Donna Lippman

Experience

• 

  JPMorgan Chase Bank, N.A.

  Feb 1994 - Dec 2001

  Assistant Vice President; Vice President

  Advisor to high-net worth individuals and families regarding wealth preservation, philanthropic strategies, investment allocations, et al.

• 

  The Jewish Museum

  Feb 2005 - Sept 2008

  Director of Major Gifts

  Responsible for major gifts and planned giving initiatives at The Jewish Museum, including membership in Museum Council and Warburg Legacy Society.

• 

  Anti-Defamation League

  Sept 2008 - Mar 2012

  Director of Planned Giving, Legacy & Endowments

  Responsible for promoting planned giving initiatives for New York Region of the ADL through gift planning and CLE seminars for legal community.

• 

  The Cooper Union for the Advancement of Science and Art

  Apr 2012 - Jun 2015

  Director of Planned Giving

  Responsible 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.

• 

  Lighthouse Guild

  Mar 2018 - now

  Director, Gift Planning

  Advise 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.