The Office of Gift Planning (OGP) represents one of the largest planned giving programs in the country with over $120M in assets under management including approximately 100+ trusts and 35+ charitable gift annuities and 150+ donor/beneficiary relationships. Caltech frequently works with complex gift assets, vehicles and strategies. The Associate Director oversees data management and reporting for trusts and bequests. In coordination with the Deputy Director, the Associate Director assists in facilitating effective acceptance, handling and reporting of all planned gifts and gifts of complex assets. The Trusts and Bequests unit functions as a professional trust department within the Office of Gift Planning. The Associate Director