Lisa Lynch - The Columbus Foundation

Transcription

Lisa Lynch - The Columbus Foundation
Lisa Lynch
Associate Director for Donor Services and Development
Lisa works closely with donors, families, professional
advisors, and non-profit organizations to identify
appropriate current and planned giving strategies to match
their charitable interests with the most effective investment
options for each unique giving portfolio. In addition, she
uses her expertise guidance to share other philanthropic
services offered by the Foundation. With more than
20 years of financial industry experience, she provides
extensive knowledge in the administration of charitable
assets, such as endowments, charitable gift annuities,
charitable remainder trusts, and pooled income funds.
Prior to her current position, Lisa served as assistant vice
president and trust officer for the Charitable Foundations
and Endowments division of Huntington National Bank’s
Trust Department for 19 years. In this capacity, she directed
the administration of various charitable assets, while
focusing and building each client relationship through
active account management and reporting.
Lisa is a graduate of Franklin University with a bachelor’s
degree in business administration. She served on the
Hilliard Education Foundation board and as its scholarship
chair from 2010-2012. She was a member of the Central
Ohio Planned Giving Council from 2000-2008.
To reach Lisa, email [email protected].
The Columbus Foundation 1234 East Broad Street, Columbus, Ohio 43205-1453 | 614 /251-4000 | www.columbusfoundation.org