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Gift Planning

Terri Eason

Terri EasonAdvancement

Director of Gift Planning

Administrative Assistant: Linda Gersten 216.615.7143

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, and the NCNW Phenomenal Women of Extraordinary Leadership and Service Award. 

Terri has served the nonprofit community as a director on several area nonprofit boards, including Cleveland Hearing and Speech Center (Past-Board President), Recovery Resources, Junior Achievement, and the Women’s City Club Foundation. Currently, she is President of the Alpha Omega Chapter of Alpha Kappa Alpha Sorority, Incorporated, and the Chairman of Alpha Omega Foundation, Incorporated. In addition, she serves on the Legacy Village Lyndhurst Community Fund Committee and is a member of the National Black MBA Association, Inc., Beta Gamma Sigma National Honor Society, Cleveland Chapter of Links, 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.

Katie Collin Moore

Katie Collin MooreAdvancement

Gift Planning Officer

216.615.7174 |

Katie joined the Cleveland Foundation’s Advancement Team in February 2016.  She focuses on providing individuals, families and organizations with information regarding current and deferred charitable giving options.  In addition, Katie works closely with professional advisors and their clients to identify those options that will achieve specific philanthropic planning goals.

Prior to joining the Foundation, Katie was a member of The Cleveland Clinic Foundation’s Philanthropy Institute for over five years, most recently serving as a Director of Gift Planning.  She provided charitable gift, tax and estate planning services to individuals and families with an interest in supporting the Cleveland Clinic health system.  Katie previously held positions at Hickman & Lowder Co., LPA and The Legal Aid Society of Cleveland.

Katie serves on the board of the Smith College Club of Cleveland,  and assists with their internship program through Summer on the Cuyahoga.  She was a member of the Lakewood Foundation Planning Taskforce that launched the Healthy Lakewood Foundation in September 2018.  Katie is a member of the Cleveland Metropolitan Bar Association, the Partnership for Philanthropic Planning, the Northern Ohio Charitable Gift Planners and serves on the membership committee for the Estate Planning Council of Cleveland.

Katie earned her Bachelor of Arts in art history from Smith College and received her law degree from the University of Akron School of Law.