This position manages four major functions: First, manages the process by which WWF is notified and receives charitable gifts from trusts and estate. This includes responsibility for WWF’s docket of 200-300 open trusts/estates, accounting for between $20-$25 million in income per fiscal year. Second, creates and manages the internal tracking and reporting of this revenue, as well as the status and value of pending planned gifts and reportable trusts. This includes compiling accurate summary information for each gift vehicle where WWF is a beneficiary, and valuing and reporting WWF’s irrevocable future interest to both internal staff and our auditors. Third, manages the chartiable gift annuity program, serving as the primary liaison with the bank that administers WWF’s charitable gift annuity program and coordinates the filing of annual state registrations. Fourth, manages the work of the Gift Planning Specialist, with emphasis on mentoring and training him/her in the estate administration process.
Estate and Trust Administration
Gift Annuity Program