Sarah Morris
Trust and Estate Attorney passionate about holistic legacy planning, philanthropy, and nonprofit best practices
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About Sarah Morris
I am a Legacy and Estate Planning Attorney and Philanthropic Professional with fifteen years of experience working to empower individuals, families, and organizations in a complex and evolving world. I specialize in wills, trusts and estates, and nonprofit law, and I believe in the power of legacy planning to achieve financial goals and ensure peace of mind for my clients, loved ones, and communities. My experience also includes creating and implementing fund development and outreach campaigns for a variety of organizations, and I’m passionate about nonprofit governance, planned giving, and generational engagement. I think that genuine relationship-building, networking, and mentorship is essential to thriving businesses. My background includes a proven track record of: -Drafting wills, trusts, and other estate and gift-planning vehicles; -Drafting nonprofit governance and legal documents as well as funding and partnership proposals; -Developing training programs on leadership, philanthropy, networking, governance, and board service; -Managing donor portfolios, stewarding relationships, facilitating events, and soliciting charitable gifts; -Leading fundraising teams, supervising major gifts giving programs, tracking goals and performance, facilitating meetings, and providing mentorship; and -Optimizing and utilizing donor and prospect databases and research.
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