9000 Wolverine Tower
3003 South State Street
Ann Arbor, Michigan 48109-1288
Primary Practice Areas
- Charitable Giving
- Charitable Trusts, Bequests, Designations
Donna joined the University of Michigan Office of the Vice President and General Counsel in 1997. Since that time, her primary practice has been charitable gifts. She assists fund raising professionals and others at the University with the legal, tax, policy, and due diligence issues of giving charitable gifts to the University, and drafts agreements for major gifts. She works with current and planned gifts, including gifts of various assets, particularly those that are difficult to value or have unusual characteristics. She assists in all aspects of making gifts acceptable to the University, including negotiating gift agreements with donors’ attorneys, assisting the University in adopting policies regarding charitable gifts, and other matters relating to donating to the University. Areas of special expertise include affirmative action restrictions in scholarships and gifts of non-public financial interests.
Donna serves on the boards of the Southeast Michigan Planned Giving Roundtable and Glacier Hills, Inc. She was previously Trust Counsel at Fifth Third Bank in Cincinnati, Ohio, where she advised trust personnel on fiduciary law issues, including matters relating to trusts, estates, investments, and charitable planning.
Donna holds a B.A. from the University of Akron in Akron, Ohio, and a J.D. from Marshall-Wythe School of Law, College of William & Mary in Williamsburg, Virginia.