Welcome to Planned Giving at World Vision

Meet your Team


DAN RICE National Director of Gift Planning 8002 Broadlawn Drive Pittsburgh, PA 15237-4153 412-366-8048 Office 888-326-7423 Toll-Free 412-366-8332 Fax 412-980-7423 Mobil drice@worldvision.org Dan Rice is the National Director of Gift Planning for World Vision, Inc., the largest privately funded Christian relief and development agency in the world www.worldvision.org. Dan designs philanthropic estate plans, offers charitable gift planning consulting, and conducts philanthropy coaching. He also co-authored the Family Philanthropy Guidebook. Since 1980, Dan has actively consulted with highly successful individuals and families, working in tandem with their team of professional advisors, throughout the United States. Additionally, Dan is the Chairman and co-founder of Charitable Trust Administration Company, a third party charitable trust and foundation administration services corporation www.ctacadmin.com. Dan is a member of the National Committee on Planned Giving, the Pittsburgh Planned Giving Council and on the advisory committee for the Chair of Philanthropy at The American College. He is nationally recognized as a humorous and informative communicator on philanthropic planning.	PAT OWEN Director of Gift Planning World Vision PO Box 9716 Federal Way, WA 98063-9716 253-815-2203 Direct Line 800-426-5753 Toll Free 253-815-3342 Fax 253-670-1084 Mobil powen@worldvision.org As a member of World Vision’s Gift Planning team for over six years, Pat Owen has directed its efforts in the western U.S. since 1995. Pat has shared her gift planning expertise and philanthropic coaching with donors, their families, and advisors. Prior to joining World Vision, Pat served in various marketing capacities for the Chamber of Commerce in several southern California cities. She is a member of the Tacoma Estate Planning Council, the Washington Planned Giving Council, and the National Committee on Planned Giving.

TOM GRIMM Director of Gift Planning 1616 Westgate Circle Brentwood, TN 37027 615-844-6214 800-473-7282 Toll-free 615-844-6215 Fax 615-545-2342 Mobil tgrimm@worldvision.org Tom Grimm designs charitable estate plans and offers stewardship coaching and charitable gift planning consulting services for World Vision in the south eastern part of the country. Since 1993, Tom has created solutions for highly successful individuals and families. He actively consults family businesses, charitable foundations, law and accounting firms, financial corporations and insurance companies throughout the United States. Tom is a member of the National Association of Christian Financial Consultants, a speaker concerning stewardship and planned giving issues, a member of the National Committee on Planned Giving, and a member of the Central Florida Planned Giving Council.	PAULA SCHUBERT Financial Advisors Network Director World Vision 800 W. Chestnut Ave. Monrovia, CA 91016-3198 888-701-4438 Toll Free 626-301-1112 Fax pschuber@worldvision.org Paula manages the World Vision Financial Advisors Network. This is a program that provides valuable resources in charitable gift planning to financial planners, estate planning attorneys, CPA’s, insurance professionals and stock brokers who are highly–successful professionals dedicated to tax-wise planning involving charitable gifts. As advisors learn more about World Vision’s effectiveness, resources for World Vision programs also increase. With 20 years at World Vision, Paula has spent the last 5 years in the gift planning department. She is a member of the National Committee on Planned Giving and the Planned Giving Roundtable of Southern California.

NAOMI MOJARRO Gift Planning Coordinator World Vision PO Box 9716 Federal Way, WA 98063-9716 800-426-5753 Toll Free 253-815-2576 Office 253-815-3342 Fax nmojarro@worldvision.org Naomi coordinates communication with donors and is responsible for processing gift agreements, calculations and administration. She is also a member of the American Council on Gift Annuities. Naomi has been with World Vision for 6 years, with the last 2 years in the Gift Planning Department.	JOHN GUERNSEY Gift Planning Director World Vision Box 11, Suite 218 10033 Sawgrass Dr. W. Ponte Vedra Beach, FL jguernse@worldvision.org John has been with World Vision over 13 years cultivating and working with major donors. He currently assists donors who wish to leave a bequest to World Vision and councels them on other estate planning options. John is a member of the Planned Giving Council of Northeast Florida and has for many years chaired the committee on bequests and endowments as an elder in his church. He lives in Florida with his wife Jean of 50 years and has 2 grown childern and 5 grandchildren.