Donna Lippman Email and Phone Number
Donna Lippman work email
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Donna Lippman personal email
With 20+ years of tax and philanthropic planning, Donna advises individuals on philanthropic planning and non-profits about strategies for raising planned gifts. She also advises non-profits on administering trusts, estates and endowment funds. Donna's expertise in tax and estate planning was honed during her work in the private sector as a CPA and financial advisor. Donna has presented before non-profit boards and lay-leaders about most effective ways to raise funds while meeting donor goals.
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Director, Gift PlanningLighthouse Guild Mar 2018 - PresentNew York, Ny, UsAdvise individuals on most effective ways to support Lighthouse Guild, including the use of bequests, charitable gift annuities, IRAs, endowments, and more. Work with legal counsel, executors and trustees to ensure that $5.5 million in trust and estate distributions are administered properly and efficiently. Collaborate with marketing team to create new planned giving materials. -
Director Of Planned GivingThe Cooper Union For The Advancement Of Science And Art Apr 2012 - Jun 2015New York, Ny, UsResponsible for all aspects of Planned Giving at The Cooper Union. Created gift proposals. Raised $3M per year in form of endowments, gift annuities, bequests, current gifts and more. Administered trusts and estates yielding $5M per year. Worked with colleagues in Office of Development and Alumni Affairs to promote planned giving. -
Director Of Planned Giving, Legacy & EndowmentsAnti-Defamation League Sep 2008 - Mar 2012New York, Ny, UsResponsible for promoting planned giving initiatives for New York Region of the ADL through gift planning and CLE seminars for legal community. -
Director Of Major GiftsThe Jewish Museum Feb 2005 - Sep 2008New York, Ny, UsResponsible for major gifts and planned giving initiatives at The Jewish Museum, including membership in Museum Council and Warburg Legacy Society. -
Assistant Vice President; Vice PresidentJpmorgan Chase Bank, N.A. Feb 1994 - Dec 2001New York, Ny, UsAdvisor to high-net worth individuals and families regarding wealth preservation, philanthropic strategies, investment allocations, et al.
Donna Lippman Skills
Donna Lippman Education Details
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Fordham University School Of LawLaw -
Cornell UniversityBa -
Emory University - Goizueta Business SchoolCpa
Frequently Asked Questions about Donna Lippman
What company does Donna Lippman work for?
Donna Lippman works for Lighthouse Guild
What is Donna Lippman's role at the current company?
Donna Lippman's current role is Director, Gift Planning at Lighthouse Guild.
What is Donna Lippman's email address?
Donna Lippman's email address is dl****@****mac.com
What schools did Donna Lippman attend?
Donna Lippman attended Fordham University School Of Law, Cornell University, Emory University - Goizueta Business School.
What skills is Donna Lippman known for?
Donna Lippman has skills like Philanthropy, Planned Giving, Fundraising, Endowments, Nonprofits, Strategic Planning, Estate Tax Planning.
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