Relationship-driven Giving Strategies Specialist and Administrative Professional with experience managing 500+ donor and investment accounts while partnering with donors, financial advisors, attorneys, CPAs, and nonprofit organizations to facilitate strategic charitable giving. Skilled in philanthropic services, charitable gift administration, executive administration, investment account management, nonprofit due diligence, and IRS regulatory compliance. Known for cultivating trusted relationships, delivering white-glove client service, and guiding donors through every stage of the charitable giving process with accuracy, integrity, and professionalism.