FundSvcs Community

Hello,

We have received documentation regarding a bequest intention of a very valuable violin. As the donor is older than 70, the gift officer involved would very much like that bequest counted. The documentation includes an independent appraisal. My quandary is two-fold. We have two separate gift types in our system and both would apply - one would need to either select a "planned gift", or a "gift-in-kind" - so that makes it difficult to enter, but we could pick one (probably the "planned gift") and write a reference note regarding the expectation. The bottom line is whether this is even permissible?

Thank you!

Hello,

We have received documentation regarding a bequest intention of a very valuable violin. As the donor is older than 70, the gift officer involved would very much like that bequest counted. The documentation includes an independent appraisal. My quandary is two-fold. We have two separate gift types in our system and both would apply - one would need to either select a "planned gift", or a "gift-in-kind" - so that makes it difficult to enter, but we could pick one (probably the "planned gift") and write a reference note regarding the expectation. The bottom line is whether this is even permissible?

Thank you!