Susan Willey is the Director of Planned Giving at the Greater Cedar Rapids Community Foundation. Susan is responsible for meeting with current fund holders and identifying, cultivating and soliciting planned gifts from potential donors. She cultivates relationships with financial advisors, attorneys, accountants, insurance agents and other estate planning professionals regarding gift opportunities for fund holders and prospects. Susan attended UCLA where she studied Political Science and Economics. She went on to get her Law Degree at the University of California Hastings College of the Law and her Masters in Tax Law from Georgetown University. Susan was a lawyer at Simmons Perrine Moyer Bergman for tax, business and estate planning groups. She also worked at RSM US in the National Tax Group for 23 years and was on the Senate Finance Committee of Senator Grassley’s Tax Council prior to that. Susan was the chair of the Tax Section of the Iowa State Bar Association 2015-2016.
Community Foundation Spark Session: Building Blocks for Successful Family Philanthropy Services
Posted on February 28, 2019 by Gary Butterworth, Samuel Clark, Michelle Beisker, Susan Willey, Tony Macklin
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