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.