Susan Fisher

Current

• Charitable Trust Officer at Univest Foundation
• Charitable Trust Officer at Univest Corporation of PA

Past

• President at Wellington Village Homeowner Assn.
• Financial Credit Analyst at Univest Corporation

Education

• American College
• Crescendo
• Chestnut Hill College

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Recommended

3 people have recommended Susan

Connections

68 connections

Industry

Financial Services

Susan Fisher’s Summary

- Relationship Manager and Trust Officer for multiple non profit endowment accounts with an eight figure total investment balance. Coordinates investment decisions, presents quarterly reports to Boards and handles daily transactions including transfers of stock and mutual fund gifts.

- Administers a Charitable Gift Annuity program serving charities throughout the states, handling software, supervising payments, filing year end tax forms for donors and charities.

- Advises Boards upon gift acceptance policies, asset allocation policies, end of contract maturity policies.

- Administers Donor Advised Funds for high net worth individuals, handling transfers of stock, mutual funds and other contributions.

- Plans semi-annual educational workshops, including speaker selection, site and topic selection, publicity, technology, CPE aspects. Acts as moderator at event.

- Business Development with public speaking, writing, presentations to Boards and donors, presenter and exhibitor at regional Planned Giving Events.

- Credit analysis with a specialty in non profit cash flow and lending.

- Community volunteer and Board member for various non profits.

Susan Fisher’s Specialties:

- Planned Giving Expertise for donors and charities.

- Public speaking and authorship.

Susan Fisher’s Experience

• Charitable Trust Officer

  Univest Foundation

  (Public Company; 501-1000 employees; UVSP; Financial Services industry)

  June 2005 — Present (4 years 2 months)

  Planned Giving Administration, Education and Business Development

• Charitable Trust Officer

  Univest Corporation of PA

  (Public Company; Financial Services industry)

  2002 — Present (7 years)

• President

  Wellington Village Homeowner Assn.

  (Financial Services industry)

  2004 — 2009 (5 years)

• Financial Credit Analyst

  Univest Corporation

  (Public Company; 201-500 employees; UVSP; Banking industry)

  August 2002 — June 2005 (2 years 11 months)

  I analyzed financial statements for the purpose of lending to the non-profit community.

Susan Fisher’s Education

• American College

  in process , Certified Financial Planner , 2007 — 2010 (expected)

• Crescendo

  CGPA , Certified Gift Planning Associate , 2006 — 2007

  Tax planning, charitable contributions, endowment management, investment options for both donors and charities.

• Chestnut Hill College

  Masters , Education , 1989 — 1993

  4.0 GPA, top 99% nationally in NTE exam

Susan Fisher’s Contact Settings

Interested In:

• career opportunities
• job inquiries
• expertise requests
• reference requests
• getting back in touch