Service Professional Spotlight

Anne Morgan, Director of Gift Planning, University Advancement

“The fun part of being new is meeting friends you didn’t know were there.”

Originally from southern Indiana, Anne Morgan is happily adjusting to life at 7,000 feet.

Anne started at NAU on March 30, 2009, as the Director of Gift Planning in University Advancement. University Advancement promotes NAU by fostering relationships that lead to philanthropic support of NAU colleges, programs and students. University Advancement raises funds for the university through the annual fund drive, personal solicitation and planned giving. The Office of Gift Planning assists NAU’s benefactors by working with them with their estate plans, trusts, life insurance and life income gifts to ensure the future of NAU.

“Planned giving is a great balance between the social and the intellectual. It might be the only profession where people invite you to parties just to talk about tax law.”

Anne fell into planned giving after graduating from law school at Valparaiso University in Indiana. After working for a small settlement house in downtown St. Louis, MO, and then as a traveling planned giving officer for the Salvation Army, she went into private practice as an estate planning and tax law attorney for a boutique firm, McCarter and Greenley. While she was working as an attorney, she also earned her LLM in tax law from Washington University, St. Louis.

However, sitting long hours in front of a computer drafting legal documents was not her idea of a life well spent. “I found myself drawn to meeting with our clients, creating seminars, and tackling odd projects, just for the chance to interact with other human beings.”

So, after several years of private practice, Anne came back to her first love, planned giving. Last May she moved from Winona, Minnesota where she had served as the Director of Gift Planning for a small Catholic college, to Phoenix to work for the ASU Foundation. However, when the recruiter for the Director of Gift Planning at NAU contacted her, she knew this was the right move.

“Before I officially applied for the position, I drove up here with a friend to check out Flagstaff. Then I spent a few weeks asking almost everyone I met how they felt about NAU. Every single person I asked burst out with, ‘I LOVE NAU!!’ It’s impressive when people have a uniformly high regard for a university.”

While Anne’s current obsessive hobby is playing tourist in the Flagstaff area and meeting as many people as she can, in general, she enjoys reading, sewing, dancing and playing the accordion. She is enjoying learning about Arizona’s culture and history, as well as taste testing who makes the best pizza!

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