Speaker Bios – Planned Giving: Working With Estate Planners

Terri Bradford Eason
The Cleveland Foundation

(216) 615-7580 | teason@clevefdn.org

Terri Bradford Eason manages the foundation’s Gift Planning Program as a member of the Advancement team. Her primary focus is cultivating relationships that help individuals establish current and deferred philanthropic funds, legacy gifts and charitable giving strategic plans. As such, Terri works closely with professional advisors and their clients to identify, create and provide charitable planning options tailored to achieve specific philanthropic goals.

Terri joined the Foundation in October 2008 after gaining two decades of experience in the financial services industry. She had several positions with National City (now PNC) and supported several functions including wealth management, relationship management, new business development, and both private and corporate banking. As director of nonprofit business services, she was responsible for new business development and relationship management of nonprofit and higher education organizations. Throughout her tenure, Terri was dedicated to quality service for which she received the company’s NCC Excel Award for extraordinary client and community service. She also was the recipient of the YWCA Women of Professional Excellence Award, TLOD Status of Women Award, the NCNW Phenomenal Women of Extraordinary Leadership and Service Award and the National Coalition of 100 Black Women, Inc.’s Woman of Vision award.

Terri has served the nonprofit community as a director on several area nonprofit boards, including Recovery Resources, Junior Achievement, the Women’s City Club Foundation and the Legacy Village Lyndhurst Community Fund Committee. In addition, she is the Former President of the Alpha Omega Chapter of Alpha Kappa Alpha Sorority, Incorporated, and Former Chairman of the Alpha Omega Foundation, Incorporated. Currently, she serves on the Board of Cleveland Hearing and Speech Center (Past-Board President), Northern Ohio Charitable Gift Planners Council, Milestone Autism Resources, Inc., AKA Educational Advancement Foundation, Inc. (At-Large Director) and member of the Board of Trustees for Ohio North First Ecclesiastical Jurisdiction (Former Board Chairman).

Terri is a member of the National Black MBA Association, Inc., NAACP, Beta Gamma Sigma National Honor Society, Cleveland Chapter of Links, Inc., Top Ladies of Distinction, Inc. and Jack & Jill of America, Inc. She earned her Master of Business Administration degree from Cleveland State University and a Bachelor of Arts degree from Penn State University.

Jaclyn M. Vary

(216) 622-8338 | jvary@calfee.com

Jaclyn develops customized estate plans to achieve her clients’ goals and assists families with planning for transitional periods including planning for new family members, business succession, sudden changes in wealth, and the worst-case scenarios, disability and death. She enjoys facilitating peace of mind for the individuals, families and businesses that she represents.

Jaclyn designs estate plans to minimize the potential for future creditors’ claims and maintaining client’s privacy while balancing the need for practical and appropriate solutions to complex matters. She utilizes sophisticated estate planning strategies to help minimize taxes or eliminate transfer taxes and facilitate smooth transitions of wealth. Jaclyn’s knowledge of technical details instills confidence in her clients and allows her to advise clients on variety of complex estate planning vehicles including spousal lifetime access trusts, self-settled asset protection trusts, sales to defective grantor trusts, insurance trusts, grantor retained annuity trusts, family limited partnerships and charitable trusts.

Jaclyn is experienced in estate and trust administration and knows how to obtain the best results for her fiduciary clients. Her administration experience aids her planning clients as she knows how the documents will be administered. Jaclyn has extensive experience with drafting private settlement agreements and declaratory judgment actions. She works on practical solutions and ways to minimize the propensity for litigation in this highly sensitive and personal practice area. In addition to this pre-controversy work, she routinely works with Calfee’s probate and trust litigation practice. Jaclyn also counsels executors and trustees through all aspects of an estate and trust administration which includes complying with the client’s fiduciary duties and preparing Form 706 U.S. Estate (and Generation-Skipping Transfer Tax) Return and Form 709 U.S. Gift (and Generation-Skipping Transfer Tax) Return and more.

Jaclyn is well-versed on many different aspects of charitable planning through her work representing nonprofit organizations and individuals. She frequently negotiates gift agreements for her clients. She also manages regulatory matters for private foundations and public charities such as preparing applications for nonprofit status for new charitable organizations, complying with charitable registration and solicitation requirements in multiple states, and reviewing 990 tax returns. Jaclyn has counseled nonprofit organizations on fiscal sponsorships, charitable giving requirements, fundraising and restricted gifts.

Jaclyn has been recognized as an “Up and Coming” Leading Lawyer in the Chambers High Net Worth Guide 2021 for Ohio: Private Wealth Law. Chambers HNW is the only independent directory specifically aimed at the private wealth market that ranks law firms according to their private client disciplines. The “Up and Coming” designation recognizes those attorneys who are driving their firm’s growth.

Michael P. Grzesiak
Oberlin College

(724) 809-8573 | mgrzesiak@oberlin.edu

Michael Grzesiak joined Oberlin College as the vice president for advancement in January 2020. As a first-generation college student, he has a deep appreciation for the transformational value of a liberal arts education and most recently served as vice president for development and alumni engagement and chief of staff at Washington & Jefferson College. During his 13-year tenure at W&J, he led a $100 million campaign to raise funds for endowment, capital improvements, and the annual fund. He also directed fundraising efforts for the sciences and raised more than $32 million toward the construction of a new science center. Previously, he worked at the Cleveland Foundation, where he provided leadership for fundraising activities as director of gift planning.

At Oberlin, Mike’s responsibilities include leading the advancement team who is responsible for educating, inspiring, and deepening donor and volunteer engagement and philanthropy in support of the college and conservatory.

Tim McCormick
McCormick Consulting

(440) 522-1619 | tim@themccormickconsultants.com

Tim McCormick has over 40 years nonprofit management and fundraising experience. Throughout his 25-year YMCA career. he led numerous Capital Campaigns and Major Gift solicitations in Ohio, Michigan and Louisiana.

Beyond the YMCA, Tim has provided leadership to fundraising efforts for arts organizations like the Cleveland Orchestra. He has also provided leadership to several Capital Campaigns, and Fund Development Planning programs throughout Ohio, New York and Minnesota.

He is certified a YMCA Senior Director. He holds a teaching degree from Miami University (Bachelor’s) and did Master’s work at Central Michigan University where he was a faculty member. He is a current member of the Association of Professional Fundraisers and is a past president of the Great Cleveland Chapter of AFP.

Tim has always been active in the community. He has served on boards including the Lorain Schools Foundation Board, Arthritis Foundation and United Way Task Forces. He is a past member of several Service Clubs.