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Hello, we get occasional revocable planned gift pledges from our 50th reunion classes (we're a high school) towards the newly established endowed class fund each year. These funds support scholarships, programs, or chairs generally. This fund also receives cash payments and 5 year pledges as well.

According to CASE standards, so long as the donor is over 65, it seems we can track these in a campaign so long as we don't have a huge portion of them in the campaign.

We are not in a campaign however--this is money we would be tracking in our endowment fundraising totals for the year. 

Because we switched CRMs and changed how we track and post endowed pledges to the business office, I want to know best practices for reporting these revocable planned gift endowment pledges. We want to track them as revenue towards our goal for the year, but I want to be sure I am doing this correctly.  Can I post revocable planned gifts to the business office since these are all from folks over 65? We do get the NPV of the planned gifts, so should I be entering that or the value that is indicated? For what it's worth, our CRM doesn't have a separate, calculable spot for NPV--we will put the NPV in a gift note.

In the past, if a planned gift pledge was in the system, since it was entered as a pledge, we did not count the cash received as revenue for that year. That is the process I want to continue to follow.

Any help is appreciated--I tried searching for answers to this question but I wasn't having luck. Apologies if this has been answered in the past.

Thank you,

Hello, we get occasional revocable planned gift pledges from our 50th reunion classes (we're a high school) towards the newly established endowed class fund each year. These funds support scholarships, programs, or chairs generally. This fund also receives cash payments and 5 year pledges as well.

According to CASE standards, so long as the donor is over 65, it seems we can track these in a campaign so long as we don't have a huge portion of them in the campaign.

We are not in a campaign however--this is money we would be tracking in our endowment fundraising totals for the year. 

Because we switched CRMs and changed how we track and post endowed pledges to the business office, I want to know best practices for reporting these revocable planned gift endowment pledges. We want to track them as revenue towards our goal for the year, but I want to be sure I am doing this correctly.  Can I post revocable planned gifts to the business office since these are all from folks over 65? We do get the NPV of the planned gifts, so should I be entering that or the value that is indicated? For what it's worth, our CRM doesn't have a separate, calculable spot for NPV--we will put the NPV in a gift note.

In the past, if a planned gift pledge was in the system, since it was entered as a pledge, we did not count the cash received as revenue for that year. That is the process I want to continue to follow.

Any help is appreciated--I tried searching for answers to this question but I wasn't having luck. Apologies if this has been answered in the past.

Thank you,

Hello, we get occasional revocable planned gift pledges from our 50th reunion classes (we're a high school) towards the newly established endowed class fund each year. These funds support scholarships, programs, or chairs generally. This fund also receives cash payments and 5 year pledges as well.

According to CASE standards, so long as the donor is over 65, it seems we can track these in a campaign so long as we don't have a huge portion of them in the campaign.

We are not in a campaign however--this is money we would be tracking in our endowment fundraising totals for the year. 

Because we switched CRMs and changed how we track and post endowed pledges to the business office, I want to know best practices for reporting these revocable planned gift endowment pledges. We want to track them as revenue towards our goal for the year, but I want to be sure I am doing this correctly.  Can I post revocable planned gifts to the business office since these are all from folks over 65? We do get the NPV of the planned gifts, so should I be entering that or the value that is indicated? For what it's worth, our CRM doesn't have a separate, calculable spot for NPV--we will put the NPV in a gift note.

In the past, if a planned gift pledge was in the system, since it was entered as a pledge, we did not count the cash received as revenue for that year. That is the process I want to continue to follow.

Any help is appreciated--I tried searching for answers to this question but I wasn't having luck. Apologies if this has been answered in the past.

Thank you,