Trudy Lee has been Director of Planned Giving for Southeast Missouri State University since December 2001, after serving as Planned Giving Manager for the University of New Mexico for the previous six years. Prior to entering the field of charitable gift planning, Trudy received her BS in Legal Administration from University of Evansville, attained her designation as Certified Legal Assistant (CLA), and worked as a paralegal in Albuquerque, New Mexico, for over twelve years.
During her career in charitable gift planning, Trudy has worked with hundreds of donors to create planned and major gifts totaling over $30 million. She has created vibrant planned giving programs at universities she has served, including establishment of planned gift recognition societies and planned giving advisory boards, development of comprehensive gift acceptance policies and procedures, and creation of educational websites, newsletters and seminars for alumni, friends and professional advisors.
She has also been integrally involved with a variety of other aspects of the development, including prospect management and donor stewardship.
Since entering the gift planning profession, Trudy has completed study at the National Planned Giving Institute, achieved her designation as Certified Specialist in Planned Giving (CSPG), received her Master’s degree in Public Administration (MPA) from Southeast Missouri State University in 2004, and will be completing her Doctorate in Educational Leadership (EdD) from University of Missouri in December 2012. Trudy has been as presenter at conferences and programs throughout Missouri on the topic of charitable gift planning.