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Matthew D. Lehrer
3445 N. Eagle Road
Tucson, AZ 85750
Phone: (520) 314-6620
Mrforeclosure1@gmail.com
Career Coaching Experience
Career Coach August 2013—Present
Eller College of Management Tucson, Arizona
The University of Arizona
Collaborate with a team of professionals responsible for providing experiential education, career programming,
opportunities for involvement, and highly personalized and comprehensive career coaching services.
Empower students to make sound judgments about business and legal careers in a highly complex, global
marketplace. Coach students through the entire process of searching for career opportunities, interviewing and
negotiating contracts.
Facilitate externship and internship placements and assist students with the process of applying to graduate
school.
Research and write for Eller College of Management publications.
Banking and Fundraising Experience
Agent/Internal Auditor January 2012 to August 2013
CitiMortgage Tucson, Arizona
Restructured loans for customers at risk, making them affordable. Created repayment plans to lower payments
and allow customers to avoid foreclosure proceedings. Audited processes and documents to ensure
compliance with Federal and lender rules and regulations.
President and Chairman of the Board January 2009 – December 2011
Legacies, Inc. January 1998 – December 2000
Tucson, Arizona
Oversaw strategic planning, personnel matters, advertising and marketing for this full-service financial resource
development firm, which assisted a wide variety of local, national, and international charitable organizations.
Also served as fundraising counsel and led client acquisition efforts.
The organization provided a full spectrum of consulting services, including annual fundraising, major gifts
(individual and corporate/foundation), capital campaigns and planned giving/endowment development.
Representative clients included the Jewish Community Foundation of Southern Arizona, the Jewish Community
Foundation of Greater Phoenix, the Jewish Community Foundation of the Jewish Federation of Orange County,
the Pardes Foundation, the Survivors of the Shoah Visual History Foundation (founded by Steven Spielberg),
Chicanos Por La Causa, and the Pima Council on Aging and its Foundation.
Associate Executive Director January 2006 – December 2008
Jewish Community Foundation of Southern Arizona Tucson, Arizona
Coached donors through the process of developing and implementing philanthropic plans. Discussed
resistance, including confronting mortality and discussing complicated financial matters.
Three primary areas of responsibility were:

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- Donor development, gift planning, and stewardship
- Cultivation of and programming for attorneys, CPAs, and financial advisors
- Administration, including staff supervision and committee assignments
Vice President of Charitable Gift Planning November 1995 – December 1997
Jewish Community Foundation Los Angeles, California
Responsible for the Foundation’s Professional Advisors Outreach Committee, which reached out to the legal,
accounting, and financial planning community through face-to-face meetings and through technical publications
and seminars for professionals on nonprofit and fundraising law topics. I was a speaker at several of these
events. Personally provided technical gift planning analysis and support to the professional community.
Cultivated and solicited major planned giving prospects and helped them to develop and implement their
philanthropic vision in the context of their overall estate and financial arrangements. This included outright gifts,
bequests, charitable remainder and lead trusts, charitable gift annuities, remainder interests in personal
residences, and various alternatives to private foundations (donor-advised and directed funds and supporting
organizations).
Executive Director and Assistant Executive September 1994 – October 1995
Tidewater Jewish Foundation Norfolk, Virginia
Managed development, marketing, and administrative initiatives including design and implementation of
programs along three tracks:
- Establishing more effective investment, accounting and administrative policies and systems
- Developing credibility and networking with leading financial, legal, and other professionals
- Cultivating a positive culture of legacy giving within the context of total financial resource development
Legal Experience
Associate May 1991 – April 1994
Leonard, Felker, Altfeld, & Battaile, P.C. Tucson, Arizona
Associate May 1990 – May 1991
Weinstock, Manion, Reisman & Shore Los Angeles, California
Associate (5/88-5/90) February 1987 – May 1990
Legal Clerk (2/87-5/88) San Diego, California
Boner & Stern, A.P.C.
Academic Credentials
Juris Doctorate May 1987
University of San Diego School of Law
Bachelor of Arts June 1984
University of California at San Diego, Revelle College
Major in Political Science and Minor in Judaic Studies
Publications
Lehrer, M.D. and Smith, S.S., (2000). Legaciesfor Libraries, a Practical Guide to Planned Giving.
Published by the American Library Association.