I am pleased to announce that effective July 1, RaeLee Rea will be promoted as Associate Program Director, Gift Planning Administration. In addition to RaeLee’s continued management of the Donor Advised Fund program and the DAF Portal, RaeLee’s role will be formally expanded to include responsibility for administration of realized estate gifts from benefactors’ estates and trusts, preparation of the new Charitable Remainder Trust (CRT) quarterly reports, review and revision of trust instruments, Gift Planning agreements, designations, and other legal documents, and approval of Gift Planning documents prior to execution by the University. RaeLee will also continue to partner with the Controller’s Office, Gift Management, and Stewardship in management of these Gift Planning programs.
In fulfilling these expanded responsibilities, Gift Planning is thrilled to be adding Carolyn Hardman who will transition to Development Associate, Gift Planning Administration, as of July 1st. In this Gift Planning role, Carolyn will work with RaeLee to continue the growth and streamlining of the DAF program and DAF data, aid in the processing and administration of realized estate/trust gifts, and help develop a comprehensive gift processing plan for families of deceased Gift Planning benefactors. Carolyn will also cross-train regional Development Coordinators in Gift Planning processes, assist with coordinating and sending the new electronic CRT statements, and further develop procedures and processes for Gift Planning.