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Senior Director, Gift Planning
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.
Terri resides in South Euclid, Ohio with her husband Clayton Eason, Sr. and their two sons Clayton II, age 20 (Senior at Notre Dame College) and Bradford, age 18 (Sophomore at John Carroll University).
Gift Planning Advisor
Sandy Lucas joined the Cleveland Foundation in March 2020. She collaborates with individuals, families and their professional advisors to develop charitable giving strategies that meet donors’ philanthropic goals. She also helps the Cleveland Foundation’s organizational partners identify both current and deferred giving opportunities.
Sandy previously worked at the Catholic Community Foundation, most recently serving as Director of Planned Giving. In that role, she led the Catholic Community Foundation’s planned giving marketing efforts to generate support for diocesan initiatives, including Catholic Charities. She also grew relationships with major and planned gift donors, acted as a liaison between that foundation and the professional advisor community, and helped parishes develop planned giving strategies.
Earlier in her career, Sandy was a partner at Schneider, Smeltz, Ranney & LaFond, P.L.L., in Cleveland, focusing her practice in the areas of estate planning, charitable giving, probate and trust administration.
Sandy received her Bachelor of Arts degree in history and English from John Carroll University and her law degree from Case Western Reserve University. She is a member of the Northern Ohio Charitable Gift Planners, the Estate Planning Section of the Cleveland Metropolitan Bar Association, the Estate Planning Council of Cleveland and the Lawyers Guild of the Catholic Diocese of Cleveland.
Gift Planning Advisor
Dave joined the Cleveland Foundation’s Advancement Team in July 2019. He focuses on providing individuals, families and organizations with information regarding current and deferred charitable giving options. In addition, Dave works closely with professional advisors and their clients to identify those options that will achieve specific philanthropic planning goals.
Prior to joining the Foundation, Dave lead The Cleveland Orchestra’s planned giving program, offering guidance on charitable giving, tax and estate planning to individuals and families with an interest in supporting the Orchestra. Dave previously held positions the Cleveland Museum of Art, PNC Bank, and Stark & Knoll, LPA.
Dave serves as the President of Northern Ohio Charitable Gift Planners, an organization dedicated to improving the quality and quantity of philanthropic planning in Northeast Ohio. He also serves on the board of the Cleveland Baseball Federation and is a member of the Estate Planning Council of Cleveland.
Dave earned his Bachelor of Arts in chemistry from Wittenberg University and his law degree from The Ohio State University’s Moritz College of Law.