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Planned Giving

Amy Lee

We are attemoting to streamline our Planned Giving process and cerate consistency with our records in RE. Industry standards suggests that we place a Planned Giving request on the individual donor record and once the estate bequest is realized, to create a separate organization record for the estate. The problem is that in RE you cannot connect the estate bequest to the planned gift on a separate record. We like the idea of having the separate estate record so that it separates from a surviving spouse, etc. Anyone have a workaround on this? Or what process are you using that works?

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Suzie Capps

Just leaving a comment here to acknowledge that we have the same issue - best practice unfortunately isn't possible with RE functionality. We're currently adding the income to the individual donor / legator record and soft crediting to the estate / where the payment comes from.

Irene Hui

We are in the process of getting our PG processes organized and documented, too. Would be interesting to see what others are doing. :)

Courtney Bloniasz

@Madeleine Shuldman Similar process and challenge on our end. Following for more!

Ian Greenlee

Sorry if I'm misunderstanding the situation, but are you working in web view or database view? In database view, we've had no issue applying a gift on an estate's record as realized revenue to a planned gift on an individual's record. We then soft-credit the realized revenue to the individual. Trying the same in web view, I can see where the option to apply the gift is only presented when the planned gift is on the same constituent record.

Amy Lee

Yes-it's connecting the gift in DBV to the planned gift if they are in separate accounts. We are also trying to create dashboards and without the connection it affects pipeline reports.

Heather Pauli

We note the Planned Giving intent on the individual record, have Raiser's Edge set up to automatically create an individual record for the surviving spouse (crediting previous joint donation history to them,) at the time of the primary constituent's passing, and convert the deceased's individual record to an Estate record when the bequest is realized.

Amy Lee

This was an option I was considering! Thanks!

Jeannie Goings

We convert the deceased constituent from an individual record type to an organization record type and change the name from Joe Donor to Estate of Joe Donor.