Don retired in September 2023 after a 37-year career in the financial services industry. In those years, he served as a Tax Manager CPA for Price Waterhouse, Director of Planned Giving for The Cleveland Orchestra, Trust Officer for KeyBank, and Financial Advisor/CFP for Sequoia Financial Group. He was honored as the James P. Conway Mentor of the Year in 2019 by the Northern Ohio Charitable Gift Planners, and the Distinguished Estate Planner in 2020 by the Estate Planning Council of Cleveland.
His favorite aspect of any of his jobs was helping clients and non-profits secure complex and/or deferred gifts.
He has been a frequent speaker on planned giving topics. Audiences include The Estate Planning Council of Cleveland, Lake County Community College, and multiple sessions for the Northern Ohio Charitable Gift Planners, Baldwin Wallace University’s Fundraising for the Arts class, and Leave a Legacy Summit County. He has also presented to the board of trustees of numerous charities in Northeast Ohio.
He now spends his time as a Richfield Township Trustee, leading a few civic organizations, traveling to beautiful hiking, biking, and fishing locations, and speaking to nonprofit organizations about the importance of complex and deferred gifts.