Estate Gifts Form

Stephanie Crawley

Does anybody have a form they have their Accounting team or Fundraising team fill out when they receive or raise an Estate Gift, either before or after the donor dies? When entering gifts in Raiser's Edge, we need guidance from someone on how they want this entered - Campaign, Fund, Appeal, pledge or one-time, under what entity, etc. Right now, sometimes we just get a check that says it's from an Estate and then we have to track someone down in our organization and try to get them to tell us how they want us to enter it, track it and report on it. It would be easier if we had a form for them to fill out, even if it's after we've had to track down who knows about this gift.

Crystal Bruce

Hi Stephanie Crawley‍ would this be better in the Raiser's Edge forums? If so, I can move it! Thanks!

Chris Fedor

We have a form donors fill out to share their intent with us that gives us some of the information we need. This way, we can also attach this to their record as an action with an action type of “planned gift”. I can share that link for our form if it would be helpful. We typically use a new campaign for each FY and that's the campaign we use each time so we can tell when that gift came in for our recognition purposes. The we just use an appeal called “bequest”. I am hoping to make changes to our form so I know what fund to allocate it to. That's the hardest information for me to get. I'd like to add a small section at the bottom of the form the donor fills out that is marked for internal use only to give me more guidance when I record these gifts.