Cheryl Smith

Director of Gift Planning

Cheryl Smith is a eficient expert, that works in University of Arizona Foundation main office of which is in 236. as a Director of Gift Planning from 2018. This person gained professional experience in more than 14 positions at various companies. Cheryl Smith went to the Wake Forest University - Babcock Graduate School of Management and got education there from 1998 to 2000. Cheryl Smith has such qualifications as Cpa, Nc State Board of Accountancy, Fl Board of Accountancy, and Cpa (Inactive). Fort Macon Coast Guard Base, North Carolina is the city, where this expert was known to be located. This expert's phone and email can be easily accessed through SoftwareOfficial by request.
Name variants:
Cherie Smith, Cheri Smith
Last updated Jul 06, 2024

Contact Information

Last Update
Jul 2, 2022
Email
cb**@gmail.com, ch**@bellsouth.net
Location
Fort Macon Coast Guard Base, NC

Workplace

University of Arizona Foundation
Director of Gift Planning

Industry

Fund-Raising

Work History

Director of Gift Planning

1111 north Cherry Ave, Tucson, AZ 85719
Charitable Gift Solutions, Legacy Planning, and Fundraising through tax-advantaged estate, gift and trust strategies
from Jun 2018

Associate Director of Gift Planning

Raleigh, NC
Jan 2013 — May 2018

Eastern Regional Manager - Industrial Extension Services

Visit manufacturing firms and business organizations to assess service needs, prepare proposals for services to meet the defined needs, complete service agreements with the company's executi...
from Aug 2010

Cpa - Estate Gift and Trust, High Net Worth and High Profile Individuals

Charitable gifting, estate and tax planning, compliance, fiduciary accounting, and family office services to high net worth/high profile individuals, professional athletes, charitable founda...
2010 — 2013

Founder/Director

Pathway to College consults students to ensure that they can achieve their college dreams and realize their fullest potential. • We provide a structured process to help navigate...
from Mar 2009

South Florida Manager - Family Wealth Planning

225 west Wacker Dr SUITE 2600, Chicago, IL 60606
Estate, Gift and Trust tax compliance and planning, fiduciary accounting, estate settlement
2008 — 2010

Manager, Estate Gift and Trust

2401 northwest Boca Raton Blvd, Boca Raton, FL 33431
2004 — 2008

VP

2003 — Mar 2009

Vice President

2003 — 2009

Vice President

2003 — 2009

Sr Vice President

Jul 1999 — Jan 2003

Six Sigma Black Belt

Plastics Division
Jan 1996 — Jul 1999

Six Sigma Black Belt

1996 — 1999

Marketing Representative

Jun 1989 — Jan 1996

Occupations

Accountant
Account Manager
Executive
Manager
Partner
Founder
Director
Health Specialist
Certified Nurse Aide
Operations Manager
Chief Executive
Founding Member
Nurse
Nurse Practitioner

Skills

Leadership
Strategy
Strategic Planning
Management
Program Management
Six Sigma
Team Building
Marketing
Business Strategy
Process Improvement
Sales
Marketing Strategy
Cross Functional Team Leadership
Lean Manufacturing
Coaching
P&L Management
Data Analysis
Market Research
Customer Service
Project Management
Business Development
Fundraising
Sales Operations
Product Development
Training
Public Speaking
Budgets
Management Consulting
Proposal Writing
Manufacturing
Contract Negotiation
Analysis
Team Leadership
Budgeting
Business Process Improvement
New Business Development
Business Planning
Executive Management
Negotiation
Estate Planning
High Net Worth Individuals
Planned Giving
Trusts
Tax
Cpa
Financial Planners
Nonprofits
Estate Tax Planning
Tax Accounting
Financial Statements
Strategic Financial Planning
Corporate Tax
Tax Preparation
Tax Law
Tax Returns
Small Business
Quickbooks
Llc
Estate Law
Wealth Management Services
Partnership Taxation
Tax Advisory
Business Valuation
Income Tax
Gift Tax
Us Gaap
Auditing
Cash Flow
Accounting
Financial Reporting
International Tax
Real Estate
Charities
Tax Research
Irs
Due Diligence
Financial Accounting
Estate Administration
Financial Planning
Stewardship
Major Gift Development
Major Gift Solicitations
Major Donor Cultivation
Moves Management
Bequests

FAQs about Cheryl Smith

What is the main profession of Cheryl Smith?

The expert is a Director of Gift Planning.

What are the main profession of The expert?

These person's professions are Accountant and Account Manager

Where does Cheryl Smith currently live?

Fort Macon Coast Guard Base, North Carolina is the place where Cheryl Smith lives

What is Cheryl Smith's email?

Cheryl Smith's email is cb**@gmail.com and ch**@bellsouth.net.

Where did Cheryl Smith work?

The professional worked at University of Arizona Foundation, North Carolina State University.

Does Cheryl Smith have personal website or blog?

This professional`s website is http://www.thepathwaytocollege.com/.

Where has Cheryl Smith studied?

Cheryl studied at the Wake Forest University - Babcock Graduate School of Management from 1998 to 2000.

What are the certifications of Cheryl Smith?

The professional received the following certifications: Cpa, Nc State Board of Accountancy, Fl Board of Accountancy, and Cpa (Inactive).
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