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.
