Reports to Vice President for Advancement
Membership
Vice President for Advancement (chair), Director of Planned Giving (secretary), Senior Vice President of Financial Administration, Associate Vice President for Budgeting and Financial Analysis, Controller
Purpose
The Planned Giving Committee reviews the planned gifts signed through the department. It reviews any fiduciary responsibility or conflict of interest concerns. It may also review an offer for an estate gift if there are ethical or procedural questions. It meets as needed and provides written reports to the North American Division as per their accreditation requirements.