves as a resource for individuals who are interested in learning about charitable estate planning techniques. Lisa is also responsible for managing developmental administrative duties and development support staff.
Prior to joining the Foundation in 2000, Lisa was a staff attorney at Zick and Associates in Marysville, MI, and a staff attorney at UAW-Legal Services in Saginaw, MI, where she served as the lead probate and estate attorney.
Lisa received her bachelor of arts in communications from Michigan State University and her juris doctor from University of Detroit–Mercy. Lisa is also a graduate of The American College of Financial Services with a certification as a Chartered Advisor in Philanthropy®.
Lisa is past president of the Advancement Network and past president of the Kiwanis Club of Columbus.
Business-owning families are an important customer for community foundations. Compared to non-entrepreneurs, business founders give and volunteer more, tend to see philanthropy as a more important to their lives, and tend to ask more sophisticated philanthropic planning questions. How can community foundations better support those founders in developing plans for meaningful, effective philanthropy in both their families and their businesses?… Read More
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